Quote template
Free Quote Template for Accountants & Bookkeepers
Price the job before you start. If the client accepts, convert it straight to an invoice - nothing to retype. Pre-filled with typical accountants & bookkeepers line items below.
Use this templateQuote
#Q-0001
Date: 2026-08-06
Valid until: 2026-09-05
From
Your business
Bill to
Client name
| Description | Qty | Rate | Amount |
|---|---|---|---|
| Monthly bookkeeping | 1 | $350.00 | $350.00 |
| Tax return preparation | 1 | $450.00 | $450.00 |
Subtotal$800.00
Total$800.00
Payment due within 30 days of invoice date (Net 30).
Made with WiseSlip
Need an invoice instead? See the Accountants & Bookkeepers invoice template, the contractor agreement template, or browse every profession.
Frequently asked questions
- How do accountants & bookkeepers quote a new job?
- Most accountants & bookkeepers price out the work with an itemized quote before starting, covering the same line items an invoice would - labor, materials, or deliverables. This template comes pre-filled with typical line items for the industry - edit anything before sending.
- What happens after the client accepts the quote?
- Click "Client accepted - convert to invoice" and everything carries over automatically - nothing to retype. Just double-check the dates and invoice number before sending.
- Is this quote template free to use?
- Yes - open it in the builder, fill in your details, and download the PDF for free with no account required.