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Bookkeeping Proposal Template

Bookkeeping proposals focus on an accounting firm’s accuracy and control measures in order to entice potential clients. Proposers using this paperwork will discuss costing options and service levels while showing the proficiency of their bookkeeping team.

Types Of Bookkeeping Proposals (10)

  1. Budget-Focused Bookkeeping – This document promotes an accounting firm’s budget-balancing as well as its cost-saving strategies for clients.
  2. Catch-Up Bookkeeping – A proposal that is designed to attract clients whose financial records are not up-to-date or compliant and require bookkeeping services.
  3. Consultative Bookkeeping – This paperwork shows a firm’s methodology, approach, and bookkeeping experience while offering clients advisory services.
  4. Forensic Bookkeeping – Proposals developed specifically by forensic accountants seeking clients that must audit their financial records for discrepancies (i.e., misappropriation).
  5. Online Bookkeeping – Proposals promoting remote bookkeeping solutions through a cloud-based or online accounting service, significantly discussing online benefits.
  6. Outsourced Bookkeeping – Proposals offering to handle all a client’s bookkeeping needs while showing the cost-saving incentives of fewer employees.
  7. Project-Based Bookkeeping – A proposal appealing to bookkeeping clients with specific projects that specifically concentrate on the client’s needs and requirements.
  8. Specialized Industry Bookkeeping – A proposal centered on providing bookkeeping services for a specific industry and its regulations, such as hospitality.
  9. Tax-Centric Bookkeeping – Accounting firms use this document whenever offering bookkeeping services that are accurate, focused on tax planning, and maintaining compliance.
  10. Nonprofit Bookkeeping – Proposals showing a firm’s proficiency in maintaining a nonprofit’s books, such as donation tracking and financial reporting strategies.

What Should Be Included (23 Items)

  1. Cover Page
  2. Introduction
  3. Client Background
  4. Scope Of Bookkeeping Work
  5. Methodology
  6. Bookkeeping Timeline
  7. Pricing
  8. Benefits
  9. Client Testimonials And References
  10. Terms And Conditions
  11. Next Steps
  12. Appendices


1. Cover Page

Send the proposal with a cover so that it makes a positive and professional impression on the potential client. Use this cover to display items such as the title, the parties involved, the date, and its content.

  • Bookkeeping Proposal Title, Proposal Submission Date
  • Accounting Firm Name, Accounting Firm Contact Information
  • Bookkeeping Client Name, Bookkeeping Client Contact Information

  • (Optional) Table Of Content, Partnerships, Collaborations
  • Supportive Graphic Design, Clean Presentation

2. Introduction

Compose an engaging and friendly greeting while directly addressing the bookkeeping client. Also, promote the accounting or bookkeeping company’s track record in the industry.

  • Financial Management, Cloud-Based Accounting Services
  • Virtual Bookkeeping Assistance, Tax-Ready Financial Statements
  • Secure Financial Data Management, Tax Compliance Services
  • Payroll Processing Services, Remote Bookkeeping Solutions
  • Business Expense Tracking, Budgeting, Forecasting Services

3. Client Background

Show the accounting firm’s knowledge of the client’s business, especially if their bookkeeping practices are known. Whenever able, discuss the bookkeeping challenges posed to the client by their procedures or the market.

  • Bookkeeping Needs assessment, Online Bookkeeping Solutions
  • SME Accounting Solutions, Industry-Specific Bookkeeping
  • Cloud-Based Financial Management, Virtual Accounting Support
  • Tax-Ready Financial Records, Startup Financial Support
  • Financial Health Evaluation, Expense Tracking

4. Scope Of Bookkeeping Work

Detail all bookkeeping tasks this document proposes while promoting any additional services. For example, if the accounting firm also provides tax preparation services, provide the client with this information (and incentives).

  • Monthly Reconciliation Services, Financial Data Management
  • Transaction Processing, Expense Tracking, Recordkeeping
  • Bank Statement Reconciliation, General Ledger Maintenance
  • Data Security Measures, Cash Flow Analysis
  • Software Integration Services, Bookkeeping Consultation

5. Methodology

Furnish a description of the accounting firm’s approach to bookkeeping, such as its strategies and reporting processes. Also, detail the software and the tools the accounting firm implements.

