Accounting Services Quote

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PREPARED FOR
[Client Name] 

PREPARED BY
[Service Provider Company Name]

Accounting Services Quote

QUOTE DETAILS.

Quote Number: [Quote Number] 
Quote Creation Date: [Quote Creation Date] 
Quote Prepared By: [Quote Preparer Name] 
Quote Expiration Date: [Quote Expiration Date] 
Quote Effective Date: [Quote Effective Date] 

SERVICE PROVIDER COMPANY DETAILS.

Company Name: [Service Provider Company Name]                        
Company Address: [Service Provider Company Address]                                      
Company Contact Number: [Service Provider Company Contact Number] 
Company Email ID: [Service Provider Company Email Address] 

CLIENT DETAILS.

Client Name: [Client Name] 
Client Address: [Client Address] 
Client Contact Number: [Client Contact Number] 
Client Email ID: [Client Email Address] 

PAYMENTS AND CHARGES.

Please have a look at a detailed breakdown of prices:

Services	Assigned Employee	Per Hour Charges	Number of Days	Price
Bookkeeping and admin support	[Employee Name]	$[Per Hour Rate]	[No. Of Days]	$[Amount]
Accounting and review	[Employee Name]	$[Per Hour Rate]	[No. Of Days]	$[Amount]
Financial planning and analysis	[Employee Name]	$[Per Hour Rate]	[No. Of Days]	$[Amount]
Expert advisory	[Employee Name]	$[Per Hour Rate]	[No. Of Days]	$[Amount]
[Additional Services]	[Employee Name]	$[Per Hour Rate]	[No. Of Days]	$[Amount]
Subtotal:				$[Subtotal Amount]
Taxes:				$[Taxes Amount]
Discounts:				[Discount Offered]%
Total Amount:				$[Total Amount]

TERMS AND CONDITIONS.

1. TOLERANCES.

All services and materials shall be furnished in accordance with usual industry standards and tolerances. The possible tolerance of one of the parties for the behavior of the other, constituting a violation of the provisions of this quote, does not constitute waiver of the rights arising from the violated provisions or the right to require the exact performance of all terms and all the conditions set forth therein.

2. PAYMENTS.

[Service Provider Company Name]'s fees are billed at an all-inclusive hourly rate based on the time required for each aspect of our strategic financial management service. Based on the most recent [Client Name]'s company profile, we estimate the yearly budget for strategic financial management at the following rate:

Compared to the annual cost of maintaining an in-house financial management team, you'll save about [Annual Savings in Percentage] on salaries and benefits alone. You'll receive a monthly bill detailing our services and how much time we've spent on your file. Payment is due upon receipt of the invoice.

3. CANCELLATIONS.

[Client Name] can reject, modify, stop, or cancel any plans or work in progress. However, [Client Name] agrees to remit all costs and expenses incurred before implementing changes. The balance due must be paid within [Payment Due Period After Change Notification] day(s).

Note: Any cancellation not formally confirmed in writing and received by [Service Provider Company Name] within [Termination Notice Period in Days] day(s) of such instruction being issued will be liable for the full quoted cost of the project.

4. GOVERNING LAW.

This quotation shall be governed by and in accordance with the laws of [Governing Law].

ACCEPTANCE AND SIGNATURE.

If you wish to proceed with working with us, please confirm your acceptance by signing below.

[Client Name] 

[Service Provider Company Name] 

Name:

Name:  

Signature:

Signature:

Date:

Date:

Accounting Services Quote Template

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Accounting Banking and Finance Financial Planning Services

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