14+ Accounting Proposal Templates – Word, Apple Pages, Google Docs

Financial and management reporting of a business requires the usage of accounting processes and policies. There are instances where a company requests for services from third-party accounting firms to bid for particular accounting services needed by the company. You may also take a look at some of the proposal samples.

Accounting Proposal Template

accounting proposal template
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File Format
  • Google Docs
  • MS Word
  • Pages

Size: A4, US

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Ensure that you endorse your firm’s accounting services in the most strategic and efficient way possible by creating a compelling proposal with the use of this accounting proposal template. It is professionally designed so as to ensure that you comfortably work on and yield high-quality results right on your PC or mobile device. Download and edit it on its available file formats.

Accounting Services Proposal Template

accounting services proposal template
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File Format
  • Google Docs
  • MS Word
  • Pages

Size: A4, US

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If you’re in need a document that allows you to bid on a request for a proposal that persuades seeming customers to approve in a financial manner, then look no further! This Accounting Services Proposal is excellent for your requirements. Gather all the data on your accounting service from service brochures, and make sure that the graphs included are suitable. This professionally created file is highly compatible with all file formats possible.

Budget Proposal Word Template

budget proposal word template1
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File Format
  • MS Word
  • Pages

Size: A4, US

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In this budget template that deals with the request for proposal, the prospective client issues their accounting concerns which the firm uses as reference to the accounting proposal to be submitted to the client as a bid. This is similar to the reason a grant proposal is made. Try out the above budget proposal template sample on our website that is applicable to various purposes stated by the client.

Essential Elements of an Accounting Proposal

An accounting proposal must be able to address the accounting concerns of the potential client who requested for a proposal. In this regard, the following essential elements should be present on the proposal you are going to present to the potential client:

  • Objectives of the Proposal – As seen on every proposal template in DOC format on this website, the goals of the firm, which includes the visions of the firm, is incorporated on the accounting proposal.
  • Statement of the Accounting Problem – This element pertains to the accounting issues and concerns of the potential client as stated on the request for proposal. These problems should be answered in the proposal.
  • Proposal Description – A definition of the services and the tasks to be executed is presented with the aim of addressing the client’s concerns. It may include training similar to the information on the training proposal templates provided.
  • Strategic Accounting Solutions – You are to provide complete details as to the handling of the client’s concerns. Since an accounting proposal serves as a bid, the same consideration is applied to this proposal as depicted on a bid proposal template.
  • Cost of Investment – This is an important element on any proposal template in PDF. This information identifies the cost of availing the services of a certain firm. 
  • Competitive Edge of Firm – You must convince the potential client of your firm’s credibility by describing your edge over other accounting firms.

Simple Sales Proposal Template

simple sales proposal template
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File Format
  • MS Word
  • Pages

Size: A4, US

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Check out this much needed logical sales proposal template that is sure to play a vital role in bringing success to your business. It is a 4-page proposal document that is available in letter sizes of A4 and US. It is also extremely comfortable and easy to edit. Just substitute the highlighted text in this document with the essential details and customize it with MS Word and Apple Pages.

Printable Investment Proposal Template

printable investment proposal template1
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File Format
  • MS Word
  • Pages

Size: A4, US

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It’s time to get your business going with this ice blue and white themed investment proposal template. Download it now to grab the attention of your future investors with this professional-grade editable file. It is accessible in all file formats for Microsoft and Mac Pages. Also, being customizable and professional in its nature, it will surely turn out to be a great investment in growing your business.

Editable Bid Proposal Template

editable bid proposal template1
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File Format
  • MS Word
  • Pages

Size: US, A4

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Here’s a bid proposal template that you can download and use for any kind of business. Although simple, this 9-page proposal document is elegantly designed in such a way that it is easy to edit and customize in all versions of MS Word and Apple Pages. You can also instantly download it anytime, anywhere. You can also check out some proposal templates in Word.

Sample Proposal Word Template to Edit

sample proposal word template to print2
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File Format
  • Pages
  • MS Word

Size: US, A4

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Make use of this really cool pink and white themed sample editable proposal Word template that can be used in various types of businesses. It is a 10-page document that is pretty much exhaustive in its details, so download the file and edit as you see suitable, then print to work out the proposal details with your client.

Simple Proposal in Word

simple proposal in word1
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File Format
  • MS Word
  • Pages

Size: US, A4

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Download and check out this Simple Proposal Template for any of your proposal requirements. It is a 14-page simple proposal template that can be easily edited and fully customizable using any chosen application or program that supports MS Word or Pages file formats. You can download it on any of the available file formats anytime and anywhere. Grab hold of this greatly valuable template now and be on your way to having your proposal accepted.

Outline of an Accounting Proposal

As seen on the sample proposal templates provided on this website, here is the outline of an accounting proposal you can follow:

  • Executive Summary – This section highlights the objectives of the accounting firm. The summary should express the eagerness of the firm to attend to the client’s concerns.
  • Accounting Firm Description – Present your accounting firm, specifically details of the company’s accomplishments over the duration of your firm’s existence.
  • Core Values of Firm – Express on this section the core competencies your firm has as well as the values your firm and the potential client’s business share.
  • Projected Cost – This section explains the cost of investment the potential client must pay for the proposed solutions to their accounting issues. A budget proposal template also provides this important section of the proposal.
  • Tactics to Addressing Issues – This pertains to the strategic solutions you have planned to deal with your client’s issues. 

Fee Accounting

Details
File Format
  • PDF

Size: 253 KB

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Research Proposal

Details
File Format
  • PDF

Size: 174 KB

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Accounting Services Request

Details
File Format
  • PDF

Size: 83 KB

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Professional Accounting

Details
File Format
  • PDF

Size: 466 KB

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Fundraising Proposal

Details
File Format
  • PDF

Size: 19 KB

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Proposal for Insurance

Details
File Format
  • PDF

Size: 413 KB

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Accounting Proposal in PDF

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File Format
  • PDF

Size: 319 KB

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Services Proposal

Details
File Format
  • PDF

Size: 118 KB

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Accounting Dissertation

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File Format
  • PDF

Size: 173 KB

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Securing an accounting proposal for the potential client is vital due to the fact that the proposal will serve as your accounting firm’s bid. Download these above given ready made proposals thats are professionally designed as well as free samples to make your work easier and quicker now!

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