A useful quote reflects the volume, condition and complexity of the records, not simply the size of the business.
What affects cost
- Monthly transaction and account volume
- How current and reconciled the records are
- VAT, payroll and reporting requirements
- Number of entities, income sources or properties
- Frequency of communication and review
What a proposal should state
- Services and periods included
- Client responsibilities and cut-off dates
- Software and third-party costs
- Work treated as out of scope
- Fee, billing rhythm and review point
Why EBA scopes before quoting
EBA uses a short consultation and, where necessary, a records review before issuing a fixed proposal. This avoids a low headline price that later expands through unclear extras.
Sources and review
This guide was reviewed against the following sources on 29 July 2026. Rules and guidance can change.