Accounting Proposal Template

FREE PROPOSAL SAMPLE

Accounting Maestros, Be The Sales Pro. Keep Winning New Clients with This Tax, Accounting Services Proposal Template

Use this free accounting proposal template to pitch your accounting services to your next client. You can pitch your CPA/ accounting services as well as tax services to your prospective clients using this template. It is professionally designed and 100% customizable, so you can edit, add, update as you wish. 

Use this highly compelling proposal template today onward and start converting new prospects to use your accounting services.

Quick Look at Structure of Accounting Proposal Template

Striking Cover

The very first thing your client will notice is a visually appealing cover page. This cover page has it all what it takes to generate your client’s keen interest.

Accounting Proposal Template - Cover Page

Cover Letter

The proposal will open with a concise and persuasive cover letter in which a quick and warm introduction will be there along with the problem statement and a teaser to your solution.

Accounting Proposal Template - Cover Letter

About Us

You may be new agency but thriving one. You have partners who are highly skilled, experienced and importantly, know what it takes to do right accounting, taxation. So say it. Root your approach, clear vision to help your clients succeed. Tell them, accounting is the only thing you live day in and out.

Accounting Proposal Template - About Us

Accounting, Tax Services Approach

This section gives you the opportunity to present your approach/ plan to set accounting process and a preview of how the accounting, taxation calendar events will look. You can really get your client involved with your process.

Accounting Proposal Template - CPA Services

Expert Accounting, Taxation Team

You have the right mix of experienced and skilled accountants in the town, This section will give you an opportunity to showcase your expertise and show them why your company’s team is the best option to solve their accounting needs.

Accounting Proposal Template - CPA Team

Your Investment

The investment section almost everyone wants to look at first. With this section, you can clearly present the pricing options, schedule using interactive pricing table and make them choose right ones and accept your proposal without a second thought.

Accounting Proposal Template - Fees

Acceptance and T&C

This section where your contract terms, fine print, and signature live. Please note, we are not legal experts, seek legal expert’s opinions about T&C mentioned in this section before sending a proposal to your clients.

Accounting Proposal Template - T&C

Advantages of Proposal Templates

Make The Best First Impression: Hook Them Up

When your client receives your proposal, they would want to open it right away. Use this free proposal template to get the reactions like, “Wow”, “Cool”, “These guys are impressive” 

Ready to Use Templates : Save Time

Get your  proposal in front of your prospects quickly so that you don’t lose the next business. Pick this ready to use polished proposal template and outrank your competitors. No more struggling with proposal pieces.

Advantages of Proposal Templates - 100% Editable

100% Customizable: Make It Your Thing

These templates are 100% editable and customizable. Pick your free proposal template and customize it to suit your brand. The sections, text, color, images everything can be changed.

Advantages of Proposal Templates - Clear Structure

Clean Structure: Easy Navigation

With clean structure in your proposal, you can make it super easy for your clients to uncover, understand your proposal better. Clear structure helps your clients to set their expectations, right from the beginning.

Advantages of Proposal Templates  - Interactive Quotation / Pricing

Interactive Quotation / Pricing

This proposal template has interactive quotation; meaning if you want, client can change quantity, select/deselect services and s/he can check final total (again configurable) along with applicable taxes & discounts

Advantages of Proposal Templates  - Interactive Quotation / Pricing

Export and Save as PDF

Would you ever need proposals in Microsoft Word format? I doubt. With online editor, tracking for proposal, you are better off with Fresh Proposals software. You can also save proposals as PDF files.

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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.

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.

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.

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.

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. 

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

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.

Graphic Design Proposal Template

Graphic Design Proposal Template

Graphic designers and design agencies can use this free proposal template to pitch their design services and convince their prospects to close more deals.

Consulting Proposal Template

Consulting Proposal Template

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

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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