Bookkeeping Services Proposal

XYZ Company, LLC (client name)

“Profitability Through Sound Bookkeeping”

Great Bookkeeper, LLC (your business name here)

November 1, 2015 (date of submission to client)

Goals & Objectives

What we will accomplish together

Recommendations

Plan of attack

Results You Can Expect

The proof is in the pudding

Fees

Your investment:

Project Timeline

So we are on the same page

Why Great Bookkeeper LLC?

Us vs. every other option available

Acceptance

Will you marry me…in a bookkeeping sense :)

Goals & Objectives

What we will accomplish together

Establishing proven bookkeeping solutions is one of the key differentiators in successful businesses. We want to help you implement and thrive using our time-tested professional bookkeeping services.

Our bookkeeping services will allow XYZ Company, LLC (XYZ) to prosper and stay on top of financial opportunities. XYZ should avoid prepackaged bookkeeping solutions and opt for a unique design that is timely, accurate, and delivers results.

In short, XYZ needsa bookkeeping solution that:

•Will present financial performance in an easy-to-understand format

•Is on-time and accurate

•Allows you, as the entrepreneur, to focus on what you do best: leading your company

XYZneedsa quality bookkeeping solution and trusted advisor to run it.Using any ol’ bookkeeper is not what will get the results you deserve.

Recommendations

Plan of attack

Below is a table summarizing our recommendations and, more important, the benefit to you are a result of implementation:

Recommendation / Benefit to You
Transition to Xero bookkeeping application / Anytime access to your records / instant collaboration
Get your financial transactions current / Gain an understanding of your performance; planning
Develop a budget for your business / Achieve the financial performance you deserve
Prepare financial statements monthly / Know what adjustments you need to make to hit your financial performance goals

Results You Can Expect

The proof is in the pudding

•Accurate

•Timely

•Proactive advice

•Someone to partner with and guide you

Fees

Your investment:

One-time transition and historical cleanup$ 1,500

Monthly Fee$ 450

One-half of the transition and historical cleanup fee ~ $750 ~ is due with the acceptance of this proposal. The other half ~ $750 ~ is due upon completion of the transition and historical cleanup. Also due is the first month’s fee for bookkeeping services ~ $450. This totals $1,200.

We require automatic payment in the amount of $450 each month via credit card or Automated Clearing House (ACH). This fee is charged on the 1st of every month.

Project Timeline

So we are on the same page

Step 1: Review this proposal and accept

Step 2: Review our engagement letter which will outline our respective responsibilities

Step 3: Gather required documentation and access from you in order to get your bookkeeping application switched to Xero

Step 4: Provide services to get your bookkeeping information up-to-date

Step 5: Review with you the financial statements through October 2015

Step 6: Begin monthly work on your bookkeeping

Step 7: Work with you to develop a budget for your business as well as benchmark your performance to your peer group.

Why Great Bookkeeper LLC?

Us vs. every other option available

Here, you want to reiterate why you are the best option. This involves discussing your:

‣USP

‣Story

‣Persona

‣Niche focus (if applicable)

This should be a recap of everything your prospect has already been told by you. It’s just one last chance to solidify their decision. Help them to overcome any objections that there might be a better provider out “there” in this section. Nothing elaborate is required.

Acceptance

Will you marry me…in a bookkeeping sense :)

If you love me and are in agreement with all that has been outlined in this proposal, I ask that you please let me know of your intentions.

Once you’ve accepted, we will proceed with Step 2 as outlined above.

In closing, I would like to thank you for the opportunity to be of service to you and your business. I am honored at the prospect of leading your business’s bookkeeping efforts.

Sincerely,

Best Bookkeeper-Ever (your personal name)