Accounting Proposal Template
Easily customize this accounting proposal template and send it online to impress your clients and get more proposals signed.
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The original language of this template is English, but you can always use the translated text.
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Prepared For Emma Olson
Overview
Your business is your passion. There’s nothing that should stand in
your way when it comes to achieving your goals.
Unfortunately, the #1 thing that can take your attention away from
what really matters is finances. Whether or not you’re sure of your
knowledge on taxes, investments and financial security, without
expert advice, these may still get in the way and consume your
valuable time and resources.
That’s where I come in. I’m an experienced business accountant, and
my aim is to help you get back to focusing on what you really love,
while I focus on my passion: helping businesses like yours run
smoothly.
Why Me
My skills and your goals are a great fit. Here’s why:
1. I’ve got [x] years’ experience as an accountant, with [x] certification,
and a degree in [x] from [school].
2. Some of my previous clients include [business], [business], and
[business]. Their testimonials can be found here. [link]
3. I’m a detail-oriented worker, which means your finances are safe
with me. Nothing will be missed.
4, You won’t have to hold my hand. I can operate independently and
be trusted to update you regularly while you work on the real work in
your business.
Services
Here’s a breakdown of the services we’ve discussed and the number of hours estimated.
| Weekly Bookkeeping | [x] hours |
| Accounts Payable and Receivable | [x] hours |
| Credit Management | [x] hours |
| Year-end Returns | [x] hours |
| TOTAL | [x] |
Milestones
Throughout our association, we’ll have several meetings to discuss what your business needs. Here is the suggested schedule, but feel free to reach out if you would like to adjust it.
| Initial Meeting | ASAP |
| Check In #1 | 2 Weeks |
| Check In #2 | 1 Month |
| Check In #3 | 6 Weeks |
| Check In #4 | 6 Months |
What’s Next
Do you have any questions?
Take your time, review this agreement, and if you want to make any
changes, we can be reached at [phone number]. I can be contacted
at any time of day, although after 5PM EST then you may have to
leave a voicemail. Don’t worry, though – I’ll return your calll within 24
hours.
After you’re sure this agreement is to your liking, contact me and we’ll
schedule a conference call to discuss your needs in person to make
any last-minute changes.
Then, as soon as your first payment is clear, we’ll get started!
Terms
1. The payment structure: [x] per hour, at a minimum of [x] hours per
week. Payment is due each Monday by 5PM EST. Methods are PayPal
or digital bank transfer.
2. All personal financial information relayed by [client] remains strictly
confidential. Upon job termination, all client financial information will
be relinquished or destroyed.
3. Any requested work outside the scope of this agreement will require
a fee reassessment. Additional work will be charged at a rate of $x per
hour.
4 .In the case of termination, [client] agrees to give at least two weeks
of notice before termination, and to pay for all work hours completed.
Signature
Prospero team
Emma Olson