Bookkeeping Proposal Template

Bookkeeping services proposal template for small businesses and startups needing financial record management.

Sample Brief

We're a 2-year-old e-commerce business doing $50K/month. Our books are a mess — we need someone to clean up the last 6 months, set up proper categorization, and handle monthly bookkeeping going forward.

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What This Proposal Covers

1

Financial Chaos

Messy books, missed deductions, or lack of financial visibility into business performance.

2

Clean Books

Accurate, up-to-date financial records that give you clarity and make tax time painless.

3

Bookkeeping Plan

Cleanup phase, system setup, ongoing monthly bookkeeping, and quarterly reviews.

4

Client Results

Past clients with improved financial clarity and tax savings from proper bookkeeping.

5

Monthly Fee

Tiered pricing based on transaction volume and service level.

6

Financial Assessment

Review current state of books and accounting software to plan the cleanup.

Key Features

  • Transaction categorization
  • Monthly reconciliation
  • Financial statement preparation
  • Accounts payable/receivable
  • Tax preparation support

Frequently Asked Questions

What accounting software do you use?
Most bookkeepers work with QuickBooks Online or Xero. Specify your preferred platform in the proposal.
How often will I receive financial reports?
Monthly P&L and balance sheet are standard. Some clients also want weekly cash flow updates — offer this as a premium tier.

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