Cleanup engagement quote
Tie-Out
Prepared with Tie-Out by Greenbar
October 24, 2026
Estimate only
Prepared for
Client name required
Proposed total
$4,250
Approx. 34 hrs of cleanup work
1 · Scope assumptions
- Months behind
- 6
- Avg. transactions / month
- 150
- Accounts to reconcile
- 3
- Backlog transactions
- 900
2 · Fee summary
| Item | Hours | Amount |
|---|---|---|
Engagement setup Kickoff, file review, and working-paper structure | 2.5 hrs | $313 |
Transaction processing 900 transactions across 6 mo at 50/hr | 18 hrs | $2,250 |
Account reconciliation 3 accounts × 6 mo × 0.75 hr | 13.5 hrs | $1,688 |
| Proposed total | 34 hrs | $4,250 |
3 · Exclusions and terms
- This document is a planning estimate for bookkeeping cleanup scope. It is not accounting, tax, or legal advice, and it is not a formal engagement letter unless your firm issues one separately.
- Hours and fees are based on the assumptions listed above. Actual effort may change once source documents, bank access, and prior-period quality are reviewed.
- Unless noted in scope notes, this estimate does not include ongoing monthly bookkeeping, tax preparation, payroll, audit support, or software subscription costs.
- Work begins only after written acceptance and any required retainer or onboarding steps your firm requires.
