Free Accounting Services Proposal Template
Accounting Services Proposal
I. Introduction
[Your Company Name] is pleased to present this proposal for accounting services tailored to meet the unique needs of [Client's Company Name]. Our experienced team offers a comprehensive range of services designed to streamline your financial operations and enhance your business’s financial health.
II. Services Offered
A. Bookkeeping
-
Daily transaction recording
-
Bank reconciliation
-
Monthly financial statements
B. Tax Preparation
-
Annual tax return preparation
-
Tax planning and strategy
-
IRS representation
C. Financial Reporting
-
Custom financial reports
-
Budgeting and forecasting
-
Profit and loss analysis
D. Payroll Services
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Payroll processing
-
Tax withholdings and remittances
-
Employee benefits administration
III. Benefits to Your Company
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Accuracy: Reliable and precise financial reporting.
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Efficiency: Streamlined accounting processes.
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Compliance: Adherence to tax regulations and accounting standards.
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Insights: Strategic financial advice and planning.
IV. Pricing
|
Service |
Monthly Fee |
|---|---|
|
Bookkeeping |
$500 |
|
Tax Preparation |
$300 |
|
Financial Reporting |
$400 |
|
Payroll Services |
$250 |
|
Total |
$1,450 |
V. Implementation Timeline
|
Milestone |
Date |
|---|---|
|
Proposal Acceptance |
[Date] |
|
Initial Consultation |
[Date] |
|
Service Onboarding |
[Date] |
|
First Financial Report |
[Date] |
VI. Terms and Conditions
-
Payment Terms: Payment is due within 30 days of invoice receipt.
-
Contract Duration: This proposal is valid for 90 days from the date of issue.
-
Termination: Either party may terminate the agreement with 30 days’ notice.
VII. Contact Information
For any inquiries or to discuss this proposal further, please contact:
[Your Name]
[Your Position]
[Your Company Name]
[Your Number]
[Your Email]
