Accounting firm or bookkeeping service
Free Accounting Proposal Template
A free accounting and bookkeeping proposal template with a financial assessment, system migration plan, monthly reporting, and quarterly advisory reviews.
Direct answer
A free accounting and bookkeeping proposal template with a financial assessment, system migration plan, monthly reporting, and quarterly advisory reviews.
Best for
- Accounting firm or bookkeeping service creating a client-ready proposal
- Service teams that need finance scope, pricing, timeline, and terms in one document
- Visitors who want to fill a proposal template before creating an account
Advisory and Bookkeeping Services Proposal
A structured accounting engagement covering financial assessment, system migration, monthly bookkeeping, and quarterly advisory reviews for a multi-location retail group.
- Prepared for
- Jamie SotoCEO, Pineridge Retail Group
- Valid until
- Aug 29, 2026
Timely books across all four locations
Pineridge Retail Group has outgrown its current bookkeeping setup. Manual spreadsheets across four locations, inconsistent categorization, and no consolidated reporting make it impossible for leadership to see the financial picture in time to act on it. Clearview Advisory will assess the current state, migrate Pineridge onto a proper cloud accounting system, deliver monthly bookkeeping and reconciliation, and provide quarterly advisory reviews that turn the numbers into decisions.
Monthly books closed within 10 business days of month-end
Financial data is scattered across spreadsheets and bank feeds with no standardized chart of accounts, no consolidated multi-location reporting, and reconciliations running 30 to 45 days behind. Leadership decisions are made on stale or incomplete numbers.
A structured accounting engagement that standardizes the chart of accounts, migrates historical data into a cloud accounting platform, delivers timely monthly books, and layers on quarterly advisory reviews that connect the financials to operational decisions.
Success Metrics
- Monthly close timeline
- Current
- 30 to 45 days behind
- Target
- Books closed within 10 business days of month-end
- Reconciliation accuracy
- Current
- Unreconciled differences across locations
- Target
- All bank, credit card, and loan accounts reconciled monthly with zero unexplained variances
- Financial visibility
- Current
- No consolidated reporting across locations
- Target
- Consolidated P&L, balance sheet, and cash flow by location available monthly
A one-month parallel run checks the new system first
An assessment-driven accounting engagement with a defined monthly close calendar and quarterly advisory reviews over the initial term.
Client Dependencies
- Read-only access to all bank, credit card, and loan accounts for feed integration
- Historical financial records (prior 2 years) for migration and baseline
- A designated Pineridge contact for transaction clarifications and approvals
- Timely submission of receipts, invoices, and payroll summaries each month
Monthly books for all four locations plus a year-end package
In Scope
- Financial assessment: current-state mapping, gap analysis, and chart-of-accounts design
- Cloud accounting system setup, bank feed integration, and historical data migration
- Monthly bookkeeping: transaction categorization, reconciliation, and financial statement preparation for all four locations
- Quarterly advisory review: performance analysis, trend identification, and strategic recommendations
- Year-end preparation package for Pineridge's tax preparer
Out of Scope
- Tax return preparation and filing (Clearview will prepare the year-end package for Pineridge's tax preparer)
- Payroll processing and payroll tax filings
- Accounts receivable collections and credit management
- Inventory valuation and cost-of-goods-sold analysis beyond what the POS system provides
- Audit preparation or representation beyond the standard year-end package
Success Prerequisites
- Bank and credit card feed access granted before system setup begins
- Historical records (2 years) provided in a usable format within the first two weeks
- A single point of contact at Pineridge for monthly transaction questions
Assessment to first quarterly review in 16 weeks
- ·Financial health assessment
- ·Accounting system setup and migration
- ·Monthly bookkeeping and reconciliation
- ·Quarterly advisory report
We cut a similar group's close to 8 business days
Team Members
Leads the advisory relationship, conducts quarterly reviews, and provides strategic financial guidance.
Manages the monthly close, reconciliations, and financial statement preparation across all Pineridge locations.
Case Studies
Migrated a five-location restaurant group from spreadsheets to cloud accounting, standardized the chart of accounts, and delivered consolidated monthly reporting.
Took over bookkeeping for a three-store retailer, reconciled 18 months of backlog, and established a monthly close calendar.
Differentiators
- Assessment-first approach that designs the chart of accounts before touching the data, not after
- Quarterly advisory reviews that connect the financials to operational decisions, not just report delivery
- Multi-location consolidation experience with retail-specific categorization and reporting
One fixed price for the 16-week engagement
Net 15
Cloud accounting platform subscription fees are the responsibility of Pineridge Retail Group and are not included in this engagement fee. All Clearview labor, templates, and advisory tools are included as priced.
Fees
Current-state mapping, gap analysis, chart-of-accounts design, and migration plan for all four locations.
Cloud accounting platform setup, bank feed integration, historical data migration, and parallel-run validation.
Transaction categorization, reconciliation, and consolidated financial statements across all four locations, delivered monthly.
Quarterly advisory review with performance analysis, trend identification, and strategic recommendations.
Payment schedule
Work starts with the financial assessment after signing
- 1Accept the proposal and sign the engagement agreementPineridge Retail Group
- 2Grant bank feed access and send two years of recordsPineridge Retail Group
- 3Start the financial assessment across all four locationsClearview Advisory
Source ledger
What's inside this free accounting proposal template
This accounting proposal template is a complete, editable example for accounting firms and bookkeeping services scoping an advisory and bookkeeping engagement. It covers a financial assessment, system migration, monthly bookkeeping over an initial term, and quarterly advisory reviews.
- Financial assessment and current-state review
- Accounting system setup or migration plan
- Monthly bookkeeping scope with reporting cadence
- Quarterly advisory reviews with financial strategy
- Milestone payments across the initial engagement term
How to use this accounting proposal template
Preview the full example above, then open it in InkDraft to make it yours. Replace the sample scope with your actual service offering, adjust the reporting cadence and advisory plan, and set the engagement term. When the proposal reads the way you want it, send it for review and signature or export a PDF.
Template questions
What should an accounting proposal include?
A strong accounting proposal covers the initial financial assessment, accounting system setup or migration, the ongoing bookkeeping scope (transaction categories, reconciliation frequency, reporting), advisory reviews, and pricing with a clear engagement term.
How do you price accounting and bookkeeping services?
Most engagements use a fixed monthly fee for bookkeeping with a one-time setup fee and a separate advisory rate. This template prices the initial term as a project with milestone payments across setup, monthly service, and quarterly review phases.
Should an accounting proposal include advisory services?
If you can, yes. Pure bookkeeping is a commodity; advisory (cash flow analysis, tax planning, financial strategy) is where the value sits. Including quarterly reviews in the proposal raises the engagement's value and deepens the relationship.
What should be out of scope in an accounting proposal?
Typically tax return preparation (scoped separately), audit representation, payroll processing (if not included), and any financial advisory that requires a licensed CPA opinion.