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Corporation Corp.
‍ Acme LLC.

Corporation Corp.

Acme LLC.

Corporation Corp.

Free Audit Proposal Template & RFP Template

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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
Audit Proposal Template
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What is an audit proposal?

An audit proposal is a document created by an auditor and sent to potential clients. The intent of the proposal is to persuade the client to hire the sender to perform an audit and convey key information such as pricing and scope. Usually, the document is sent in response to a request for proposal that has been issued by a company.

Internal audit proposal to client vs. external audit proposal to client

Internal audit proposals and external audit proposals are two different types of audit proposals sent by auditors to potential clients. An internal audit is designed to assess an organization’s finances, risks, and internal processes to help management make improvements. They are often ordered by management and may be done by internally sourced accountants.

An external audit is more focused on financials and determining whether a company’s reporting is accurate. They should be independent and are generally commissioned by shareholders. The proposals for these two types of audits reflect these differences and provide a description of what audit services the auditor will provide.

Sending out audit proposals is an important part of being a freelance auditor, and having a good proposal can be the difference between winning and losing a contract. Below, we look at what your proposal should include and tips for writing a great audit proposal.

The fundamental elements of an audit proposal example

All audit proposal templates should include a few things to ensure a potential client will have the details they need and the confidence to hire you as an auditor. Below are the fundamental elements that you should always cover.

Project details

Here you should provide a high-level overview of the audit you plan to perform and what you aim to achieve. In this section, you should aim to set the general scope and direction of the proposed audit to give the recipient a good idea of what they can expect from you, and assurance that you will meet all auditing standards.

Often, you will be sending the proposal in response to a request for audit proposal, in which case the potential client should have laid out the details of the audit functions needed. You can use this to tailor the project details section. Alternatively, you may offer a standardized audit service.


Specify the expected timeframe for your audit here. You may even choose to provide more detail than just a fixed submission date, for example by breaking down the project into sections each with their own specified timeframes.


Pricing is always one of the most important considerations for any client when choosing an auditor. Be sure to include a clear indication of the audit cost. To be as transparent as possible, you could also add a brief breakdown of the costs of specific audit services involved, although this isn’t always necessary.

Qualifications and experience auditing

Including some details of your work experience and qualifications can help to differentiate your proposal from others. Try to concisely cover all the key roles you’ve held, audits performed in the past, and any academic and professional qualifications relevant to auditing and assurance services.

Additional services

Adding a section covering additional services can be an excellent way to upsell and win more business. Additionally, it can effectively demonstrate your value to the recipient as someone worth hiring, with value beyond just your auditing services. For example, you could offer tax preparation, consulting, financial services, assurance services, and other applicable accounting services.


Adding a section for acceptance at the end of the proposal can help to close the deal quickly. This can simply be a signature box for the client to sign if they are interested in working with you.

How to write an audit proposal

A good, professional proposal is often going to be the first communication you have with a new client, so it’s vital that you strike the right chord with the tone and content. Following a few basic guidelines can make a huge difference, help you make a great initial impression and stand out above the competition, and get your foot in the door for additional work and regular communication.

Use a suitable layout

Your target company may receive a large number of proposals, so it’s crucial that the layout of your proposal is simple, easy to follow, and direct. Following a template can help you achieve this and keep the proposal focused so that the reader can get all the info they need from a quick scan of the document.

Include a basic introduction

Start the proposal with a short section explaining why you’re getting in touch and/or thanking the recipient for their request for proposal (if relevant). This can set the tone of the proposal and cover the basic formalities usually necessary for effective business communications.

Outline your process

Any potential client is going to want to understand how you approach the audit process before hiring you, so you should include an outline of how you work. For example, you could break down the services you will offer as part of the audit and define the general scope of the project to convince the reader that you will deliver comprehensive assurance work and auditing.

Communicate value

Be sure to keep a focus on the value your audit can offer the client and assure them you will meet the necessary auditing standards. A good way to do this is to define the deliverables you will provide. Communicating value effectively can require some research to understand the specific goals of the client. This information could be covered in a request for audit proposal, if you’ve been sent one.

Tailor it to each recipient

No potential client wants to receive the exact same standardized proposal from every auditor. For this reason, you should always try to tailor your proposal to each recipient, for example by addressing it to a specific employee in the company, including client-relevant work experience or qualifications, and responding to the points covered in the request for proposal.

Provide a realistic cost estimate

It can be difficult to provide accurate cost estimates for some jobs, especially if you don’t have a lot of details about what’s expected of you. However, it’s important to remember that price is possibly the most important factor for the recipient when choosing an auditor, so you should always try to be as realistic as possible with your estimate. Additionally, you should state the estimate clearly and in a format that the reader can easily find.

Keep it simple

A good general rule is to keep your proposal as simple and concise as possible while still conveying the key information. Keeping things simple and laying everything out clearly can improve reader engagement, help them quickly find the information they need, and increase the chances of a successful conversion.

Creating an audit proposal letter is simple with Bonsai 

Managing a freelance career can be tough. Juggling deadlines, keeping tax receipts, dealing with the IRS, and more can all be challenging, not to mention having to present yourself in a professional way to potential clients.

Bonsai proposal templates make building and sending your proposals easy. Just download the proposal, add your details and customize however you like, and start winning new clients.


Save time - Creating your own audit proposal from scratch takes time. With a Bonsai template, you just need to personalize a few key details and it’s ready to send out.

Completely customizable - Edit your template as much or as little as you like to match your business and the client’s expectations to maximize your chances of converting.

Simple, easy-to-read layout - We’ve optimized our templates to be concise and to-the-point to ensure high levels of reader engagement.

Professional - Present your freelance business in the best light to potential clients with Bonsai’s high-quality and professional audit proposal template.

Audit proposal FAQs

What is an audit?

An audit is an assessment of an organization’s finances, risks, and internal processes. An organization will generally bring in an auditor to gain a clear and unbiased view of the state of its finances, the integrity of its reporting, and to identify areas for improvement.

When should you use an audit proposal?

As an auditor, you can send your proposal to any potential clients that you would like to work with. Generally, you would send a proposal in response to a request for audit proposal that you’ve received from an organization.

How long should an audit proposal be?

There is no ideal length for an proposal, and each example will vary depending on the auditor, the recipient, and the specific details of the job. However, you should always try to keep your proposals focused, concise, and clear to maximize your chances of converting clients. An audit proposal template can provide a good indication of the appropriate length.

What other documents do you need for an audit?

Beyond the audit proposal, you should also try to have an audit agreement in place before commencing work with a new client. Once you’ve used our audit proposal template, download other related templates like the Bonsai audit agreement template to save even more time.

Frequently Asked Questions

Questions about this template.

How do you write an audit proposal?

Use the pre-made templates from Bonsai as a guide while writing a freelancer proposal. Our templates are simple to adapt to your project or business requirements. It should include a timeline, an estimated cost, and a clear link to the mission and goals of the company.

Is audit proposal a report?

A document that an auditor creates and sends to potential clients is known as an audit proposal. The proposal's goal is to encourage the recipient to hire the sender to conduct an audit. This will deliver important details like cost and scope.

What is audit report of a company?

The auditor's report expresses the auditor's judgment regarding the truthfulness/accuracy of a company's finances. It also checks to see if a company's financial statments is in accordance with GAAP.

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