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

  • Payroll processing

  • Tax withholdings and remittances

  • Employee benefits administration

III. Benefits to Your Company

  • Accuracy: Reliable and precise financial reporting.

  • Efficiency: Streamlined accounting processes.

  • Compliance: Adherence to tax regulations and accounting standards.

  • 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]

Proposal Templates @ Template.net