A quote builder that prices as you go
Visitors pick their monthly expenses, accounts, add-ons and how far behind they are, and get an itemized monthly price, a one-time catch-up fee and the date their books will be current.
Template
Bookkeeping Service template
A bookkeeping firm website with a live monthly quote builder, a sample reconciliation and report, and a call booking form. Copy it and edit it by chat.
Free to start with a Puter account. Your copy is yours to change, publish or download.
What is in the template
A reconciliation that ticks itself off
The hero is a sample bank reconciliation: every line gets a red pencil tick, the unreconciled amount counts down to zero, and the month is stamped balanced.
A sample monthly report
Tabs for profit and loss, cash and taxes ahead, each with its totals and a plain-English note from the bookkeeper.
The month at a glance
A 31-day strip shows when statements come in, when the books close and when the review call happens, and the top bar counts down to the next estimated tax date.
Services, team, reviews and questions
Six service cards that preset the quote, a T-account of what a client hands over and gets back, three bookkeepers, three reviews and seven common questions.
A free call booking form
Name, business, best time to call and where the books stand today, with the quote attached. It posts to a form service of your choice or opens an email to the firm.
How to use it
Start from the template
Press Use this template and sign in with Puter. A new project with every file of the Bookkeeping Service template opens in the builder.
Describe what to change
Tell the builder what you want in plain language: your content, your colors, a new feature. It edits the code and shows the result in a live preview.
Publish when it is ready
Put it on a public address with one click, or download the files and host them anywhere.
Questions
Can I change the prices?
Yes. Every price lives in one place, and the quote builder and booking summary follow it. Tell the builder your fees and it updates them.
Where do call requests go?
By default the form opens an email to the firm with the request and quote filled in. Ask the builder to send requests to a form service instead, or to save them to a private list only you can see.
Does it suit an accounting or tax practice?
Yes. Describe your services and the builder will rename the sections, change the quote options and rewrite the copy for a CPA firm, a tax preparer or a fractional CFO.
Is the template free?
Copying a template is free with a Puter account, and the copy is yours to keep. Changing it with AI uses your account's free allowance, and when that runs out you can upgrade.
Will changes to the template affect my copy?
No. Your copy is independent from the moment it is made. Updates to the template never touch it, and nothing you change reaches anyone else.
Start from the Bookkeeping Service
It opens in the builder in a few seconds. Then make it yours by describing what you want.
Use this template