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1. z
z
Accounting
Proposal
Submitted by :
Company name
Submitted to :
Client name

2. Cover Letter
2
Dear client
CompanyName is satisfied to exhibit this proposition to give proficient
bookkeeping, counseling and money related administrations to client
name. Our involvement in giving (INSERT INDUSTRY, i.e..
restorative, private venture, and so on) bookkeeping administrations
in client province throughout the last 16 years, gives us a strong
comprehension of your business condition and needs.
If you are interested in any additional information, do not hesitate to
contact us. We look forward to serving you
Sincerely,
User assigned
User title
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3. Accounting Proposal
3
Prepared By :
User Assigned:
Company name:
Prepared For :
Client Name:
Client Address:
Client City:
Client Province:
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4. Content
4
Project Goal and Summary
Our Offerings
Work Plan
Service and Pricing
Your Investment
Company Introduction
Our Team
Client Testimonials
Terms and Conditions
Next Steps
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5. Project Goal and Summary for Accounting Services
5
Objective
Increase operational efficiency and production
Cash management control
Uninterrupted customer service
Timely federal and local tax filings
Greater administrative control
Lowered administrative costs
(Client name) is interested in verifying a bookkeeping accomplice to help with rebuilding the booking keeping and
bookkeeping, as well as regular tax filings.Context :
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6. We are pleased to introduce this proposal to give proficient
bookkeeping, counseling and financial related services to client name.
We have experience in providing INSERT INDUSTRY, i.e.. medical,
small-business, etc.
We give Accounting services in client province in the course of the most recent 10
years, gives us a strong understanding of your business environment and needs.
Your Text Here
Our Offerings for Accounting Services
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7. Work Plan for Accounting Services (1/2)
7
Our Solution For You
We proposes to have and keep up all the QuickBooks information records, with
the goal that really permitting expenses are incorporated with Expert
Accountants week after week administration charge so that there is no product
speculation required. {client name} will claim the information record consistently
• Construct the QuickBooks record
dependent on existing Chart of Accounts
(CSA)
• Accounting report, Vendors and repeating
A/P things
• Directing of merchant solicitations,
proclamations, and paperless bank charge
exchanges
• Procedure for conveying money position
and A/P Aging for customer endorsement
• Client Payments and Deposit Detail
QuickBooks Startup
(20 hrs.)
• Client and Vendor List
• Client Balance Summary
• Day by day Customer Invoice Summary
(answer to QB as diary section - deals and
A/R)
Data Migration
(20 hrs.)
• Statement/Order/Invoice development
• Remote check store, EFT installment, CC
preparing
• Distribution center database (as stock
things)
• Remote access and additionally distributing
of Customer information (login)
• Moving bank compromise and income
investigation
QuickBooks Data Build
(40 hrs.)
• Keep up total business framework
containing every single day by day
exchange
• Give week by week compromises and
reports to money the board work
• Give A/P and A/R managerial contact point
• Technical support for QuickBooks
programming and related (on work out)
• Give intermittent money related reports and
other administration reports
• Document yearly corporate duties just as
quarterly government charge filings
Overall
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8. Work Plan for Accounting Services (2/2)
8
QuickBooks Startup (20 hrs.)
• Construct the QuickBooks record dependent on existing Chart of Accounts (CSA)
• Accounting report, Vendors and repeating A/P things
• Directing of merchant solicitations, proclamations, and paperless bank charge exchanges
• Procedure for conveying money position and A/P Aging for customer endorsement
• Client Payments and Deposit Detail
Data Migration (20 hrs.)
• Client and Vendor List
• Client Balance Summary
• Day by day Customer Invoice Summary (answer to QB as diary section - deals and A/R)
QuickBooks Data Build (40 hrs.)
• Statement/Order/Invoice development
• Remote check store, EFT installment, CC preparing
• Distribution center database (as stock things)
• Remote access and additionally distributing of Customer information (login)
• Moving bank compromise and income investigation
Overall
• Keep up total business framework containing every single day by day exchange
• Give week by week compromises and reports to money the board work
• Give A/P and A/R managerial contact point
• Technical support for QuickBooks programming and related (on work out)
• Give intermittent money related reports and other administration reports
• Document yearly corporate duties just as quarterly government charge filings
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9. Service and Pricing for Accounting Services
9
We are proposing to provide the following services within these fee hours
Preparation of Audited
Tax Statements
Filing of State and
Federal Taxes
Review of Bookkeeping
Procedure
Consulting on Financial
Business Practices
Reporting to Business
Partners as Directed
Additional expenses depend on the time required and will be charged at the
comprehensive fixed rate of $160.00 every hour for the agreement time of one year
from the date of the agreement.
Expenses for travel, meals, lodging, printing and report production are charged as
part of the all-inclusive rate above.
Terms
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10. Your Investment for Accounting Services
10
Estimate fee hours 50
Estimate fee per hour $160
Estimate total fees $8,000
Description Unit Hours Price
Accounting Services
Estimated hours
$160 50 $8,000
Total $8,000
*Our charges will be charged month to month as work advances. Charging
will be definite by undertaking and warning administrations. Solicitations will
be expected upon receipt.
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11. Company Introduction
11
From more than 10 years of service, our company is focused on
providing our clients advice on taxation, accounting and consulting
services that reflect their needs.
Our accounting, tax and consulting services focused on industry 1,
industry 2, and industry 3.
Our team has 10K people dedicated to our PROPOSED CLIENT
INDUSTRY, with an additional 1000 people supporting them in
the practice.
Our team of consultants provides strategic support for your
planning, marketing assessment, facility planning, capital planning,
operational needs and leadership needs.
We pride ourselves on being specialists in the INSERT INDUSTRY,
offering understanding that stems past bookkeeping and can help
direct system and tasks in your organization – helping you to oversee
incomes, build market share of the overall industry and consent to
constantly evolving regulations.
Company Name: Company City:
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12. Our Clients
12
Client 1 Client 2 Client 3
Client 4 Client 5 Client 6
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We have over 10 lakh of
clients that work in the
INDUSTRY
This represents 50k of
the business completed
by (CompanyName).
Your Text Here

