Free Bookkeeping Pricing Template (Excel)
What's in the bookkeeping pricing template
The template is a single Pricing Calculator sheet with three columns side by side — Basic, Standard, and Premium — so you can price the same client at different service levels and compare the numbers before you quote.
For each tier, you enter the client's monthly complexity (bank and card transactions, bank and credit accounts, payroll employees, and AR/AP invoices handled) and your own pricing (a base monthly rate plus a price per transaction, per account, per payroll employee, and per invoice).
The recommended monthly price and the annual contract value calculate underneath each tier, so the three columns become a ready-to-present comparison instead of three separate spreadsheets.
Pricing built on real volumes, not a black-box score
There's no abstract 'complexity score' hiding how the number was reached. The recommended price is your base rate plus each real volume (transactions, accounts, payroll, invoices) multiplied by the price you set for that unit — every dollar in the total traces back to a number you can see and defend to a client.
That also means the calculator adapts to how you actually price: raise your per-transaction rate and every tier's price updates instantly, without touching a formula.
How the recommended price calculates
Fill in the client's volume once per tier, then your base rate and unit prices — the monthly price sums the base plus each volume times its price, and the annual contract value multiplies that by 12.
Because the three tiers sit side by side with the same formula structure, you can see exactly how much a client's price changes as you move them from Basic to Standard to Premium — useful when a client asks what upgrading actually costs.
Who this pricing template is for
Bookkeepers and small accounting firm owners who currently guess a monthly retainer or price by the hour, and want a repeatable way to turn a new client's transaction volume into a number they can quote confidently.
It's built for pricing your own bookkeeping services — a separate concern from a client's day-to-day books. If you're looking for the client's own bookkeeping system rather than a pricing calculator for your firm, see the Bookkeeping template in the shop.
How to use it
- Enter the client's monthly volume for each tier: transactions, bank/credit accounts, payroll employees, and AR/AP invoices.
- Set your base monthly rate and your price per transaction, account, payroll employee, and invoice.
- The recommended monthly price and annual contract value calculate automatically for each tier.
- Compare Basic, Standard, and Premium side by side and quote the client with the numbers in front of you.
Download the free Free Bookkeeping Pricing Template (Excel)
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Small Business Bookkeeping & Tax Dashboard
Pricing the work is step one — the paid Bookkeeping template ($19) helps you (or your client) actually track the books month to month with Schedule C categorization and a tax-ready dashboard.
See the full versionFrequently asked questions
Can I use this bookkeeping pricing template in Google Sheets?
Yes. Upload the downloaded file to Google Drive, then open it and choose File > Save as Google Sheets. All three tier calculations keep working.
Is this template really free?
Yes. You give an email address to download it, and then it's yours to use with no further cost.
Is the price based on a complexity score I can't see?
No. There's no hidden scoring formula — the price is base rate plus each real volume (transactions, accounts, payroll, invoices) times the unit price you set. You can trace every dollar.
Can I change what counts toward complexity for my firm?
Yes. The volume rows and unit prices are plain input cells, so you can relabel or add a row for a metric specific to how your firm prices, as long as you keep the calculation cells intact.
Does it generate a client-facing quote document?
No — it calculates the recommended price and annual value. You'd copy those numbers into your own proposal or invoice template to present to the client.
What's the usage license?
Personal use or use within one firm. It's not meant to be resold or redistributed as a template product.