Accounting Proposal Template To Close Deals
If you're an accounting services firm, our free accounting proposal template (also available in Word and PDF formats) shows an example of how to pitch your services. The proposal includes sections like a letter of introduction, about us, project summary, proposal, and service & pricing.
Template details
All of our templates are 100% customizable so you can edit the copy, design, images, and layout to suit your business, brand, and client project. Our online signature feature delivers 60% faster client approval and makes the proposal legally binding.
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What is included in this accounting proposal template?
Cover Letter
Along with a professionally designed cover, this section introduces the accounting proposal, outlining its proposal and the firm’s expertise in providing accounting services tailored to the client’s industry. It highlights the firm’s experience, community involvement and commitment to delivering high-quality financial management and consulting services.
About Us
An overview of the accounting firm, its years of experience, and areas of specialization. This section of the accounting services proposal template explains the firm’s dedication to helping clients with accounting services. It also includes a list of satisfied customers to bolster your credibility and your prospect's confidence in your company.
Team
A detailed introduction to the professionals managing the accounting services. It includes the lead accountant, their qualifications (such as CPA certifications), and their experience in financial management. This section of the accounting proposal sample PDF assures clients that they will be working with knowledgeable and experienced accounting professionals.
Project Summary
This section of the proposal for accounting services outlines the client’s objectives. It also highlights the goals of the engagement, such as increasing operational efficiency, improving cash flow and ensuring compliance with tax regulations.
Proposal for Accounting Services
A detailed breakdown of the services provided. This may include transaction management using QuickBooks, financial reporting, tax preparation, accounts payable and receivable management, and consulting on business financial practices. The section of the accounting proposal template explains how the firm will streamline financial processes and provide ongoing support.
Service & Pricing
A transparent pricing breakdown for the services provided. This section of the accounting services proposal template outlines the firm’s hourly billing structure, estimated total fees, and cost comparisons between outsourcing accounting services and maintaining an in-house team. It demonstrates the cost-effectiveness of working with the firm.
Next Steps
The implementation process for onboarding the client’s accounting services. This section outlines key phases, including project kick-off, system configuration, data migration, staff training and ongoing accounting support. It ensures a smooth transition to outsourced accounting services.
Contact Information
The final section of the accounting proposal template provides contact details for further discussions. It encourages the client to set up a meeting to discuss any questions and finalize the engagement.
