5 free bookkeeping pricing templates to grow your revenue

Are you a freelancer seeking more efficient ways to invoice your clients? Or perhaps you’re a small business owner trying to navigate the complexities of bookkeeping.

In either case, bookkeeping should not pull you away from essential business activities like acquiring new clients and fulfilling current client expectations.

With the right strategies and tools, such as Copilot, you can easily handle your financial records.

In this article, I will introduce you to five free bookkeeping pricing templates that you can use to showcase the value of your services and get paid accordingly.

Each template is free and fully customizable to meet your business needs, with the ultimate goal—to help you streamline your bookkeeping processes.

Let’s begin!

What is a bookkeeping pricing template?

A pricing template for bookkeeping is a pre-formatted document that allows you to easily calculate prices for common bookkeeping tasks and services.

A template typically includes:

• Service descriptions: A clear outline of the bookkeeping services you offer.
• Pricing structures: Hourly rates, flat fees, or package deals for different service levels.
• Additional fees: Charges for specific tasks, such as bank reconciliations or payroll processing.
• Payment terms: Information on accepted payment methods and due dates.
• Client information: Client details and contact information.
• Contract or proposal sections: Areas to include legal terms and conditions.
• A summary of costs: A clear breakdown of total fees for the client.

Why use a pricing template for bookkeeping?

Imagine trying to figure out your pricing for every single client from scratch. It’s like reinventing the wheel every time, right?

A pre-made blueprint for your pricing means you’re not starting from zero each time. This saves you a ton of time and ensures consistency in your proposals. Plus, it helps you stay organized and professional.

With a template, you can quickly adjust prices based on the client’s needs without having to rebuild everything. It’s like using a handy guide to quickly create accurate and professional quotes.

Additionally, it gives you a clear overview of your services and pricing structure, which is super helpful for both you and your clients.

Solutions like Copilot’s accounting portal can further simplify your business by quickly generating custom invoices, sharing messages and files, setting payment deadlines, and allowing clients to choose their preferred payment method.

The best part—you can manage all bookkeeping needs with Copilot without navigating elsewhere! Copilot offers a 14-day free trial (no credit card required), so try it yourself and see how it helps your business thrive.

5 bookkeeping pricing template examples 

Now, let’s check out five pricing templates for bookkeeping so you can start using them today!

1. ClickUp

ClickUp provides a free bookkeeping template to help you calculate expenses for payroll, bank reconciliations, and financial statement preparation.

Key features:

• Customizable service fields to add or remove bookkeeping activities.
• Formulas to auto-calculate totals based on hourly rates and time estimates.
• Statuses track invoices and payment progress.
• Multiple views (monthly, annually) for analyzing pricing.
• You can easily share a template with team members and clients.

Who can benefit from using ClickUp’s pricing template for bookkeeping:

• Bookkeepers and accountants: You can efficiently calculate and quote prices for your services.
• Freelancers: You can establish a consistent pricing structure for your clients.
• Small business owners: You can estimate potential bookkeeping costs without hiring a professional.
• Growing businesses: The template makes scaling pricing easy as you add clients.

You might need to spend some time learning how ClickUp works before you can effectively use its templates.

2. Coefficient

Coefficient is a spreadsheet automation company that created a free bookkeeping pricing template that’s easy to understand, customize, and use even for beginners.

Key features:

• Tailor the template to match your business branding and style.
• Connect the template to live financial information to get up-to-date pricing data.
• Present your services in an easy-to-understand and itemized format.
• Work effortlessly with popular accounting software like QuickBooks Online and Xero.

Who can benefit from using Coefficient’s bookkeeping pricing template:

• Freelancers: You can understand and use this template even without any prior accounting knowledge.
• Small businesses: You can benefit from transparent and predictable pricing.
• Accounting software providers: You can integrate the template into your software for added value.
• Small accounting firms: You can use this template as a foundation for standardized pricing.

Essentially, this well-structured pricing template can benefit anyone involved in the bookkeeping industry or who wants a simple solution using Google Sheets.

3. Cone

Cone provides a highly customizable bookkeeping pricing template with sections for the scope of services, testimonials, transaction volume, terms, pricing, and payment instructions.

Key features:

• Choose from pre-designed proposals tailored to your location (US, UK, or global).
• Customize your proposal with your business logo for a professional look.
• Showcase your expertise with videos and images.
• Generate a professional proposal in either PDF format or an interactive page.
• Easily send your proposal for electronic signature.

Who can benefit from using Cone’s pricing template for bookkeeping:

• ​​Accountants: The template helps maintain clear records and consistency in pricing.
• Accounting firms: You can use a standardized template to make it easier to manage client billing.
• Small business owners: Streamline your business efficiency with standardized templates.

