Best Accounting Proposal Software For CPAs

 

Win Prospects Over Accounting Proposal. Make Your Client Says YES!

 

200 %

Jump in Conversion Rate

40 %

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. 

Convert More Accounting Business

Without Freshproposals

accounting proposal management without freshproposals

With Freshproposals

accounting proposal management without freshproposals

 

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.

Accounting Proposal Software - Send Proposals Instantly

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. 

Proposal Software for Accounting Firms - Proposal Accepted Advance Paid

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.

Proposal Software for Accounting Firms - Use Insights for Proactive Follow up

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”.

Proposal Tool for Accounting Firms - Send Interactive Quote for Clients

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.

Proposal Software for Accounting Firms - Online Signature

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.

Proposal Software for Accounting Firms - Track All Proposals in Dashboarde

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.

Proposal Tool for Accounting Firms - Outsmart Competition, Win More Business

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.

Advantages of Proposal Templates - 100% Editable

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

Advantages of Proposal Templates - Clear Structure

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

Advantages of Proposal Templates  - Interactive Quotation / Pricing

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).

Advantages of Proposal Templates  - Interactive Quotation / Pricing

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.

Check The Awesome Proposal Templates

Graphic Design Proposal Template

Architecture Proposal Template

Architecture firms can use this free proposal template to pitch their architectural services, expertise, experience and convince their prospects to sign the deal.

Graphic Design Proposal Template

IT Services Proposal Template

IT services firms and IT consulting companies can use this free proposal template to pitch their IT services, consulting expertise and convince their prospects to sign the deal.

Project Management Proposal Template

Project Management Proposal Template

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

Accounting Proposal Template

Accounting Taxation Proposal Template

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.

Consulting Proposal Template

Consulting Proposal Template

Free example of consulting proposal template. Customise quote, retainer terms, contracting terms of consulting and online signature

Coworking Space Proposal Template

Coworking Space Proposal Template

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.

SEO Proposal Template

SEO Proposal Template

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

Branding Proposal Template

Branding Proposal Template

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.

Photography Proposal Template

Photography 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. 

Digital Marketing Proposal Template

Digital Marketing Proposal Template

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.

Website Design Proposal Template

Website Design Proposal Template

Website development agencies can use this free proposal template to pitch their website design services and convince their prospects to close more deals.

Consulting Proposal Template

Legal Services Proposal Template

Free example of legal services proposal template. Pitch your legal services, terms of services, offer customise quote along with online signature to close the deal.

Google Adwords Proposal Template

Google Adwords Proposal Template

Free example of Google Adwords PPC proposal template. Pitch your PPC services, terms of services, offer customise quote along with online signature to close the deal.

USE FRESH PROPOSALS TOOL AND INCREASE YOUR SALES

Send Professionally Designed Proposals. Clients Will Readily Prefer of You

Photography Proposal Template

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.

Corporate Photography Proposal Template - Portfolio

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

Corporate Photography Proposal Template - Quote

Interactive Quote

One time fees or recurring / hourly pricing; no worry. Simply include your fees item and let your prospect change quantity or select option things.

Corporate Photography Proposal Template - Online Editor

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.

Corporate Photography Proposal Template - Get Prospects Insights

Track Prospect Insights

Know exactly how your prospective client is interactive with your proposals. Use these insights to smartly convert your prospects into customers.

Corporate Photography Proposal Template - Online Signature

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

Start Converting Prospects Today

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