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An organization’s success lies in meeting customer demands to their utmost delight, but its achievements are measured financially. Business planning starts with the right investment into the right market, with making profit the clear gain, and aim. Money is the energy an organization requires to stabilize business. Whether to draw up a budget for your business, allocate resources, or keep count of receipts, financial transactions occur on a regular basis.
To record these financial transactions, one needs an accountant or bookkeeper who can store, organize and analyze financial activities. That is where the process of bookkeeping comes in. Bookkeeping is an essential part of accounting as it helps an organization look at financial aspects of the business in the long run.
If you are an accounting firm and want to pitch your bookkeeping and accounting services, this guide is for you to create proposals.Â
SlideTeam eases the process of putting yourself out there in front of your clients. Also, these templates will increase productivity and work best in enhancing your client base.
Each of these templates is 100% editable and customizable. The content-ready slides give you the much-needed structure, and a starting point. The editability feature of the templates provide you with the flexibility to edit your presentations.
Bookkeeping and accounting services are the need of the hour, and many companies are now outsourcing these services. Therefore, you need the right tools to be the voice of your expertise or services, without having to create the format from scratch. Using templates from SlideTeam, you can easily showcase your business’s services and present what you can fix up.
Benefits of bookkeeping proposal templates:
- Pricing plans: You can create a presentation with every service you offer and present the price for each. There is no need to create a separate pricing plan.
- Personalization: Nowadays, clients seek customization. Therefore, you can personalize your proposals in a few minutes with SlideTeam’s products.Â
- Panoramic experience: You can create a proposal to add your information and the facets of your financial services in one integrated place.Â
Want to create proposals for other financial services, such as budgeting and forecasting, read our blog on finance powerpoint templates.
WHAT ARE TOP 10 BOOKKEEPING TEMPLATES WITH SAMPLES:
Make proposals that can convert your leads. Bookkeeping templates afford a lot of space, so add your plan of action, the objectives of your plan, and the services offered, such as audit services, filing taxes, and analyzing the bookkeeping, etc, and much more.
Let’s explore these templates:Â
Template 1- Cover letter for bookkeeping and accounting services proposal template
This PPT Template is an introduction of your company and your accounting services. You can present your experiences with your clients and the benefits accrued to them. A cover letter reflects your core competence; you can add contact details to ensure you get that call.
Template 2 Our offerings for bookkeeping and accounting services proposal PPT Template
Put your best foot forward before your clients in this four-stage process through this template. Highlight your services, showcase your experience, which industry you serve, and add some testimonials to catch the attention of the clients and customers.
Template 3 Start-up Bookkeeping Service in PPT Templates
If you want to create a proposal for start-ups, that have no accounting experiencevand want to outsource bookkeeping services, this PPT Template is for you. This design gives you ample space to list your services and inform clients about services on offer, such as data migration, auditing financial records, investigating any inaccuracies in data, etc.
Template 4 Three-month client bookkeeping and accounting roadmap with software PPT Template
Use this PPT Template to create a book-keeping and accounting roadmap for your clients. How do you work, and what do you provide in a three-month plan come in handy to showcase with this presentation template. You can add the processes you take with your clients, such as analysis of clients’ accounting files, setting up a budget, setting up software systems such as Quickbooks and applications, and regularizing the bookkeeping process.
Template 5 Bookkeeping Cost Comparison Accountant PPT Template
This template exposes you to proposed plans for your outsourcing services. You can pitch for such work on the strength of financial consultants and analysts you have with you, and the charges for their services. The detailed pricing plans and the benefits of your services are the added USP of this presentation template.
Template 6 Single-Entry Book-keeping Vs. Double Entry Bookkeeping Presentation Template Outline
Use this PPT Template to provide your clients with single-entry and double-entry bookkeeping services. If you want to create proposals for small enterprises to manage and organize financial transactions, this template works wonders. Delineate the services you offer them in single-entry and double-entry transactions. Let them know what will serve them best to enhance their financial productivity.
Template 7- Request for proposal bookkeeping and accounting services templateÂ
If a client is interested in your bookkeeping services, you can create an engaging proposal request with the help of this template. Tell them about your services with the cover letter slide and add contact information. You can add your clients' success stories and briefly introduce you and your team along with the terms and conditions.
Template 8- Social media bookkeepers PPT PowerPoint Presentation infographic template
Social media is the most trending medium for acquisition of customers and profits. Marketing on social media platforms is a must for any business to stay revelant and profitable. Using this template, you can create a proposal for clients who want to manage their social media transactions.
Template 9 -Bookkeeping cost per month PPT Presentation infographic templateÂ
Eliminate the clients' confusion by describing all your monthly plans for your bookkeeping services. Add a brief introduction of services under all plans so that the clients can choose the best. Let them avail the best of all the options under one integrated platform. Create recall and a wonderful first impression using this template.Â
Template 10Â Online bookkeeping lawyers PPT Presentation file slide templateÂ
If you want to create a bookkeeping services proposal for a law firm, this template is apt. A law firm must establish a book account and record and balance financial transactions. Also, analyzing audited tax statements is yet another important business task. Using this template, you can make a right and fitting proposal to handle their bookkeeping work.
LET’S MAKE BOOKKEPPING EASIERÂ
Bookkeeping might sound complex for most organizations, as even a single error can turn your financial accounts into the opposite of what these actually convey. SlideTeam makes it easier to turn those complex bookkeeping activities easier for the clients by creating customized proposals and focusing on rendering the best services to them.
FAQs on Bookkeeping Proposals
How do you write a bookkeeping proposal?
A bookkeeping proposal includes the following elements:
- Cover letter: You need to create a cover letter that includes a brief introduction of your meeting with the client and an overview of how you can serve them. It must include contact information.Â
- Services: This means initialization of your proposal, where you would tell about your bookkeeping services, such as setting up a ledger, performing monthly bank reconciliations, sales tax returns, etc.
-  Pricing: Thirdly, add the pricing for the initial setup, monthly charges, and additional services provided. Â
- Terms and conditions: Add the terms and conditions and ask for the client's acceptance.
What is a proposal in accounting?
A proposal in accounting refers to a document describing the features, scope, and deliverables your accounting service offers clients. Some of its examples are:
- Basic accounting proposal:Â It includes basic accounting services such as payroll, recording transactions, analyzing finances, etc.
- Â Â Accounting services proposal: Â Â Here, you describe pricing plans for your accounting services, such as preparing taxes, bookkeeping, and payroll services.
What should be included in bookkeeping?
- Recording all financial transactions, such as daily expenses, profits, and payments.
- Documentation of all debit and credit.
- Making balance sheets, income flow, tax audits etc.
- Drafting a general ledger.
- Forward invoices and sort out the payments.
