Accounting Business Proposal Template by Feedough

1. R E D B O X A C C O U N T I N G
PAVING
YOUR WAY
TO GROWTH
San Francisco, CA
hello@reallygreatsite.com
123-456-7890
M A R C H 2 0 2 0
Presented to
M C D O W E L L
T E C H N O L O G I E S

2. R E D B O X A C C O U N T I N G
E X E C U T I V E
S U M M A R Y
As a business grows, it becomes increasingly difficult for the owners to
keep track of day-to-day accounting, bookkeeping or tax filing. Most
business owners think that hiring an accountant to do their book once a
year is sufficient. But, that is not a viable option because a single
accountant doesn't generally possess the skills to help the whole
enterprise.
And that's why you should consider outsourcing accounting services to a
full-fledged enterprise. Our accounting services will help keep your
taxation and finance matters in perfect order, whether you're an
established business or a growing start-up.
The first step we take is to assemble a detailed picture of your business
by talking with you and reviewing your financial documents. Then, using
this clear picture as a map, we create a comprehensive plan for you to
take care of the issues we discover and put your business on the path to
success.
Increase operational efficiency and production
Provide you greater administrative control
Cash management control
Increase profitability
Make bookkeeping easier and efficient
Our Goals:
1.
2.
3.
4.
5.

3. W H Y D O Y O U
N E E D U S ?
Many companies think that having an outside accountant do their
books once a year is sufficient to keep them compliant with all tax
requirements. However, this is not at all true. Many companies find
it difficult or impossible to stay on top of all their tax requirements
even when an in-house accountant is doing their books.
Furthermore, new rules and regulations are coming out almost every
day, making it extremely difficult for any company to remain
compliant. That's why you should seriously consider engaging the
services of a full-service accounting firm like ours to handle your
bookkeeping, pay your taxes and provide you with an annual audit.
An annual audit is the best way to detect and correct any errors
before they become a problem for you. Also, having your financials
reviewed by an outside accounting firm helps you gain a clearer
picture of your business and allows you to make better-informed
decisions.
Also, accounting isn't limited to filing tax payments. It includes much
more than maintaining records of all transactions, maintaining
payroll and much more. Therefore, you need a team of experts to
assist you in all these matters so that you can focus on keeping your
customers happy and growing your company.
R E D B O X A C C O U N T I N G

4. T H E
S O L U T I O N
An annual review by an outside accounting firm like ours will ensure
you are in full compliance with all tax laws. We will also help you
understand the various financial aspects of your business and give
you an honest assessment of your strengths and areas of
improvement. This will empower you to take the right kind of
actions to move forward towards your goals.
By working with a reputable accounting firm like ours, you can sleep
well knowing you have done everything possible to maximize the
profitability of your business. We will prepare all your tax returns,
notify the relevant government agencies and keep you updated with
any new developments in tax laws. Also, our annual audits are
thorough and will uncover any and all problems long before they
become a serious issue for you.
We at {company_name} have a team of CPAs who have years of
experience in providing such services to various companies. We
don't just provide an annual review; we also offer various other
services like business consulting, bookkeeping, payroll, inventory
management and much more.
R E D B O X A C C O U N T I N G

5. T H E
D E L I V E R A B L E S
Daily bookkeeping and administrative support
We will help you keep your books organized and error-free. In addition,
we will keep track of your company's daily transactions so that things
don't pile up.
Accounting software and review
We will familiarize you and your employees with our accounting software
so that it becomes extremely easy for you to keep track of all financial
transactions, tax filings and payroll records.
VAT calculations
Our team of experts will help you with VAT calculations and filing taxes. In
addition, we will assist you in preparing complete and accurate corporate
tax filings annually.
Payroll Processing
We will manage your payroll records continuously, ensuring that all
employees are compensated according to their employment agreements
and benefit selections.
Financial Planning and Analysis
We will conduct periodic reviews and audits to analyze your company's
financial performance. This analysis will provide valuable insight into your
company's financial health, which will further help you make practical
decisions for the future.
Expert Advisory
Being a team of experts, we will provide consulting regarding your
company's financial decisions.
R E D B O X A C C O U N T I N G

6. Y O U R
I N V E S T M E N T
Description
SILVER PACKAGE
Monthly bookkeeping service covering
sales, invoices, expenses, credit and debit
notes. An accurate monthly accounting
system will pay dividends when the end of
the year rolls around.
GOLD PACKAGE
Full annual audits package for PLCs
including Profit and Loss, Balance Sheets
and Company Tax Return
PLATINUM PACKAGE
Includes both monthly and end of year
accounts as well as a free of charge 4-hour
personal finance consultation.
Price
$500/month
$5000/year
$600/month
R E D B O X A C C O U N T I N G

7. A B O U T U S
Preparation of facility operating and capital
budgets
Reimbursement and billing issues
Evaluating financial management operations
The founder of {company_name}, James is the
mastermind behind all our upcoming projects and
efficiency tools. He will be with you throughout the
process and look after everything.
James has over 20 years of experience in the
finance industry and is well versed with various
challenges corporate organisations face during their
operations. He has consulted many companies on a
wide variety of financial management and operation
issues, including:
J A M E S T Y R O N E
P r o j e c t l e a d
Our expert accountants and consultants have a combined experience
of more than 30 years in the industry and are an organisational force
to be reckoned with. We have provided consultancy and balanced
books for a wide range of businesses. So, there isn't much that the
staff at {company_name} hasn't seen and dealt with.
From preparing balance or profit and loss sheets to payroll
processing, we will get your company finances in order faster than
anyone else. With our accounting software and the expertise of our
employees, we will give you the tools and control to make well-
informed decisions and focus on the day to day running of your
business.
R E D B O X A C C O U N T I N G

8. T E R M S A N D
C O N D I T I O N S
The [Client Company] will agree to provide all information, documents, and
access regularly required to enable [Sender Company] to provide the
Services.
Such documents, information, and access may include, but not limited to,
files, records, accounts, data, and access to [Client Company] information
technology systems and management, and other staff or third-party service
providers where relevant.
Unless otherwise stated in the Engagement Letter or directly requested by
[Client Company] in a written communication at a later time, we will not
independently verify the accuracy of such information and documents and
we will not be liable for any loss or damage.
[Sender Company] will not be liable for anything besides the scope of work
and responsibility as defined and laid out in this Proposal and the following
letter of engagement and the Service Contract.
No party will be liable to the other for any delay or failure to fulfil their
obligations under the Contract to the extent that such delay or failure arises
from causes beyond their control including but not limited to fire, floods,
acts of God, terrorist acts, strikes or lockouts, war, riot or any governmental
act or regulation.
Scope of Services
Upon the acceptance of this proposal, [Sender Company] and [Client Company]
will sign an engagement letter and a service Contract that shall define and
govern this association.
Changes or Modifications
Either of the parties may request changes in writing to the scope of Services as
set out in the Engagement Letter.
Information and Access
Payments
All the transactions and payments shall be in USD through [Payment Mode].
Termination
Either party may terminate this association at any time by giving [Number of
Days] days written notice to the other, subject to the statutory provisions that
apply to the Services and unless otherwise provided in the
Engagement Letter and the Service Contract.
Limitation of Liability
R E D B O X A C C O U N T I N G

9. A C C E P T A N C E
A G R E E M E N T
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.
Sender company Client company
Signature Signature
Date Date
R E D B O X A C C O U N T I N G