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1. Submitted by : Company Name
Submitted to : Client Name
Request for Proposal
Bookkeeping &
Accounting Services

2. Cover Letter Request for
Proposal Bookkeeping &
Accounting Services
Dear Client
CompanyName is satisfied to exhibit this proposition to give proficient bookkeeping, counseling and money related
administrations to client name. Our involvement in giving (INSERT INDUSTRY, i.e.. restorative, private venture, and so
on) bookkeeping administrations in client province throughout the last 16 years, gives us a strong comprehension of
your business condition and needs.
If you are interested in any additional information, do not hesitate to contact us. We look forward to serving you
Sincerely,
User assigned
User title
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3. 06
Company Introduction
05
Your Investment
07
Our Team
08
Client Testimonials
03
Work Plan
04
Service and Pricing
09
Terms and Conditions
10
Next Steps
02
Our Offerings
01
Project Goal and Summary
Table of Content
3

4. This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Greater administrative control
Increase operational efficiency and production
Uninterrupted customer service
Timely federal and local tax filings
Lowered administrative costs
Cash management control
Objective
(Client name) is interested in verifying a bookkeeping accomplice to help with rebuilding the booking
keeping and bookkeeping, as well as regular tax filings.
Context
Project Goal and Summary Request for
Proposal Bookkeeping & Accounting Services
4

5. We are pleased to introduce this proposal to give
proficient bookkeeping, counseling and financial
related services to client name.
We have experience in providing INSERT
INDUSTRY, i.e.. medical, small-business, etc.
We give Accounting services in client province in
the course of the most recent 10 years, gives us
a strong understanding of your business
environment and needs.
Your text here
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Our Offerings for Request for Proposal
Bookkeeping & Accounting Services
5

6. Our Solution For You
We proposes to have and keep up all the QuickBooks information records, with the goal that really
permitting expenses are incorporated with Expert Accountants week after week administration charge so
that there is no product speculation required. {client name} will claim the information record consistently
Work Plan for Request for
Proposal Bookkeeping &
Accounting Services (1/2)
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• Construct the QuickBooks record dependent on existing Chart of Accounts
(CSA)
• Accounting report, Vendors and repeating A/P things
• Directing of merchant solicitations, proclamations, and paperless bank
charge exchanges
• Procedure for conveying money position and A/P Aging for customer
endorsement
• Client Payments and Deposit Detail
QuickBooks Startup (20 hrs.)
• Keep up total business framework containing every single day by day
exchange
• Give week by week compromises and reports to money the board work
• Give A/P and A/R managerial contact point
• Technical support for QuickBooks programming and related (on work out)
• Give intermittent money related reports and other administration reports
• Document yearly corporate duties just as quarterly government charge
filings
Overall
• Client and Vendor List
• Client Balance Summary
• Day by day Customer Invoice Summary (answer to QB
as diary section - deals and A/R)
Data Migration (20 hrs.)
• Statement/Order/Invoice development
• Remote check store, EFT installment, CC preparing
• Distribution center database (as stock things)
• Remote access and additionally distributing of Customer information (login)
• Moving bank compromise and income investigation
QuickBooks Data Build (40 hrs.)
6

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QuickBooks Startup
(20 hrs.)
• Construct the QuickBooks record dependent
on existing Chart of Accounts (CSA)
• Accounting report, Vendors and repeating A/P
things
• Directing of merchant solicitations,
proclamations, and paperless bank charge
exchanges
• Procedure for conveying money position and
A/P Aging for customer endorsement
• Client Payments and Deposit Detail
Data Migration
(20 hrs.)
• Client and Vendor List
• Client Balance Summary
• Day by day Customer
Invoice Summary (answer
to QB as diary section -
deals and A/R)
Overall
• Keep up total business framework containing
every single day by day exchange
• Give week by week compromises and reports to
money the board work
• Give A/P and A/R managerial contact point
• Technical support for QuickBooks programming
and related (on work out)
• Give intermittent money related reports and
other administration reports
• Document yearly corporate duties just as
quarterly government charge filings
QuickBooks Data Build
(40 hrs.)
• Statement/Order/Invoice
development
• Remote check store, EFT
installment, CC preparing
• Distribution center database (as
stock things)
• Remote access and additionally
distributing of Customer information
(login)
• Moving bank compromise and
income investigation
Work Plan for Request for Proposal
Bookkeeping & Accounting Services (2/2)
7

8. 8
We are proposing to provide the
following services within these fee hours
Preparation of Audited Tax Statements
Filing of State and Federal Taxes
Review of Bookkeeping Procedure
Reporting to Business Partners as Directed
Consulting on Financial Business Practices
Terms
Additional expenses depend on the time required and will be charged
at the comprehensive fixed rate of $160.00 every hour for the
agreement time of one year from the date of the agreement.
Expenses for travel, meals, lodging,
printing and report production are charged
as part of the all-inclusive rate above.
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Service and Pricing Request for Proposal
Bookkeeping & Accounting Services
8

9. Estimate fee hours 50
Estimate fee per hour $160
Estimate total fees $8,000
Description Unit Hours Price
Accounting
Services
Estimated hours
$160 50 $8,000
Total $8,000
*Our charges will be charged month to month as work advances. Charging will be definite by undertaking
and warning administrations. Solicitations will be expected upon receipt.
Your Investment Request for Proposal
Bookkeeping & Accounting Services
9

