Proposal example accountancy

It is sometimes quite difficult to reflect quality, price, experience and good service in a proposal. However, these are distinguishing factors that ensure that a customer chooses your company. So important! This accountancy proposal example will help you on your way to the perfect proposal.

You can use this template to quickly and powerfully present your financial services. Tailor the content to the specific wishes of the customer and surprise with a modern offer. The smart software keeps you well informed during the sales process and makes the signing process a lot easier because this is done digitally.

All proposal templates can be adapted to any company, brand and project. The templates can be found in the proposal program and there is more that improves the proposal process and makes it more fun.

Register without obligation to access this accountancy example and start creating digital proposals that make an impression today. The smart tool helps to achieve more with less time.

The online template is 100% customizable and available within Offorte
View the live accountancy example:Online proposal

Why accountants use a proposal program instead of Microsoft Word

Many accountants still use Microsoft Word or some other word processor to create their business proposals. A previously created template is modified manually and then sent as a PDF. Sounds easy, but in practice this takes a lot of time, the chance of errors is high and you no longer have insight into your business proposal after sending.

With the use of a proposal program it has become a lot easier and better for entrepreneurs. You still use templates as a basis, but now you have a full content library in which you can search and reuse texts. The chance of errors is minimal due to smart automation. And after sending you can still adjust your business proposal and you will get insight when your customer views the proposal. The modern interactive presentation options make an impression and the option to digitally sign makes it very easy for a customer to agree.

The following blog will elaborate on how to make a perfect business proposal with the right tool: Read more why Microsoft Word is not the best way to create proposals

Advantages of a proposal program:

Modern business proposals that impress the client

Invest time now to save much more time afterwards when creating business proposals

Create higher conversion with sending smart business proposals

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"No more boring job confirmations as you are used to from accountants. With Offorte we quickly and efficiently make clear order confirmations that fit our online working method. No more hassle with sending packages of paper back and forth. Simply make an order confirmation and receive it signed the same day. This way we can quickly start working for our customers."

Linda Tuijn
Accountant (AA), Duidelijk Accountants

Read more customer reviews

Functionalities

Discover all the powerful proposal software functionalities with which you can create, manage and win your proposals.
Discover the proposal software features

Proposal information

All information regarding the subject of proposals can be found in the "Create proposal" section.
Read all about making proposals

Software

Discover all the powerful proposal software functionalities with which you can create, manage and win your proposals.
Check all the benefits

Latest from the blog

Make a Proposal? Know your customers' UBRs!
In the past, when writing a proposal, you could do with sales arguments that made the distinction between your company and the competition clear. But nowadays, not your company, but the customer is central. Reason enough to take a good look at your customer or prospect's sales motives and include them in your proposals.
Start Gamification for more sales
More and more companies are applying gamification in their sales process. Gamification gives your sales a decent boost! What am I saying? I've come across cases where there was more than a doubling. That alone is reason enough to devote a blog to it. So, are you ready to play?
Top 5 proposal blunders
This time a blog about proposal blunders. Not to point the finger or to laugh at the creators, certainly not. Besides, I also have a few in my name, number 3 for example, been there, done that. No, this blog is mainly meant to prevent you from commuting these flaters and just get lots of orders!

View one of the other proposal examples

All-purpose
A business proposal example that can be used as a starting point for different target groups and companies. In addition to an open and modern design, the content is of course also very important.
Book keeping
Perfect accounting includes correct, complete figures. A proposal must be like the accountant's balance sheet: complete, error-free and customer-oriented.
Coaching
Coaching is personal and completely customised, adapted to the wishes and needs of the customer. A personal offer to start the collaboration is a must.
Engineering
With Offorte it is possible to fully implement a corporate identity in the proposal view, whether it is a colorful style or very dark, with the proposal templates you are flexible to adapt it to your business.
Handymen Services
Busy days and complex schedules are part of a handymen company. Save some time by making your proposals with a proposal tool. You also immediately distinguish yourself from the competition and show your customer friendliness.
Marketing
The playing field of marketing today is largely online. With an online proposal program you make the customer journey suitable and surprise your customers.
Travel Agency
Travel agencies sell atmosphere and life experiences. The right interactive proposal stimulates the imagination and gives customers a preview of the journey to come.
Startup
View the sample proposal from a software as a service company that developed an app for the travel industry.
Training
For a training agency, providing customisation is one of the most important aspects. The client must recognise himself in the proposal content.
Webdesign
proposals from web design companies count many pages where parts are always standard and a part is specifically tailored for the prospect. The Offorte content library makes it a lot easier to write a good offer.
Business Services
Quality, price, advice, experience, knowledge and good service are important distinguishing factors for companies. You must make this clear when making a business proposal.
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