Bookkeeping Proposal Template

What is a bookkeeping proposal template?

A bookkeeping proposal template is a ready-made, customizable document you reuse to pitch bookkeeping services to prospects. It helps you scope work, set expectations, and secure client approval by turning a conversation into a formal plan. Think of it as a structured business document you can adjust for each client without starting from scratch.

Definition and purpose of a bookkeeping proposal

A bookkeeping proposal is a formal document a bookkeeper or firm sends to a potential client to outline services, pricing, terms, and how you’ll work together. It serves two main roles: it acts as a sales tool to win the client, and it provides a clear framework for the ongoing relationship so everyone is on the same page from day one.

Unlike an informal quote or email, a proposal is comprehensive. It includes scope of work, deliverables, timelines, payment terms, responsibilities, and acceptance language. This level of detail reduces back-and-forth and creates a professional impression that builds trust with your prospect.

With the right balance of clarity and value, the bookkeeping proposal sets expectations up front. It spells out what’s included and what isn’t, how success will be measured, and how changes will be handled. This makes it easier for the client to approve and for you to start work with a shared agreement in place.

How a template supports consistent proposals

A bookkeeping proposal template provides a repeatable structure with predefined sections such as Services, Deliverables, Timeline, Pricing, and Terms. This structure makes it easy to tailor the document to each client without rebuilding from scratch.

Using a template speeds up the process. In 2025, many freelancers report that templates cut proposal time by 40-60% because you only fill in client details, adjust scope, and update pricing. Platforms like HelloBonsai, PandaDoc, and Proposify offer built-in templates that keep things moving fast.

Consistency and accuracy also improve with templates. When every proposal uses the same language for scope, payment terms, and responsibilities, there’s less chance of missing key clauses or miscommunication. A clean, simple template that stays focused on client value helps you land the job and start strong.

When to use a bookkeeping proposal with clients

There are clear times when you should send a bookkeeping proposal before starting ongoing work. For example, when you’re responding to a new lead or when pricing questions come up in a formal conversation, a proposal gives you a concrete option to move forward.

Proposals are also useful for upselling to existing clients. If a client wants more help—like adding payroll, quarterly tax filings, or monthly controller-level reporting—a proposal helps you outline the new scope, adjust the retainer, and set milestones or delivery dates.

Finally, use a proposal to renew or change the scope of an engagement. At annual renewals or when needs shift, a revised proposal clarifies new pricing, services, and responsibilities, and it secures client approval before work continues. Treat it as a standard step in the onboarding or renewal process to avoid drift and surprises.

Key components of a bookkeeping proposal template

A strong bookkeeping proposal uses a clear, professional structure that guides the client from first impression to final acceptance. Each section serves a specific purpose, from introducing your team to detailing exact deliverables and terms. In 2025, a well-organized proposal helps prevent scope creep, builds trust, and speeds up the decision process by making expectations explicit.

Cover page and client introduction

A crisp cover page and a warm opening set the right tone for engagement.

On the cover page, include your business name, logo, contact information, the client’s name, the proposal title, and the date in a clean layout. Use a readable font, consistent spacing, and a simple color scheme that aligns with your brand. Place the logo at the top and the proposal title prominently so it’s easy to scan. Keep contact details clear—email, phone, and website are usually enough—and consider a one-sentence tagline that summarizes your offering.

In the introductory paragraph, greet the client personally, reference how you met or how they expressed interest, and summarize what the proposal covers in one or two sentences. For example, say, “Hello Jane, it was great speaking with you last week. This proposal outlines the scope, timeline, pricing, and terms for bringing your books up to date and delivering reliable monthly reports.” The goal is to make the client feel seen and understood from the start, not to rely on boilerplate language.

Executive summary and value proposition

Provide a concise snapshot of the client’s situation and the outcome you’ll help them achieve.

Begin with a brief description of the client’s current situation, such as inconsistent record-keeping, late reconciliations, or gaps in monthly reporting. Then state the outcome you’ll deliver: cleaner books, timely reports, and a smoother tax season. For example, target a month-end close within 5–7 business days and deliver monthly statements by the 7th. This sets the expectations for what success looks like if the client approves the proposal.

State your value proposition as a bookkeeper: accuracy, time savings, proactive insights, and compliance support. Emphasize how your work reduces manual effort, catches errors early, and keeps filings compliant. Highlight tangible benefits, such as improved cash flow visibility, fewer late payments, and early notice of potential tax obligations, to show how you’ll impact the client’s business day to day.