13. Our Team (1/2)
13
Martine
Managing Partner
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capture your audience's attention.
Thomas
Managing Partner
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14. Our Team (2/2)
14
John Smith
Job Title Here
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capture your audience's attention.
Mary Smith
Job Title Here
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capture your audience's attention.
Anita Smith
Job Title Here
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15. Client Testimonials (1/2)
15
Kai Davis
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your audience's attention.
Brian Casel
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your audience's attention.
abc. com
xyz. com

16. Client Testimonials (2/2)
16
Lorem Ipsum is simply
dummy text of the
printing and typesetting
industry. Lorem Ipsum
has been the industry's
standard dummy
John Doe
Company Name
John Doe
Company Name
John Doe
Company Name
A company is an association or collection of individuals, whether natural persons, legal persons, or a mixture of both. Company members share a common purpose and unite
in order to focus their various talents and organize their collectively available skills or resources to achieve specific.
Lorem Ipsum is simply
dummy text of the
printing and typesetting
industry. Lorem Ipsum
has been the industry's
standard dummy
Lorem Ipsum is simply
dummy text of the
printing and typesetting
industry. Lorem Ipsum
has been the industry's
standard dummy
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17. Terms and Conditions
17
Cancellation and Modification
What you provide:
• Project guidance and data
• Text Here
• Text Here
What we provide:
• Analysis and assessment of your needs
• Text here
• Text here
• Text here
Any modifications to the agreed-upon contract must be approved in writing at least one week prior to the commencement of the project.
Cancellation of all or part of this project must take place at least two weeks prior to commencement of work. A kill fee of 50% of the total quoted price will be due if
cancellation occurs after this time.
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18. Set up QuickBooks bookkeeping programming to services the necessities of
PROPOSAL COMPANY.
System Configuration
Next Steps
18
Data Migration
• Client, sellers, starting adjusts, general record month-end adjusts for a year earlier
• Open invoices and bills as of arranged generation dates
• Outline of records
Training
Preparing of PROPOSAL COMPANY staff on QuickBooks System.
Ongoing
• Give monthly services as agreed upon in the contract
Project Kick-off / Requirements Documentation
• Our collective teams will meet to review overall project goals
• Establish metrics to monitor achievement of objects
• We will map out current accounting processes
• Review annual tax preparation requirements
• Determine specific accounting responsibilities of your company
• Responsibilities of accounting experts to confirm they align with the scope of the proposal.
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19. Contact Details
19
Name 1
Email ID
Contact Details
Name 2
Email ID
Contact Details
Name 3
Email ID
Contact Details
Address with
Contact Details.
Office 1
Address with
Contact Details.
Office 2
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20. Additional
Slide
20

21. Our Mission
21
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Vision
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Mission
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Goal

22. About Us
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your audience's attention.
Target Audiences
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your audience's attention.
Premium Services
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Value Clients
22

23. 30 60 90 Days Plan
23
Day plan
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Day plan
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Day plan
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30 60 90

24. Roadmap (3/7)
24
02
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03
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01

25. Roadmap (4/7)
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03
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04
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02
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26. Roadmap (5/7)
26
03
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05
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04
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27. Roadmap (6/7)
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04
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06
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03
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05
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01
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28. Roadmap (7/7)
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04
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07
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03
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05
06
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01
02
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29. Timeline
29
Start Finish
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2018
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2017
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2019
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2020