Overall, Cone’s template allows you to streamline and standardize your bookkeeping tasks with minimal time and effort.

4. Jetpack Workflow

Jetpack Workflow offers a suite of 32 accounting and bookkeeping workflow templates in Excel and a free Google Sheets proposal template to support your bookkeeping workflow.

Key features:

• A customizable Google Spreadsheet with a template.
• A simple hourly rate calculator for each service based on time estimates.
• Pre-written formulas to help you quickly calculate your costs.
• Consistent and fair pricing for different types of clients and services.

Who can benefit from using the Jetpack Workflow pricing template for bookkeeping:

• Small businesses: You can leverage the template to standardize client proposals and improve efficiency.
• Bookkeepers, accountants, and entrepreneurs: This template can help you present your services, outline pricing, and sign agreements with your clients.
• Consultants: Financial consultants advising clients on bookkeeping and accounting practices can also use this template to provide quotes.

Essentially, anyone who wants to establish a clear, profitable, and efficient pricing strategy for their bookkeeping business can benefit from using this template.

5. Better Proposals

Better Proposals provides a free bookkeeping pricing template with built-in e-signature functionality to speed up client approvals and payments.

Key features:

• A pre-made terms and conditions agreement to save you time.
• Sample sales copy to help you introduce your business effectively.
• A clean template that highlights your services and prices.
• A secure way for customers to electronically sign documents.

Who can benefit from using Better Proposals’ pricing template for bookkeeping:

• Bookkeepers and accountants: With a minimalist template, you can save time and create professional proposals quickly.
• Freelancers and entrepreneurs: You can easily present pricing and services to potential clients without hiring an external expert.
• Small business owners: A simple pricing template lets you streamline all your internal bookkeeping processes.

If I had to choose between these five templates, Better Proposals would be my top choice. It includes a pricing template and a full contract template with e-signature. This means you can quickly send a contract to your client and finalize the deal efficiently.

FAQ

Besides offering you time-saving bookkeeping value pricing templates, I’ve gathered a few frequently asked questions from other professionals like you.

What’s value pricing in bookkeeping?

Value pricing in bookkeeping means setting pricing based on the perceived value of your services to the client, not just the time spent.

This approach requires understanding the client’s struggles, challenges, needs, and goals, and how you can assist them in achieving those goals.

Instead of charging an hourly rate, you can offer pricing packages based on the complexity of your work and the expected outcomes. This approach can help you stand out from hourly-based competitors and potentially charge a premium for your expertise while also providing clients with clear expectations and pricing upfront.

For example, Bean Ninjas illustrates value-based pricing by offering different service packages with increasing levels of support. This means clients pay more for higher tiers of service, which reflects the added value they receive.

Learn more about bookkeeping pricing packages in our guide.

How do you quote bookkeeping services?

Before quoting bookkeeping services, there are several factors to consider.

First, evaluate your client’s needs, considering their business size and the specific services they require. Next, decide on a pricing structure:

• Hourly rates
• Fixed monthly fees
• Value-based rates

In addition, consider your expertise, overhead costs, and desired profit margin. You can also research market rates to ensure your proposal is competitive and fair.

When crafting a proposal, I recommend clearly outlining the services included, payment terms, and any additional fees in your quote. This will help you build trust and transparency.

How do you charge a bookkeeper client?

There are multiple ways to bill your bookkeeping clients.

One popular option is using PayPal to create and send invoices with payment links. If PayPal isn’t available in your country or you can’t use it for some reason, there are alternatives, like Wise, Stripe, and Copilot, to name a few.

I personally use Copilot to manage my client projects, including messaging, billing, and file-sharing. With Copilot, you can easily integrate online payment options into your invoices, allowing clients to pay instantly from either their desktop or mobile devices.

Check out our guide on invoicing clients and getting paid quickly with Copilot.

How much does a bookkeeper charge?

Bookkeeping costs vary widely. Factors like the bookkeeper’s experience, where they work, the size of your business, and the complexity of your finances all affect the price.

According to Upwork, self-employed bookkeepers typically charge $10–$40. However, certified accountants or those with niche skills will charge more.

If you want more details, check our guide on how to price bookkeeping services for clients of all sizes.

Manage your bookkeeping effectively with Copilot

Copilot offers a user-friendly online platform to help you handle all your bookkeeping tasks.

Whether you’re a small business owner wanting to invoice clients easily or a bigger company aiming to improve financial processes, Copilot is a comprehensive solution for all your bookkeeping needs.

Copilot lets you collect payments, add new clients, create agreements, share documents, and communicate with clients — all in one client portal!

I personally enjoy using Copilot to manage my clients’ work.

If you’re searching for simple-to-use client management software, sign up for a 14-day free trial and try Copilot for free!