Proposal example accounting

Bookkeepers and financial advisers will find this sample template helpful in making proposals for their clients. Add your services such as annual figures, payroll administration and VAT return and tailor the content to the wishes of your customer. This accounting proposal example will help you on your way to the winning proposal.

It is sometimes quite difficult to reflect quality, price, experience and good service in a quotation. However, these are distinguishing factors that ensure that a customer chooses your company. So important! You can use this template to present your financial services quickly and powerfully. The powerful tool keeps you informed during the proposal process and makes the drawing process a lot easier because this is done digitally.

This proposal example and all other proposal templates can be found in the quotation program and can be fully tailored to any project, service and company. But there is more that makes your life easier and improves the quotation process.

Register without obligation to access this accounting sample and start creating proposals today that make an impression. The smart software helps to achieve more with less time.

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

Why accountants use a proposal tool instead of Microsoft Word

Many accountants still use Microsoft Word or some other word processor to create their 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 proposal after sending.

With the use of a proposal tool 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 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 proposal with the right tool: Read more why Microsoft Word is not the best way to create proposals

Advantages of a proposal tool:

Beautifully convincing proposals with distinctive character

Automate the sales process & save time creating proposals

Start sending online proposals with a higher chance of success

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"The professional styling and operation of the quotation process really appeals to us. Due to the graphic design and the online presentation, we are intuitively 1-0 ahead of our competition."

Hielke Mulder
CEO, Mulder Schoonmaak

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Pricing

No costly investments. Start using the proposal app from 10 euro a month. Tryout our 14 day free trial
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Functionalities

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

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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.
Accountancy
You make a proposal by clearly summarising the benefits for the customer. Just as an accountant can give direction to the entrepreneur, the quotation gives direction to the collaboration.
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 quotation view, whether it is a colorful style or very dark, with the quotation 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 quotes with a quotation 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 quotation 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 quotation content.
Webdesign
Quotations 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.