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Corporation Corp.
‍ Acme LLC.

Corporation Corp.

Acme LLC.

Corporation Corp.

Free Simple Bookkeeping Proposal 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

What is a Simple Bookkeeping Proposal?

A bookkeeping proposal is a document sent by accountants to potential clients offering bookkeeping services in an attempt to win a contract from a business. They are usually very similar to any other kind of sales proposal, only they are specifically used by accountants in the context of bookkeeping services.

A bookkeeping proposal may be sent out in response to a request for proposal, or could be sent out cold when trying to find clients. Proposals are a vital document for any freelance accountant as winning new business is arguably the most important part of the job, and the proposal phase is often the first time you’ll have contact with a business.

Note: You searched for a simple bookkeeping proposal for a reason. Our bookkeeping proposal template has all the elements of a client-winning document. Simply sign up for free, edit your template how you want, and send it to your client. Couldn’t be… simpler.

How to Prepare to Write Your Proposal

Prior to putting together your accounting services proposal and sending it to a business, it's good practice to take a few steps to prepare. Taking the time to prepare can reduce the likelihood of missing important details and ensure your proposal is properly targeted.

Carefully read through any materials

Before you start writing proposals, the first step should always be to read through any materials you have, such as a job description or request for proposal. This may sound like a no-brainer, but a surprising number of people immediately ruin their chances of landing a contract by failing to read the info properly. Once you know exactly what the client requires, you'll be vastly better positioned to start crafting your proposals.


Whatever the job, it's a good idea to put in a little research about the business. For some, this might just consist of looking up the company's website and getting a general idea of their online presence. In the context of accounting services and financial information, there's only so much relevant info available to the public, but it may be possible to build a picture of the organization's size and structure, which may help with planning the accounting services proposal.

Put together your relevant work experience

Any prospective business client will want proof that you can do the work they need. The best way to provide this is by highlighting your previous experience with similar work. Prepare by finding the most relevant examples and putting them together ready to add to your accounting services proposal.

Accurately estimate the cost and timeframe

Before you get anything down on paper, try to think carefully about how long the job in question is going to take. The more accurately you can estimate this, the better, as you’ll be able to provide a realistic and achievable estimate for your services to the client.

Look at your schedule to see how much free time you have for the work, then try to determine how many hours or days it will take you. With this information, you should have a fairly good basis to give your estimate.

What to include a simple bookkeeping proposal 

Every proposal will vary in some terms of the precise details, layout, and design, but here are some important sections that we recommend you include in yours for maximum impact.

Cover page

A cover page may not add any crucial information to a bookkeeping proposal, but it can definitely help to improve the overall presentation. It’s the first thing the reader will see, so if you have a simple but well-designed cover page it can make your accounting services proposal look more presentable and professional.

Cover letter

A cover letter is essentially an introduction and summary of the content of the accounting services proposal. Ideally, you should tailor each cover letter to each proposal. Opening your proposal in this way helps to make it look more professional, personalizes it, and can help the client understand the purpose of the accounting proposal.

Scope of services

Here, you should outline the services you will offer. It’s important that you’ve carefully read the job description before you write this section, as you’ll need to ensure it’s relevant to the work that’s being offered. Don’t go into too much detail, but clearly lay out the services you will offer and be sure to define limits to what you’ll provide.

Portfolio and experience/qualification

In this section, you can briefly cover any previous work experience you might have that you think will impress the recipient. Again, keep it as relevant as possible and don’t go into too much detail. Do you have specific experience assessing something that’s mentioned in the description, such as financial statements, balance sheet work, or budgeting? Then add that experience to make a bigger impact.

The more relevant the better, but you can also use experience that isn’t exactly the same as the job in question, so long as you can relate it in some way. For example you could highlight transferable skills that you gained or showcased.

Pricing estimate

Many potential clients will skip directly to this section before reading anything else, so make sure your price estimate is clearly presented as well as accurate. An easy way to quickly estimate your fees is to break down the work that will be required for a given job, then work out how long this will take you (i.e. the number of hours). When you have a figure, simply multiply it by your hourly rate, add 10% or so for unexpected extras, and you have your estimate!

Timeframe estimate

After price, this may be the most important factor for many clients, so make it as clear, concise, and accurate as possible. Again, the best way to easily estimate the timeframe needed is to break down the work that’s required and work out how long each part will take you. Try to see how this time slot fits into your existing schedule and then give a realistic, achievable timeframe.

How to write a simple bookkeeping proposal 

A surprising number of freelancers don’t actually know how to write a work proposal for bookkeeping service, or at least haven’t optimized the process to give themselves the best possible chance of converting the business to a client. Here are a few quick tips that should help.

Read the job description

We’ve said it before but it’s worth repeating. Always read the job description in detail before you start writing your proposal, then refer back to it while you’re writing it. It’s easy to forget or miss important details, so it can save you a lot of hassle in the long-run.

Personalize the proposal

Nobody wants to receive a proposal that is completely generic and not relevant to the job on offer. The prospective client is always more likely to consider a proposal that’s clearly had thought put into it. Try to include some recipient-specific details and a personal greeting in every proposal you send, for example in the cover letter section. Also, make sure all the information is relevant.

Keep it focused and concise

You might be the best freelance accountant in the world, but if your proposal is long and boring, nobody will even bother to read it. Clients may well be reading through dozens of proposals from different people, so you want all the important information to be clearly, concisely, and accurately presented to improve your chances of success.

Use a template

Unfortunately, it’s highly unlikely that you’ll land every job you send a proposal for, so you may end up sending a large number of proposals out when trying to find work. This can be very time-consuming, with no guarantee of a payoff, so using proposal templates is an excellent way to save time and increase your chances of converting.

Creating a simple bookkeeping proposal is simple with Bonsai 

At Bonsai, we know how difficult it can be to produce high-quality, unique, and effective proposals for each and every potential client. So, we’ve made it easy for you to produce personalized, professional proposals that will win you business.

  • Automatic notifications - We’ll notify your recipients automatically, meaning you don’t have to worry about staying on top of following up.
  • Tailored proposals - Get all the benefits of fully personalized proposals without the hassle of writing them from scratch every time.
  • Electronic signing - Increase the chance of converting potential clients by offering electronic signature functionality.
  • Proven to convert - Our accounting services proposal sample and other related templates are designed by professionals and tested to ensure they actually convert.

Sign up for free to get started.

Simple bookkeeping proposal FAQs

FAQ 1 - What is the difference between a proposal and a quote?

When considering proposals vs quotes, which is the best to send to a potential client? A proposal would generally be sent in response to a request for proposal. They are usually more  detailed than simple quotes, so should take more time to write. Quotes are mainly intended to provide a concise pricing estimate, usually in response to a specific request for a quote.

FAQ 2 - What should I do after sending a proposal?

The bidding process is competitive, and you may be bidding against a much more established accounting firm or bookkeeping business. Prospective clients will almost always receive multiple proposals and need to consider which is best suited to them. For this reason, you should try to follow up with the client after sending a proposal to maximize your chances of being noticed.

Frequently Asked Questions

Questions about this template.

Does QuickBooks have a proposal template?

QuickBooks has customer proposal templates but Bonsai's are much easier to customize. Simply sign up, and edit our professional looking templates to start landing more deals.

What is accounting proposal?

An accounting services proposal is often used when you are submitting a bid in response to a request for proposals (RFP) or when you are asking prospective clients or customers for tax or financial assistance.

How do you write a bookkeeping proposal?

Start by modifying the free template from Bonsai. It includes an opening cover letter, a description of the services to be provided, a price quote, and a space for the client to sign to accept the proposal.