How to Write an Accounting Proposal [7+ Templates to Download]

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Inherent as it may seem, financial security in business isn’t treated with the same importance as your actual paycheck. With that said, accounting takes care of the security and accuracy of financial records. Without it, businessmen would have trouble reporting taxes, auditing and most of all, payroll-processing. A lot of companies outsource their accounting tasks so if you own an accounting firm, you’d have to convince other businesses of your expertise through an accounting proposal.

45+ Accounting Services Templates in PDF, Word, Excel, PSD, Google Docs, InDesign, Apple Pages, Google Sheets, Publisher, Apple Numbers, Illustrator - START DOWNLOADING

6 Steps to Write an Accounting Proposal

Step 1: Grab Their Attention

Your goal is to catch the potential client’s attention right away, enough for them to read through your proposal. One of the most effective ways through this is presenting facts, mock figures or graphs of tax reports and accounting documents you have put together. This is especially helpful if you’re a freelance CPA trying to win an accounting service contract.

Step 2: Prepare An Outline

Before you proceed to the actual proposal writing stages, it’s always a good idea to write an outline which would serve as your pre-proposal process. For offering accounting with other tasks on the side (bookkeeping, auditing, etc.), the proposal needs to be as comprehensive and as clearly written as possible whether you’re writing one whether it’s solicited or otherwise.

Step 3: Include an Executive Summary

Your summary is the summarized version of the accounting tasks that the client needs. This is where you tell the reader why you think your firm or expertise is their best chance at getting accurate financial reports or any relevant information. Briefly discuss why you and your team deserve to win their business.

Step 4: Set A Schedule

Well-written proposals have realistic schedules for when the task or projects should be completed. State strategies that are measurable such as statistics and processes necessary for the collection and analysis of data. Document procedures and the target completion date then address the most important topics as written in the request for proposal.

Step 5: Propose Solutions

What methods have you considered for implementing an accounting procedure or policies that fits the organization’s financial record-keeping needs? What can your team offer in terms of experience, knowledge, and expertise? It’s important to properly present these in your proposal so that you can convince the other party that your business is more than competent to have solutions.

Step 6: Emphasize Benefits

Your proposal shouldn’t end up looking like a resume. It should convince the client that you have the answer to their accounting needs. Nail your pitch by explaining the advantages of working with you. This means before you finalize your proposal, take a step back and think of what makes you stand out from other firms or freelance accountants.

7+ Accounting Proposal Templates

1. Accounting Services Proposal Template

accounting services proposal 2
Details
File Format
  • Google Docs
  • MS Word
  • Pages

Size: Available in A4 & US Letter Sizes

Download

Want to have a professional document that can back up your pitch for a business that says it needs accounting services? Then download this accounting services proposal template which runs in Google Docs, MS Word and Pages. After that, be ready to discuss your offer with your potential client and make it count!

2. Accounting Proposal

accounting proposal 2
Details
File Format
  • Google Docs
  • MS Word
  • Pages

Size: Available in A4 & US Letter Sizes

Download

Put together a well-written offer by making sure to submit a proposal that can properly address the client’s needs. Don’t know where to start? Get this accounting proposal template in any of the available file extensions it comes with then edit to match what the client requires. Go ahead and download the template!

3. Request for Proposal for CPA Services

Details
File Format
  • PDF

Size: 151KB

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Map out the details of your accounting services offer and any other offer on the side by writing an organized and comprehensive accounting proposal for your potential client. Have doubts with the one you have just drafted? No worries, you can take advantage of this Certified Public Accountant services proposal sample and you’re all set!

4. Proposal for Accounting Services

Details
File Format
  • PDF

Size: 562KB

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There’s no better way of convincing your prospect clients to trust you to take care of their accounting tasks especially on tax season than completing a great proposal. Make them see that your company is the right one for the job by downloading this sample proposal for accounting services. Make your proposal-writing process easier by getting this template now!

5. Accounting Proposal

Details
File Format
  • PDF

Size: 118KB

Download

Do you want to get the attention of a business organization in need of accounting services? Show them that you’re capable of performing the service and more by presenting your would-be-client with a quality file through this accounting proposal template. All you have to do is click on the download button and prepare a personalized pitch!

6. Accounting Firm Services Proposal

Details
File Format
  • PDF

Size: 682KB

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A qualified and experienced accountant or firm still needs to do much convincing for another business to hire their accounting expertise. Make that official by using this accounting firm service proposal template at your disposal. Get this document now in its printable and editable format then download and print it from your device!

7. Accounting and Auditing RFP

Details
File Format
  • PDF

Size: 198KB

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If you want to attract the right businesses in hiring your accounting firm’s services, you’ll only be able to do so with a proposal that shows you understand and have every intention of answering their needs. This accounting proposal sample allows a great chance for responding potential clients’ needs, so waste no more time and download this template now, then print in the comfort of your home or office!

8. Accounting and Audit Proposal

Details
File Format
  • PDF

Size: 1MB

Download

Are you hesitant to submit an accounting proposal you have started to write, afraid that it doesn’t quite meet the client’s requirements? No worries! We’ve got you covered with this accounting and audit proposal template which you can easily modify as to the needs of the services your firm is offering. What are you waiting for? Click on that download button now!

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