Accounting Services Proposal Template

Created by:

First Name Surname

Company Name


Prepared for:

Template
Cover Letter

Dear ,


Thank you for taking the time to go through this proposal for accounting services. I put a lot of consideration into creating a proposal for accounting services that will appropriately fulfil your demands, and I am convinced that you will find just what you need in this proposal.

Company Name takes pride in being an accounting firm that assists its clients in making solid financial decisions on a daily basis. We are completely dedicated to assisting Template in succeeding by performing the important accounting activities that keep you financially viable and in compliance with financial requirements.

If you have any queries before signing this proposal, please send them as comments using the method built into it. I'll be notified, and I'll get back to you as soon as possible.

Regards,

First Name Surname
Job Title

Company Name

p. Phone Number
e. customer.care@quotecloud.net
Company Background

Company Name is a licenced business accounting firm that offers services such as:

  • Bookkeeping
  • Payroll
  • Financial Analysis
  • Tax Preparation
  • Regulatory Compliance
  • Financial Consulting

Our team of financial analysts, payroll professionals, and qualified business accountants are well-known for offering outstanding accounting services to our clients.

Name: Sally Smith

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Name: Stephanie Small

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Name: Tessa Tall

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We're happy to collaborate with a number of successful firms who rely on our services to run and grow their operations, including:

MOOI

PROJECT DETAILS

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GOED

PROJECT DETAILS

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ALPHABET

PROJECT DETAILS

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Services

Company Name is a virtual extension of your own team. We provide a wide range of financial and accounting services, and we give you the most freedom by allowing you to use any of our services as needed. The sections below outline each of the services available to you if you choose Company Name as your accounting services provider.

Bookkeeping

The most fundamental accounting function is bookkeeping. Bookkeeping entails keeping accurate and up-to-date records of your company's financial transactions. Bank data, tax returns, salary records, buy and sale records, and regulatory filings are all examples. These documents are necessary for regulatory compliance. Other accounting duties, such as audits, payroll, and tax preparation, are made more easier and faster with proper bookkeeping.

Payroll

Your accounting team's payroll is a vital business operations function. All employee wages, benefits, and withholdings are managed through payroll. We take care of your payroll on a regular basis, ensuring that all employees are paid in accordance with their employment agreements and benefit choices.

Financial Analysis

It's a good idea to assess and analyse your company's financial performance on a regular basis. These examinations are commonly referred to as audits, and they are an essential aspect of regulatory compliance and shareholder disclosure. Financial analysis can also provide valuable insight into your company's financial health, allowing you to make more informed decisions in the future.

Tax Preparation

The preparation of commercial tax returns can be quite difficult. To avoid unexpected tax liabilities, levies, or audits, make sure your records and submissions are meticulously prepared. On an annual basis, our staff will work with you to create full and precise company tax filings.

Regulatory Compliance

Every firm must adhere to all applicable state, local, and federal financial requirements. Our staff will work with you on a regular basis to ensure that all of your business's actions, documents, and processes are compliant with all applicable rules.

Financial Consulting

Our financial consulting services are designed to provide you with expert analysis and advise on the strategic decisions facing your organisation. It's critical to examine the short, medium, and long-term implications of your decisions when you consider business possibilities, investments, and relationships. Our financial consulting services make it simple to comprehend the financial implications of your decisions for the future of your business.
Pricing

Our accounting services are billed on a time-and-materials basis. This lets you to utilise any of our services as needed, and it stops you from paying fees for services you may only use occasionally. The per-hour rates for each functional job involved in delivering accounting services to your organisation are listed in the table below.

Service

Cost

ADDITIONAL FEE

Tax

Total
Senior Accountant
800.00 0.00 80.00 880.00

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Junior Accountant
400.00 0.00 40.00 440.00
Tax Analyst
75.00 0.00 7.50 82.50
Regulatory Analyst
75.00 0.00 7.50 82.50
Senior Auditing Specialist
100.00 0.00 10.00 110.00
Payroll Specialist
50.00 0.00 5.00 55.00
Total 1,650.00
Acceptance

Simply e-sign this proposal using the fields below if you're ready to move forwards with Company Name as your accounting services provider. After that, we'll contact you to discuss your urgent and long-term accounting needs.
Signed By: