Free Accounting Quote Template That Wins Clients

Visually Stunning Cover

The first thing your client should see when they open a quote is a beautifully designed cover fit for a world-class accounting company. An attractive cover is what gets them interested, so if you don't do the first step right, it's always going to be an uphill struggle from there.

You can use our premade cover or change the text, logo, and background image to make it a better fit for your needs.

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Pre-Written Services Section

Writing about what you do is never easy. How much is too much? Is it clear enough for your clients to understand it? Completely valid questions that you no longer have to worry about. In this accounting quote template, the page detailing the work you're going to do is done, with an introduction and structure already prepared. You just need to add a few client specifics, and that's it!

Like the rest of this quote, it's all editable - the colors, the text, images, layout - everything.

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Process and Timescales

Explaining the accounting and bookkeeping processes can be difficult. You want to give enough detail, but not so much it seems overwhelming. Fortunately, our process and timescales page already has the perfect amount of information, so all you have to do is tweak it a bit to suit your exact process.

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Pricing

Getting pricing right in the accounting industry is difficult. Luckily, all you have to do in this automatically calculated pricing table is put the numbers in, type a brief one-line description of your services, and the most important part of your quote is done!

If you prefer to charge per hour, sell in quantities, or have optional up-sell products, just click on the settings button and adjust it any way you like.

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Next Steps with Digital Signing

One of the biggest reasons businesses don't sign new contracts is because they don't give clear instructions on how to buy from them. This quote template comes with a 'Next Steps' page, which you shouldn't have to change at all. Simply add the next steps you will take your client through and ask them to sign digitally by typing their name and clicking Accept.

All digital signatures are 100% legal and compliant. Once your client signs, you can see the digital signature certificate in your Better Proposals account.

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Pre-Written Contract

Every service business needs to sign a contract with their clients and accounting is no exception. To make it easier, we've found the best examples from the industry experts and adapted them for you to use.

We're not legal professionals and don't pretend to be on the internet, but if you're not using anything at all, this will give you be a good start - that said, get a legal professional to read it over.

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Take Payment from Your Client

Getting paid may be the hardest thing to do in business. We all want to find a way to get the money in our accounts as soon as possible. Using our integrations with Stripe, PayPal, and GoCardless, you can receive payments from your client the moment they sign the quote and then, if needed, start a subscription.

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