Or, download the standard PDF template.
As a freelance accountant, you would already be aware of the importance of sending a bookkeeping proposal to potential clients. A bookkeeping proposal is a way for you to describe your bookkeeping services and let your clients know about your rates. It may also be a way of marketing yourself and showing potential clients that you are abreast of the latest trends. A simple bookkeeping proposal is the first step to attracting a potential client, and it can be the difference between getting hired or not.
A bookkeeping proposal can be as complicated or as simple as you want to make it. For a bookkeeping proposal to be effective, it just needs to have two sections - the services section and the pricing section. You can also consider a well-thought-out design for the cover of your bookkeeping proposal to make it look more attractive. Instead of making a fresh bookkeeping proposal for every client, you should make a bookkeeping proposal template that can be edited and used instead.
A simple bookkeeping proposal template can be used as a draft that just needs to be edited before sending it out to your clients. Take a look at the reasons why having a bookkeeping proposal template is essential.
As a freelance accountant, you will find yourself sending a bookkeeping proposal to all your potential clients. A bookkeeping proposal is the first step to establishing a relationship with a client. It allows the client to understand the kind of services that you offer and how much you charge for it. You can use a bookkeeping proposal to make your client understand that you can help them avoid common mistakes that they are probably making. A bookkeeping proposal needs to be made specifically for each client while keeping their needs in mind.
However, you do not have to make each bookkeeping proposal or accounting proposal from scratch. Most freelance accountants have a ready-made template that they tailor to the needs of a specific client before sending it out to them. This process saves a lot of time and effort. The same template can be used several times, and you just need to make a few client-specific changes when you send it out.
A simple bookkeeping proposal says a lot about your services to your potential clients. The bookkeeping proposal will usually be the first professional contact between you and your potential client, and we know what they say about first impressions. A bookkeeping proposal needs to be well-thought and clearly written so that your client can understand the services that you offer. It should also be well-formatted and cleverly designed.
It is difficult to put a lot of thought into a proposal every time you are sending one to a client. Ideally, you should be sending out lots of proposals, and you will simply not have the time to make each one of them represent your services in the best light possible. Hence, having a bookkeeping proposal template that is pre-designed and pre-written is the best way to put your best foot forward every time.
A simple bookkeeping proposal serves the dual purpose of setting down the services that you offer and the rates that you charge. A bookkeeping proposal is a written document, and in many cases, a client will sign it to indicate that they accept the proposal. Having a client formally accept your bookkeeping proposal means that the wordings of the bookkeeping proposal are final.
Once you start work for your client, you will find that there are many grey areas that leave room for doubt. Your client may try to pay less than what was agreed upon or may demand extra services without paying you extra. In such circumstances, you can refer your client back to the proposal and rely on what was agreed upon at that time. Hence, a simple bookkeeping proposal can bring clarity to the working relationship between you and your client.
You should get yourself a simple bookkeeping proposal template today so that you can start sending them to potential clients and take your freelancing business to the next level. Remember that a simple bookkeeping proposal template can have several advantages over not having one.
All our templates are customizable, and can be accepted online.
Or, download the non-editable PDF version.