10. Company Name :
Company City :
From more than 10 years of service, our company is focused on providing our clients advice
on taxation, accounting and consulting services that reflect their needs.
Our team has 10K people dedicated to our PROPOSED CLIENT INDUSTRY, with an additional
1000 people supporting them in the practice.
We pride ourselves on being specialists in the INSERT INDUSTRY, offering understanding that stems past bookkeeping and can help direct system and
tasks in your organization – helping you to oversee incomes, build market share of the overall industry and consent to constantly evolving regulations.
Our accounting, tax and consulting services focused on industry 1, industry 2, and industry 3.
Our team of consultants provides strategic support for your planning, marketing assessment,
facility planning, capital planning, operational needs and leadership needs.
Company Introduction in Request
for Proposal Bookkeeping &
Accounting Services
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11. Client 6
Client 3
Client 5
Client 2
Client 4
Client 1
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We have over 10 lakh of
clients that work in the
INDUSTRY
This represents 50k of the
business completed by
(CompanyName).
Text here
Our Clients in Request for Proposal
Bookkeeping & Accounting Services
11

12. Martine Pyrch
Managing Partner
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your audience's attention.
Thomas Stevens
Managing Partner
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your audience's attention.
Our Team in Request for Proposal
Bookkeeping & Accounting Services (1/2)
12

13. Sam John
Job Title Here
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capture your audience's attention.
Mary Hill
Job Title Here
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capture your audience's attention.
Our Team in Request for Proposal
Bookkeeping & Accounting Services (2/2)
Anita Smith
Job Title Here
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capture your audience's attention.
13

14. Brian Casel
xyz.com
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your needs and
capture your
audience's attention.
Kai Davis
abc.com
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Clients Testimonials in Request for Proposal
Bookkeeping & Accounting Services (1/2)
14

15. A company is an association or collection of individuals, whether natural persons, legal persons, or a mixture of both. Company members share a common purpose and
unite in order to focus their various talents and organize their collectively available skills or resources to achieve specific.
Lorem Ipsum is simply
dummy text of the
printing and typesetting
industry. Lorem Ipsum
has been the industry's
standard dummy
John Doe
Company Name
Lorem Ipsum is simply
dummy text of the
printing and typesetting
industry. Lorem Ipsum
has been the industry's
standard dummy
Lewis Spencer
Company Name
Lorem Ipsum is simply
dummy text of the
printing and typesetting
industry. Lorem Ipsum
has been the industry's
standard dummy
Rowan Hooper
Company Name
Clients Testimonials in Request for Proposal
Bookkeeping & Accounting Services (2/2)
15

16. What you provide:
• Project guidance and
data
• Text here
• Text here
What we provide:
• Analysis and assessment
of your needs
• Text here
• Text here
• Text here
Cancellation and Modification
Cancellation of all or part of this project must take place at least two weeks prior to commencement of work. A kill
fee of 50% of the total quoted price will be due if cancellation occurs after this time.
Any modifications to the agreed-upon contract must be approved in writing at least one week prior to the
commencement of the project.
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Terms and Conditions in Request for Proposal
Bookkeeping & Accounting Services
16

17. • Our collective teams will meet to review overall project goals
• Establish metrics to monitor achievement of objects
• We will map out current accounting processes
• Review annual tax preparation requirements
• Determine specific accounting responsibilities of your company
• Responsibilities of accounting experts to confirm they align with the
scope of the proposal.
Ongoing
• Give monthly services as agreed upon in the contract
Training
Preparing of PROPOSAL COMPANY staff on
QuickBooks System.
• Client, sellers, starting adjusts, general record month-end
adjusts for a year earlier
• Open invoices and bills as of arranged generation dates
• Outline of records
Data Migration
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Next Steps in Request for Proposal
Bookkeeping & Accounting Services
Set up QuickBooks bookkeeping programming to services the necessities
of PROPOSAL COMPANY.
System Configuration
Project Kick-Off / Requirements Documentation
17

18. Name 1
Email ID
Contact Details
Name 2
Email ID
Contact Details
Name 3
Email ID
Contact Details
Office 1
Address with
Contact Details.
Office 2
Address with
Contact Details.
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Contact Us in Request for Proposal
Bookkeeping & Accounting Services
18

19. Request for Proposal Bookkeeping &
Accounting Services Icons Slide
19

20. Additional Slides
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21. Mission
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Vision
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Goal
Our Mission Request for Proposal
Bookkeeping & Accounting Services
21

22. Target Audiences
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audience's attention.
Premium Services
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it to your needs and capture your
audience's attention.
Value Client
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About Us Request for Proposal
Bookkeeping & Accounting Services
22

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your needs and capture your
audience's attention.
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D
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y
s
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90
D
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30 60 90 Days Plans Request for Proposal
Bookkeeping & Accounting Services
23

24. Start
End
Timeline Request for Proposal
Bookkeeping & Accounting Services
2016
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2017
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2018
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2020
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2019
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25. 2019
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2020
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2018
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& Accounting Services Template 3
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26. Road Map Request for Proposal Bookkeeping
& Accounting Services Template 4
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& Accounting Services Template 5
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28. Road Map Request for Proposal Bookkeeping
& Accounting Services Template 6
2018
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29. Road Map Request for Proposal Bookkeeping
& Accounting Services Template 7
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