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Our simple to use app, helps you maximise profits, by helping you charge what you’re worth, not just an hourly rate.

Do you struggle when it comes to charging your clients? Pricing is probably the hardest area when it comes to being a bookkeeper. If you’re looking for solutions when it comes to quoting then you’ve come to the right place.


Our unlimited quotes and no contract packages include:

Basic

£17+VAT/month
  • Integrations with Xero and Quickbooks
  • Custom branding
  • 1 x email proposal template
  • 1 user login
  • Layered quoting (enables user to override end price)
  • Client acknowledgement recording; opened quote, accepted quote, declined quote

Standard

£27+VAT/month
  • Integrations with Xero and Quickbooks
  • Custom branding
  • 3 x email proposal templates for tailored customer communication
  • 1 user login
  • Layered quoting (enables user to override end price)
  • Client acknowledgement recording; opened quote, accepted quote, declined quote
  • Re-quote option
  • Resources and checklists; based on the client’s answers

Premium

£37+VAT/month
  • Integrations with Xero and Quickbooks
  • Custom branding
  • Unlimited user logins
  • Layered quoting (enables user to override end price)
  • Client acknowledgement recording; opened quote, accepted quote, declined quote
  • Re-quote option
  • Resources and checklists; based on the client’s answers
  • Multiple Engagement letter / terms / SLA templates and formatting, tailored customer communication
  • Digital document signing integration

BookkeeperQuote has been written BY bookkeepers, FOR bookkeepers. Trust us, we know the struggle in what to charge your clients or prospects. For so long now the hourly rate has ruled the world – our world anyway. But things have changed since then. Technology has moved on.

No more is it acceptable to charge by the hour when you, as a bookkeeper, are providing so much value to the client. And this is where technology helps – or hinders, when it comes to making pricing a more difficult exercise. With cloud technology, we can do bank reconciliation in minutes. We can scan invoices in seconds. So should we be charging a lower hourly rate? Of course not.

There’s also of course another reason NOT to charge hourly rates. By definition the client always receives a surprise bill – and that’s what clients hate most. They just never know what sort of invoice is going to arrive on their doormat – or in their inbox. Clients want absolute certainty in what they’re paying, and our software gives them exactly that.

So what about fixed rates? They give clients certainty of course. But we need to go further. We need to tailor our price to the individual client – rather than offering fixed fees across the board.

It’s time to price based on the VALUE we bring to the client – and that’s exactly what our bookkeeping quoting software does.

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