# Accountancy service quotes with explainable pricing

Canonical: https://useformwork.com/use-cases/accountancy-quotes

Updated: 2026-09-17

Explore a fictional accountancy quote that adapts its questions and calculates an itemised estimate from structured business information.

The [Northstar Accountancy example](/examples/accountancy-services-quote) demonstrates a service quote built in FormWork. Northstar is a fictional practice. Its prices, branding, and process are sample configuration, not a customer testimonial or accounting advice.

## Inputs: collect facts that change the estimate

The form asks about business structure, turnover, transaction volume, and selected services such as bookkeeping, accounts, VAT, and payroll. Conditional questions keep limited-company, VAT, and payroll details relevant to the answers already supplied.

The purpose is to collect enough structured information for a useful estimate and an informed follow-up. An estimate should still identify what an adviser needs to confirm.

## Rules: calculate a visible breakdown

Service pricing data tables and server-side calculations supply the fee bands and combinations. The example produces monthly and one-off amounts from the selected services and business details.

For your own version, replace the sample fees and minimum-charge rules, test representative businesses, and decide which exceptions need staff review. Use [Data Tables](/docs/data-tables/overview) for maintained inputs and [calculation operators](/docs/logic/operators) for the rules.

## Review: carry the answers into operations

The example shows an adviser handoff using structured answers, calculated amounts, and internal review information. [Metafields](/docs/entries/metafields) can hold the team's notes and status separately from respondent answers. A configured [workflow](/product/workflows) can pass selected information to another system.

The demonstration does not prove a completed integration with your CRM or proposal system. Configure the API Connector, test its responses, and verify failed handoffs before relying on it.

## Try and adapt the example

Open the [interactive accountancy quote](/examples/accountancy-services-quote) to inspect the respondent experience and example setup. The template includes a client form, service pricing tables, calculations and validation, and adviser review configuration.

Before publishing your adaptation, test a sole trader, a limited company, VAT and payroll combinations, unusual requirements, and missing answers. Publish future pricing-rule changes as [form versions](/product/versioned-forms) so older entries retain their original context.

See [FormWork pricing](/pricing) for platform costs, which are separate from the sample service fees calculated by this form.