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Accounting Services Proposal
Prepared for:
[Client Company]
Prepared by: [Sender Company]
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Accounting Services Proposal

Introduction

As the business grows, it becomes difficult for the owners to keep an eye on day-to-day accounting or bookkeeping. Hiring an accountant is not a viable option because they lack the necessary skills and knowledge to do this job!

And that's why you should consider outsourcing accounting services. Whether you’re an established business or a growing start-up, our accounting services will help keep your finance and compliance matters in perfect order, so you can focus on developing amazing products and creating value for your customers!
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About Us

Since [Sender Company]'s inception in [Year], we have been providing accounting, bookkeeping, auditing, payroll services, and advisory services to organizations similar to yours.

We are a [number of employees] member strong team that values every aspect of your organization to give you the best accounting services. Our qualified accounting professionals and in-house CPAs will make sure your organization runs smoothly with an eye for growth.

We have already provided accounting services to [number of companies] companies in industries like [industry 1], [industry 2], and [industry 3]. We deliver solutions efficiently at an affordable cost.
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Our Approach

For Established Businesses

Should you need to outsource all or part of your accounting department, we can lend you a hand. Equally, we can work within your business to provide expert advice on navigating complex issues, so you’re never left guessing.

We are here to be your partner. Whether you want to staff a single bookkeeper or outsource your whole finance department. Whether you need on-demand consultations with a pay-as-you-go arrangement or are willing to commit to a monthly fee. We always tailor our approach to your business’ needs.

For Start-Ups

For a new business owner, navigating the complicated world of finance, accounting and compliance can be overwhelming.

Working with us, you get a pair of expert eyes and proactive advice anytime you need it. As your virtual finance department, we can be there around the clock to tackle all of your processes and workflows. And, you can get back to what matters – growing your business.
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Our Services

Book-keeping and Administrative support

Our specialists can keep your books organized and ready to go at a moment’s notice. That helps your entire team operate more smoothly so that payments are on time, employees are happy, and you’re not dealing with a mountain of paperwork.

Accounting and Review

Our accountants work with your business as a teammate and confidant, helping you with ledger reviews, financial reporting, and everything in between. You’ll have all the information you need to make sure you’re always hitting your bottom line.

Financial Planning and Analysis

Our experts can get into the details about your finances and give you tips on how to forecast your activity and optimize what you’re spending; and you can do this using easily accessible tools that you can roll out across your entire company.

Expert Advisory

We provide fair and honest advisory services that will look at everything you’re doing and advise you on what to optimize, what to cut, and what to increase. And because we are up to date about everything in your company, we know how to quickly jump in and lend a hand when something comes up.
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Testimonials

Here is what our clients have to say about our work and services.
" [Client Testimonial 1] "







- [Client 1 Name], [Project/Company Name]
Team member 1

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" [Client Testimonial 2] "







- [Client 2 Name], [Project/Company Name]
Team member 2

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Project Description

Goals

  1. Increase operational efficiency and production
  1. Greater administrative control
  1. Cash management control
  1. Uninterrupted customer service
  1. Timely federal and local tax filings
  1. [Add Goal]

Process

As [Client Company] seeks [Mention Service], a layout with a step-wise description of our services is attached here:
Steps
Description
1. Background Analysis
Our team will Audit the past data and analyse it.
[Work Description]
2. Formulate estimate budget
[Work Description]
3. Strategy and Planning
[Work Description]
4. [Step Name]
[Work Description]

Charges

We shall be charging per [Time Period] for our services according to the following chart:
Service Type
Charges
Expert Advisory
$ [0.00]
Book keeping
$ [0.00]
Financial Planning and Analysis
$ [0.00]
Accounting and Review
$ [0.00]
[Add Service]
$ [0.00]
Tip: Connect your google sheet and edit directly. Visit this link to know more: https://help.revvsales.com/docs/how-do-i-link-a-google-sheet-to-a-document
  • [Sender Company]'s fees are billed at an all-inclusive [Time Period]-ly rate based on the time required to carry out each aspect of our strategic financial management and Accounting service.
  • [Client Company] will receive a [Time Period]-ly bill detailing the services provided and the time spent on by [Sender Company] on the work.  Payments will be due within [Time Period] of the reciept of this invoice.
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Terms and Conditions

  1. Scope of Services
  • Upon the acceptance of this proposal, [Sender Company] and [Client Company] will sign an engagement letter and a service Contract that shall define and govern this association.
  1. Changes or Modifications
  • Either of the parties may request changes in writing to the scope of Services as set out in the Engagement Letter.
  1. Information and Access
  • The [Client Company] will agree to provide all information, documents, and access regularly required to enable [Sender Company] to provide the Services.
  • Such documents, information, and access may include, but not limited to, files, records, accounts, data, and access to [Client Company] information technology systems and management, and other staff or third-party service providers where relevant. 
  • Unless otherwise stated in the Engagement Letter or directly requested by [Client Company] in a written communication at a later time, we will not independently verify the accuracy of such information and documents and we will not be liable for any loss or damage.
  1. Payments
  • All the transactions and payments shall be in USD through [Payment Mode].
  1. Termination 
  • Either party may terminate this association at any time by giving [Number of Days] days written notice to the other, subject to the statutory provisions that apply to the Services and unless otherwise provided in the Engagement Letter and the Service Contract. 
  1. Limitation of Liability
  • [Sender Company] will not be liable for anything besides the scope or work and responsiblity as defined and laid out in this Proposal and the following letter of engagement and the Service Contract.
  • No party will be liable to the other for any delay or failure to fulfill their obligations under the Contract to the extent that such delay or failure arises from causes beyond their control including but not limited to fire, floods, acts of God, terrorist acts, strikes or lockouts, war, riot or any governmental act or regulation.     
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Acceptance and Signature

If you decide to come on board with our Accounting Services given the terms of this Proposal, please provide your acceptance by signing below.
[Sender Company]
[Client Company]
Signature
Assign signer 1
Name
Assign signer 1
Date
Assign signer 1
Signature
Assign signer 2
Name
Assign signer 2
Date
Assign signer 2
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THANK YOU

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DISCLAIMER: The content provided herein is for general information purposes only, and shall not constitute legal advice. Revv and its partners make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information mentioned hereunder. The use or reliance of any information contained herein is solely at your own risk. You are advised to obtain independent legal advice before taking or refraining from any action on the basis of the content provided here.

Free Accounting Services Proposal Templates

Our Accounting proposal speaks up for the performance profile and services of an Accounting Company. Reach out to clients and opportunities by easily creating yours with our customized template.