Problem statement and client goals

Capture the client’s problems and goals discovered during discovery calls or intake forms.

Key challenges: late reconciliations and stale data; disorganized receipts and invoices; no reliable monthly reporting or dashboards; inconsistent coding or missing accounts. These bullets reflect what the client has already told you and help frame the proposal around their real pain points. By listing them plainly, you show you listened and understand the current hurdles accurately.

Desired outcomes: up-to-date accounts and reconciliations; clear cash flow visibility and forecasting; tax-ready, audit-ready records; a consistent, on-time monthly close. Mirroring the client’s language here makes the proposal feel personalized and relevant. This section should align with how the client would describe success in their own words.

Scope of bookkeeping services

Clearly spell out the services included in the engagement to set expectations and prevent creep.

Below is a structured scope you can adapt. The table format helps the client see exactly what’s included, how often, and what limits apply. It’s a practical way to prevent scope creep and clarify boundaries up front. If your practice uses different service levels, you can duplicate this table and tailor it to each package.

Note: This scope is designed to prevent confusion later. If clients need more, you can add a change-order process and adjust pricing as needed. This clarity helps both sides stay aligned as work progresses.

Methodology and workflow

Describe how you’ll deliver bookkeeping services, step by step, so the client feels confident in your process.

Outline how you’ll collect documents and data from the client, such as secure portal uploads, email submissions, or file transfers. Describe the software or systems you’ll use in a neutral way (for example, cloud-based accounting platforms and bank feeds) without naming competing products. Explain how often you’ll update the books—ideally with a routine schedule—and what review and quality checks you perform before delivering outcomes. Finally, explain how you’ll communicate: regular reports, scheduled meetings, and timely email updates. The goal is to make the process feel organized, reliable, and easy to monitor from the client’s side.

Include a note about data security and backups as part of the workflow so clients know their information is protected throughout the engagement. When clients understand the steps you take to keep data accurate and secure, they gain confidence in your ability to manage their books consistently.

Implementation plan and timeline

Explain how to map out onboarding and ongoing phases with a simple, actionable timeline.

Split the plan into two parts: an initial setup/cleanup phase and the steady-state recurring work. For onboarding, outline activities such as historical data catch-up, chart of accounts review, and system configuration, with estimated dates. For ongoing work, specify the monthly close by a target date (for example, by the 10th of each month) and the cadence of reconciliations and reports. A simple table helps stakeholders visualize responsibilities and deadlines at a glance.

Pricing, packages, and payment terms

Present pricing clearly and tie it to the value you provide.

Explain whether pricing is fixed, hourly, or tiered, and list what each package includes. A clean table helps clients compare options at a glance, while a short paragraph ties pricing to the value delivered. Include when invoices are issued and payment terms, plus accepted payment methods. In 2025, many small practices standardize on monthly fixed fees with predictable invoicing to simplify budgeting for clients.

Package examples (monthly pricing, illustrative):

Invoices are issued on the 1st of each month and are due within 15 days. Accepted payments include ACH transfer and major credit/debit cards. Connecting pricing to value helps clients see how your rates translate into concrete benefits, like faster closes and better cash flow visibility.

General terms, responsibilities, and conditions

A solid bookkeeping proposal includes clear terms that protect both sides while remaining straightforward.

Outline the responsibilities of both parties: the client will provide documents on time and grant access as needed; the bookkeeper will complete work by agreed dates and maintain records securely. Include confidentiality expectations, data security standards, and the general limitations of liability. Also cover termination and cancellation terms, and how changes in scope will be handled (change orders and revised pricing). Keep the language clear and practical to avoid ambiguity while preserving essential protections.

In this section, you can also add a concise list of operating principles, such as response times, data retention policies, and dispute resolution steps. A practical, plain-language approach helps clients feel secure about working with you.

• Client responsibilities: provide documents on time, grant system access, respond to requests within a defined window.
• Bookkeeper responsibilities: complete work by agreed dates, maintain confidentiality, implement security controls.
• Confidentiality and data security: protect client data, restrict access, and notify of breaches as required by law.
• Limitations of liability: define reasonable limits for damages and exceptions.
• Termination and cancellation terms: outline notice periods and any wind-down obligations.
• Change orders and scope changes: describe process for adding or removing services and how pricing will be updated.

Confidentiality and data security

A dedicated subsection affirms how client financial data will be kept secure and confidential.

