Accounting proposal and engagement letter templates
Real QuoteCloud templates for engagement letters, accounting services proposals, bookkeeping contracts, audits, grant proposals and budgets.
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QuoteCloud's template library includes an accounting engagement letter, accounting services proposals and agreements, accounting and bookkeeping contracts, an audit proposal, grant, budget and funding proposals, a financial consulting agreement and a new client registration form. Open one, add your logo, fees and terms, save a version for each service line and send.
Four documents from one fictional practice's template set, filed behind index tabs that take turns at the front: an engagement letter's scope, a fixed-fee proposal's three monthly packages, a fund engagement's annual fixed fees and a grant application's project summary.
Twelve real templates for accounting work
Every template here is in QuoteCloud's library today. Open one, add your logo, fees and terms, and save it as your own.
- Engagement letter template Accounting Engagement Letter Template Engagement details, services and deliverables, client and accountant responsibilities, fees, terms and signature acceptance. View template
- Proposal template Accounting Services Proposal Template Pre-written accounting services descriptions, a large pricing table and eSignature fields. View template
- Agreement template Accounting Services Agreement Template Ongoing accounting and advisory work: scope, responsibilities, fees, billing terms, confidentiality, liability and termination. View template
- Proposal template Accounting Proposal Template A detailed accounting services proposal with pre-written descriptions, a pricing table and a signature area. View template
- Contract template Bookkeeping Contract Template A service contract for new business clients, for an accountant, bookkeeper or agency. View template
- Contract template Accounting Contract Template An accounting contract with electronic signature fields for you and your client. View template
- Proposal template Audit Proposal Template Explain how you'll help a client through an audit, from preparation to the final review. View template
- Grant proposal template Grant Proposal Template A structured grant proposal for organisations seeking funding for a project or initiative. View template
- Budget template Budget Proposal Template Detailed cost breakdowns and funding justifications, for projects, departments or grant applications. View template
- Funding proposal template Financial Funding Proposal Template Executive summary, project description, financial projections, budget allocations, outcomes and impact. View template
- Agreement template Financial Consulting Template An agreement for financial consulting services: scope, fees and responsibilities. View template
- Form template New Customer Registration Form Template Collect a new client's details for onboarding. View template
Write your terms once, build every letter from them
A practice's content library: approved blocks in a company folder, dragged into the engagement letter template. Standard terms are locked; scope and fees change per client.
- Practice cover and welcomeText block
- Scope: compliance clientsText block
- Scope: trust and retirement fundsText block
- Fixed-fee packagesPrice table
- Responsibilities: yours and oursText block Locked
- Limitation of liabilityText block Locked
- Privacy and tax ID numbersText block Locked
- Acceptance: every directorSignature block
- Scope: grant applicationsText block
- 1Cover and welcomeEntity, directors and year as data items From library
- 2Scope of the engagement From library
- 3Your package and feesThe package the client chose From library
- 4Responsibilities Locked block
- 5Limitation of liability Locked block
- 6Privacy Locked block
- 7Ending the engagementWritten for this client
- 8Acceptance From library
One library for the practice
Company blocks every partner and manager can use, in folders by service line, alongside each person's own blocks.
Content library: Essentials and up
Locked terms
Locked blocks go into any letter but can't be edited there; only admins or permitted roles unlock them.
Content locking: Business
Rights by role
Choose which roles can add, change or delete library content, so a graduate can send a letter without rewriting it.
Custom roles: Essentials and up
A template set for every service line
Where each part of the practice can start, and the page that shows its documents working. Save one template per line, so every letter from it reads the same.
Compliance and bookkeeping
Start from the Accounting Engagement Letter or the Bookkeeping Contract template.
Tax, bookkeeping & payrollFixed-fee packages
Start from the Accounting Services Proposal template and add your packages as a single choice.
Fixed-fee packages & pricingAdvisory and CFO
Start from the Financial Consulting template for retainers and once-off advisory work.
Advisory & virtual CFOStructures and sales
Start from the Accounting Proposal template and offer the options the client chooses between.
Structures, sales & successionFunds and audit
Start from the Audit Proposal template, or your engagement letter with fund wording.
Fund and compliance auditsGrant engagements
Start from the Grant Proposal template to scope and price the application work.
Government grant engagementsGrant application packs
Start from the Budget Proposal or Financial Funding Proposal template for the budget and project pages.
Grant application documentsR&D tax credits
There's no R&D template in the library: build yours from your engagement letter, with the activities and fees.
R&D tax credit claimsNew clients
Start from the New Customer Registration Form template for the details you collect at onboarding.
Client onboarding
Bring your engagement letter, we'll convert it
Free for 14 days, no credit card required. During the trial QuoteCloud converts one of your existing templates for free on Essentials, Business and Enterprise.
Engagement terms nobody edits by accident
Your terms of engagement are the part of every letter that shouldn't change between clients. Save each clause as a company block and lock it: it can be dragged into any letter, but not edited there.
Keep internal guidance in the template too, such as when to add the fringe benefits add-on, in a section marked Hide from Recipient. It is shaded in the editor and never shown to the client.
