For bookkeepers
Six months of uncategorised transactions is a project. Price it like one.
New bookkeeping clients rarely arrive with clean books. There's a backlog of unreconciled accounts, receipts in a shoebox, a payroll that doesn't match, and an owner who wants a monthly price. Folding the cleanup into that monthly fee, or guessing the transaction volume, is how bookkeepers end up working months at a loss — and when receipts arrive late every month, the close slips and the client blames you.
ApeiroCraft sends the engagement as a link with cleanup as its own priced project, monthly tiers by transaction volume, the closing timetable and what the client must provide by when. You see when it's opened and reopened, the client signs in the browser, and cleanup and monthly fees are invoiced from the accepted proposal.
Where bookkeeping engagements lose money.
Cleanup inside the monthly fee
A backlog of reconciliations is done 'as part of onboarding'. It takes weeks, and the monthly fee never recovers it.
Volume creep
A client priced for a modest number of transactions doubles their sales channels. The fee stays the same while the work grows.
Late documents, late close
Receipts and statements arrive on the 20th. The close slips, and the owner remembers it as your delay.
Discovery to monthly close.
Cleanup as its own project
Price the backlog by months and accounts, separately from the monthly service, with a clear end point.
See when the owner reads it
Opens and re-opens are recorded on the link. A proposal reopened just before a tax deadline is a cue to follow up.
Responsibilities signed
The signature records name, email, IP address and a UTC timestamp and can't be altered — the timetable and client responsibilities are on record.
Cleanup and monthly invoices
Convert the accepted proposal into the cleanup invoice in one click. Raise monthly invoices against the client record.
What a bookkeeping proposal has to include.
Professional bodies may require an engagement letter with specific terms; check yours. These are the commercial sections that prevent underpricing.
Cleanup
If it's left vague
Backlog work is done for free during onboarding.
With ApeiroCraft
Price cleanup separately by months and accounts, with a completion point.
Monthly tier and volume
If it's left vague
Transaction volume grows but the fee doesn't.
With ApeiroCraft
Tie each tier to a volume range and say when the tier is reviewed.
Closing timetable
If it's left vague
The client expects the books closed regardless of when documents arrive.
With ApeiroCraft
Give the date documents are due and the date you'll close by.
Services excluded
If it's left vague
Tax returns, payroll or advisory work are assumed.
With ApeiroCraft
List what's excluded — tax filing, payroll, advisory — and who handles it.
Access and software
If it's left vague
Unclear whose accounting software subscription it is.
With ApeiroCraft
State which software is used, who pays for it, and what access you need.
- Cleanup and monthly invoices on one client record.
- Kanban tasks for each month's close.
- ApeiroCraft doesn't do bookkeeping or file taxes — your accounting software does.
Common questions.
How do bookkeepers usually price?
Monthly fixed fees in tiers by transaction volume or number of accounts are common, with cleanup or catch-up work priced as a separate project, and add-ons like payroll or management reports. Some bookkeepers still bill hourly. ApeiroCraft holds the structure; it doesn't suggest prices.
What does a new-client proposal look like?
Cleanup of six months across two bank accounts and a card, priced as a project with a completion date; a monthly tier for a stated range of transactions, reviewed quarterly; documents due by the 5th and books closed by the 15th; payroll as an add-on; tax filing excluded and handled by the client's accountant; the client's own accounting software subscription. The owner reopens it twice, signs, and you invoice the cleanup.
When is ApeiroCraft not the right fit for a bookkeeper?
It isn't accounting software and it doesn't file taxes, reconcile accounts, run payroll or chase client documents automatically. It doesn't take recurring card payments either. It fits the proposal and engagement side, plus invoicing for your own fees.
Can I use ApeiroCraft invoices for my fees?
Yes. Invoices link to your own payment page; the currency is set per invoice and the tax-rate field is editable. Many bookkeepers invoice from their accounting software instead — use whichever fits your records.
Is there a bookkeeping template?
Yes. The bookkeeping template prices cleanup as its own project, includes a closing timetable and monthly tiers by transaction volume.
Price the cleanup before you start it.
Start from the bookkeeping template and send your next engagement today.
Start freeStill deciding? Talk to the founder
Keep reading
Free template
Bookkeeping proposal template
Cleanup priced separately, a real closing timetable, and monthly tiers by transaction volume.
Solution
ApeiroCraft for consultants
Scope, phases, and value-anchored fees in a document that gets signed, not edited.
Solution
Proposal tracking, explained
Timestamped opens on the proposal itself — not an email pixel, not a guess.