Erudite Finlop & Lawton Ind.Jawahar Park, Lakshmi Nagar, New Delhi, India - 110019Accounting & FinanceService ProposalShas...
---------------------------------------------------------------------------------------Mr. -------------------,Thank you f...
Description-------------------------------------- is in need of Accounting services to take over for an overburdenedowner/...
---------------------------------Executive Summary …………………………… 2Client Operations …………………………… 3The ProjectCost Summary ………...
Executive summaryThe Objective…------------------------------ Firm is in need of Accounting services to take over for an o...
Client Operations----------------------------------- is one of the leading firms in the ----------- area. By combining the...
Cost SummaryThe following is an estimate and summary of the costs associated with Applied Accounting Servicesoffering for ...
Contracts & Terms  a) The services mentioned in the cost summary are the only service to be provided, any other     servic...
Erudite Finlop & Lawton Service proposal format
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Erudite Finlop & Lawton Service proposal format

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We are a global service provider into International Accounting and Taxation. Our knowledge and expertise over accounting practices across continents helps us serve our clients, which includes Multi-national companies, CPA/CA firms in US, UK, Canada, Australia, South Africa, EU, New Zealand and India and various other Small and Medium Enterprises. Aggressive use of technology, well documented operational procedures and continuous focus on learning & training has equipped us to undertake challenging assignments and deliver them on time to the satisfaction of our clients Promoters of Erudite Financial Services Pvt. Ltd. are having rich exposure in managing accounting and taxation related outsourcing services. We are committed to quality and deliverable, which is its Hallmark. We provide combination of various outsourcing service under one roof, which makes us “One complete stop shop for Accounting, Finance and Taxation outsourcing”.

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Erudite Finlop & Lawton Service proposal format

  1. 1. Erudite Finlop & Lawton Ind.Jawahar Park, Lakshmi Nagar, New Delhi, India - 110019Accounting & FinanceService ProposalShashank Shukla 12
  2. 2. ---------------------------------------------------------------------------------------Mr. -------------------,Thank you for taking the time to talk with me last week. I know that your overburdened projectsand managing expenses has been a high priority problem for you. I am pleased to propose a costeffective solution that will minimize your in-house burden.As you know we are specialists in Accounting, Tax and Payroll services with over 9 years ofexperience. We pride ourselves in providing our clients with a professional service, guaranteedaccuracy and the highest level of confidentiality.Your attached cost summary is based upon your current needs and can be adjusted as wecustomize your services.I look forward to discussing your project with you in more detail shortly.Please contact me directly anytime you have additional questions or requests.Sincerely,Shashank ShuklaManaging DirectorErudite Finlop & Lawton Ind.Laksmi Nagar, New Delhi, Indiashashank@finlopnlawton.com
  3. 3. Description-------------------------------------- is in need of Accounting services to take over for an overburdenedowner/manager. With high number of clients and overburdened projects the accounting andpayroll functions needs to be outsourced to save cost and time. Outsourcing these office activitieswill all the owners/management to focus on other aspects of the business. EF&L ProposalPrepared For Accounting & Payroll Services-------------------- (--------------------------------) Proposal No. – EFLPR00565 Date – 2012-09-07Prepared ByShashank Shukla (Erudite Finlop & Lawton Ind. India)
  4. 4. ---------------------------------Executive Summary …………………………… 2Client Operations …………………………… 3The ProjectCost Summary …………………………… 4Contract and Terms …………………………… 5
  5. 5. Executive summaryThe Objective…------------------------------ Firm is in need of Accounting services to take over for an overburdenedowner/manager. With high number of clients and overburdened projects the accounting andpayroll functions needs to be outsourced to save cost and time. Outsourcing these office activitieswill all the owners/management to focus on other aspects of the business.The Goals…------------------------------- is a privately owned Firm that now outsource professional accounting andpayroll services in a cost effective manner.The goals of Erudite Finlop & Lawton are:Provide professional accounting and payroll servicesProvide services at a lower cost than possible if done by an in-house staff memberGuarantee on-time services and expertiseThe Solution…EF&L specializes in Full Accounting, Tax and Payroll services for mid-size businesses. All staff accountantsare CPA’s with additional tax attorney services available through our corporate office location in NewDelhi, IndiaWe will provide Accounting Services to include: o Monthly Bookkeeping o Daily, Quarterly and Yearly accounting reconciliations o AP/AR o Financial Statement Preparation and Consolidation o Ledger Maintenance o Payroll o Financial analysis o Tax preparation (both Corporate and Individual) o Audit Files Preparations o Invoicing & Bill Preparations
  6. 6. Client Operations----------------------------------- is one of the leading firms in the ----------- area. By combining their expertise, experienceand the energy of their staff, each client receives close personal and professional attention. Their high standards,service and specialized staff spell the difference between their outstanding performance, and other firms. They makesure that every client is served by the expertise of their whole firm.An accounting firm is known for the quality of its service. -----------------------‘s reputation reflects the high standards wedemand of them. Their primary goal as a trusted advisor is to be available to provide insightful advice to enable theirclients to make informed financial decisions. They do not accept anything less from ourselves and this is what theydeliver to their client. They feel it is extremely important to continually professionally educate themselves to improvetheir technical expertise, financial knowledge and service to their clients. Their high service quality and "raving fan"clients are the result of their commitment to excellence.
  7. 7. Cost SummaryThe following is an estimate and summary of the costs associated with Applied Accounting Servicesoffering for Accounting and Payroll services. These numbers are an estimate only.Ongoing Monthly Costs PriceMonthly Bookkeeping $5/hourDaily, Quarterly and Yearly accounting reconciliations $5/hourAP/AR $5/hourFinancial Statement Preparation and Consolidation $5/hourLedger Maintenance $5/hourPayroll $5/hourFinancial analysis $6/hourTax preparation (both Corporate and Individual) Corp - $100 Ind - $70Audit Files Preparations $6/hourInvoicing & Bill Preparations $5/hourWe are also into Corporate Finance and Merchant Banking Services.
  8. 8. Contracts & Terms a) The services mentioned in the cost summary are the only service to be provided, any other services provided out of the list will be charged as per their market rate. b) The monthly rate should be paid at a decided date of every month. c) Any delays in the payments will be finalized only after discussion between both the parties. d) Any errors or omissions in the services will be sorted out only after getting the correct information about the error. e) The service provider will not disclose any information of the Firm to anyone out of the terms and contracts. f) The rates can only be increased or decreased in agreement between both the parties.

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