- Locked company blocks for responsibilities, liability and privacy
- Only admins or permitted roles unlock them
- Hide from Recipient on sections and containers
Content locking: Business · Custom roles: Essentials and up
Content lockingTerms of engagement
- Our responsibilitiesWe perform the services with due care and in line with the standards of our professional body. Unless agreed in writing, the engagement is not an audit or review.
- Your responsibilitiesYou keep complete and accurate records, give us the information we ask for by the agreed dates, and tell us about changes that affect your tax affairs. You remain responsible for the accuracy of the information you give us.
- FeesThe fixed fees in the schedule apply for the term. Work outside scope is quoted before it starts. We invoice the monthly fee from our accounting system.
- Limitation of liabilityOur liability is limited as set out in our standard terms and any scheme that applies to us.
- Privacy and confidentialityWe collect, hold and use your information only to provide the services. Tax ID numbers and identity documents are collected through our secure client portal, never in this letter.
- Ending the engagementEither party can end the engagement with 30 days' written notice. Fees for work done to that date remain payable.
From your current letter to a QuoteCloud template
How a practice moves its existing engagement letters and proposals into QuoteCloud.
Send your letter
During the trial, QuoteCloud converts one existing template for free on Essentials, Business and Enterprise.
Add data items
Client name, entity, directors and the financial year become data items filled in for each letter.
Save your blocks
Save the scope, terms and signature blocks to a company folder in the content library.
Lock the terms
Lock the clauses that must not change, on the Business plan.
One template per line
Save a template for each service line, and use your paid plan's 45-minute training session with the team.
Template questions, answered
Are there accounting templates in QuoteCloud?
Yes. The template library includes an accounting engagement letter, accounting services proposals, an accounting services agreement, accounting and bookkeeping contracts, an audit proposal, grant, budget and funding proposals, a financial consulting agreement and a new client registration form. Open one, add your branding, fees and terms, and save it as your own template.
Can we use our own engagement letter instead?
Yes. Build your letter in the editor, or send it to QuoteCloud: during the trial QuoteCloud converts one existing template for free on the Essentials, Business and Enterprise plans. Paid onboarding and professional services are available if you want more of your documents converted.
How do we keep the same terms in every engagement letter?
Save each clause, such as responsibilities, limitation of liability and privacy, as a company block in the content library and use it in every template. On the Business plan you can lock those blocks so they can be added to a letter but not edited there; only admins or permitted roles unlock them.
Can staff have different rights over templates?
Yes. Custom roles, from the Essentials plan, let you choose who can create, change or delete content library items and who can only use them. Combined with locked blocks on Business, a client manager can prepare and send a letter without rewriting your standard terms.
Is there a fund or R&D tax credit template?
Not as a dedicated template. Start from the Accounting Engagement Letter or Audit Proposal template for fund work, and from your own engagement letter for R&D claims, then add the wording, fees and signature blocks that service needs and save it as its own template.
Which plan includes templates?
Templates, the content library, price tables and custom roles are on the Essentials plan at US$39 per user per month and above. Content locking is on Business at US$59. You can try Essentials or Business free for 14 days with no credit card.
Explore QuoteCloud for accounting
Every page of the accounting microsite, from the first proposal to next year's engagement letter.
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Engagement letters & terms of engagementScope, responsibilities, fees, limitation and privacy, from your template, signed by every director or trustee.Explore
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QuoteCloud implementation for practicesYour services price book, locked engagement terms, a template per service line, approvals and training.Explore
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Fixed-fee packages & pricingGood, better, best packages, add-ons the client ticks and monthly fees set out in the agreement.Explore
- Client onboarding & information requestsInformation requests with a Forms block and checklist, every director signing and an onboarding fee on signing.
- Annual re-engagementExpiry dates, the Expiring Soon filter and next year's letters sent in bulk and tracked until signed.
- Tax, bookkeeping & payrollTax returns, sales tax and VAT, financial statements, bookkeeping and payroll, quoted as clear fixed fees.
- Advisory & virtual CFOForecasts, budgets, business plans and a monthly CFO retainer, with discounts approved by a partner first.
- Structures, sales & successionCompany, trust and partnership set-ups, restructures, valuations, business sales and succession plans.
- Fund and compliance auditsAnnual fund engagements every trustee signs, and audit proposals with clear scope and independence.
- Government grant engagementsScope and price grant application work: fixed or success-fee options, a timetable and a signed engagement.
- Grant application documentsInformation requests, budget schedules, milestones, risk and signed declarations, exported as a PDF for the funder's portal.
- R&D tax credits and incentivesRegistration and claim engagements with clear limits, and activity descriptions the client's team confirms.
- Xero, QuickBooks & practice integrationsSigned engagements to Xero or QuickBooks Online through Zapier, and practice tools through Zapier, Make or the API.
- FAQAnswers to the questions accounting firms, bookkeepers and grant consultants ask most.
Your letters, your terms, one template set
Free for 14 days. No credit card required.