Accounting services proposal sample from new accounting firm
Here is a sample proposal for accounting services from a new accounting firm:
[Your Firm's Name] [Your Firm's Address] [City, State, ZIP] [Date]
[Client's Name] [Client's Title] [Client's Company] [Client's Address] [City, State, ZIP]
Proposal for Accounting Services
We are pleased to submit this proposal to provide accounting services to [Client's Company]. Our team of experienced accountants is committed to delivering high-quality services that meet your business needs and help you achieve your financial goals.
Services Offered
Our proposal includes the following services:
- Financial Statement Preparation: We will prepare accurate and timely financial statements, including balance sheets, income statements, and cash flow statements.
- Accounting and Bookkeeping: We will maintain your company's accounting records, including accounts payable, accounts receivable, payroll, and general ledger.
- Tax Preparation: We will prepare and file your company's tax returns, including federal, state, and local returns.
- Audit and Review: We will conduct an annual audit or review of your company's financial statements to ensure accuracy and compliance with accounting standards.
- Consulting and Advisory Services: We will provide guidance on financial planning, budgeting, and cash management to help you make informed business decisions.
Scope of Work
Our scope of work will include:
- Reviewing and analyzing your company's financial records and transactions
- Identifying areas for improvement and implementing cost-saving measures
- Providing regular financial reporting and analysis
- Assisting with budgeting and forecasting
- Conducting an annual audit or review of your company's financial statements
Fees
Our fees for the services outlined above will be as follows:
- Financial Statement Preparation: $ [amount] per month
- Accounting and Bookkeeping: $ [amount] per month
- Tax Preparation: $ [amount] per year
- Audit and Review: $ [amount] per year
- Consulting and Advisory Services: $ [amount] per hour
Total Fees
The total fees for the services outlined above will be $ [amount] per month.
Payment Terms
We require payment within 30 days of receipt of our invoice. We accept payment by check, credit card, or electronic funds transfer.
Confidentiality and Non-Disclosure
We understand the importance of maintaining the confidentiality and integrity of your company's financial information. We will maintain the confidentiality of all information provided to us and will not disclose it to any third party without your prior written consent.
Acceptance
If you are interested in accepting our proposal, please sign and return one copy of this proposal to us by [date]. We look forward to the opportunity to work with you and help your company achieve its financial goals.
Acceptance Form
I, [Client's Name], accept the proposal for accounting services from [Your Firm's Name] as outlined above.
Signature: __ Date: __
Please note that this is just a sample proposal and you should adjust it to fit your specific needs and services. Additionally, you may want to include a cover letter or introduction to the proposal to provide more context and highlight your firm's unique value proposition.