Professional services
8 sample accounting and tax estimates with the services, hours and materials each job usually needs. Enter your rate to see an estimated total for each one.
Recurring bookkeeping for a small business
| Document classificationPurchases, sales and expenses | 8 h | — |
|---|---|---|
| Monthly filingTaxes and forms | 5 h | — |
| Client reportSimplified P&L | 3 h | — |
Preparing and filing the annual return
| Gathering recordsIncome, expenses and certificates | 6 h | — |
|---|---|---|
| Calculation and preparationDetermining the tax due | 8 h | — |
| Filing and documentationSubmission and record keeping | 3 h | — |
Bringing overdue months up to date
| Situation reviewOutstanding periods and penalties | 4 h | — |
|---|---|---|
| Catch-up workRecording the missing months | 20 h | — |
| Plan to stay currentProposed monthly routine | 3 h | — |
Tax registration for a new venture
| Regime adviceWhich regime suits best | 3 h | — |
|---|---|---|
| Registration filingSubmission and verification | 5 h | — |
| Invoicing setupDocuments and credentials | 4 h | — |
Monthly salary calculation
| Payslip calculationTen employees | 8 h | — |
|---|---|---|
| Social security filingsFiling and payment | 4 h | — |
| DocumentationPayslips and records | 2 h | — |
Balance sheet and P&L
| Bookkeeping reviewAccount reconciliation | 10 h | — |
|---|---|---|
| Statement preparationBalance sheet and income statement | 10 h | — |
| Client presentationWalking through the numbers | 3 h | — |
Financial file for an application
| Gathering recordsRequired documents | 5 h | — |
|---|---|---|
| File preparationStatements and projections | 10 h | — |
| SupportMeetings with the bank | 4 h | — |
Review of controls and records
| Audit planScope and sampling | 6 h | — |
|---|---|---|
| FieldworkTesting and verification | 20 h | — |
| Audit reportFindings and recommendations | 8 h | — |
Estimate based on your rate, not a market price. In the app you adjust hours, materials and discounts before sending the PDF.
Open the template in CuantoCobro, adjust it to the job and send a PDF quote with your logo.
