Worked Estimates and Checklists

Step-by-step fee estimates, automation payback examples and checklists for choosing an accountant and preparing your year-end package.

These guides turn the cost drivers into numbers you can check yourself before you request quotes. Each worked example shows the arithmetic, uses clearly illustrative hourly rates and transaction counts, and tells you which inputs to replace with your own.

The pillar guide on estimating your accounting costs walks through a full-year budget for three typical corporations. From there you can work through the year-end package checklist, compare doing the books yourself, hiring a bookkeeper or using a full-service firm, test whether software pays for itself in the automation payback example, use the accountant selection checklist, read your engagement letter for extra fees and price a catch-up bookkeeping project.

The calculators in the tools section use the same formulas as the guides, so you can rerun every example with your own figures.

Worked Estimates and Checklists

Guides in this topic