  • Financial Data Management, Virtual Support, Data Security Measures
  • Regulatory Compliance Checks, Audit Preparation Support
  • Accurate Recordkeeping, Timely Financial Closing
  • Security Backup Procedures, Financial Process Optimization
  • Monthly Reconciliation Services, Regular Financial Reviews

6. Bookkeeping Timeline

Give an accurate narrative of the bookkeeping project or service timeline, specifically naming milestones. Spell out the phases together with their start and deadline dates.

  • Certified bookkeepers, Skilled Financial Specialists
  • Qualified Accounting Professionals, Specialized Expertise
  • CPA-Certified Bookkeepers, Expert bookkeeping Staff
  • Industry-Leading Professionals, Advanced Degrees
  • Extensive Experience, Financial Software Specialists

7. Pricing

Name the total cost of the bookkeeping service or project with an especially precise and transparent report. Specifically, list the bookkeeping fees,  payment schedule, and terms.

  • Flexible Payment Options, Transparent Fee Structure
  • Predictable Monthly Costs, Pay-Per-Use, Guaranteed Pricing Accuracy
  • No Setup Fees, Hourly-Based Rates, Project-Based Rates
  • Service Packages, Scalable Pricing Options, Customized Pricing
  • Long-Term Contract Discounts, Flat-Rate Bookkeeping Services

8. Benefits

Inform the client of the benefits (i.e., cost-savings) gained from using the accounting firm’s bookkeeping services. Additionally, discuss the firm’s solutions and answers to meet the bookkeeping client’s challenges.

  • Tax-Ready Financial Statements, Streamlined Expense Tracking
  • Improved Financial Accuracy, Minimized Financial Risks
  • Secure Data Handling Practices, Improved Cash Flow Management
  • Payroll Processing Efficiency, Reduced Risks, Bookkeeping Compliance
  • Expert Consultation, Financial Decision Support, Efficient Software Use

9. Client Testimonials And References

Display previous bookkeeping client’s reviews and testimonials on the accounting firm’s services in order to reassure the reader. Also, produce discussions and case studies displaying positive results directly from the accounting firm’s efforts.

  • Exceptional Client Satisfaction, Stellar Bookkeeping Performance
  • Positive Client Feedback, Satisfied Client Testimonials
  • Highly Recommended Bookkeepers, Client Success Stories
  • Delighted Customer Experience, Client Loyalty, Proven Results
  • Impressive Client Reviews, Top-Notch Support Narratives

10. Terms And Conditions

Generate a summary that gives an overall description of the SLA (service level agreement) offered. Define every client obligation in the business contract, such as communication and payment terms.

  • Bookkeeping Contract Conditions, Payment Terms and Conditions
  • Confidentiality Agreement, Intellectual Property Rights, Data Security Protocols
  • Client Responsibilities, Arbitration Clauses, Notice Periods, Confidentiality
  • Insurance Coverage, Limitation Of Liability, Scope Of Service Agreement
  • Service Level Agreements (SLAs), Non-Disclosure Agreement (NDA)

11. Next Steps

Inform the bookkeeping client of the steps they can take once they have received and accepted this proposal. In addition to this information, provide avenues for the client to submit a further inquiry.

  • Bank Reconciliation Initiation, Implementation Procedures
  • Data Transfer Guidelines, Account Setup Instructions
  • Trial Period Activation, Software Integration Steps, Client Registration
  • Training, Orientation, Client Review Meeting Scheduling
  • Client Consultation Scheduling, Tax Preparation Commencement

12. Appendices

Review the supporting paperwork as well as the contracts attached to this document. Label all such attachments clearly but concisely so they can be located during the client’s review.

  • Legal Contractual Agreements, Privacy Policy Information, Client Agreements
  • Regulatory Compliance References, Client Support Contact Information
  • Client Testimonials, Client Success Stories, Bookkeeping Service Packages
  • Audit Preparation Checklists, Software Integration Specifications
  • Financial Health Assessment Tools, Frequently Asked Questions (FAQ)