Free Accounting Services Proposal Template

Fully editable with custom branding and templated offering.

Free Accounting Services Proposal Template

Fully editable with custom branding and templated offering.


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First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.
First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.

Free Accounting Services Proposal Template

Fully editable with custom branding and templated offering.

Free Accounting Services Proposal Template

Fully editable with custom branding and templated offering.

Bonsai has helped create 1,023,928 documents and counting.

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business owners

Date: March 8th 2023



Acme LLC.

Corporation Corp.

This Contract is between Client (the "Client") and Acme LLC, a California limited liability company (the "Coach").

The Contract is dated January 23, 2023.


1.1 Project. The Client is hiring the Coach to develop a coaching relationship between the Client and Coach in order to cultivate the Client's personal, professional, or business goals and create a plan to achieve those goals through stimulating and creative interactions with the ultimate result of maximizing the Client's personal or professional potential.

1.2 Schedule. The Coach will begin work on February 1, 2023 and will continue until the work is completed. This Contract can be ended by either Client or Coach at any time, pursuant to the terms of Section 4, Term and Termination.

The Coach and Client will meet by video conference, 4 days per month for 2 hours.

1.3 Payment. The Client will pay the Coach an hourly rate of $150. Of this, the Client will pay the Coach $500.00 (USD) before work begins.

1.4 Expenses. The Client will reimburse the Coach's expenses. Expenses do not need to be pre-approved by the Client.

1.5 Invoices. The Coach will invoice the Client in accordance with the milestones in Section 1.3. The Client agrees to pay the amount owed within 15 days of receiving the invoice. Payment after that date will incur a late fee of 1.0% per month on the outstanding amount.

1.6 Support. The Coach will not be available by telephone, or email in between scheduled sessions.


- A coaching relationship is a partnership between two or more individuals or entities, like a teacher-student or coach-athlete relationship. Both the Client and Coach must uphold their obligations for the relationship to be successful.

- The Coach agrees to maintain the ethics and standards of behavior established by the International Coaching Federation (ICF).

- The Client acknowledges and agrees that coaching is a comprehensive process that may explore different areas of the Client's life, including work, finances, health, and relationships.

- The Client is responsible for implementing the insights and techniques learned from the Coach.


3.1 Overview. This section contains important promises between the parties.

3.2 Authority To Sign. Each party promises to the other party that it has the authority to enter into this Contract and to perform all of its obligations under this Contract.

3.3 Coach Has Right To Give Client Work Product. The Coach promises that it owns the work product, that the Coach is able to give the work product to the Client, and that no other party will claim that it owns the work product. If the Coach uses employees or subcontractors, the Coach also promises that these employees and subcontractors have signed contracts with the Coach giving the Coach any rights that the employees or subcontractors have related to the Coach's background IP and work product.

3.4 Coach Will Comply With Laws. The Coach promises that the manner it does this job, its work product, and any background IP it uses comply with applicable U.S. and foreign laws and regulations.

3.5 Work Product Does Not Infringe. The Coach promises that its work product does not and will not infringe on someone else's intellectual property rights, that the Coach has the right to let the Client use the background IP, and that this Contract does not and will not violate any contract that the Coach has entered into or will enter into with someone else.

3.7 Client-Supplied Material Does Not Infringe. If the Client provides the Coach with material to incorporate into the work product, the Client promises that this material does not infringe on someone else's intellectual property rights.


This Contract is ongoing until it expires or the work is completed. Either party may end this Contract for any reason by sending an email or letter to the other party, informing the recipient that the sender is ending the Contract and that the Contract will end in 7 days. The Contract officially ends once that time has passed. The party that is ending the Contract must provide notice by taking the steps explained in Section 9.4. The Coach must immediately stop working as soon as it receives this notice unless the notice says otherwise.

If either party ends this Contract before the Contract automatically ends, the Client will pay the Contractor for the work done up until when the Contract ends. The following sections don't end even after the Contract ends: 3 (Representations); 6 (Confidential Information); 7 (Limitation of Liability); 8 (Indemnity); and 9 (General).


The Client is hiring the Coach as an independent contractor. The following statements accurately reflect their relationship:

- The Coach will use its own equipment, tools, and material to do the work.

- The Client will not control how the job is performed on a day-to-day basis. Rather, the Coach is responsible for determining when, where, and how it will carry out the work.

- The Client will not provide the Coach with any training.

- The Client and the Coach do not have a partnership or employer-employee relationship.

