ACCOUNTING SERVICES PROPOSAL

Accounting Services Proposal

A proposal from Northwind Studio outlining monthly bookkeeping, financial reporting, and tax-season support.

Engagement Overview

This proposal outlines the accounting engagement Northwind Studio will run for Acme Co. It covers onboarding and books cleanup, ongoing monthly bookkeeping and reporting, and the tax-season support that keeps your filings on track.

Objectives

• Close the books on schedule every month, without last-minute scrambles.
• Keep records clean and reconciled so tax season is straightforward.
• Give you clear visibility into cash flow and margins at any point.
• Maintain audit-ready records and documentation year-round.

Scope of Work

The engagement runs across three phases. Each closes with a written deliverable and a review call before the next begins.

What is included

• Transaction categorization and monthly bank reconciliations
• Monthly P&L and balance sheet with a written close summary
• Quarterly cash-flow review with recommendations
• Year-end tax package prepared for your CPA
• Quarterly review call with your team

Not included: financial audits, payroll processing, in-person visits, and tax representation before the IRS. New scope can be added in writing at any time.

Investment

The engagement is a fixed monthly retainer, plus a one-time onboarding fee and a year-end tax package. Line items below map to the phases in the scope of work.

Payment Schedule

Invoices are due within 15 days. Onboarding is scheduled within 2 weeks of signature, subject to the kickoff month you provide on the acceptance page.

Acceptance

To proceed, complete the fields below and sign. This proposal is valid for 30 days from the date on the cover.

PURCHASE ORDER NUMBER

PREFERRED KICKOFF MONTH