Bookkeeping Proposal Template

Our Bookkeeping Proposal Template is a detailed guide for businesses in need of expert bookkeeping services. It clearly defines the work scope, costs, and conditions, promoting openness and confidence.

Bookkeeping Proposal Template

About this template

Our Bookkeeping Proposal Template is a comprehensive document designed for businesses seeking professional bookkeeping services. It outlines the scope of work, pricing, and terms, ensuring transparency and trust.

Leveraging SEO best practices, this template is keyword-optimized to attract the right audience. It's a valuable tool for bookkeeping firms aiming to increase their online visibility and attract potential clients.

What's included?

  • Introduction
  • Strategy
  • Service support and framework
  • Performance forecast
  • Investment
  • Success stories
  • Implementation timeline
  • Next steps

A Bookkeeping Proposal Template is a pre-formatted document that outlines the services a bookkeeper or bookkeeping firm offers to prospective clients. It's a professional way to present your services, pricing, and terms.

You should use a Bookkeeping Proposal Template when you want to formalize your services to a potential client. It's especially useful when you want to present your services in a professional, organized manner.

  • It saves time as you don't have to start from scratch.
  • It ensures consistency in your proposals.
  • It presents your services in a professional, organized manner.
  • It's customizable to suit your specific needs.

To use Qwilr's Bookkeeping Proposal Template, simply fill in the specific details of your services, pricing, and terms. Customize it to suit your brand and client's needs.

A tool packed with features

Brand control

Establish your brand settings once and automatically apply to every piece of collateral.


Collect payments instantly from customers with Stripe or direct to your own payment system.

Security & GDPR

Add security features like password protection and link expiry to protect sensitive content.

Embedded content

Add Calendly links, videos, surveys, Looms, GIFs and more to every page.


Get deals signed on the spot with built-in e-signing ability.

Asset library

Create a library of reusable content for sales reps.

ROI calculator

Showcase your value with an interactive ROI calculator embedded in your Qwilr pages.

Team management

Set up permissions so your team accesses only what they need.

Interactive pricing

Empower buyers with interactive pricing plans and quotes.

Frequently asked questions

A bookkeeping proposal template is a pre-formatted document that outlines the services a bookkeeper or bookkeeping firm offers to potential clients. It typically includes details like services offered, pricing, and terms of service.

Qwilr can help you create professional and engaging bookkeeping proposals. It offers customizable templates, allowing you to present your services in a clear and compelling way, which can help you win more clients.

Yes, Qwilr's bookkeeping proposal templates are fully customizable. You can add your own branding, images, and text to make the proposal truly represent your business.

Yes, Qwilr's templates are designed with SEO best practices in mind. This can help your proposal rank higher in search engine results, increasing its visibility.

In addition to customizable templates, Qwilr offers features like interactive quotes, instant notifications when your proposal is viewed, and the ability to accept signatures and payments online.