- The Coach cannot enter into contracts, make promises, or act on behalf of the Client.

- The Coach is not entitled to the Client's benefits (e.g., group insurance, retirement benefits, retirement plans, vacation days).

- The Coach is responsible for its own taxes.

- The Client will not withhold social security and Medicare taxes or make payments for disability insurance, unemployment insurance, or workers compensation for the Coach or any of the Coach's employees or subcontractors.


6.1 Overview. This Contract imposes special restrictions on how the Client and the Coach must handle confidential information. These obligations are explained in this section.

6.2 The Client's Confidential Information. While working for the Client, the Coach may come across, or be given, Client information that is confidential. This is information like customer lists, business strategies, research & development notes, statistics about a website, and other information that is private. The Coach promises to treat this information as if it is the Coach's own confidential information. The Coach may use this information to do its job under this Contract, but not for anything else. For example, if the Client lets the Coach use a customer list to send out a newsletter, the Coach cannot use those email addresses for any other purpose. The one exception to this is if the Client gives the Coach written permission to use the information for another purpose, the Coach may use the information for that purpose, as well. When this Contract ends, the Coach must give back or destroy all confidential information, and confirm that it has done so. The Coach promises that it will not share confidential information with a third party, unless the Client gives the Coach written permission first. The Coach must continue to follow these obligations, even after the Contract ends. The Coach's responsibilities only stop if the Coach can show any of the following: (i) that the information was already public when the Coach came across it; (ii) the information became public after the Coach came across it, but not because of anything the Coach did or didn't do; (iii) the Coach already knew the information when the Coach came across it and the Coach didn't have any obligation to keep it secret; (iv) a third party provided the Coach with the information without requiring that the Coach keep it a secret; or (v) the Coach created the information on its own, without using anything belonging to the Client.

6.3 Third-Party Confidential Information. It's possible the Client and the Coach each have access to confidential information that belongs to third parties. The Client and the Coach each promise that it will not share with the other party confidential information that belongs to third parties, unless it is allowed to do so. If the Client or the Coach is allowed to share confidential information with the other party and does so, the sharing party promises to tell the other party in writing of any special restrictions regarding that information.


Neither party is liable for breach-of-contract damages that the breaching party could not reasonably have foreseen when it entered this Contract.


8.1 Overview. This section transfers certain risks between the parties if a third party sues or goes after the Client or the Coach or both. For example, if the Client gets sued for something that the Coach did, then the Coach may promise to come to the Client's defense or to reimburse the Client for any losses.

8.2 Client Indemnity. In this Contract, the Coach agrees to indemnify the Client (and its affiliates and their directors, officers, employees, and agents) from and against all liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of: (i) the work the Coach has done under this Contract; (ii) a breach by the Coach of its obligations under this Contract; or (iii) a breach by the Coach of the promises it is making in Section 3 (Representations).

8.3 Coach Indemnity. In this Contract, the Client agrees to indemnify the Coach (and its affiliates and their directors, officers, employees, and agents) from and against liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of a breach by the Client of its obligations under this Contract.


9.1 Assignment​. This Contract applies only to the Client and the Coach. Neither the Client nor the Coach can assign its rights or delegate its obligations under this Contract to a third-party (other than by will or intestate), without first receiving the other's written permission.

9.2 Arbitration. As the exclusive means of initiating adversarial proceedings to resolve any dispute arising under this Contract, a party may demand that the dispute be resolved by arbitration administered by the American Arbitration Association in accordance with its commercial arbitration rules.

9.3 Modification; Waiver. To change anything in this Contract, the Client and the Coach must agree to that change in writing and sign a document showing their contract. Neither party can waive its rights under this Contract or release the other party from its obligations under this Contract, unless the waiving party acknowledges it is doing so in writing and signs a document that says so.

9.4. Noticies.

(a) Over the course of this Contract, one party may need to send a notice to the other party. For the notice to be valid, it must be in writing and delivered in one of the following ways: personal delivery, email, or certified or registered mail (postage prepaid, return receipt requested). The notice must be delivered to the party's address listed at the end of this Contract or to another address that the party has provided in writing as an appropriate address to receive notice.

