Where numbers meet narratives that actually close
Stop losing deals to firms with worse expertise but better proposals. Offorte helps accounting firms present complex financial services in ways clients instantly understand. Transform audit plans into visual roadmaps. Turn fee structures into transparent choices. Get engagement letters signed before competitors even send theirs. Your expertise deserves proposals that match your standards.
Start your free trial
Your expertise gets lost in translation to clients
You know exactly what clients need: the right audit approach, tax optimization strategies, financial planning that works. But explaining it? That's where deals die. Technical proposals full of compliance language. Fee structures that confuse instead of convince. Hours spent customizing engagement letters that still feel generic. Meanwhile, that competitor with half your experience just won another client. Not because they're better. Because they communicate better.
Financial proposals that speak human, close faster
Build proposals that translate expertise into client value. Present audit timelines clients can actually follow. Show fee breakdowns that make sense at first glance. Include secure portals for document collection. Track which sections get attention, which raise questions. Know exactly when to call, before they're considering your competition. Turn your deep knowledge into deals that close themselves.
Less time creating
Create complete, personalized proposals in minutes - not hoursMore deals closed
Look professional, respond fast, and track engagement to close more.Faster follow-ups
Get notified instantly when your proposal is viewed or signed.Engagement letters that protect you, don't scare clients
Start with templates built for accountants. Pre-loaded with a base structure, ready for you to customize. Customize your methodology and approach. Add interactive service selection so clients choose their package. Professional documents ready in 10 minutes instead of 2 hours.
Fee transparency that builds trust, not confusion
Show exactly what clients get at each service level. Interactive pricing tables let them see how scope affects cost. Add optional services they can select themselves. Break down retainers into clear monthly value. No hidden surprises buried in paragraph 47. When clients understand your pricing, they stop shopping around. Clear fees close deals.
Track engagement like you track billable hours
See exactly how long clients spend on each section. Know when they're comparing your fees to competitors. Get alerts when they return to review terms. Track who's looked at what in multi-stakeholder decisions. Follow up when they're actually thinking about you, not randomly hoping. The same precision you bring to audits, now applied to winning them.
Proposal template for accountants
Accounting firms provide crucial services. The right proposal template saves time, ensures professionalism, and clarifies your offering upfront, helping you close deals faster while presenting a customized, polished proposal every time, designed to fit both your brand and clients' needs.
View the proposal exampleDiscover more about the available functions
Trusted by 2,500+ professionals worldwide
"Offorte transformed how we create proposals - fast, easy and stunning"
Frequently asked questions
Yes, add all your standard terms, compliance language, and liability clauses. Save them as templates to reuse across proposals while customizing the service details for each client.
Set up multi-signature workflows where different partners can review and approve proposals. Track who's signed and send reminders to pending approvers.
Most firms cut proposal time from 2-3 hours to under 15 minutes. Use templates for standard services, customize key sections, and send. That's 10+ billable hours back per week.
Connect via API or Zapier to sync with your existing CRM, practice management, or billing systems. Automatically create proposals from CRM deals and update records when signed.
Start closing more deals with smarter proposals
Try Offorte free for 14 days - no credit card needed