What should an accounting firm price list include?

Each service or package by name, what is included and what is not, how it is billed (monthly, annual, one-off or quoted), the price and how tax is shown. The included column matters most: it is what the client compares, not the number.

Should an accounting firm publish its prices?

It is your decision. Many firms publish starting prices for packaged services and quote the rest. The workbook lets you choose service by service with the Show on menu column. Should accounting firms publish their prices? weighs it up.

Does the template tell me what to charge?

No. It checks each price against the floor your own costs and hours give, and flags any that fall below it. The price itself is yours. When clients compare your fees to their last accountant covers the conversation that follows.

How is this different from the fee calculator?

The fee calculator works out your price floor from your costs and capacity, and plans a price rise. This builder takes that floor and turns your services into a menu a client can read.

Free template

Accounting and bookkeeping services price list template

A price list does two jobs. Inside the firm, it makes sure every service covers the time it takes. In front of a client, it says what they get for the price before they ask. This workbook does both from your own numbers: it checks each price against your floor, then lays the services out as a menu you can paste into a proposal or your website. It suggests no prices.

Updated 10 November 2026 · Excel workbook (.xlsx) · Free with a firm profile

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How to use it

How to use this template

Set your floor

On Your floor, enter the price an hour of your work needs to earn. The free fee calculator works it out from your costs and capacity. The set and raise your fees playbook covers the whole method.
Describe each service by what is included

On Service menu, one row per service or package, with what the client gets and what is extra. The included column is what sells the price. How to value price bookkeeping and annual accounts shows how to describe the value.
Estimate the hours, then set your price

The workbook shows the floor for each service. Choose your price at or above it, on the value of the work to the client.
Pick what goes on the menu

Mark Show on menu for services with a set price; leave quoted-only work off. The Client menu sheet builds itself.
Review it every year

When your costs or the work change. A service flagged Below floor is either underpriced or taking longer than you think.

The template

Accounting services price list builder

Replace everything in [square brackets].

What's in the workbook

Three working sheets after the read me: your floor, the full service menu for the firm, and the client-facing list it produces.

Sheet	What it does
Read me	What the workbook is for, how to use it, and where it came from.
Your floor	The price an hour of your work needs to earn. Take it from the free fee calculator, or from your own sums. Every service on the menu is checked against it.
Service menu	One row per service or package you sell: what is included, how it is billed, your hours estimate, the floor that gives, and the price you choose.
Client menu	The services marked Show on menu, ready to copy into a proposal, your website or a PDF. It updates from the Service menu sheet.

Shaded cells are yours to fill in. Everything else calculates from them. Nothing is filled in for you: no benchmark, rate, salary or fee is typed in as a default, so every result is built from your own numbers.

Sheet 1: Your floor

The price an hour of your work needs to earn. Take it from the free fee calculator, or from your own sums. Every service on the menu is checked against it.

Line	Type	How it works
Price an hour needs to earn	You fill in	From the fee calculator’s Cost of an hour sheet, or your own number.
How prices are shown	You fill in	Printed on the client menu.

Sheet 2: Service menu

One row per service or package you sell: what is included, how it is billed, your hours estimate, the floor that gives, and the price you choose.

Column	Type	What it is
Section	You fill in	A heading for the client menu, such as Bookkeeping, Tax, Advisory.
Service or package	You fill in	The name the client sees.
What is included	You fill in	Deliverables, in plain words. This is what the price buys.
Not included	You fill in	What the client should expect to pay extra for.
Billed	Pick from a list: Monthly, Quarterly, Annual, One-off, Per hour, Quoted	How the price is charged.
Hours per billing period	You fill in	Your estimate for one client, per month, quarter, year or job, including review and client contact.
Floor	Calculated	Hours x the price an hour needs to earn.
Your price	You fill in	The price you choose, on the value of the work to the client. At or above the floor.
Above floor?	Calculated	Flags any price that will not cover your time.
Show on menu?	Pick from a list: Yes, No	Pick No for services you quote case by case.

Floor: Hours x the price an hour needs to earn.
Above floor?: Flags any price that will not cover your time.

Sheet 3: Client menu

The services marked Show on menu, ready to copy into a proposal, your website or a PDF. It updates from the Service menu sheet.

Column	Type	What it is
Section	Calculated	From the Service menu.
Service	Calculated	From the Service menu.
What is included	Calculated	From the Service menu.
Price	Calculated	Your price.
Billed	Calculated	How it is charged.
Tax	Calculated	From Your floor.

Section: From the Service menu.
Service: From the Service menu.
What is included: From the Service menu.
Price: Your price.
Billed: How it is charged.
Tax: From Your floor.

Before you rely on it

The floor covers your time; it is not the price. Where a fee sits above the floor is your decision, based on the value of the work to the client and how you want to position the firm.

This workbook is a starting point, not financial, tax, employment or legal advice. It only knows the numbers you give it, so check them against your own records and take advice on anything you are unsure of.

Common questions

Frequently asked questions

What should an accounting firm price list include?: Each service or package by name, what is included and what is not, how it is billed (monthly, annual, one-off or quoted), the price and how tax is shown. The included column matters most: it is what the client compares, not the number.
Should an accounting firm publish its prices?: It is your decision. Many firms publish starting prices for packaged services and quote the rest. The workbook lets you choose service by service with the Show on menu column. Should accounting firms publish their prices? weighs it up.
Does the template tell me what to charge?: No. It checks each price against the floor your own costs and hours give, and flags any that fall below it. The price itself is yours. When clients compare your fees to their last accountant covers the conversation that follows.
How is this different from the fee calculator?: The fee calculator works out your price floor from your costs and capacity, and plans a price rise. This builder takes that floor and turns your services into a menu a client can read.

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