Free Bookkeeper Quote Generator — Australia

Common Quote Line Items for Bookkeepers

Here are typical items you might include on a bookkeeper quote:

Typical Bookkeeper Pricing in Australia

Rates vary by state and job complexity, but these are the kinds of ranges bookkeepers commonly charge:

Compliance Tips for Bookkeepers

• BAS agent registration with the Tax Practitioners Board is required to provide BAS services for a fee.
• Professional indemnity insurance is mandatory for registered BAS agents.
• ABN must appear on all tax invoices.
• GST registration is mandatory at $75,000 turnover.

How to Create a Bookkeeper Quote

Follow these steps to put together a bookkeeper quote with our free generator:

1. Add your business details and logo, then set a validity period (e.g. 30 days) so the client knows how long the price stands.
2. List each item of work as a line item with a clear description, quantity, and unit price.
3. State your payment terms and any conditions (e.g. deposit required, price subject to site inspection) in the notes field.
4. Download the quote as a PDF and send it before starting any work.

What to Include on a Bookkeeper Quote

A bookkeeper quote should cover these fields, plus a few billing norms specific to how bookkeepers typically operate in Australia.

Fields to include

• Validity period: State how long the quoted price is guaranteed for — this protects you from rising material or labour costs.
• Scope of work: Describe exactly what is and is not included, so the client cannot assume extra work is covered.
• GST treatment: Show whether the total is GST-inclusive or exclusive so there is no dispute when the invoice is issued.
• Acceptance method: State how the client should accept the quote (signature, email reply, or deposit payment) to create a clear record.

How Bookkeepers typically bill

• Fixed monthly retainers are the most common pricing model for ongoing clients, giving predictable revenue and cost certainty.
• BAS preparation is often billed per quarter, aligned to the lodgement cycle rather than the monthly retainer.
• Invoices break down hours spent on each task (data entry, reconciliation, BAS prep) for transparency.
• A statement of account is sent quarterly to clients with multiple outstanding invoices.

Providing BAS services for a fee requires registration as a BAS agent with the Tax Practitioners Board, alongside the standard ABN-on-invoice and $75,000 GST registration rules that apply to any registered business.

Common Mistakes to Avoid

Watch out for these common errors when preparing a bookkeeper quote:

• Quoting a fixed price with no validity period, then honouring it months later at a loss.
• Leaving the scope vague, which invites scope creep once the job starts.
• Forgetting to note whether the price is GST-inclusive, causing disputes when the invoice arrives.

Frequently asked questions