Describe secure storage, restricted access, and a commitment not to share data with unauthorized parties. Outline encryption, access controls, and data retention policies to reassure the client that their sensitive information is protected. Emphasize that security practices are in place for both stored data and data in transit, which is especially important for bookkeeping where financial information is highly sensitive.

To build trust, include a brief note about breach response: if a data security incident occurs, you will notify the client promptly and follow applicable laws and best practices for containment and remediation. This level of transparency can differentiate your proposal and reduce client anxiety about security risks.

Qualifications, experience, and social proof

Explain how to briefly highlight credentials without turning the proposal into a résumé.

Include years of experience, relevant certifications, industries served, and one or two short testimonials or case-study blurbs. For example, mention a track record of 8+ years helping small businesses, certifications such as Certified Bookkeeper or equivalent, and experience with common service-based and product-based industries. Focus on what matters to the client—how your experience aligns with their size, sector, and tools they use—rather than listing every credential.

In addition, provide social proof in a concise way. Include one or two short testimonials that illustrate tangible outcomes, such as “reduced month-end close time by 2–3 days” or “improved expense categorization accuracy by 15%.” Real quotes help prospects picture themselves achieving similar results, increasing the chance they’ll move forward.

Call to action, acceptance, and signatures

Describe how to end the proposal with a clear next step and a straightforward acceptance process.

Conclude with a direct call to action, such as “To move forward, please review and approve this proposal.” Provide guidance on questions or scheduling a follow-up call if needed. Then include a formal acceptance area. The acceptance section should include fields for the client name, title, date, and signature, and, if relevant, a field for your own signature. Clear acceptance language makes it easy to convert the proposal into an active engagement and start the onboarding process.

Acceptance area (example layout):

Include a brief note encouraging the client to reach out with any questions and to sign to initiate the engagement. A clean, simple acceptance area reduces friction and accelerates the transition from proposal to service delivery.

How to write and customize a bookkeeping proposal template

Turn a generic bookkeeping proposal into a tailored document that speaks directly to each client’s needs and increases your chances of winning the work. This practical, step-by-step approach focuses on discovery, precise problem statements, and transparent pricing so you present a clear path to value.

Step 1: Clarify the client’s needs and scope

Before editing the template, gather key details from the client.

Start by capturing the business size, industry, transaction volume, current accounting systems, pain points, and goals. Use a 30- to 45-minute discovery call or a concise intake form to collect this information. After you’ve gathered it, write a short internal note that summarizes what you learned; this note will guide how you adjust the problem statement, services, and pricing in the proposal.

The internal note should be 3-5 sentences and highlight the client’s core challenges, the outcomes they want, and any budget or timing constraints. This note acts as a compass for tailoring the rest of the Bookkeeping Proposal Template, ensuring the problem statement, services, and pricing align with real needs.

Step 2: Tailor the problem statement and goals

Rewrite the problem statement and desired outcomes in client-specific language.

Avoid generic phrasing like “you need accurate books.” Instead, include concrete references such as “your monthly close is currently delayed by 4–6 weeks, which makes it hard to forecast cash flow.” Add metrics the client cares about, like close time, cash flow stability, and AR aging accuracy. This helps the client see how your work translates into real improvements. After drafting, compare this section to what the client shared in conversations or forms to ensure alignment.

Then confirm that the goals reflect the client’s priorities, such as faster closes, more reliable dashboards, or tighter tax readiness, so the rest of the proposal remains focused on what matters most to them.

Step 3: Customize services and deliverables

Instruct the reader to start from the default service list and remove anything that doesn’t apply, then add any special tasks discussed with the client.

Clarify deliverables and frequency in detail for this client, for example which bank accounts will be reconciled, whether you’ll provide custom management reports, and how often statements or dashboards will be produced. Align this list exactly with what you plan to do to avoid disputes later and to set clear expectations for both sides.

As you tailor, consider including items like bank reconciliations for specified accounts, monthly financial statements, cash flow forecasts, AR/AP aging reports, payroll processing, or audit support. When you document these items, tie each deliverable to a regular cadence (weekly, monthly, quarterly) so the client understands the ongoing value you bring.

Step 4: Adjust pricing and payment structure

Explain how to use the template’s pricing section as a base, then adjust numbers and structures based on the client’s scope and budget.

