| Estimate No. | 1001 |
| Prepared Date | October 17, 2026 |
| Expiration Date | November 16, 2026 |
Your Company
Your Client
123 Street Name, Ste 987
Sampletown, XY 50001
Bringing your books current for the eight months from March through October: every transaction recorded and categorized, every account reconciled, payroll and sales tax tied out, and a review call to walk through what we found.
| Description | Qty | Total Price | ||
|---|---|---|---|---|
| Catch-up bookkeeping | ||||
|
Record and categorize transactions (per month) |
8 | $3,000.00 | ||
|
Bank and credit card reconciliations (per account) |
4 | $700.00 | ||
| Review and tie-out | ||||
|
Payroll records review and tie-out |
1 | $450.00 | ||
|
Sales tax review and reconciliation |
1 | $400.00 | ||
|
Opening balances tied to last year’s return |
1 | $350.00 | ||
| Wrap-up | ||||
|
Review call and cleanup report |
1 | $200.00 | ||
| Total Due | USD $5,100.00 | |||
This estimate is valid for 30 days. It assumes up to 250 transactions a month across 4 bank and card accounts, read-only access or statements for every month, and answers to our questions within 3 business days. Volume beyond that is billed at $150 per hour, only with your approval first.
Not included: late or amended payroll and sales tax filings, resolving penalties, tax returns, or changes to prior years. Once your books are current, monthly accounting continues under the package you choose.