Accounting Services Proposal Template

Our free Accounting Services Proposal Template for the US acts as a legally binding agreement that outlines the terms, conditions, and scope of service. This document serves to safeguard the interests of both the accountant and the client. This Accounting Services Proposal Template for the US includes the mentioned services to help you showcase your expertise: CFO services, payroll and bookkeeping. CFO services, payroll and bookkeeping are some of the basic services offered by an accountant. This also includes an engagement letter. You can customize the logo, colors, testimonials, cover letter, services and various other elements. Sign up now - it’s free.
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Why use Cone Accounting Services Proposal Template?


Our free Accounting Services Proposal Template is designed for simplicity and clarity, ensuring a great client experience.


It covers all essential aspects, providing a comprehensive agreement tailored to your business needs.


Customize the template to your needs, promoting a professional and flexible approach in your client interactions.

How to use Cone Accounting Services Proposal Template

Our Comprehensive Accounting Services Proposal Template is a comprehensive template designed to meet the diverse needs of bookkeepers, accountants, and accounting firms. This template covers all essential elements of a professional contract. Whether you're a solo bookkeeper or accountant or an accounting firm, this template adapts seamlessly to your requirements. Sending proposals and engagement letters has never been easier. By using this Accounting Services Proposal Template, which also serves as an effective bookkeeping proposal template, you not only ensure legal binding but also save valuable time, allowing you to focus on your core work. Elevate your business practices with our Accounting Services Proposal Template and unlock new levels of efficiency and professionalism.
Sign up with Cone

Sign up now for free. Create your account on Cone to access our comprehensive suite of Proposal-to-Payment tools.

Click "Use this template"

Choose our Accounting Services Proposal Template and start customizing it to align with your brand and services.

Customize the proposal

Add your logo and videos, and create an engaging introduction that showcases your expertise and value proposition.

Generate the proposal

In just a few seconds, you can generate a professional microsite or PDF format of your proposal, ready to be sent for e-signature directly on Cone.


What's included in Accounting Services Proposal Template

This Accounting Services Proposal Template includes the following sections:

Impressive cover letter
An impressive cover letter introduces your business and sets a context for the client. Ensure to make it personalized to the needs of the client in question.

Executive summary

Showcase your expertise, about your team, strengths,industry experience and the unique value you bring to clients. If you have a brochure already, you can add it to the template.


Build trust by adding testimonials from the clients, providing the evidence of your quality, and the positive impact of your services.

Scope of Services

Clearly outline the scope of your services, detailing the specific deliverables and responsibilities of you and your clients.


Present your pricing structure, billing methods, and any additional fees.


Define the terms and conditions of your engagement, setting clear expectations for both parties regarding timelines, responsibilities, confidentiality, and any other contractual details.

Payment instructions

Specify payment terms, methods, and schedules, providing clients with a clear understanding of how and when they need to pay for your services. It can also be a way to collect money upfront.


Provide space for both parties' signatures. 

Frequently asked questions

Absolutely! Professional services proposal templates provide a polished and consistent representation of your services, enhancing your credibility and increasing the likelihood of winning new clients. However, if you have to change the terms and conditions, we suggest running it by an attorney.
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