Consider flat monthly fees versus hourly billing, and include an onboarding or cleanup fee if there’s historical work to do. Offer a choice of packages (for example, Basic, Standard, and Premium) with clear inclusions for each level. Be absolute about transparency: list what’s included at each level, what counts as out-of-scope, and how any extra work will be billed. A clean structure helps prevent misunderstandings and sets expectations from day one.

For example, a Basic package might cover bank reconciliations for up to two accounts and standard monthly reporting, Standard could add payroll support and cash flow forecasting, while Premium could include multi-entity consolidation and custom dashboards. Make sure the pricing reflects the scope and is clearly separated by package so the client can choose the level that fits their budget.

Step 5: Refine terms, responsibilities, and boundaries

Guide the reader to review the default terms section in their template and tweak details such as notice periods, minimum engagement length, communication channels, and document handover timelines to fit the specific client relationship.

Be explicit about what you are not responsible for (for example, providing legal or tax advice unless agreed separately) to manage expectations and reduce risk. Define who owns data, how data will be protected, response times for inquiries, and any required client cooperation (like timely access to bank feeds or merchant statements). By clarifying boundaries, you reduce misunderstandings and create a smoother engagement from the start.

Also set practical terms such as minimum engagement length (e.g., three months) and notice periods (e.g., 30 days) to provide stability for both parties and a clear path to renewal or termination if needed.

Step 6: Polish language, formatting, and branding

Provide tips for making the final proposal easy to read and on-brand.

Use short paragraphs, clear headings, and consistent tone throughout the document. Keep the language simple and actionable, and avoid unnecessary jargon. Consider including a clean layout with ample white space, and use your logo, brand colors, and contact details in headers or footers to reinforce identity. A well-organized document signals professionalism and helps the client quickly grasp the value you offer.

Finally, perform a thorough read-through to catch awkward phrasing and long sentences. Save the final version as a PDF for sharing, and ensure the file name clearly includes the client name and date. A polished, professional Bookkeeping Proposal Template can make a decisive difference in winning the work.

What to include to win more bookkeeping clients

To win more clients, your proposal must show clear value, remove friction, and spark trust. In 2025, the best proposals blend personalization, concrete outcomes, transparent pricing, credibility, and a clear call to action. If you’re using a Bookkeeping Proposal Template, these sections will help you transform it into a persuasive, client-focused document that closes more deals.

To personalize your bookkeeping proposal for each client

Personalization goes beyond swapping in the client’s name. It signals you’ve done your homework and are speaking to their reality.

Start by referencing their industry and a recent milestone or challenge they named. Sprinkle small, tailored details throughout the proposal so it reads clearly written for them, not copied from a generic template. In the introduction, acknowledge their situation; in the problem statement, mention a specific pain point; in the recommended services, describe a tailored approach—such as setting up bank feeds for real‑time visibility in QuickBooks Online or Xero to match their sales channels. This level of context makes the proposal feel custom and relevant, not generic.

Keep the tailoring practical and concise. For example, if they run an online store, note how you’ll align inventory tracking with supplier lead times. If they’re a professional service, reference recurring client billing cycles and AR follow‑ups. The goal is to show you understand their day‑to‑day and how your plan fits their goals, without retyping a long, generic document.

To communicate your value clearly and concretely

Frame your bookkeeping services around outcomes the client cares about.

Map each service to a specific benefit: more time to focus on the business, better decision‑making from accurate numbers, fewer tax‑time surprises, and improved cash flow visibility. Avoid vague claims like “high quality” without numbers. For example, say that the monthly close can move from six days to two, or that you provide real‑time dashboards in QuickBooks Online to catch cash gaps early. If possible, include one brief success story or metric, such as helping a client close their books 5 days faster each month. This concrete language helps the reader picture the payoff from your work.

To present pricing with confidence and transparency

Write about pricing in straightforward language that builds trust.

Explain what’s included, how fees were determined, and what happens if the scope changes. For example, note a separate rate for significant clean‑up work or for transaction volumes above an agreed threshold. Avoid cluttered price tables; instead highlight one recommended option and show alternatives only if you offer packages. This keeps the reader focused on value and reduces confusion during review. You can also mention how you bill (monthly, hourly, or per project) and typical payment terms (net 15 or 30 days) to set clear expectations from the start.

Keep the discussion tangible by naming deliverables and a rough timeline, so the client can see when to expect results and how fees align with those milestones.

To highlight credibility, experience, and fit

Clients want reassurance that they’re choosing a reliable bookkeeper.

