Accounting Proposal Template FREE Sample 14-Day Trial

 In Bookkeeping


For some, this might just consist of looking up the company’s website and getting a general idea of their online presence. A premium proposal service like Proposable offers numerous pre-built, robust templates that cover a range of specialties. From accounting proposal software to a virtual bookkeeping business plan or a marketing plan for a bookkeeping business, there is a template for nearly every niche. Another benefit over a legacy proposal format is the built-in capabilities that come with these templates.

  • We offer our accounting services on a time-and-materials basis.
  • And in case you already have an established financial services department, outsourcing part of the work can help in reducing and managing the workload and increase efficiency.
  • Try to see how this time slot fits into your existing schedule and then give a realistic, achievable timeframe.
  • Any significant change to the number of accounts, employees, or transactions may result in an earlier reevaluation of our monthly fee.
  • The best way to provide this is by highlighting your previous experience with similar work.

SlideTeam added 54 new products (e.g. Completely Researched Decks, Documents, Slide Bundles, etc), which included 486 slides in total in the past 24 hours. Proposify lets you know your close rate, which sections of your proposals get viewed and for how long, and all kinds of insight into what goes into your most successful proposals so you can sell smarter. No more emailing big PDFs, printing and shipping proposals or faxing back signatures . Your client gets a branded, interactive proposal they can sign off electronically. The Proposify Proposal Audit Answer this 5-minute survey and we’ll send you a custom audit of your proposals based on our insight and analysis of 1.6 million sales documents. Right at the beginning, our experts carefully assess your financial services needs according to the nature of your company and suggest the services model best suited to your requirements. Our founders —— came together in —- to start this company in the —– area in the year—–.

Learn why over 10,000 businesses love Proposify

See all Articles Streamline your bookkeeping services, close more deals, and live those B2B dreams. Electronic Signatures Get all your sales documents legally locked down right within Proposify. For Marketing Protect your brand integrity from the design details to sales enablement. Stripe Close and collect faster by enabling payment processing within your document.

How much should a bookkeeper charge per client?

An industry standard would be to charge about 1-3% of your client's gross income, and that is about what they should spend on a monthly bookkeeper (or all of their bill pay and invoicing or other office tasks).

Before you start writing proposals, the first step should always be to read through any materials you have, such as a job description or request for proposal. This may sound like a no-brainer, but a surprising number of people immediately ruin their chances of landing a contract by failing to read the info properly. Once you know exactly what the client requires, you’ll be vastly better positioned to start crafting your proposals. Bookkeeping is a critical function for a successful business of any size. Often confused with accounting, the two are different processes, and those differences are important to understand to keep from overcomplicating a simple bookkeeping proposal. Our financial consulting services make it easy to understand the financial impact your decisions will have on your company’s future. Proper bookkeeping makes other accounting functions, such as audits, payroll, and tax preparation, much simpler and less time consuming.

Cover letter

And in case you already have an established services department, outsourcing part of the work can help in reducing and managing the workload and increase efficiency. QuickBooks has customer proposal templates but Bonsai’s are much easier to customize.

Contribute towards long term and sustainable success of your business by keeping an eye on the projections and performance with regular appraisals and financial reports. Means employing a comprehensive accounts firm which can help you meet your objectives and maximize your profits. To take care of all your accounting needs, you can ensure a step in the right direction. This way, the client has a strong understanding of what you can offer their business.

Getting started

The article “6 Tricks for Writing a Sales Proposal That Wins Business” offers some tips for great sales proposals that can easily be applied to improve a bookkeeping proposal as well. For instance, the power of comparison can be effective to show a “before and after” bottom line, demonstrating how a bookkeeper can provide cost savings and streamline business processes. The recommendation to use words like “investment” rather than “cost” is also good — potential clients need to see bookkeeping services as an investment that will provide a return in the end. An accounting services proposal is typically used when you’re bidding on a request for proposal or are requesting funding or financial support from potential clients or customers. An Accounting Services Proposal is a proposal designed to offer your accounting services to potential clients. Whether you’re a solo freelance accountant or running an accounting firm, you help customers make sound financial decisions going on their account data. A cover page may not add any crucial information to a bookkeeping proposal, but it can definitely help to improve the overall presentation.

What are the five elements of proposal?

  • 5 Elements Every Project Proposal Should Include.
  • Project Background.
  • Project Objectives.
  • Project Scope.
  • Plan, Timeline, & Budget.
  • Next Steps.

Creating a proposal isn’t easy—whether you’re a pro or just starting a new business. It takes time, dedication, and research to develop a stellar proposal. You want to create a pricing plan that both you and the client are happy with. Additionally, create a pricing table and provide clients with the flexibility to choose from a range of options.

Accounting Services Proposal Template

There is an initial introductory cover letter, an outline of the services to be rendered, a pricing quote, and a place for the client’s signature to indicate acceptance of the proposal. Even if you have new potential clients beating down your door, you’ll need to have a proposal template ready to ensure everyone is on the same page before you get to work. Standardizing your bookkeeping proposal template will mean less time spent getting the work and more time doing the work. The bookkeeping services proposal should include a flat fee or not-to-exceed schedule based on the above monthly estimated time projection and scope of work. Once retained for services, any printing, copying, and/or gas/mileage expenses will be reimbursed and coded as reimbursable expenses. Consultants preparing quotes for general consulting, management consulting or other professional services will find this consulting proposal template saves them time and delivers faster client sign-off. All of our templates are completely customizable to suit your company, your brand, and your projects.

Before you get anything down on paper, try to think carefully about how long the job in question is going to take. The more accurately you can estimate this, the better, as you’ll be able to provide a realistic and achievable estimate for your services to the client. You’ll still be able to engage clients seamlessly with online proposals and automated engagement letters, and run your business on autopilot by connecting apps to Ignition. Save time and headaches by skipping the painful copy/paste and find & replace on all new proposals for your prospects and customers.

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