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Accounting Proposal

PREPARED FOR:

Sarah Mitchell

Mitchell & Co.

PREPARED BY:

Daniel Reyes

Acme Climate Co.

P. 07 3123 4568

E. daniel@acmeclimate.com.au

REFERENCE:

Q-1048

DATE:

9 Nov 2026

02 · Cover Letter2 / 7
Page 2 of 7: Cover Letter

Cover Letter

9 Nov 2026

Sarah Mitchell
Mitchell & Co.
22 Wattle Rd, Paddington QLD 4064

Dear Sarah ,

Whether your business is new or old, it needs efficient accounting services for growth and sustainability. Having your books in top shape all year round is an achievement that can help your business function smoothly and provide grounds for sound and promising business decisions.

As your accounting needs will continue to grow with your business, it is imperative to pay careful thought to a long term and viable solution for this vital part of your business. By hiring [Your Company Name] to take care of all your accounting needs, you will be ensuring yourself a step in the right direction. By letting us be your professional accountants you will:

– have availed the services of highly qualified, experienced professionals not commonly available at an affordable price for small businesses;
– more time to run your business without having to think about all the numbers; and
– saved resources to run your business successfully.

Given the opportunity to work for your promising company, we will prove, with our dedication and high performance, that you have purchased peace of mind in the guise of our professional accounting services.

Sincerely, 

Daniel Reyes
Acme Climate Co.

03 · Scope Of Work3 / 7
Page 3 of 7: Scope Of Work

Scope Of Work

At the start, our experts carefully review your past records and assess your financial services needs according to the nature of your company and suggest the services model best suited to your requirements. The work plan is finalised only after an initial (and possibly subsequent) extensive consultation with Template. Periodic review of our services and client feedback is an essential feature of our work plan which ensures that we remain an efficient accounting partner for your business.

Objective

Accounting is a function that forms the core of any business. Important business decisions rely heavily upon the financial information at all stages of a project, from planning to execution to finalization. Efficient bookkeeping and financial control ensures the company runs smoothly with an eye for growth. Data, statements and projections are all vital financial figures that a business must have on-hand for sound business performance. Operating as a neutral third party, Acme Climate Co. will provide accurate and unbiased data to Template.

Goals

Acme Climate Co. offers proven expertise in areas such as bookkeeping, accounting, and controller services. Bookkeeping includes the day-to-day business transactions like customer payments, bills, invoices, bill payments, disbursements, and withdrawals. We maintain ledgers for Accounts Receivable, Accounts Payable, and cash accounts and produce daily or weekly reports according to the clients’ preference. Payroll and related activities with tax calculation are also part of our portfolio. Our repertoire also includes preparing periodic reports, financial statements, bank reconciliations and taking care of your general accounting needs.

Our goals are to

– Provide reliable, efficient, and experienced accounting support to your business;
– Ensure sound financial advice based on regular maintenance of your financial data; and
– Contribute towards long term and sustainable success of your business by keeping an eye on the projections and performance with regular appraisals and financial reports.

We will keep Template apprised at all stages of our accounting procedures with regular reports for Template‘s reference and review. All data will be accessible to the client around the clock through dedicated servers using the most modern software and backup facilities. In addition, we also act as business advisors by keeping an eye on the market trends and advising our clients on using the most modern and efficient methods related to accounting and financial reporting.

04 · Solution4 / 7
Page 4 of 7: Solution

Solution

According to a recent estimate, outsourcing accounting work can reduce your business cost by as much as 30%. Hiring a specialist accounting firm like Acme Climate Co.  will not only lower your business costs but will also provides Mitchell & Co. with the benefit of an efficient and experienced accountants.

At A Glance

At Acme Climate Co. we have built a team of financial experts in business with over [Number Years Experience] years of combined experience. Our founders came together in [Year Founded] to start this company in the Brisbane area. As a company, we are recognised for [Specialty] and have been recognized for [Achievements].

Our accounting professionals are highly qualified and specialized accountants working on the most up-to-date accounting software programs available and also continually stay up-to-date on the newest accounting laws.

Acme Climate Co. uses the most popular accounting software such as XERO, MYOB, SAGE, Oracle, QuickBooks, Quicken and SAP.

05 · So What's It Going To Cost?5 / 7
Page 5 of 7: So What's It Going To Cost?

So What's It Going To Cost?

Service
Quantity
Term
Price
Total Recurring Cost
Cost
Add your costs here
1
One-off
$1.00
$1.00
$1.00
Quarterly VAT/GST Submission
1
One-off
$500.00
$500.00
$500.00
Company Annual Tax Return
1
One-off
$2,000.00
$2,000.00
$2,000.00
Daily Bank Reconciliation
1
12 Months
$1,000.00
$1,000.00
$12,000.00
Monthly Payroll Services
1
12 Months
$500.00
$500.00
$6,000.00
Monthly Cost$1,500.00
Full Term Cost$18,000.00
One-off Costs$2,501.00
Total$20,501.00
06 · What's Next6 / 7
Page 6 of 7: What's Next

What's Next

Like what you see?

If you're happy with the products and services recommended in our proposal and want us to proceed, simply click 'Order Now' and we can get the ball rolling.  We will need you to print this proposal and sign where indicated.  You can download a PDF version of this proposal by clicking on the "Download" button.

Confidentiality

All information exchanged between Acme Climate Co. and the Client in connection with this proposal—whether oral, written, or electronic—will be held in strict confidence. Neither party will disclose proprietary, financial, or personal data to third parties without the other’s prior written consent, except as required by law or professional standards.

Term and Conditions

  • Scope of Services
    We will provide the accounting services described under “About” and “Objectives.” Any request for additional services beyond this scope must be agreed in writing and may incur extra fees.

  • Fees and Payment
    • Our fees are set out in “Estimated Fees”.
    • