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1. Submitted by : Company Name
Submitted to : Client Name
Accounting Proposal Template

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
Cover Letter for
Accounting
Proposal Template
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3. Accounting Proposal Template
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Prepared By :
User Assigned:
Company name:
Prepared For :
Client Name:
Client Address:
Client City:
Client Province:
3

4. Company
Introduction
Our Team
Client Testimonials
Terms and
Conditions
Next Steps
Our Offerings
Work Plan
Service and
Pricing
Your Investment
Project Goal
and Summary
Content for
Accounting
Proposal Template
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5. Project Goal and Summary for Accounting Proposal Template
Context
(Client name) is interested in verifying a
bookkeeping accomplice to help with rebuilding
the booking keeping and bookkeeping, as well
as regular tax filings
Objective
Increase operational efficiency and production
Cash management control
Uninterrupted customer service
Timely federal and local tax filings
Greater administrative control
Lowered administrative costs
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6. Our Offerings for
Accounting Services
Proposal Template
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
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7. Work Plan for Accounting Services Proposal Template (1/2)
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
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
▪ 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. ▪ 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
Work Plan for Accounting
Services Proposal
Template (2/2)
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9. Service and Pricing for Accounting Proposal Template
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
Terms
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.
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10. Your Investment for Accounting Services Proposal Template
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. 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: ABC
Company City: XYZ
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Company Introduction for
Accounting Proposal Template
11

12. Client 1
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Client 6
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Client 5
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Client 4
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Client 3
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Client 2
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Our Clients for Accounting Proposal Template
We have over 10 lakh of clients
that work in the INDUSTRY
This represents 50k of the business
completed by (CompanyName).
Your Text Here
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13. Our Team for Accounting Proposal Template (1/2)
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your audience's attention.
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your audience's attention.
Martine Coral
Managing Partner
Thomas Smith
Managing Partner
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your audience's attention.
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14. Our Team for Accounting Proposal Template (2/2)
John Smith
Job Title Here
Mary Smith
Job Title Here
Anita Smith
Job Title Here
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15. Client Testimonials for Accounting Proposal Template (1/2)
Kai Davis
abc.com
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audience's attention.
Brian Casel
xyz.com
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audience's attention.
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16. Client Testimonials for Accounting Proposal Template (2/2)
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.
John Doe
Company Name
Lorem Ipsum is simply dummy
text of the printing and typesetting
industry. Lorem Ipsum has been
the industry's standard dummy
Lewis Spencer
Company Name
Lorem Ipsum is simply dummy
text of the printing and typesetting
industry. Lorem Ipsum has been
the industry's standard dummy
Rowan Hooper
Company Name
Lorem Ipsum is simply dummy
text of the printing and typesetting
industry. Lorem Ipsum has been
the industry's standard dummy
16

17. Cancellation and Modification
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.
Any modifications to the agreed-upon contract must be
approved in writing at least one week prior to the
commencement of the project.
What we provide:
▪ Analysis and assessment of your needs
▪ Your text here
▪ Your text here
▪ Your text here
What you provide:
▪ Project guidance and data
▪ Your Text Here
▪ Your Text Here
Terms and Conditions
for Accounting
Proposal Template
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18. Next Steps for Accounting Proposal Template
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.
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
System Configuration
Set up QuickBooks bookkeeping programming to services the necessities of PROPOSAL COMPANY.
Training
Preparing of PROPOSAL COMPANY staff on QuickBooks System.
Ongoing
• Give monthly services as agreed upon in the contract
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19. Office 1
Address with
Contact details.
Name 1
Email ID
Contact Details
Name 2
Email ID
Contact Details
Name 3
Email ID
Contact Details
Office 2
Address with
Contact details.
Name 1
Email ID
Contact Details
Name 2
Email ID
Contact Details
Name 3
Email ID
Contact Details
Contact Details for Accounting
Proposal Template
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20. Accounting Proposal
Template Icons Slides
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21. Additional
Slides
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22. This slide is 100% editable. Adapt it to your needs
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Target Audiences
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Premium Services
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and capture your audience's attention.
Value Clients
About Our Accounting
Proposal Template
22

23. Our Mission for Accounting Proposal Template
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Vision
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Mission
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Goal
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24. Timeline for Accounting Proposal Template
Start Finish
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2017
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2018
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2019
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2020
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25. Roadmap for Accounting Proposal Template (3/7)
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26. Roadmap for Accounting Proposal Template (4/7)
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27. Roadmap for Accounting Proposal Template (5/7)
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28. Roadmap for Accounting Proposal Template (6/7)
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29. Roadmap for Accounting Proposal Template (7/7)
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30. 30 60 90 Days Plan for Accounting Proposal Template
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30 Days Plan
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60 Days Plan
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90 Days Plan
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