Describe the additional assignment
Set out a clean-up or advisory job before it begins.
Track time. Get paid.
Estimates for accountants and bookkeepers
Set out additional accounting work before you start. Send a clear estimate for clean-up or advisory services and keep the accepted scope available.
Free for 14 days — every feature, no credit card, no automatic charge.
Agree the work before it starts.
Keep recurring service distinct
Make clear what sits outside the client’s existing engagement fee.
Retain the client’s accepted scope
Keep changes visible when the proposed work expands.
A TimeLodge estimate does not replace the engagement documentation or professional obligations your practice needs.
Get started with estimates
- 1Describe the additional service
- 2Separate it from recurring work
- 3Confirm the proposed fee and terms
- 4Retain the accepted engagement estimate
Questions about estimates for accountants and bookkeepers
- Does an estimate replace our engagement letter?
- No. Keep any engagement letter and professional requirements your practice needs. Use the estimate to explain the proposed work and price, and check that its terms agree with your other client documents.
- Can I use an estimate for a bookkeeping clean-up project?
- Yes. Describe the proposed work and pricing, then confirm acceptance before starting. Keep your engagement letter and any professional requirements consistent with the estimate.
Try estimates on your next client project
Start free, add a client, and send your first estimate.
Start free