Accounting Services Proposal

Table of Contents

Welcome to PandaDoc’s accounting services proposal template! To start creating your digital proposal, fill in the template’s tokens using the menu on the right.

This interactive table of contents will allow your client to jump to specific sections of your proposal. If you edit the headings in this template, be sure to refresh this TOC using the menu to the right before you send your finalized proposal.

Table of Contents
Cover Letter
[Sender.Company] Background
Services
Bookkeeping
Payroll
Financial Analysis
Tax Preparation
Regulatory Compliance
Financial Consulting
Pricing
Acceptance

Cover Letter

Thank you for taking the time to review this accounting services proposal. A great deal of thought went into crafting a proposal for services that adequately meet your accounting needs, and I am confident that you’ll find exactly what you’re looking for in this proposal.

[Sender.Company] is proud to be an accounting agency that helps business clients make sound financial decisions on a daily basis. We are fully committed to helping [Client.Company] succeed by performing the critical accounting functions that keep you financially solvent and compliant with financial regulations.

Should you have any questions prior to signing this proposal, simply submit them as comments using the system built into this proposal. I will be notified and will respond as soon as possible.

Regards,
[Sender.Name]
[Sender.Title]
[Sender.Company]

[Sender. Company] Background

List the services you provide on this page of the template, along with a few of your higher-profile clients. Add a picture of your office or staff to give this template a personal touch.

[Sender.Company] is a licensed provider of business accounting services, including:

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

Our staff of financial analysts, payroll specialists, and certified business accountants are well known for providing top-notch accounting support to business clients.

We’re proud to work with successful organizations who rely on our services to maintain and grow their businesses, including:

• [Portfolio.Client1]
• [Portfolio.Client2]
• [Portfolio.Client3]

Services

[Sender.Company] operates as an extension of your internal staff. We perform a variety of financial and accounting services, and offer you the maximum flexibility by allowing you to rely on us for any of the services that we offer as needed. The following sections provide details regarding each of the services that you’ll have at your disposal should you choose [Sender.Company] as your accounting services provider.

Bookkeeping

Bookkeeping is the most basic of all accounting functions. Bookkeeping involves maintaining accurate and updated records of all of your company’s financial activity. This includes bank records, tax filings, payroll records, purchase and sale records, and regulatory filings. These records are essential to regulatory compliance. Proper bookkeeping makes other accounting functions, such as audits, payroll, and tax preparation, much simpler and less time consuming.

Payroll

Payroll is a critical business operations function performed by your accounting team. Payroll involves managing all employee compensation, benefits, and withholdings. We manage your payroll on an ongoing basis, ensuring that all employees are compensated according to their employment agreements and benefit selections.

Financial Analysis

It is wise to conduct periodic review and analysis of your company’s financial performance. These reviews are typically called audits, and are an important part of regulatory compliance and shareholder disclosure. Additionally, financial analysis can provide valuable insight into your company’s financial health which can help you make sound decisions for the future.

Tax Preparation

Commercial tax preparation can be extremely complex. Records and submissions must be prepared carefully in order to minimize your risk of unforeseen tax liabilities, fees, or audits. Our team will work with you to prepare complete and accurate corporate tax filings on an annual basis.

Regulatory Compliance

Compliance with State, Local, and Federal financial regulations is extremely important to every business. Our team will work with you on a regular basis to ensure that your business activities, records, and processes are fully in compliance with all applicable regulations.

Financial Consulting

Our financial consulting services are designed to provide you with expert analysis and advice regarding your company’s strategic decisions. As you consider exploring business opportunities, investments, and partnerships, it is important to understand the short, medium, and long-term ramifications of your decisions. Our financial consulting services make it easy to understand the financial impact your decisions will have on your company’s future.

Pricing

We offer our accounting services on a time-and-materials basis. This allows you to take advantage of any of our services as needed, and prevents you from paying fees for services that you may only use from time to time. The table below details the per-hour rates for each functional role involved in providing accounting services to your company.

PandaDoc’s pricing tables feature endless customization options. You can offer optional line items, editable quantities, and discounts. The pricing table can also automatically calculate taxes and profit margins!

Acceptance

If you’re ready to move forward with [Sender.Company] as your accounting services provider, simply e-sign this proposal using the fields below. We will then reach out to discuss your immediate and ongoing accounting needs.

This is where PandaDoc really sets you apart- unlimited, legally binding electronic signatures. Once you’ve completed this template and sent it to your client, they’ll be able to view and sign from any computer or mobile device with no special hardware or software required!