Accounting Services Proposal Template
Present your services with our compelling Accounting Services Proposal Template – highlight your proficiency and client approach to financial management.
About this template
Win over the entire purchasing committee and manage complex accounting services sales cycles with our dynamic and straightforward Accounting Services Proposal Template. Our template guarantees a seamless buying experience, enabling your sales team to finalize complex contracts and secure more clients.
What's included?
- Introduction
- Understanding your needs
- What success looks like
- 12-month goals
- Service overview
- Our achievements
- Packages
- Contact us
A tool packed with features
Design interactive proposals
Impress buyers with interactive proposals that stand out. Qwilr’s drag-and-drop editor makes it easy to create on-brand, stunning collateral — no design skills needed. Add videos, dynamic pricing, and ROI calculators to deliver a unique experience, while automated brand customizations ensure every proposal looks professional.
Smart automations
Streamline your sales process with Qwilr’s automation tools. Generate personalized proposals, quotes, and pitch decks in minutes by connecting to your CRM. Use templates and dynamic fields to automate content creation and keep your CRM updated. With integrations like HubSpot and Salesforce, Qwilr eliminates manual tasks so your team can focus on closing deals.
Built-in e-sign functionality
Combine stunning proposals, plain-text agreements, and secure e-signatures in one tool. Add print-friendly agreements alongside dynamic content and collect legally compliant e-signatures with ease. Track progress, capture multiple signatures, and close deals faster with Qwilr’s integrated e-sign functionality.
Real-time proposal analytics
Qwilr’s analytics provide full visibility into buyer engagement. Track when proposals are opened, signed, or shared, and get instant notifications for key buyer activities. See what buyers click on, how they engage, and prioritize follow-ups based on real-time insights—all designed to help close deals faster.
Embed dynamic quotes & interactive pricing
Create accurate, engaging quotes that speed up sales. Populate quotes directly from your CRM, showcase pricing as traditional quotes or interactive plans, and upsell buyers with add-ons. Customize quotes with recurring costs, discounts, and multi-currency options. Qwilr ensures every quote is professional and designed to close deals.
Get Paid Instantly with QwilrPay
Simplify payments with QwilrPay. Let buyers pay instantly after reviewing and signing proposals using credit cards, direct debit, or bank transfers (coming soon). Offer part or full payments and track status in real time, removing delays and making it easy to get paid quickly.
Templates for every use case
Explore templates for sales, marketing, customer success, sales enablement and more.
Explore proposal templates
Frequently asked questions
- Briefly introduce your accounting firm and highlight your expertise in providing accounting services.
- Clearly outline the specific accounting services you will provide, such as bookkeeping, tax preparation, financial analysis, etc.
- Specify the deliverables clients can expect, such as monthly financial statements, tax returns, and customized reports.
- Provide a transparent breakdown of your pricing structure, including any additional fees or charges.
- Outline the estimated timeline for completing each accounting task and when clients can expect to receive their financial reports.
- Clearly state what clients need to provide or do to ensure a smooth collaboration, such as providing necessary documents or timely communication.
- Include any relevant terms and conditions, such as payment terms, confidentiality agreements, and dispute resolution procedures.
- Showcase positive testimonials from satisfied clients to build trust and credibility.
- Provide your contact details and encourage potential clients to reach out for further discussion or clarification.
- Clearly outline the scope of services, including financial analysis, tax preparation, and bookkeeping.
- Provide a breakdown of pricing and payment terms to ensure transparency.
- Showcase your expertise and experience in the accounting industry.
- Include client testimonials or case studies to build trust and credibility.
- Customize the proposal to address the specific needs and challenges of the client's business.
- Use professional language and formatting to create a polished and organized document.
- Clearly communicate the benefits of choosing your accounting services over competitors.
You should use an Accounting Services Proposal when pursuing new clients, entering into service agreements, or renewing existing contracts. It helps in detailing the services provided, establishing a foundation for a successful working relationship, and presenting new terms or additional services .
Qwilr's Accounting Services Proposal Template offers benefits such as time-saving efficiency, consistent branding, engaging visuals, customizable sections, and increased conversion rates. It streamlines the proposal creation process and elevates your professionalism, helping you to secure more clients.
To use Qwilr's template, start by creating a copy of the template for your use, customize it with your company's details, and tailor the content to address your potential clients' unique needs. Highlight your expertise, outline your proposed services, include case studies or testimonials, and add visuals like charts or graphs. Finally, customize the pricing section and add a call-to-action .