Bookkeeping & accounting tools

11 free tools

Pricing estimators, cleanup quotes, and proposal tools for bookkeeping and accounting firms.

Bookkeeping Pricing Estimator (Monthly)

Free tool: Estimate monthly bookkeeping cost based on transactions, payroll, A/R-A/P needs, and cleanup. Get a range + scope + proposal text you can send.

Scope includedNo signup required

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Bookkeeping Cleanup Quote Estimator

Free tool: Estimate a bookkeeping cleanup quote based on how many months behind, transaction volume, payroll, and bank/credit accounts. Generates scope + timeline + message.

Scope + timelineReduces surprise costs

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Monthly Close Checklist Generator

Free tool: Generate a monthly close checklist: reconciliations, accruals, categorization checks, payroll review, and reporting. Includes a manager summary message.

Repeatable processFewer surprises

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Cash Flow Forecast Generator (Simple)

Free tool: Generate a simple 13-week cash flow forecast using revenue, payroll, rent, recurring bills, and seasonality. Includes a weekly action plan and summary message.

13-week standardActionable insights

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A/R Collections Message Generator

Free tool: Generate A/R follow-up messages (SMS/email) by invoice age, relationship strength, and tone. Includes 3 follow-ups and a final notice template.

Sequence includedChannel-specific

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Invoice Payment Terms Generator

Free tool: Generate clear invoice payment terms: net terms, deposits, late fees, scope boundaries, and dispute window. Includes an email to confirm terms.

Clear and simpleReduces late pay

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1099 Contractor Tracker Template Generator

Free tool: Generate a 1099 contractor tracking template: vendor info, W-9 status, payment totals, and flags. Includes an email/SMS to request missing W-9s.

Tax-season saverTemplate + messages

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Small Business KPI Dashboard Generator (Finance)

Free tool: Generate a KPI dashboard list by business type: revenue, gross margin, CAC, AR days, cash runway, and more. Includes a monthly KPI email template.

Business-model specificOwner-friendly

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QuickBooks Setup Checklist Generator

Free tool: Generate a QuickBooks setup checklist: chart of accounts, bank rules, classes/locations, invoice settings, and reporting defaults. Includes a client kickoff message.

Prevents cleanupPractical settings

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Accounting Firm Proposal Template Generator

Free tool: Generate an accounting firm proposal: scope, deliverables, turnaround times, client responsibilities, and pricing structure. Includes email + follow-ups.

Scope clarityClient responsibilities included

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Accounting Outreach Templates (B2B)

Free tool: Generate short cold outreach templates for bookkeeping/accounting: cleanup, monthly bookkeeping, payroll, and cashflow. Includes follow-ups and yes/no CTAs.

Short + specificChannel-specific

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More Bookkeeping & Accounting tools coming soon!

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