Accounting Service Proposal

An accounting services proposal is a document which is offered to a potential client by an individual or a company who is wishing to render accounting services. This proposal is prepared by listing all the relevant details regarding the accounting services being offered and the reasons why the company is the best choice for the client.

Many companies outsource the accounting function of their business to an outside firm that specializes in accounting services, especially, when they do not want to have a proper internal accounting department. Hiring an external accounting firm saves their cost, time and effort as well as they can benefit from the expertise of the accounting firm.

When a firm is preparing an accounting services proposal, the needs and requirements of the client are tapped on with the offered services. As it can prove to be a marketing tool, the accounting firm can utilize it to promote itself as a better option than the competitors as well as convince the client that their accounting needs can be best met by partnering with the accounting firm. Therefore, due to its significance in making or breaking the deal, the firm needs to consider a few things while preparing this proposal, such as:

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  • It needs to be professional, formal and comprehensive; thorough homework should have been done before preparing it.
  • The persuasive statements need to be strong and influential.
  • The overall content should show the client that his needs are the focus and the accounting firm can provide the best solutions and services to meet those needs.
  • The terms and conditions should not be too strict nor too lenient.
  • The cover page of the proposal should be attractive as it is the first thing the client looks at and it may impact his interest in looking at the rest of the proposal.

The design and the included details of the proposal may vary from client to client. However, usually, an accounting firm prepares a template with general details which can be customized as per the requirements of the client or modified based on how the proposal is to be pitched to a specific client. The general details are:

  • Details of the accounting firm.
  • Details of the client.
  • Company profile.
  • Details of services with cost figures.
  • Competitive edge.
  • Persuasion.
  • Advantages to the client.
  • Terms and conditions.

After customization, when the proposal is presented to the client, he may accept or reject it. If he finds it attractive, he would accept it and would become legally bound to the deal. He can then benefit from the accounting services offered by the accounting firm and pay the charges. On the other hand, if the client does not find the proposal beneficial enough, he would reject it. The accounting firm may approach a different client then. Depending on the scope and limitations of its services, it may serve more than one client and even send accounting services proposal to various clients at the same time as well.

Sample Accounting Proposal Template

For: [Name of Client Company]

Prepared by:
[Name of Service Provider],
[Contact Information],
[Address].


Cover Letter

We would like to thank you for taking the time to review our proposal. After a detailed analysis, we have designed this proposal to meet the accounting requirements of your company.

[Name of Service Provider] is a company that has been assisting their client in making a successful decision for over [Number] of years. The aim of our agency is to help [Name of Client Company] stay compliant with the financial regulations set by the authorities, both local and international. Similarly, it is our duty to make sure our client stays financially sound even through the hardest of times.

Our current clients include [Portfolio]. We have received the approval of the following companies for [Name of Client Company] for screening purposes.

[Name of Client Company A]: [Phone #] [E-mail Address]

[Name of Client Company B]: [Phone #] [E-mail Address]

[Name of Client Company C]: [Phone #] [E-mail Address]

About Us

The company was established in the year [Year], by our founding leader(s) and current CEO(’s), [Name(s)]. The aim of this accounting agency is to help our client with their accounting matters. Moreover, we assist our clients in making financial decisions and maintain stable accounts.

Our Team

In order to provide our clients with the best services, we ensure that our team exceeds the required standards of professional accountants. A very detailed criterion of [Level] of education with [Years] of experience is required, to obtain a position in our agency. In addition, after getting hired, the employee receives rigorous training before they are allowed to deal with clients alone.

Services

Our services include:

  • Financial Consultation
  • Compliance with regulations
  • Financial Analysis
  • Payroll Specialist
  • Tax Preparation
  • Bookkeeping and Reviewing

Pricing

Our services are offered on a time-and-material basis. We are very sensitive to financial challenges that are being faced by the industry and would like to provide affordable and proficient services to our clients. Therefore, the fees below show the hourly rates of each service offered.

Senior Accountant = $0.00

Junior Accountant = $0.00

Tax Analyst = $0.00

Regulatory Analyst = $0.00

Senior Auditing Specialist = $0.00

Payroll Specialist

Proposal

Once our company representatives receive your approval, we will move on to discuss your requirements. You will be provided consultation on the basis of your previous company records. This will help both, you and our company, determine what services you require and how we can assist you.

Acceptance

If you are satisfied with this proposal and would like to pursue our services, please sign the provided spaces and send us the document. We will then get back to you to discuss your current and future accounting needs.

[Sign]

[Name of Service Provider]

[Name of Representative], [Title],

[Date]

 

[Sign]

[Name of Client Company],

[Name of Representative],

[Date]

 

Preview

Accounting services proposal template

Format: MS Word [.doc & .docx] 2007/2010

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