REGARDING:

PROPOSAL TO PROVIDE PROFESSIONAL ACCOUNTING, CONSULTING AND FINANCIAL MANAGEMENT SERVICES

Hello ,

We are thrilled to present {client_name} with a proposal for our professional accounting, consulting, and financial management services. With our extensive experience in providing accounting services for {insert_industry} in {insert_client_province} for the past # years, we have a strong grasp of your business environment and requirements.

Our impressive clientele base of # industry-related clients comprises #% of our business, and our active involvement in the industry community enables us to offer {client_name} exceptional expert service that surpasses other accounting firms.

We have tailored this package to suit 's specific needs, providing relevant information that can help elevate your business.

If you require additional information, please do not hesitate to contact us. We are excited about the opportunity to serve you.

Best regards,

First Name Surname

Job Title

With a wealth of experience spanning over x years, Company Name is dedicated to delivering tailored advice in taxation, accounting, and consulting services that cater to the unique needs of our clients. Based in the {company_city} area, we have been serving clients in various industries, including [industry 1], [industry 2], and [industry 3], with our comprehensive accounting, tax, and consulting solutions.

Our team comprises a talented group of professionals who specialize in serving clients within the PROPOSED CLIENT INDUSTRY. Additionally, we have a dedicated support staff of # individuals who assist our consultants in delivering exceptional service. By leveraging their expertise, we provide strategic support for various aspects of your business, including planning, marketing assessment, facility planning, capital planning, operational needs, and leadership requirements.

What sets us apart is our commitment to being industry experts in INSERT INDUSTRY. We go beyond traditional accounting services, offering valuable insights that can guide your company's strategy and operations. Our services enable you to effectively manage revenues, build market share, and navigate the ever-changing landscape of regulations, ensuring compliance and long-term success.

Meet Our Team

At Company Name, your engagement will be overseen by First Name, our dedicated partner, with a team of experienced professionals by their side. Collectively, our team has accumulated # years of experience in INSERT INDUSTRY, ensuring that we have the necessary skills to address your specific needs.

James McIntyre

CPA, Team Leader

As a veteran with over 20 years of experience in finance and operations within the INDUSTRY, James has worked with a variety of EXAMPLE ORGANIZATIONS in the industry. He has provided consultancy on numerous financial management and operational concerns, such as:

• Preparation of facility operating and capital budgets
• Resolving reimbursement and billing issues
• Evaluation of financial management operations

PROFESSIONAL / CIVIC ORGANIZATIONS

• Member of the American Institute of CPAs
• INDUSTRY association member

is seeking a reliable accounting partner to aid in the streamlining of bookkeeping and accounting, as well as the timely filing of tax returns.

Project Objectives

• Enhance operational efficiency and productivity
• Improve administrative oversight
• Reduce administrative costs
• Ensure effective cash management control
• Maintain uninterrupted customer service
• Timely submission of federal and local tax returns

We propose to assist in streamlining their bookkeeping and accounting through QuickBooks. Our services will include:

QuickBooks Startup (20 hours)

• Develop a customized QuickBooks file based on your existing Chart of Accounts (CSA)
• Set up balance sheets, vendors, and recurring A/P items
• Manage vendor invoices, statements, and paperless bank debit transactions
• Establish a process for communicating cash position and A/P aging for client approval
• Manage customer payments and deposit details

Data Migration (20 hours)

• Migrate customer and vendor lists
• Import customer balance summary and daily customer invoice summary

QuickBooks Data Build (40 hours)

• Construct quotes, orders, and invoices
• Set up remote check deposit, EFT payment, and credit card processing
• Create a warehouse database for inventory items
• Set up remote access and publishing of customer data
• Provide rolling bank reconciliation and cash flow analysis

Ongoing Services

• Maintain complete business system comprising all daily transactions
• Provide weekly reconciliations and reports to cash management function
• Serve as A/P and A/R administrative contact point
• Tech support for QuickBooks software and related
• Provide periodic financial reports and other management reports
• File annual corporate taxes as well as quarterly federal tax filings

Project Kick-Off / Requirements Documentation

Our teams will meet to review project goals and establish metrics for monitoring progress. We will analyze your current accounting processes, assess your annual tax preparation requirements, and determine specific accounting responsibilities for your company and our team to ensure alignment with the proposal's scope.

System Configuration

We will set up QuickBooks accounting software to serve the unique needs of your business.

Data Migration

Our team will upload the following files to QuickBooks:

• Customer and vendor information
• Beginning balances and general ledger month-end balances for the 12 months prior
• Open invoices and bills as of planned production dates
• Chart of accounts

Training

We will provide your staff with comprehensive training on the QuickBooks system to ensure they are fully equipped to manage your accounting processes.

Ongoing Services

We will provide monthly accounting services as agreed upon in the contract to ensure your financials are always accurate and up-to-date.

Let's Connect

We at Company Name are excited to work with and would be happy to set up a meeting to answer any questions you may have and discuss the next steps.

Please feel free to contact us at the following details to schedule a meeting:

• First Name Surname, Job Title
• Phone: Phone Number
• Email: customer.care@quotecloud.net
• Address: Office Address
• Website: {company_url}