Best 11 Accounting Proposal PowerPoint Templates to Pitch your Services!

Want to create an accounting proposal? Looking forward to pitching your accounting services to the clients?

You are an ace accountant, amazing with numbers but lack confidence in pitching yourself. Do not fret! We are here to get you on the right path to help you showcase your potential as an accountant.

We have curated a professionally designed accounting proposal that will help you highlight your work, experience and put you across a professional accountant that your client is in search of.

Not just that, start your presentation with a professionally written cover letter, services, pricing, and everything else that you need to offer your services.

Click here to Download Accounting Proposal PowerPoint Templates

11 accounting proposal templates that you should have in your accounting proposal:

• Cover Letter:

Begin your presentation to your client with a short and brief cover letter stating that your services would meet their current business needs. You can write in your cover letter about how your experience in handling finances and bookkeeping has helped many clients from various industries. Use the cover letter to show your keen interest in working with them.

• Accounting Proposal:

Add an introductory slide in the presentation with brief details about yourself and the client for whom the proposal is made. Create two categories: prepared by and prepared for. You can add the client’s name and other necessary details under the category of prepared for. Add your and company’s name under the category of prepared by.

• Project Goal and Summary for Accounting Services:

Your client must not be aware of the various benefits of accounting services that they should have. Enlighten them about the need and usage of accounting services. Mention some of the objectives of accounting so your clients know why they should opt for some accounting services.

• Our Offerings for Accounting Services:

Your experience as an accountant comes in handy now. Let them know how you will be useful to them in keeping the company’s finances under control. Offer professional bookkeeping services, counseling, and other financial related services to the clients. You can add other offerings as well depending on your services.

• Work Plan for Accounting Services:

Prepare the workflow in advance to keep the transparency of your work between you and the client. You should talk about the work hours that you need. Mention various roles and responsibilities that you will undertake. Clearly explain every step and task that you’d require to do for maintaining your client’s financial records. We have mentioned various tasks with designated time slots for each task. You can make changes to the tasks as per your requirements.

• Servicing and Pricing for Accounting Services:

Give your clients a fee structure of the services that you provide. You can talk about other inclusive and exclusive expenses if you wish to.

• Your Investment for Accounting Services:

Create a total fee structure for your client. It includes estimated work hours, estimated fee hours, total price and other relevant points you deem right.

• Company Introduction:

Introduce your company and talk about the growth of the company. Highlight your work, team and various clients that you have.

• Client Testimonials:

Since you have just mentioned the number of clients you have in the previous slide, why not talk about what they have to say about you. Put forward some of the client testimonials to give them reasons to work with you.

• Terms and Conditions:

Stating terms and conditions is a must to avoid any sort of feud between you and your client.

• Next Steps:

The next steps would be documentation and resuming the project.

Download Accounting Proposal PowerPoint Templates

These templates are completely editable. You can make changes to the PPT slides as per your needs. Add your content to suit your requirements.

Get access to a ready-to-use accounting proposal template to pitch your services effectively.