Best Accounting Proposal Software For CPAs
Win Prospects Over Accounting Proposal. Make Your Client Says YES!
Jump in Conversion Rate
Increase in Revenue
It’s time to move from Microsoft Word
If you’re operating a growing Accounting Firm, you know that there are rarely enough hours in the day.
CPAs, accounting and auditing jobs, maintaining financial data of your current clients, providing financial advice – the list goes on. And on top of all you have to do just to maintain your current business, there’s the hurdle of prospecting and onboarding new clients.
Common Challenges Accounting Firms/ Accountants Face While Trying To Write A Proposal
1. WHERE DID THAT _____ GO?
It is stressful for you to keep a tab on the content during the proposal writing process. Oftentimes your team members are left asking “Where did that____go?”. Because even the most up to date content can be overlooked if not updated regularly.
2. OVERUSE OF CONTENT FROM SUBJECT MATTER EXPERTS
You are not always prepared when your client asks for the proposal along with all the details. So end up copying and pasting most of the content from subject matter experts (SMEs) and this creates inconsistency throughout the proposal. When the proposal lacks consistency, it reads like it was written with multiple patchwork.
3. KEEPING EVERYONE ON THE SAME PAGE
It’s frustrating for your team as they never get all the updates on the latest client developments. And this maximises legal risks and errors as there is no centralized place for all the meeting notes, emails, reports, statements etc.
4. EDUCATING CLIENTS WHO AREN’T ACCOUNTANTS
Finding ways to present complex financial services in simple formats is a major challenge for any accountant or accounting firms.
5. EDITING, EDITING, EDITING
This is an unavoidable challenge if you are writing each proposal from scratch. Almost every member of the proposal team acts as editors at some stage in this process.
Why Accounting Firms Should Use Proposal Software?
Industry Specific Accounting Template: Accounting firms can get access to industry specific accounting proposal template such as real-estate, restaurants, insurance, healthcare, law firms, banking etc.
Speed and Efficiency: Sales teams can create winning accounting proposals quickly and efficiently by storing, managing and controlling all proposal content in one place, making it easy to search and retrieve.
Increase Prospecting: Sales team will produce more leads in the sales funnel- this is because they will be assured that the new approach with proposal software means better and quicker development of the proposals.
Understand Prospects: It will provide you insightful metrics that can help sales teams understand what runs in the client’s mind. Are they staying on the specific section of the proposal? Have they noticed our finance and accounting services? Such metrics can help your sales team reach out to the client in a timely manner.
Try Fresh Proposals: Best Accounting Proposal Software
Outsmart Your Competitors and Close More Deals Over Accounting Proposal
Send Proposals Instantly
Use professionally designed Accounting Proposal Template. Proposal templates are 100% customizable. With proposal template in hand, you can send proposal to new prospect in a matter of minutes.
Send it & Forget till You Get Advance
Really. That’s the kind of sales automation we would like you to have. Once you send a proposal to client, Fresh Proposals will do smart follow up for prospect to accept & sign your proposal.
Be Proactive & Close Deals Faster
All right, sometimes you want to be more proactive and take the wheel. Absolutely, why not. Looking at the insights of how prospect has engaged with your proposal, you can seize the opportune moment and offer the best deal.
Make Your Client Feel “I Got This”
Use interactive quotation to present the pricing options. Since client can choose right options, change quantity by himself, s/he feels s/he is in control of the pricing, say “I got this”.
Go Online, Feel The Peace of Mind
As you send proposal online, client can view and choose desired pricing options. Save everyone from the hassle of signing proposals physically, as client can accept and signatories can sign the proposal online. Proposals signed online are legally binding. You have a PEACE of mind.
Stay On Top Of Your Sales Proposals
With so many proposals sent to multiple clients, it can get chaotic. Don’t worry. Single dashboard in Fresh Proposals enable you to track status of all proposals at once. You can predict your revenue better, plan/work better as you know those proposals, who’ve accepted, whom to follow, where to stop, etc.
Outsmart Your Competition, Always
While converting a sales deal, every small details count. With professionally designed proposal templates, interactive proposals, seamless collaboration/review, online signature, smart follow up coupled with proposal insights will give you edge over your competitors, always.
Advantages of Proposal Software
Welcome to Pro League: More Acceptance Rate
Create proposals using Fresh Proposals to impress prospects with your convincing offer. Better collaboration, content curation, quick responses will make your client to close the deal with you.
No More Manual, Labour Activities
Save time Using Templates, Content Library: Get your proposal in front of your prospects quickly so that you can grab the next project. Pick this ready to use polished proposal template, customize it, use finest content from content library. It is way faster than before.
Leverage Insights to Prospect's Engagement
No more case of a dormant proposals. Know when and how prospect engaged with your proposal. Sales team can use these insights to connect/ re-connect with your prospect improving closure rate
No More Final Proposal V21.Docx
Seriously, how many documents and emails keep floating around. And reviewing changes, approval just get chaotic. Use simple online Fresh and everyone will refer to same proposal
Say Cheese: Online Proposal, Quote, Sign & Acceptance
Online proposal design is only limited by your imagination. The ability for your clients to view & update quote (depends how you’d like to limit it) is innovative, acceptance with online signature is a cool thing (and legally valid as well).
It Is Secure, Available, Reliable (and Exportable)
Fresh Proposals software is online, hosted in cloud. It is secure like online banking transaction, remain available at all locations, 99% of the time. What’s more, you can also save proposals as PDF files.
More Proposal Templates
SEO Experts, unleash your power with this SEO proposal template to pitch your expertise, services you offer. Share interactive quotation, way to sign proposal online and win new projects
If you already know how to build and grow a brand. Why not take your own brand to next level in front of your prospective clients? This branding proposal template can help you convince your client to seal the deal with you.
Free sample of accounting proposal template. Customise your services, quote, retainer terms, contracting terms of accounting, tax services along with online signature for clients to accept proposals.
Are you living digital marketing day and night? Let your prospective client know that you ar eth best in what you do. Use this digital marketing proposal template and win them over.
Firms offering coworking space can have this perfect proposal template to showcase various workplace options available, simple pricing. You can really impress prospective clients with this proposal template.
Photographers who frequently engage with corporates can use this free sample of photography proposal template to offer service, present portfolio and customise quotes to crack new corporate deals.
Project management professionals and consulting firms can use this proposal template to pitch their services and offer customized quote to convert new clients, retain existing customers and close deals faster
USE FRESH PROPOSALS TOOL AND INCREASE YOUR SALES
Send Professionally Designed Proposals. Clients Will Readily Prefer of You
100 % Customizable Template
Though this template is professionally designed, it is 100 % customizable. You can modify its design, fonts, images as well as content as you would like.
Show Your Best Work
Include your portfolio of photoshoots, images as well as videos in your proposal. Let your prospect/ client experience your capabilities, skills better
One time fees or recurring / hourly pricing; no worry. Simply include your fees item and let your prospect change quantity or select option things.
Drag-n-Drop Content Editor
You have lot more flexibility and superior control how your proposal is going to look like. You can drag-drop desired content using online editor.
Track Prospect Insights
Know exactly how your prospective client is interactive with your proposals. Use these insights to smartly convert your prospects into customers.
Online Signature, Acceptance
Be that forward looking vendor who uses cutting edge tools and technologies. You will be sending proposal that your clients can sign online.
TRY FRESHPROPOSALS NOW