Accounting Services Proposal Template

 

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

FREE PROPOSAL SAMPLE

Secure Your Next Deal Of Accounting Services With This Accounting Services Proposal Template

Accounting firms providing services like tax planning and preparation, operational bookkeeping, and payroll, can use this pre-designed, fully customizable Accounting Services proposal template for free.

We’ve put together all the elements that you’ll need in the template you just have to fill in the blacks and customize it as per you feel right.

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Accounting Services Proposal Template Format

 

When it comes to creating accounting services proposal template, you’ll be able to save a lot of time and energy if you have this master proposal template to lean on. This proposal template allows you to customize each part of it, for your clients in a matter of minutes. 

 

With this proposal template you have

A Noticeable Cover Page

The very first thing your client will notice is a visually appealing cover page of your accounting services proposal. This cover page HAS IT what it takes to generate your client’s keen interest.

Accounting Services Proposal - Cover Page

Attention-Grabbing Cover Letter

The very first thing this proposal template would do is it’ll make the person reading it nod their head. The cover letter enclosed in the template will quickly paint a picture for them of a familiar scenario: Their company and the problem they know they are facing and allow you to present the positives..

Accounting Services Proposal Template - Cover Letter

A Dedicated Section to Prove Your Worth

In this section, you can explain what unique qualities and capabilities you have, the awards to prove your worth, and explain why you’re the right fit for their Accounting Services needs.

Accounting Services Proposal Template - About Us

Pre-Written Set of Services

This is the section where you’ll get a chance to explain what you are going to deliver. Here you can show how’ll make this project successful by giving all the necessary details about the deliverables.

Accounting Services Proposal Template - Scope of Services

Delivery Timeline

This section in your proposal will clearly outline the time you will require to deliver accounting services service to your prospective client. This is an important aspect of proposal, and clear timeline brings transparency and demonstrate confidence in your capabilities.

Accounting Services Proposal Template - Delivery Timeline

Interactive Investment Fee Table

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 Services Proposal Template - Fees

Pre-Written Set of Contract Terms

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 Services Proposal Template - T&C

Benefits

 

Why accounting services firms uses Fresh Proposals


Many accounting firms are using Fresh Proposals to improve the professionalism and accuracy in their presentation and audit reports and save time when preparing them. Their empowered employees have begun to work more efficiently and also begun to focus on meeting the client’s expectations in a timely manner.

With Fresh Proposals, countless number of accounting firms and accountants are able to create professionally-designed proposals to pitch their accounting as well as tax services and automate the entire sales process, maximizing their productivity.

Photography Proposal Template
Increase Productivity

With the help of pre-build, create customizable proposals in just a few minutes. These templates can be very helpful in minimizing the time it takes to draft a proposal.

Proposals Software Features - Pricing Table - Change Quantity
Increase Prospecting

Produce more leads in the sales funnel- because the new approach with Fresh Proposals means the better and quicker development of effective proposals.

 

Business Proposal Software Feature - Online Signature
Close Deals Faster

Signing a contract can be time-consuming and it also requires a lot of paper activities. With e signature, get your contracts signed immediately using mobile, tablets or similar devices.

 

Proposals Software Features - Collaboration - Proposal Comments
Smarter Follow-Ups

With the help of precise intelligence track how the client is interacting with your proposal. These intelligent inputs will put your sales team in a lot better position to communicate with the client.

centralized distribution

Centralized distribution of all templates

Any new additions or changes in the templates or content will be distributed instantly by the central administration. With Fresh Proposals, every little addition and change in the document will be available in real-time.

Proposal creation as per your need

Do you want something that has a little touch of “you”? No worries. 

Fresh Proposals templates are designed to be flexible and customizable. You can add, remove, change the content as per your news, change the color that matches with your company colors, add an introductory video of your firm and personalize it by adding your company’s logo.  

customizable templates

easy integration

Easy integration with your CRM

If you are already using CRM software, you can make your CRM tool to work with the online proposal easily. These tool’s integration will allow you to see better information in CRM tool and vice-versa

Proposal creation as per your need

Do you want something that has a little touch of “you”? No worries. 

Fresh Proposals templates are designed to be flexible and customizable. You can add, remove, change the content as per your news, change the color that matches with your company colors, add an introductory video of your firm and personalize it by adding your company’s logo.  

customizable templates

Learn more about how Fresh Proposals smoothens the process of managing accounting proposals here

Find out the challenges faced by the accounting firms while trying to create a proposal

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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.

LEARN MORE ABOUT HOW WE'RE CHANGING THE WAY SALES PROPOSAL WORK?

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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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