Include a concise section that showcases relevant industry experience, certifications, and a small number of targeted testimonials or quotes. Tailor examples to the client type—for instance, choosing a testimonial from another e‑commerce business if you’re pitching to an online store. Keep the focus on how your background equips you to solve their specific problems. If you’ve helped similar clients, quantify the impact in a line or two, such as “improved margin reporting for a retail client, enabling better pricing decisions.” This builds trust and shows you understand their niche.

To add a clear, low-friction call to action

Describe how to close with a direct, simple next step.

Offer one or two clear options: approving the proposal as‑is, or booking a short call to clarify details. Make acceptance easy by including an obvious acceptance and signature area and specifying what happens immediately after approval (for example, you’ll send an engagement letter if used separately, schedule onboarding, or begin setup). Emphasize that removing ambiguity speeds up decisions and helps close clients faster. Use a warm, actionable tone and set a realistic timeline for the next steps to keep momentum.

Common bookkeeping proposal mistakes to avoid

Using a Bookkeeping Proposal Template can help you land more clients by making your offers clearer, fairer, and easier to compare. In 2025, the biggest delays and rejections often come from five recurring mistakes: vague scope, hidden extras, inconsistent pricing, poor readability, and generic copy. This guide walks you through each error and shows practical fixes you can apply today to strengthen your proposal from HelloBonsai.

To avoid vague or incomplete service descriptions

Vague service descriptions leave clients guessing and can lead to disputes about what’s included. To reduce back-and-forth, spell out the exact tasks, how often they’re done, and any limits on work or hours.

When you say “monthly bookkeeping,” the client can imagine different things. Instead, list each task and the cadence, plus any limits on scope or time. For example, specify how bank reconciliations are performed, how often you close the books, and what you do about credit card imports or missing receipts. Also note any exclusions or assumptions, such as “no payroll processing unless separately quoted.” This level of detail cuts back on confusion and gives you a defensible charging structure.

To illustrate the difference, here are quick examples that contrast weak vs. strong descriptions. This helps ensure the client understands the value and avoids scope creep. Using bullet points for clarity is especially effective in proposals you’ll reuse with HelloBonsai templates:

• Weak: Monthly bookkeeping.
• Strong: Monthly bookkeeping including bank reconciliation (by the 5th), three-way vendor matching, AR/AP tracking, monthly financial statements, and up to 2 hours of monthly advisory time.

To prevent unclear scope and hidden extras

Undefined boundaries lead to unpaid work and disputes over what counts as “extras.”

To prevent that, include an explicit out-of-scope subsection within the scope or pricing area. This should name common tasks you won’t perform unless separately quoted, such as historical clean-up beyond a date, forensic accounting, cleanup of imported data, or large system migrations. State the trigger for extra work (for example, “any work beyond 60 days of historical data”) to set clear expectations from the start. This clarity makes it easier to manage additions without surprises and helps you protect your margins.

Additionally, explain how you’ll quote any additional work. Use a simple rate policy (hourly rates of $70–$120 for bookkeeping tasks) and document how quotes are generated. By outlining the process, you give clients a clear path to approve extras and you prevent scope creep from eroding your margins.

• Historical data clean-up beyond a defined date (e.g., beyond 90 days).
• Forensic accounting or audit requests that require independent investigation.
• Significant system migrations or data normalization projects.
• Custom dashboards or KPIs beyond the standard reporting package.
• Onboarding or training beyond initial setup.

To fix inconsistent pricing and terms

Inconsistent fees, discounts, or terms across proposals confuse clients and erode trust. When different versions drift, you can end up undercharging or miscommunicating expectations at renewal time.

Base all fees, discounts, and terms on your core bookkeeping proposal template and keep that version in one place. When you reuse it, update the master copy and publish new versions so everyone sees the same numbers. This approach reduces mistakes in tax rates, currencies, or tax treatment and ensures your policy on late fees, retainers, and payment terms stays current. Tools like QuickBooks, Xero, and FreshBooks can integrate with your proposal workflow so counts stay aligned.

Before sending, run a quick pre-flight checklist to verify everything matches your policies. This saves you back-and-forth and protects your margins. If you do end up negotiating, use a single tracked change process to keep a clean audit trail and prevent version confusion.

• Base rates, discounts, and bundle pricing all pulled from the latest template.
• Payment terms (Net 15, Net 30, etc.) identical across the document.
• Late fees and renewal terms consistent with policy.
• Taxes, currencies, and scope of services clearly reflected in the total.
• All changes saved in the current master document (not scattered across emails).

