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Bookkeeping Services Quote

So you’re looking for a new bookkeeper? Watch the video to learn more about or quoting process. Or read the transcript below.

How it works - Short version

So you want a quote for your bookkeeping? Here’s how it works:

  1. Fill out the form with detail as possible. Check your inbox as we might need more information* 
  2. If estimate fits your budget let us know
  3. We do a Bookkeeping Health Check (a look inside your Accounting data file to confirm we scoped the monthly fees correctly. And identify if any upfront costs will apply.
  4. We can sending you an official quote/proposal which you can sign if you want to work with us.
  5. Our onboarding process:
    1. Set up direct debit and pay your invoice (upfront fee + first month bookkeeping)
    2. Fill some forms and sign documents giving us permission to act on your behalf
    3. We introduce to your bookkeeping manager who will be your point of contact
    4. We’ll setting up your Xero file or Catch up your bookkeeping, and start doing your monthly bookkeeping
    5. Once bookkeeping is up-to-date you’re ready to start raising your Profit IQ

*If you have a larger business or more in depth needs you’ll need a 20 min consult with you to complete the estimate. The initial quote that we send you is an estimate only. We first need to find out if there’s any catch up work or upfront work to be done via our Bookkeeping Health Check.

How it works - Full video transcript

Hi, my name is Amy Hooke, and I’m the director of Off The Hook Bookkeeping helping business founders raise their Profit IQ.

So you want a quote for your bookkeeping? Here’s how it works:

Fill out the form on the page, putting in as much detail as possible. If there’s anything that you’re not sure of, there is a section for comments at the bottom of the form. Put in as much information in there as you possibly can, that will help us to be able to get back to you with an estimate for your fees within the next 48 hours.

In certain cases, there are times where we need more information from you. If you submit your request form, then we’ll go through that if we’re able to provide an estimate straightaway, we’ll just do that. But if we need some more information, we’ll send you an email so please keep an eye out for your email inbox.

Once you receive that email, if you could respond as quickly as possible to that email, sometimes it really helps depending on your business.

You may need a consultation with us if you know if there’s a bit of detail involved in there. So we recommend that once you have a look at the quote, book in a time to talk to us in depth.

Remember, we’re just getting to know your business. So the initial quote that we send you is an estimate only. We first need to find out if there’s any catch up work or upfront work to be done.

So if you’re happy that the estimate fits within your budget, we then need to do a Bookkeeping Health Check. Which is a look in your Accounting data file to make sure that we’ve scoped the job correctly. And to find out if there’s any issues in the file that need to get fixed.

Once we’ve done that, we can confirm by sending you an office quote along with our terms and conditions.

At that point, you can decide to go ahead and work with us by signing the quote.

From there, we take you through our onboarding process, which will involve paying your initial invoice, filling out some forms, and signing a few documents which give us permission to act on your behalf.

From there, you’ll be introduced to your bookkeeping manager who will be your point of contact throughout your whole relationship with Off The Hook Bookkeeping. You’ll have your own personal bookkeeper who you can go to any time you need assistance.

Anyway, we’re looking forward to working with you and helping you raise your Profit IQ. 

See you soon!

Amy Hooke (Director)

Book a FREE Initial Consult or Call Us NOW

Great choice!

You can give us a call right now on (03) 8518 4002 or Book A Consult.

Experienced Bookkeeper | Quote In 48 Hours 

Let us know about your  bookkeeping needs and we’ll email you an estimate. We might have questions, so keep an eye on your inbox.