Accounting Proposal Template Example

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Accounting Proposal

Prepared for
Ms. Emma Olson

By

Tomer Aharon

Overview

Your business is your passion. There’s nothing that should stand in your way when it comes to achieving your goals.

Unfortunately, the #1 thing that can take your attention away from what really matters is finances. Whether or not you’re sure of your knowledge on taxes, investments and financial security, without expert advice, these may still get in the way and consume your valuable time and resources.

That’s where I come in. I’m an experienced business accountant, and my aim is to help you get back to focusing on what you really love, while I focus on my passion: helping businesses like yours run smoothly.

Why Me

My skills and your goals are a great fit. Here’s why:

  1. I’ve got [x] years’ experience as an accountant, with [x] certification, and a degree in [x] from [school].
  2. Some of my previous clients include [business], [business], and [business]. Their testimonials can be found here. [link]
  3. I’m a detail-oriented worker, which means your finances are safe with me. Nothing will be missed.
  4. You won’t have to hold my hand. I can operate independently and be trusted to update you regularly while you work on the real work in your business.

Services

Here’s a breakdown of the services we’ve discussed and the number of hours estimated.

Weekly Bookkeeping

[x] hours

Accounts Payable and Receivable

[x] hours

Credit Management

[x] hours

Year-end Returns

[x] hours

TOTAL

[x]

Milestones

Throughout our association, we’ll have several meetings to discuss what your business needs. Here is the suggested schedule, but feel free to reach out if you would like to adjust it.

Initial Meeting

ASAP

Check In #1

2 Weeks

Check In #2

Check In #3

Check In #4

 

1 Month

6 Weeks   

6 Months  

Next Steps

Do you have any questions?

Take your time, review this agreement, and if you want to make any changes, we can be reached at [phone number]. I can be contacted at any time of day, although after 5PM EST then you may have to leave a voicemail. Don’t worry, though – I’ll return your call within 24 hours.

After you’re sure this agreement is to your liking, contact me and we’ll schedule a conference call to discuss your needs in person to make any last-minute changes.

Then, as soon as your first payment is clear, we’ll get started!

Terms

  1. The payment structure:  [x] per hour, at a minimum of [x] hours per week. Payment is due each Monday by 5PM EST.  Methods are PayPal or digital bank transfer.
  2. All personal financial information relayed by [client] remains strictly confidential.  Upon job termination, all client financial information will be relinquished or destroyed.
  3. Any requested work outside the scope of this agreement will require a fee reassessment. Additional work will be charged at a rate of $x per hour.
  4. In the case of termination, [client] agrees to give at least two weeks of notice before termination, and to pay for all work hours completed.
Signature
Tomer Aharon
Emma Olson
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