Taking the time to prepare can reduce the likelihood of missing important details and ensure your proposal is properly targeted.
Prior to putting together your accounting services proposal and sending it to a business, it's good practice to take a few steps to prepare. Simply sign up for free, edit your template how you want, and send it to your client. Our bookkeeping proposal template has all the elements of a client-winning document. Note: You searched for a simple bookkeeping proposal for a reason. Proposals are a vital document for any freelance accountant as winning new business is arguably the most important part of the job, and the proposal phase is often the first time you’ll have contact with a business.
They are usually very similar to any other kind of sales proposal, only they are specifically used by accountants in the context of bookkeeping services.Ī bookkeeping proposal may be sent out in response to a request for proposal, or could be sent out cold when trying to find clients. A bookkeeping proposal is a document sent by accountants to potential clients offering bookkeeping services in an attempt to win a contract from a business.
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