For an efficient accounting services proposal structure it is essential to include:
presentation of your office : tell us a little about your business, how long you have been operating and relevant information for decision-making, such as clients served and awards received;
description of solutions : list everything the client will receive when signing a contract with you. Just be careful not to overdo the accounting terms and make it difficult for the client to understand;
way of working : tell us a little about how your office works, for example, whether it is a digital accounting firm or not;
service deadlines : both for accounting services, such as medical insurance leads email list issuing guides and additional statements, and for responses on different contact channels, such as emails and messages via WhatsApp Business ;
prices and payment methods : including accepted methods and whether there are discounts for payments made before the due date;
differentials and benefits : such as the previous financial advantage and also issues such as referral programs and auditing and accounting consultancy services;
special terms and conditions : such as details related to confidentiality clauses and penalties in cases of termination of the contract before the stipulated term.
Extra! Check out: “ How to put together a perfect service proposal ” and learn more with the infographic below:
accounting services proposals
How to write a winning accounting proposal? 7 tips!
These are the best steps to prepare a winning accounting proposal:
understand your customer's needs;
use appropriate language to explain services;
build a clear and visually pleasing document;
pay attention to details;
highlight the value of your proposal;
don't neglect personalization;
monitor the customer's response closely.
See details below.
1. Understand your customer’s needs
This tip varies depending on your accounting business model and sales methodology.
For example, for an outbound strategy — one in which you actively seek out the customer — use resources such as cold calling, cold mailing, networking, participation in events and platforms such as LinkedIn to talk to the potential customer and understand their needs.