(b) The timing of when a notice is received can be very important. To avoid confusion, a valid notice is considered received as follows: (i) if delivered personally, it is considered received immediately; (ii) if delivered by email, it is considered received upon acknowledgement of receipt; (iii) if delivered by registered or certified mail (postage prepaid, return receipt requested), it is considered received upon receipt as indicated by the date on the signed receipt. If a party refuses to accept notice or if notice cannot be delivered because of a change in address for which no notice was given, then it is considered received when the notice is rejected or unable to be delivered. If the notice is received after 5:00pm on a business day at the location specified in the address for that party, or on a day that is not a business day, then the notice is considered received at 9:00am on the next business day.

9.5 Severability. This section deals with what happens if a portion of the Contract is found to be unenforceable. If that's the case, the unenforceable portion will be changed to the minimum extent necessary to make it enforceable, unless that change is not permitted by law, in which case the portion will be disregarded. If any portion of the Contract is changed or disregarded because it is unenforceable, the rest of the Contract is still enforceable.

9.6 Signatures. The Client and the Coach must sign this document using Bonsai's e-signing system. These electronic signatures count as originals for all purposes.

9.7 Governing Law. The validity, interpretation, construction and performance of this document shall be governed by the laws of the United States of America.

9.8 Entire Contract. This Contract represents the parties' final and complete understanding of this job and the subject matter discussed in this Contract. This Contract supersedes all other contracts (both written and oral) between the parties.



Acme LLC.

Corporation Corp.
Table of contents
Accounting Services Proposal Template
Use this accounting services proposal now for free

What is an Accounting Services Proposal?

An accounting proposal is a formal business document. An accountant or accounting firm typically uses this proposal to convince a potential client to contract their services for a one-off project or ongoing retainer. 

Whether you’re a solo freelance accountant or running an accounting firm, you help customers make sound financial decisions going on their account data. Your proposal is where you’ll need to start showcasing your expertise in day-to-day finances, like accounting, bookkeeping, auditing, payroll services, and advisory services, helping to win you more clients

Note: Sign up to Bonsai today to create a free proposal using an accounting proposal template. Save time, and win more clients.

What to Include in the Accounting Services Proposal

Getting clients to say “yes” to a proposal is trickier than you think. It becomes even more challenging when you haven’t yet mastered the art of putting one together. 

Luckily for you, the secret to winning clients lies in sticking to the basics—add these essential elements to your accounting proposal, and ensure you never miss a gig again.

Title page

A title page is exactly what you think it is. Use this page to mention the project at hand, plus the sender and receiver details

Don’t think of this as a dull fill-in-the-blank exercise. Instead, write a title that’s easy-to-understand, attention-grabbing, and relevant. Consider adding eye-catching images to make your proposal appealing and noticeable—it’s a great first impression.

Sample title page cover

Cover letter

A cover letter is your first chance to connect with a client. Write a brief and high-level project statement that summarizes the client’s pain points and your proposed solutions. Start with a conversational tone and make a point of being persuasive. 

tips on writing a cover letter

Here are some pointers to keep in mind when writing a cover letter:

  • Personalize: by putting the focus on the client
  • Show your expertise: to establish that this isn’t your first rodeo
  • Talk about the solution: with concise, relevant, jargon-free, and high-level details
  • Show what you’ve done: with previous works, awards, or proprietary processes
  • Explain what’s next: so that clients know what to expect throughout the proposal

This gives clients an idea of what you’re proposing, and allows them to get a brief overview before diving into further details.

Executive summary

This section helps you seal the deal. It’s about selling the proposed solution and convincing clients you’re a better choice. The purpose is to pique client’s interest and grab their attention with an overview of your proposed solution—so make it count.  


Want to edge out the competition? Show clients what you’re made of, and where you excel. Use this section to showcase what you do, what sets you apart, and the impact of your offerings.

Consider outlining the different financial support services you and your accounting team offer, and how they offer value to clients:

  • Bookkeeping: to create and organize accounting department reports on balance, profits, and potential losses
  • Financial consulting: to offer a 360 view of financial information
  • Payroll management: to manage staff financial statements, including wages, bonuses, salaries, and deductions
  • Tax preparation: to avoid tax errors, find credit opportunities, and reduce adverse consequences
  • Financial assessment: to evaluate cash account financial data for business stability
  • Regulatory compliance: to check an organization’s potential conformance with rules, taxes, laws, and regulations

This way, the client has a strong understanding of what you can offer their business.

Bonsai top tip: Need help managing your own accounts? Check out Bonsai Cash, the ultimate business account for freelancers and small business owners. 


Which page would a prospect flip to first after receiving a proposal or quote

Realistically speaking—it’s likely to be the pricing plan. Budget’s a big deal, and a big factor in your client’s decision-making process. 

Accounting freelancers can be lured into the trap of lowering fees in the hopes of winning clients. The problem with this approach is that you can neither scale nor profit from your business, and you’re not doing yourself the service you deserve.  

You want to create a pricing plan that both you and the client are happy with. Additionally, create a pricing table and provide clients with the flexibility to choose from a range of options.

tips in writing your fee summary

Popular pricing models include:

  • Hourly rate: based on the total number of hours spent on project-related tasks
  • Daily rate: depending on the number of days required to complete a project
  • Agile rate: to charge per project sprint: for example in the run-up to year-end
  • Fixed rate: a set fee for completing the project or for a monthly retainer

It’s a good idea to discuss this with clients beforehand to get a better understanding of what’s realistic for the company and your business. 

Terms and conditions

Clearly defined proposal terms and conditions come in handy when things goes off the rails—not that you expect them to. They help you protect your accounting firm and establish a healthy, long-term relationship with new clients. 

Here’s what to add in this section:

  • Payment terms: mention how any late or missed payment will be handled
  • Privacy: outline how you store and protect data
  • Intellectual property (IP): mention how you’ll assign IPs created during the project back to the client
  • Sharing work: specify whether you’ll be showcasing client work on portfolios, case studies, and competitions
  • Changes: define how you’ll manage change requests and if you’ll offer a periodic review 
  • Cancellation policy: outline notice period for project cancellation and if you’ll charge a cancellation fee

This not only helps protect you, but it also helps protect the client. 

How to Write an Accounting Services Proposal

Writing winning proposals
comes down to personality and flair. Pricing also plays a huge role, but if you’re in budget then prospects are looking for something more.

In order to stand out to clients as they review multiple proposals, you need to combine emotion, context, and social proof while writing proposals

Since you already know what sections to add, here’s how to approach writing your proposal. Alternatively, you can use an accounting proposal template or related templates to make life simpler.

Find out exactly what the client wants

Get on a quick call or schedule a meeting to understand prospect’s accounting needs, motivations, and aspirations behind a project. This will help you stay true to the context, while adding the right amount of emotion and social proof. 

Highlight what sets you apart

Social proof builds trust—that’s why you need to include it to create better proposals. Here’re a few ideas for you to consider:

  • Case studies: that your target customer can relate to
  • Numbers and statistics: to portray how a business has benefitted from your services
  • Customer testimonials: to showcase reviews from happy customers
  • Accounting expertise: to mention your credentials, specialized licenses, certifications, and other qualifications
  • Ratings: to provide relevant information from service review portals

Creating an Accounting Proposal is Simple with Bonsai

Creating a proposal isn’t easy—whether you’re a pro or just starting a new business. It takes time, dedication, and research to develop a stellar proposal. 

The good news is you can speed up the process with Bonsai’s simple, polished, and customizable accounting service proposal templates. 

Here’s how to get started:

  1. Sign up for free to Bonsai
  2. Find an accounting services proposal sample template
  3. Easily modify it as per your needs
use Bonsai when creating your Accounting Services Proposal

Join the 500,000+ freelancers and SMBs already using Bonsai’s gallery of hundreds of sample proposal templates to win new clients.

Accounting Proposal FAQs

What is an accounting proposal?

An accounting service proposal is a document that accountants use to persuade potential clients to opt for their services. An effective proposal addresses clients’ pain points, outlines services, and mentions pricing with terms and conditions.

What services do accounting freelancers offer?

Accountants usually offer services such as:

  1. Bookkeeping
  2. Financial consulting
  3. Payroll management
  4. Tax preparation
  5. Financial analysis
  6. Regulatory compliance check

If you’re an accounting freelancer sending proposals to clients, use a simple and customizable accounting proposal template on Bonsai.

Frequently Asked Questions
Questions about this template.

What are the 6 types of accounting services?

The 6 main types of accounting services are: public, management, tax, chartered, bookkeeping, and audit accounting.

What is the purpose of an accounting service?

Accounting involves creating detailed financial records and upholding effective record keeping procedures. Accounting services that are commonly requested include tracking costs and revenues, tax preparation, and much more.

What does bookkeeping services include?

The practice of keeping track of financial activities and creating financial statements like balance sheets and income statements is known as bookkeeping. A bookkeeper would ensure that staff workers were properly handling payroll and filing invoices and expenses on a regular basis.