Accounting Proposal Template

Cover Letter




Dear ::ClientPrimaryContactName::,

Any business new or old, big or small, needs efficient accounting services to sustain and grow. Having your accounts in top shape all the year round is a remarkable achievement that can help your business function smoothly and provide grounds for sound and promising business decisions.

As your accounting needs will continue to grow with your business, you need to pay careful thought to a long term and viable solution for this vital part of your business. By hiring ::SenderCompany:: to take care of all your accounting needs, you can ensure a step in the right direction.

By letting us be your professional accountants, not only would you have availed the services of highly qualified, experienced professionals not commonly available at an affordable price for small businesses, you would also have more time and saved resources to run your business successfully.

Given the opportunity to work for your promising company, we will prove with our dedication and high performance that you have actually bought peace of mind for yourself in the guise of our professional accounting services. Hoping to hear a positive reply soon,








Executive Summary

The Problem

Setting up a small or medium enterprise involves multiple challenges. One such challenge right at the beginning is setting up a sound and reliable accounting department. Accounting is a function that forms the core of any business set up across all trades.

Business decisions rely heavily upon the financial information at all stages from planning to execution. Efficient book keeping and financial control ensures the business runs smoothly and similarly, all future growth is possible only if the books are in order. Data, statements and projection are all vital financial figures to which an entrepreneur must have ready and round the clock access for sound business performance.

The Opportunity

Apart from hiring and setting up an accounting department, modern business climate offers you the choice to hire professional and experienced accounting outfits for an affordable price.

Accounting firms that operate as outsource partners provide reliable financial services at relatively lower costs and give you the benefit of sound and efficient accounting without the headache of running a full department. The quality of work and the experience made available by these accounting firms to their clients may otherwise be unaffordable and outside the reach of many smaller businesses.

The Solution

If you are starting out in your business, engaging an accounting firm provides you the opportunity to avail the services of qualified specialized resources without the burden of hiring people and running the office. And in case you already have an established financial services department, outsourcing part of the work can help in reducing and managing the workload and increase efficiency.

According to a recent estimate, outsourcing your accounting work can reduce your business cost by as much as 40 per cent. Hiring a specialist accounting firm does not only bring your running costs down but also provides your business with the benefit of an efficient and experienced accounting service. The bottom line is that it saves you the time and effort of poring over financial matters and leaves you free to fully concentrate on running your business.

The Proposal

If you are setting up a new business or simply thinking of a restructuring to minimize losses and increase efficiency, you need to take a detailed look at the services we offer.

::SenderCompany:: offers proven expertise in areas like book keeping, accounting and controller services. Bookkeeping includes the day to day business transactions like customer payments, bills, invoices, bill payments, disbursements and withdrawals.

We maintain ledgers for Accounts Receivable, Accounts Payable and cash account and produce daily or weekly reports according to the clients’ preference. Payroll and related activities with tax calculation are also part of our portfolio.

Our repertoire also includes preparing periodic reports, financial statements, bank reconciliations and taking care of your general accounting needs. Outsourcing your work to::SenderCompany:: means employing a comprehensive accounts firm which can help you meet your objectives and maximize your profits.

Our goals are to

  • Provide reliable, efficient and experienced accounting support to your business
  • Ensure sound financial advice based on regular maintenance of your financial data
  • Contribute towards long term and sustainable success of your business by keeping an eye on the projections and performance with regular appraisals and financial reports.

The cornerstone of our business philosophy is extensive and continued communication with the clients. We keep our client in the loop at all stages of our accounting procedures with regular reports for the client’s reference.

All this data is accessible to the client round the clock through dedicated servers using the most modern software and backup facilities. In addition, we also act as business advisors by keeping an eye on the market trends and advising our clients on using the most modern and efficient methods related to accounting and financial services.

About Us

The Company

::SenderCompany:: is a professional accounting services firm providing accounting, bookkeeping and controller services. ::SenderCompany:: performs functions such general ledger accounting, payroll, financial analysis, bank reconciliations and financial statement preparation.

Acclaimed for producing customizable solutions for the clients’ accounting needs of all kinds, we are a comprehensive solution for all your accounting needs. Our dedicated servers using the most modern software and hardware in business today, ensure you have round the clock access to your financial data with guaranteed data security and confidentiality. We consider your satisfaction to be an honest measure of our performance.

Our Team

A team of financial experts in business for over—- years. Our founders —— came together in —- to start this company in the —– area in the year—–.  As a company, we are recognized for — INSERT SPECIALITY, DESCRIBE PROFESSIONAL ACHIEVEMENTS.

This level of expertise is usually not available to average small businesses today. ::SenderCompany:: uses the most popular accounting software such as MYOB, Oracle, QuickBooks, Quicken and SAP.

Why choose us

Our accounting professionals are highly qualified specialized accountants working on the most up-to-date accounting software programs available to you for an affordable price.

We make sure that you can access your data round the clock without any hassles to keep you on top of your finances. Your data remains safe and secure with us. We have taken special measures to safeguard your data against leakage, theft or loss by destruction.

Services and Pricing


  • Book keeping
  • Accounting
  • Financial controller services



This area will be automatically replaced with your pricing table that you create in Step 2 of your Proposal.


Outline the terms of your products/services. You might craft your own contract or have a lawyer help you with this. These terms help you protect yourself and your client. Don’t underestimate the value of spelling out the terms. By spelling out exactly what you will and will not do, you’ll build and retain long-term relationships with your clients.

Getting started

Right at the beginning, our experts carefully assess your financial services needs according to the nature of your company and suggest the services model best suited to your requirements.

The work plan is finalized after extensive consultation with you and a secure communication channel is set up between the two companies. Using the latest technology and established virtual communication arrangements, we make sure that the clients have twenty-four hour access to their data within the secure portal managed by our company. Periodic review of the services and client feedback is an essential feature of our work plan which ensures that we remain efficient accounting partners in your business.

Contact us





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