Accounting Proposal Template

Accounting services proposal template for tax preparation, financial reporting, and advisory services for small businesses.

Sample Brief

We need a CPA firm to handle quarterly tax filings, annual returns, financial statement preparation, and provide advisory on tax optimization strategies. Revenue: $2M/year.

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What This Proposal Covers

1

Financial Complexity

Growing business complexity, tax compliance burden, or missed optimization opportunities.

2

Financial Confidence

Proactive accounting that ensures compliance, minimizes tax burden, and supports strategic decisions.

3

Accounting Services

Onboarding, monthly/quarterly accounting, tax planning, and strategic advisory.

4

Client Outcomes

Tax savings achieved, compliance track record, and business advisory impact.

5

Service Tiers

Monthly retainer based on revenue, transaction volume, and service level.

6

Financial Review

Review current financial state, tax history, and define the service scope.

Key Features

  • Tax preparation and filing
  • Financial statement preparation
  • Tax planning and optimization
  • Quarterly review meetings
  • Audit support

Frequently Asked Questions

What's the difference between bookkeeping and accounting?
Bookkeeping records transactions. Accounting interprets the data, prepares financial statements, handles taxes, and provides strategic advice.
Can you handle both personal and business taxes?
Specify whether your firm handles personal taxes for business owners as part of the engagement or as a separate service.

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