Bookkeeping Proposal Template

Bookkeeping is a critical function for a successful business of any size. Often confused with accounting, the two are different processes, and those differences are important to understand to keep from overcomplicating a simple bookkeeping proposal.

Bookkeeping is the primary stage of recording the financial activities of a business. A sample bookkeeping business proposal would probably include tasks like tracking income and expenses, sales and receipts, and maintaining a general business ledger. By contrast, accounting refers to the wider concept of preparing and summarizing financial statements using ledger balances based on the financial recordings of a bookkeeper. Bookkeepers are responsible for doing day-to-day work, while accountants go through the books after a certain period of time, often quarterly, and are responsible for making minor adjustments when required. A sample advertisement for accounting services, for instance, would usually include items like tax planning and preparation, financial planning, month-end closings, and more.

While some bookkeepers are on a company’s payroll, many others work as independent consultants. These individuals will often need to put together proposals to secure new work, which can range from a simple bookkeeping proposal to one more targeted to a specific industry or specialty – human resources or food service, for example. For these, it’s a good idea to have a specific individual consultant proposal sample at the ready; a restaurant consulting proposal template, for example, can make pitching to multiple restaurant management businesses simple, while a free HR consulting proposal template can allow for easy pitches in that field. Any of these templates can be used to sell the primary service of bookkeeping and the benefits that come with having that service. When a prospect understands how having someone keeping track of day-to-day expenses, running payroll, maintaining a balance sheet, and tracking cash flow can help their business be more efficient, they are far more likely to see the value in hiring one.

There are a number of ways to put together a proposal. Some of the most common include creating it from scratch in Microsoft Word or using a PDF editor to alter a templates found during an internet search. But in today’s automated, technologically sophisticated world, there is a better way.

A premium proposal service like Proposable offers numerous pre-built, robust templates that cover a range of specialties. From accounting proposal software to a virtual bookkeeping business plan or a marketing plan for a bookkeeping business, there is a template for nearly every niche. Another benefit over a legacy proposal format is the built-in capabilities that come with these templates. Proposable’s templates allow you to not only customize your proposal, but to track when it has been opened, and even get signatures using a built-in e-signature capability, allowing for truly remote, contactless deals.

The streamlined nature of a pre-built proposal template allows you to create and save a folder full of files, and then you can simply search for what you want to use: “Salesforce implementation proposal” for example – or you can further refine by file type, easily searching for “proposal for accounting and tax services pdf” or “proposal for accounting and tax services doc.” Whether you need a B2B business proposal template or a bookkeeping quote template, searching for the right proposal is a one-click affair; then, you can simply customize the right proposal for the specific company or job you’re applying for. Need an accounting services proposal sample? It’s at your fingertips. By using templates to put together proposals, you can save a great deal of time — and time, as a good bookkeeper knows, is money.