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2. Cover Letter for Accounting Services Proposal
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
3. Work Plan
3
Service and Pricing
4
Your Investment
5
Project Goal and Summary
1
Our Offerings
2
Company Introduction
6
Our Team
7
Client Testimonials
8
Terms and Conditions
9
Next Steps
10
3
Table of Content
4. 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.
Increase operational efficiency and production
1
Cash management control
2
Uninterrupted customer service
3
Timely federal and local tax filings
4
Greater administrative control
5
Lowered administrative costs
6
Objective
Project Goal and
Summary for Accounting
Services Proposal
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4
5. Our Offerings for Accounting Services Proposal
We are pleased to introduce this proposal to give
proficient bookkeeping, counseling and financial
related services to client name
1
We have experience in providing INSERT
INDUSTRY, i.e.. medical, small-business, etc
2
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
3
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and capture your audience's attention.
Text Here
4
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5
6. Work Plan for Accounting
Services Proposal (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
• 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.)
1
• Client and Vendor List
• Client Balance Sum mary
• Day by day Customer Invoice
Summary (answer to QB as
diary section - deals and A/R)
Data Migration
(20 hrs.)
2
• 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.)
3
• 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
4
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6
7. Work Plan for
Accounting Services
Proposal (2/2)
• 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.)
1
• Client and Vendor List
• Client Balance Sum mary
• Day by day Customer Invoice
Summary (answer to QB as
diary section - deals and A/R)
Data Migration
(20 hrs.)
2
• 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.)
3
• 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
4
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7
8. We are proposing to provide the
following services within these fee hours
Preparation of Audited Tax Statements
1
Filing of State And Federal Taxes
2
Review of Bookkeeping Procedure
3
Consulting on Financial Business Practices
4
Reporting to Business Partners as Directed
5
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.
1
Expenses for travel, meals, lodging, printing and report production are
charged as part of the all-inclusive rate above.
2
Service and Pricing for
Accounting Services
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8
9. Your Investment for Accounting Services
Description Unit Hours Price
Accounting Services
Estimated hours
$160 50 $8,000
Total $8,000
Estimate fee hours 50
Estimate fee per hour $160
Estimate total fees $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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9
10. 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.
1
Our accounting, tax and consulting services focused on industry 1,
industry 2, and industry 3.
2
Our team has 10K people dedicated to our PROPOSED CLIENT
INDUSTRY, with an additional 1000 people supporting them in the
practice.
3
Our team of consultants provides strategic support for your planning,
marketing assessment, facility planning, capital planning, operational
needs and leadership needs.
4
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.
5
Company Name:_______
Company City:_______
Company
Introduction for
Accounting
Services Proposal
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10
11. Our Clients for Accounting Services Proposal
• We Have Over 10 Lakh
Of Clients That Work In
The INDUSTRY
• This Represents 50k Of The
Business Completed By
(Company Name).
• Your Text Here
Your Text Here
Your Text Here
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Client 1 Client 2 Client 3
Client 4 Client 6Client 5
11
12. Our Team for Accounting Services Proposal (1/2)
Martine Pyrch
Managing Partner
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needs and capture your audience's attention.
Thomas Stevens
Account Manager
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needs and capture your audience's attention.
12
13. Our Team for Accounting Services Proposal (2/2)
Sam John
Job Title Here
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needs and capture your audience's attention.
Mary Smith
Job Title Here
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needs and capture your audience's attention.
Anita Hill
Job Title Here
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13
14. Client Testimonials for Accounting Services (1/2)
Kai Davis
abc.com
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needs and capture your audience's attention.
Brian Casel
xyz.com
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needs and capture your audience's attention.
14
15. Client Testimonials for Accounting Services (2/2)
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
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
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.
15
16. Terms and
Conditions for
Accounting
Services Proposal
What we provide:
• Analysis and assessment of your needs
• Your text here
• Your text here
• Your text here
1
What you provide:
• Project guidance and data
• Your Text Here
• Your Text Here
2
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.
1
Any modifications to the agreed-upon contract must
be approved in writing at least one week prior to
the commencement of the project.
2
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16
17. Next Steps for
Accounting
Services Proposal
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.
1
System Configuration
Set up QuickBooks bookkeeping programming to
services the necessities of PROPOSAL COMPANY.
2
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
3
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17
18. Contact Details for Accounting Services Proposal
Name 1
Email ID
Contact Details
Name 2
Email ID
Contact Details
Name 3
Email ID
Contact Details
Office 1
Address with
Contact details.
1
Name 1
Email ID
Contact Details
Name 2
Email ID
Contact Details
Name 3
Email ID
Contact Details
Office 2
Address with
Contact details.
2
18
21. Our Mission for Accounting Services Proposal
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Goal
3
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Mission
2
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needs and capture your audience's attention.
Vision
1
21
22. About Us for Accounting Services Proposal
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Value Clients
3
Premium Services
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2
Target Audiences
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1
22
23. 30 60 90 Days Plan for Accounting Services Proposal
60
Days Plan
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audience's attention.
90
Days Plan
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audience's attention.
30
Days Plan
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23
24. Timeline for Accounting Services Proposal
• Text Here
• Text Here
• Text Here
• 2015
• Text Here
• Text Here
• Text Here
• 2016
• Text Here
• Text Here
• Text Here
• 2018
• Text Here
• Text Here
• Text Here
• 2019
• Text Here
• Text Here
• Text Here
• 2020
• Text Here
• Text Here
• Text Here
• 2017
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25. Roadmap for Accounting Services Proposal Template 3
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26. Roadmap for Accounting Services Proposal Template 4
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27. Roadmap for Accounting Services Proposal Template 5
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Roadmap for Accounting Services Proposal Template 7