What’s inside the Bookkeeping & Accounting Proposal.
12 pages with real content in place. Rewrite them, reorder them, or add your own.
- 1Page 1A cool-grey cover with the promise, a card comparing today's close with the target, and the proposal details
- 2Page 2Executive summary: the founder's words, what late books cost, today against February in three figures and the recommendation with its price, first close and deadline
- 3Page 3Situation and objectives: a chart of six late closes against the target, and four objectives as today and target
- 4Page 4Approach: four steps, from the clean-up and a parallel close to owning the close and monthly advice
- 5Page 5The month-end close: business day 1 to 8, what's done each day and who does it
- 6Page 6Scope and deliverables: eight deliverables, each counted, how a month is accepted and a Not included list
- 7Page 7Timeline: a Gantt chart of onboarding from signing to the first solo close, with review windows
- 8Page 8Working together: what the client provides and who owns it, the assumptions and how we'll work
- 9Page 9Why us: a client quote, one case study with three results and the four-person team
- 10Page 10Investment: three packages, most complete first, the recommended one marked, first-year totals and the day-8 promise
- 11Page 11Terms: the payment schedule and six terms in plain words
- 12Page 12Acceptance: four dated steps, signatures for both sides and the validity date
When to use it.
Bookkeeping & Accounting Proposal is a 12-page proposal for bookkeepers and accounting firms pitching monthly bookkeeping, payroll, tax and fractional CFO work, shown for a growing e-commerce brand. It shows six late closes against the target, four objectives, four steps from the clean-up to monthly advice, a month-end close from business day 1 to 8, eight counted deliverables with a Not included list, an onboarding Gantt chart and three packages with first-year totals. Cool grey pages, white cards, Public Sans and one green for the figures that matter keep it tidy.
Made for
- Marketing, SEO and web agencies
- Freelancers and consultants
- Design and video studios
- Anyone quoting for client work
Make it yours in four steps.
Open it in Proposals and work through it, or let Docsiv AI do the first pass with your details.
- Step 1
Put your firm, the client and today's close against your target on the cover card.
- Step 2
Replace the late-close chart and objectives with the client's own month-end history.
- Step 3
Edit the close calendar, deliverables and onboarding timeline to match how your team works.
- Step 4
Set your three packages and payment terms, then send it for e-signature or export a PDF.
Start from the Bookkeeping & Accounting Proposal now.
Questions about this template.
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Is the Bookkeeping & Accounting Proposal template free?
Yes. Create a free account and it opens in Docsiv's Proposals app, ready to edit and share. The Free plan includes every Docsiv app and 500 AI credits a month.
Can I change the colours, fonts and text?
Yes, all of it. The template uses Public Sans with #f3f4f6, #ffffff, #1f2328, #424a53, #16804c, #e1e4e8, and you can change any of them, rewrite every word and add or remove pages.
What can I export it as?
Proposals in Docsiv offers: Proposal pages, PDF and HTML exports. Once it's saved, you can also share it with a link.
Can Docsiv AI write the bookkeeping proposal for me?
Yes. Tell Docsiv AI about the client or project and it can draft the content in this template's style, which you then review and edit. AI uses credits; the Free plan includes 500 a month.
Can my client sign it?
Yes, on Pro and Team: send the proposal for e-signature from Docsiv and follow it under Signatures. Pro sends 40 a month and Team has no limit.
Start your proposal with Docsiv AI
Describe the client or the project and Docsiv AI writes a first draft of your bookkeeping proposal for you to edit, share and send.