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Accounting Services Proposal Template
Accounting Services Proposal Template
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Table of Contents

Accounting is an important department in a business. It is a core part of any business because important decisions rely heavily upon the financial data generated from the transactions, planning, and execution of projects. Businesses often outsource some of their financial services to accounting firms to manage and provide them with accounting services, payroll account, forensic, among other services.

Every business, whether big or small, needs efficient accounting services that support growth and sustainability. As companies grow, their accounting needs also grow with it. Hence, you should understand the business and scope of work if you wish to provide accounting services for it. 

Accounting Services Proposal Template
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If you run an accounting firm, you need to prepare an accounting services proposal template that allows you to bid in response to a customer's request for a proposal (RFP). Usually, companies often advertise their opening and make their needs for an accounting service known by requesting proposals from consultants.

The best way to get the green light is to submit a compelling proposal that your prospects would find difficult to ignore. In response to a request for a proposal, your accounting services proposal template should meet the needs of your client. It must contain relevant information that will make the client trust your judgment and give you the go-ahead. An accounting proposal is a technical document; it must be precise, clear, and time-bound. 

1. Content of an accounting services proposal template

An accounting services proposal template should be detailed, but with just enough information, that will help your prospective client make a decision. See how to write an accounting service proposal below and the essential details the document must capture.

1.1. Title page of the accounting proposal

The title page shows and emphasizes that the document is an accounting service proposal. Below that section comes the details of the sender and receiver. Details include business name, email address, contact address, and phone number. 

1.2. Cover letter for your accounting services proposal

This section of your accounting services proposal template should introduce your business to your proposed client. It explains what you do and what your services are all about in respect to the needs of the client. You may include your business profile and past successes, particularly in the area of need of your prospective client.

Talk about the proficiency of your financial analyst, staff, payroll specialists, and certified accountants. Let the client know you have professionals that can provide top-notch accounting services to support the business of the client. It is good you end the letter with the benefits of hiring your services, which is a primary factor that clients consider in making their decision. 

Accounting Services Proposal Template Sample
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1.3. Services offered in your accounting proposal template

 This is where to get a bit more explicit about the services you offer to the client. List them and briefly describe specifics about what you provide clients. Services in your accounting services proposal template may include bookkeeping, financial consulting, payroll, tax preparation, financial analysis, regulatory compliance, among others. 

1.4. Pricing section of your accouting services proposal template

Pricing is an important aspect of your accounting services proposal template. Include your fees and pricing model and to help your client decide which of your services to hire. You may include a table to set fees against services if you have a few of them. 

1.5. Terms and conditions of the accounting proposal

Every professional has specific terms by which they provide customers with their services. These may include a preferred payment method, payment window, among others. 

1.6. Acceptance of the accounting proposal template

Create a field for date and another below the document for approval. This sounds like a call to action to encourage the proposed client to endorse you as the account service provider by appending their signature.

2. How to create an accounting proposal template

An accounting proposal is a document that states the cost of your services and their qualities. In freelancing, an excellent proposal is used to gain a new job for your freelance accounting services. A unique accounting proposal must summarize key project explanation and must be endorsed by the client.

Accounting Services Proposal Template Example
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Discussed below are the steps to follow to write a responsive accounting proposal. 

2.1. Research what you need for the accounting proposal

Whenever you see a business awareness, don’t be in a rush to send your proposal. Firstly, find out more about the client request and then draft a proposal that will meet his demand. Researching the relevant keywords to embed in such a plan will make it more likely to be accurate and useful. Thus, before writing your proposal, answer the following questions:

  • Who are the clients? 
  • What is their budget? 
  • Do they have a deadline? 
  • What is the possible solution for their request? 
  • How much will your quote to make your proposal accepted? 

2.2. Explain the project scope in the accounting services proposal

Foremost, determine your proposal objective before listing the scope of such a project. This will guide you not go off the aims of you writing the proposal. Also, it will make you have an effective plan for your accounting proposal. You can create a better objective by answering the following questions:

  • What does your client want? 
  • What is the aim of your proposal? 
  • How does your proposed solution affect the client's problem? 

2.3. State your service or product cost in the accounting proposal

A good freelancer or consultant must have a standard cost for a particular service or good. You can as well look into such tasks and note the number of hours it will take to complete each. Then proceed to multiply the number of hours required to complete the task by the amount you charge per hour. For instance: If you work at the rate of $50 per hour. If the task will take five hours to be done. multiply the hour by the rate ($50 x 5 = $250). However, this is the only way to avoid underestimating your service cost.

2.4. Draft the accounting proposal

After the above-discussed steps, you should draft an efficient proposal for the accounting project. You should start with an introduction that gives a brief detail of your business. Followed by the body that will give a detailed explanation of pricing, with photos and samples of related work. Finally, the conclusion, on how the client will benefit from your service and how to reach you. Moreover, you can use accounting proposal templates as a guide for your accounting proposal writing.

Accounting Services Proposal Template PDF
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2.5. Edit your accounting proposal

Before submitting your accounting proposal make sure to proofread it well. Also, you can ask a friend or your family member to have a second look at your writing. Such a person may notice the mistakes you do not notice. Besides these, you can pay a freelance editor to proofread such a proposal. Also, concentrate on the length of the document so that the reader will not be discouraged in checking it. 


Depending on the kind of accounting project you are writing a proposal for, you can always use any of the available accounting proposal templates to write an accurate and compelling plan. Finally, you should write your proposal to catch the attention of your client. This will help you to stand out of the crowd.

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