To improve readability and professional presentation

Overly dense text, poor formatting, and typos kill credibility. If a client can’t skim quickly, they’ll move on to the next candidate.

Use clear headings, white space, bullets, and a consistent style. Aim for short sentences, 12-point fonts, and standard margins. Descriptive subheadings like “Scope of Services” and “Pricing” help readers find key terms fast. Also, run a readability check and fix awkward phrasing. Tools like Hemingway App and Grammarly can tighten sentences and catch inconsistencies in client names and numbers.

Finally, run a final proofreading pass before sending. Create a simple review checklist that includes client name spelling, matching numbers to the quote, and cross-checking dates. A clean document reflects your professionalism and reduces back-and-forth that costs you time and money.

• Use consistent typography and spacing
• Check client name spelling and address
• Double-check numbers against the quote
• Perform a quick read-aloud for flow

To stop sending generic, copy-paste proposals

Sending a generic bookkeeping proposal signals low effort and lowers win rates. Clients want a sense you’ve considered their unique situation, not a templated pitch that could fit anyone.

The template should be a starting point, not the final product. Always customize at least the introduction, problem statement, scope, and pricing for each prospect, even when reusing the same base structure. Start with a short client-specific intro that shows you understand their business, followed by a problem statement that mirrors their pain points. Then tailor the scope and pricing to reflect their needs, and verify that the numbers align with your current rates in your Bookkeeping Proposal Template.

Adopt a quick personalization workflow to keep the process efficient. Save a base version and dedicate 15–60 minutes to tailor each new prospect. Keep the rest of the document consistent so you preserve efficiency while delivering a targeted message that resonates with the client.

• Tailor the introduction to reference the client’s business and recent challenges.
• Rework the problem statement to reflect their exact situation.
• Adjust the scope and pricing to match their needs without changing your core policy.
• Keep the same base structure but update numbers, dates, and names.
• Save changes in a versioned document and note the date of customization.

How Bonsai helps manage bookkeeping proposal templates

By using Bonsai as your central hub, you create, reuse, track, and automate bookkeeping proposals all in one place. This streamlined approach helps you close clients faster and move seamlessly into onboarding, contracts, and ongoing work.

To create reusable bookkeeping proposal templates

You can set up a master proposal template once inside Bonsai, then duplicate it for new clients. Start with your branding, add standard scope options, pick pricing structures, and lock in terms so every proposal stays on-brand and consistent.

In Bonsai, design the template with your logo, color palette, and font choices, and include a standard scope like monthly bookkeeping, payroll, and financial reporting. For pricing, offer fixed retainers, hourly rates, or tiered packages, and add terms such as net 30 payment and cancellation rules. Saving this as a master template means you can reuse it without rebuilding the basics each time, which saves time and keeps your messaging consistent. A well-made master template also makes it easy to duplicate for different client types—startups, agencies, and local businesses—while preserving core language and structure.

When you need personalization, simply clone the master, update the client name, tailor the scope or pricing for the client type, and keep the core terms intact. You can set placeholders for client details and project specifics so each new proposal feels customized, not generic. Version control helps you track changes, and you can keep the master template locked to prevent accidental edits, ensuring every future proposal starts from the same strong base.

To track and manage bookkeeping proposals in one place

Bonsai stores all proposals centrally and links them to the corresponding client records and projects, so nothing slips through the cracks.

From a single dashboard, you can see which proposals were sent, viewed, or accepted, and you can open the linked client profile to review related notes, contacts, and upcoming milestones. This connected view makes it easy to move from proposal to signed engagement and straight into an active project without losing context. For bookkeepers, this visibility helps you stay on top of follow-ups and chase opportunities before they expire.

Having proposals, contacts, and projects tied together also means you can quickly surface next steps. If a client signs, Bonsai can auto-link to onboarding tasks and set up the new project with tasks, timelines, and invoicing. With everything in one place, you waste less time searching for documents and more time delivering value to clients, whether you’re handling startups, mid-market firms, or local businesses.

To automate approvals, notifications, and next steps

Automation helps you move faster with less manual data entry, so you can focus on delivering great service rather than chasing paperwork.

Here are the automation benefits Bonsai can offer around bookkeeping proposals:

• Sending proposals with built-in e-signature for faster acceptance
• Triggering automatic notifications when a client views or signs a proposal
• Converting accepted proposals into projects, contracts, or recurring invoices
• Reducing manual data entry by reusing client and service details across documents