Accounting Proposal in 6 steps 

SEO Description: as a freelancer, for you to win a new client, you must have a well-written accounting proposal and state in it the reason why you are the best fit for the job. For instance: you should state, “ Martha James needs Accounting and Payroll services as her business keeps growing and employ more worker.

A accounting proposal is a document that states the cost of your goods and services and their qualities. In freelancing, an excellent accounting proposal is used to gain a new job for your B2B services. A unique accounting proposal must be summarized key project explanation that must be endorsed by the client. Discussed below are steps to follow to write a responsive business proposal.

  1. Research What You Need 

whenever you see a business awareness, don’t be at a rush to send your plan for such a business. Firstly, find out more about the client request and then draft a proposal that will meet his demand. Researching the relevant keyword to embed in such a plan will make it more likely to be accurate and useful. Thus, before writing your proposal, answer the following question.

  • Who are the clients?
  • What is their budget?
  • Do they have a deadline?
  • What is the possible solution for their request?
  • How much will your quote to make your proposal accepted?
  1. Explain The Project Scope And Aims

Foremost, determine your proposal objective before listing the scope of such a project. This will guide you not go off the aims of you writing the proposal. Also, it will make you have an effective plan for your business proposal. You can create a better objective by answering the following questions

  • What does your client want?
  • What is the aim of your proposal?
  • How does your proposed solution affect the client problem?
  1. State Your Service Or Product Cost 

A good freelancer or consultant must have a standard cost for a particular service or good. You can as well look into such task and note the number of hours it will take to complete such a task. Then proceed to multiply the number of hours required to complete the task by the amount you charge per hour. For instance: If you work at the rate of $10 per hour. If the task will take five hours to be done. multiply the hour by the rate ($10 x 5 = $50). However, this is the only way to avoid underestimating your service cost.

  1. Draft The Acounting Proposal

After the above-discussed steps, you should draft an efficient proposal for the business. You should start with an introduction that gives a brief detail on your business. Follow by the body that will give a detailed explanation on such business such as pricing, photos and samples of related work. Finally, the conclusion, on how the client will benefit from your service and how to reach you. Moreover, you can use Acoounting Proposal templates as a guide for your accounting proposal writing.

  1. Edit Your Accounting Proposal

Before submitting your accounting proposal proofread it well. Also, you can ask a friend or your family member to have a second look at your writing. Such a person may notice the mistakes you do not notice. Besides these, you can pay a freelance editor to proofread such a proposal. Also, concentrate on the length of the document so that the reader will not be discouraged in checking it.


Depending on the kind of business you are writing a proposal for, you can always use any of the available accounting proposal Template from Bonsai to write an accurate and compelling plan. Finally, you should write your proposal to catch the attention of your client. This will help you to stand out of the crowd.


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