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

Accounting Proposal 

What is an accounting proposal?

An accounting proposal is a document that will help you sell yourself and your accounting services to clients. It’s a summary of what you can do for a client with a breakdown of the problem they are trying to solve and the solution you can provide.

When a company or an individual looks for an accountant that offers certain services such as business structure advice, accounting system advice, and setup, and tax/compliance service,  they ask potential accounting firms to write an accounting proposal for their business.

accounting proposal
accounting proposal

What is the purpose of the accounting proposal?

You can use an accounting proposal any time when you want to get a new client or if you have an existing client that wants a new set of accounting services from your firm. 

Many business owners normally ask for multiple accounting services proposals from multiple accounting firms to decide which one is the best fit for their accounting needs. 

Why should you use a template for your accounting proposal?

You need certain elements in your proposal, whenever you present your accounting services to potential clients such as the evaluation of the problems that you can fix with your services, the list of goals for the project, a realistic timeline showing each phase of the project, and the related cost.

There are many benefits of putting these elements in an accounting proposal:

  • All the information stays in one place: You don’t have to browse through dozens of files to pull information about different elements of your accounting process.
  • Offerings and pricing remain consistent: Your template will include a list of your services and pricing for each service. This means you don’t have to worry about creating a pricing plan for every job as the base prices will be already there in the template. You’ll only need to customize as per their service requirements.
  • You can personalize the proposal in a matter of minutes: There will be some obvious places where each template can be personalized: the client’s contact information, the client’s pain points, their goals. A few tweaks in the template can make your proposal ideal for your potential clients.
Accounting Proposal Template
accounting proposal

What Clients Usually Expects From CPA?

When your prospective client thinks about hiring a certified public accountant (CPA), they have many questions and concepts in their minds, so your accounting proposal must answer all those questions beforehand. Here’s a list of some of those questions, 

  • What is her/his niche or specialty?
  • How many years of experience does s/he have with my industry?
  • Does the CPA understand my business mission?
  • What else can the CPA do for my business besides audit and tax work?
  • What do they charge?

Top CPAs or accounting firms never fail to address these questions in their accounting proposal.

FREQUENTLY ASKED QUESTIONS

 

FAQ

 

Is your accounting proposal customizable?

Yes, absolutely! All parts of your template are 100% editable and customizable. Open your accounting proposal template in an “editing mode” and customize it to create your own that suits your brand. The text, color, images everything is customizable.

Can clients sign the accounting proposal online?

Absolutely! With the online signature, you can provide a seamless digital experience to your prospects and save everyone from the hassle of printing, signing, scanning, and sending physical copies of your proposals. This will allow you to seal the deal faster.

Does it offer interactive pricing?

Yes, it does have an interactive pricing table, meaning if you want, the client can change the quantity, select/deselect services and s/he can check the final total (again configurable) along with applicable taxes & discounts. 

Can I export or save this accounting proposal as PDF?

Sure you can. You and your client can download the proposal PDF for future reference.You can also configure whether to allow your clients to download the PDF or not, before signing & accepting the proposal. 

Can I add images, videos in a accounting proposal?

Totally! You can give your accounting proposal an elegant & branded touch by adding images or you can show your best work to your prospects by adding videos.

Does your accounting proposal also include a contract?

Yes, we do have a sample proposal content and a sample contract for your use. The proposal comes with a section that includes an accounting contract, terms on services terms, and an online signature. Please note, even though this proposal comes with an accounting contract but we are not legal experts, seek legal expert’s opinions about the T&C mentioned in this section before sending a proposal to your clients.

ACCOUNTING PROPOSAL DOCUMENT PREVIEW

Cover Letter

Dear Client,

XYZ associates are pleased to present our proposal to provide accounting services to the {cilent_company_name}. We genuinely believe that our strong, collaborative approach and our team of experts will showcase our skills, capacity, and ability to deliver the necessary accounting services within the time period provided by the {client_company}. 

At XYZ associates we understand that accounting is more than just a formality; it is a necessity to protect your business. We understand that XYZ associates will be responsible to 

  • Tax return preparations and year-end financial statements
  • Assist, review and provide suggestions in preparing {client_company}’s comprehensive annual financial report.
  • Perform single audit

Please review the below proposal and highlight any necessary adjustments. I will arrange for a  meeting next week at your convenience to discuss it further. You can always get in touch with me if there is a need. We look forward to welcoming you.

Sincerely

{user_name} ,{email-id}

{company_name}

Scope of Services

Our Goals,

  • Tax return preparation
  • Preparing financial statements, including balance sheets, income statements, and statements of cash.
  • Analyze and provide valuable business advice.

Our Responsibilities will include,

  • Maintenance of a G/L account in the chart of accounts
  • Responsibility of daily transactions
  • Financial statement preparation and analysis
  • Cost variance analysis
  • Treasury and cash management
  • Payroll and fixed asset accounting
  • Income tax planning and consulting
  • Financial assessment reporting
  • Budgeting and forecasting
  • Employee benefits consulting
  • General business consulting

Timeline

 

Implementation Phase Estimated Time
Discovery and Scoping 2-3 weeks
Impact Assessment 3-4 weeks
Quantification and Documentation 4-5 week
Financial and Compliance Review 2 week
Ongoing Activities: Conduct meetings with Management to discuss current state of the business, accounting,tax developments, income tax planning, etc 12 months

 

Terms of Services

Payment

{Client_company} agrees to make initial payment at the time this contract is signed in order for {sender_company} to undertake the work mentioned in the proposal. Once the {client_company} makes the initial payment, the new contract will be constructed with a definite timeline for execution and specific terms of payments.

Warranty

{Sender_comapny} guarantees that the work will be done in a respectful way and that all the work carried out under this agreement will be original work of {sender_company}. {client_company} will not face any copyright issue.

Termination

If {sender_company} or{client_company} choose to terminate the contract, {sender_company} reserves the right to obtain payment for the services that have been provided. 

Agreement

Once you feel confident about everything and are ready to move forward, please click on the “sign here” button. Once we receive notification about your acceptance we will contact you to discuss further steps.

Advantages of Proposal Templates

Proposal Templates Software

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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USE FRESH PROPOSALS TOOL AND INCREASE YOUR SALES

Send Professionally Designed Proposals. Clients Will Readily Prefer  You

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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.

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Track Prospect Insights

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

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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.

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