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
Screenshot of accountants proposal template

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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Offorte Reviews

"Offorte makes it possible to draw up and send proposals in an innovative and digital way. Just as we like to work, that's why it suits our organization so well! In addition, the proposals are interactive and they look professional, we often get nice reactions from relations. By properly arranging the templates, colleagues can prepare a proposal within minutes. They no longer have to go through lengthy texts, but quickly arrive at a professional end product. Finally, you can see when someone has looked, super useful for the follow-up!"

Kirsten Jacobs
Marketing & Communications, Vermetten

Read more customer reviews
Bureau ZuidemaDuidelijk AccountantsVitamediaOverdevest
Customer reviews of Offorte

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

Second sneak preview of the new editor
The second preview of the new proposal editor from Offorte. Hard work is still underway but would like to share some of the new useful features with you.
How well do you verify your proposals?
A proposal can be the beginning of a great cooperation or - when it comes to an existing customer - strengthening your relationship. Anyway, you want your proposal to be knocked on all sides before it goes out. Of course, you check for language, spelling and the correct rates. But there are many more points of interest. Take your proposals to the next level and discover the 5 most important checkpoints!
Sneakpreview new proposal editor and display
A completely new proposal editor & viewer has been working hard for months. It will take a while before you can start using it, but today you can already see a first sneak preview.

View one of the other proposal examples

All-purpose
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
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
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
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
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
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 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
Startup
View the sample proposal from a software as a service company that developed an app for the travel industry.
Training
Training
For a training agency, providing customisation is one of the most important aspects. The client must recognise himself in the proposal content.
Webdesign
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
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.