Accounting

 

Proposal

 

 

 

 

 

Prepared By:

{{sender_full_name}}

{{sender_company_name}}

 

Prepared for:

  {{recipient_full_name}}

 

 

 

 

 

Dear {{recipient_first_name}},


No matter what business you're in, it's of utmost importance to have a robust accounting system in place to support growth and sustainability. Knowing that your books are in shape year round gives you peace of mind and the freedom to think strategically to help grow your business. 


Since your company will have accounting needs though all stages of growth it is imperative that you think long term and plan for success. {{sender_company_name}} wants to support you as you grow and take care of you books like you would care for them yourself. We hold our team and our work to an exacting standard and aren't satisfied until our clients are happy. Let us be your professional accounting team and allow you to: 

 

  • Have access to a team of highly trained and experienced accountants; 
  • Have more time to focus on high level business decision without having to worry about numbers;
  • Have saved time and money on your accounting needs.


We would be honored to fulfill your accounting needs and if given the opportunity to work with you, we will constantly strive for accuracy and efficiency and always do our best to make sure your needs are met. 

 

Sincerely,

{{sender_full_name}}

{{sender_company_name}}

Project Description

 


{{recipient_company_name}} seeks a full review of their historical financial records and future accounting needs.


The first the we do is have our experts carefully review your past records and assess your financial services needs according to the nature of your company and suggest the services model best suited to your requirements. Will hold off on finalizing the work plan until we have had an initial (and possibly subsequent) extensive consultation with {{recipient_company_name}}. We always want to remain nimble and able to address new needs as they arise in your business so we will perform ongoing reviews of your services and client feedback to ensure that our work remains relevant to your growth as a company.

Executive Summary

 

 

Objective


Accounting is a function that forms the core of any business. Important business decisions rely heavily upon the financial information at all stages of a project, from planning to execution to finalization. Efficient bookkeeping and financial control ensures the company runs smoothly with an eye for growth. Data, statements and projections are all vital financial figures that a business must have on-hand for sound business performance. Operating as a neutral third party, {{sender_company_name}} will provide accurate and unbiased data to {{recipient_company_name}}.


Goals


{{sender_company_name}} offers proven expertise in areas such as bookkeeping, 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 accounts 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.

 

 

 

 

 

Company Overview

 


At {{sender_company_name}} we have built a team of financial experts in business with over [FILL years in business] years of combined experience. Our founders came together in [FILL year founded] to start this company in the [FILL your company's city] area. As a company, we are recognized for [FILL in your speciality] and have been recognized for [FILL in list of Achievements] .


Our accounting professionals are highly qualified and specialized accountants working on the most up-to-date accounting software programs available and also continually stay up-to-date on the newest accounting laws.


{{sender_company_name}} uses the most popular accounting software such as MYOB, Oracle, QuickBooks, Quicken and SAP.

Cost Summary

 

Below you will find a cost breakdown of {{sender_company_name}}'s services.​

 

Initial Account Setup

Title/Description
Cost
Unit
Qty
Subtotal
 
Preliminary account setup
$2,500.00
1
$2,500.00

This will include the cost for recruiting and training each person we'll need to staff this project.

 
Time period covered: Jan 1 through present
$500.00
1
$500.00

Describe the costs that will go into the research phase of your project.

List out how many hours will be spent, and misc. costs will be incurred during this period.

 
Production of quarterly reports
$1,000.00
1
$1,000.00

Describe the costs that make up phase one of your project...

Total Budget Needed $4,000.00

Ongoing Monthly Expenses

Title/Description
Cost
Unit
Qty
Subtotal
 
Daily account reconciliation
$1,200.00
1
$1,200.00
 
Bi-monthly Payroll Services
$750.00
1
$750.00
Fixed Total: $1,950.00

Expense Summary:

 

Initial Setup: $4000

Monthly Fees: $1950

 

Price Quote Disclaimer

This pricing quote is tentative and subject to change based after the initial assessment of the state of {{recipient_company_name}}‘s bookkeeping records.

Contract Terms

 


This Accounting Contract (“CONTRACT”) is made and entered into by {{sender_company_name}}, a duly licensed and certified public accounting firm in the State of [FILL State] with its principal place of business located at [FILL your company's address], and {{recipient_company_name}}, located at [FILL Client company address] , effective on [FILL in start date] . It shall continue for a period of [FILL number of years] years or until terminated as provided by this CONTRACT.


Services

Type your text here…


Confidentiality

Type your text here…


{{recipient_company_name}}‘S Cooperation

Type your text here…


Limitation Of Liability

Type your text here...


Termination

Type your text here...

Choice Of Law


This agreement shall be construed in accordance with the laws of the State of [FILL State].

 

  Signature
  Signature

Approval

 

 

This sets forth the entire agreement between {{recipient_full_name}} and {{sender_company_name}}. None of the terms within this business contract shall be amended, except in writing and signed by both parties.

 


 

 

{{sender_company_name}}                                                      

 

 

 

 

 

 

 {{recipient_full_name}}

 

 

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