streamline & grow bookkeeping practice
Bookkeeping Engagement Letter Software
All-in-one automated engagement letter platform that outlines a clear set of expectations, including the services provided, pricing, billing frequency, and responsibilities.
Be Highly Effective & Be The Winner
%
↑ Increase in Winning Rate
%
↓ Reduction in Drafting Time
%
↓ Lesser time to closure
Bookkeeping Engagement Letter Software
Client engagement, payment & renewal platform
Engage Bookkeeping Clients, Convert & Get Paid
Benefits
How Fresh Proposals Help?
Set the clear expectation using automated engagement letters that outline your services, pricing, billing frequency, and engagement terms. All in one easy-to-sign online proposal
Automate Engagement Letters
Less Error, Lesser Admin
Use templates that are customizable to your specific needs and requirements. Simply input your client information into the template, review it, and send it off for approval.
Automate Payment Schedule
Better Financials: Improve Cashflow
Tired of manually keeping track of payment schedules? Fresh Proposals has got your back. Effortlessly create payment schedules and send them straight to your clients.
Avoid Mistakes & Fast Closure
Online eSignature
Sign your engagement letters electronically without any hassle. No need for printing, scanning, or physical postage is required anymore.
Ensure Sustainable Growth
Automate Renewal
Say goodbye to time-consuming manual renewals and hello to effortless automation With just a few clicks, send out your renewal letters to clients.
Bookkeeping Engagement Letters Ready in Minutes
Ready to use Premium Templates
Select from a set of standards or subscribe to use a premium payroll engagement letter template. Pre-made templates are 100% customizable, including the bookkeeping scope of services such as finishing up the books, setting up the essential tools such as Quickbooks, etc. interactive fees, terms of services along with multiple eSignatures. The content also includes placeholder variables.
Get a head start using industry-standard services, and terms, and customize or upload your own.
sell like it’s 2024
Kill it with Tiered Value Pricing
Stand out with modern value pricing. strategize and create multiple bookkeeping service offers: tiered pricing packages that enable clients clear value of each tier, compare and self-service to select optional fees.
Select from pre-made tiered pricing templates, use it in your engagement letter, customize your offers, let clients select right one for them. Growth is about identifying right customers, spotting opportunities and grabbing those instantly.
streamline client onboarding
Get Paid as You Streamline Client Onboarding
Use of templates, variables in your engagement letter will not only avoid errors but also automates letter creation. Even signature can be auto-assigned to designated client contact.
Automate your client onboarding, payment and workflow process using templates and integrations. You will be able to do better things than struggling with documents, follow ups.
Helping You Grow with Technology
Placeholder Variables
Automate letter generation using online editor that includes placeholder variables.
eSignature
Send, eSign and go. Draw, type or upload signature. Clients can sign it on the go. eSignature makes it legally binding.
Interactive Tiered Pricing
Make an offer that they can’t refuse. Create convincing service pricing packages with monthly/yearly service options
Track Engagement
Get deep insights about how clients are interacting with your engagement letters, gauge interest level
Input Forms
Gather consent, other information from clients right in the engagement letter. No need to send separate email or document
Automated Follow up
Money is in the follow up. Automate follow up to sign the document as well as to pay service fees.
Secure Link
Get deep insights about how clients are interacting with your engagement letters, gauge interest level
Custom Branding
Gather consent, other information from clients right in the engagement letter. No need to send separate email or document
Track Pipeline
Track engagement letters in the pipeline. Know expired, expiring, signed or unpaid engagement letters
Check out how people are using Fresh Proposals
“I reworked our service offer using packaged pricing and kept sending proposals. All the high-moments I experienced every time I received ‘Client has signed your proposal’ message are unmatched. I had to pause bizdev activities because I realized I have got more clients than I can fulfill now. But that’s alright”
Natasha S
Owner, CPA Firm
“We were doing a lot of proposals (using other tools) which created the delay. (Fresh Proposals gave us) Features like the PDF download and double signatures. All new proposals coming out of Fresh Proposals now. We are very happy with it.”
Krista H
Owner, Director
“My proposals look really professional. The analytics features are just getting better and better, All in all, a great software and a 5 (star) purchase for me.”
Cloudy
Sales VP
Ready to use Fresh Proposals?
Start a risk free 14 days free trial and see for yourself: the effective solution to streamline your bookkeeping accounting practice, improve productivity, better cashflow for stable financials and more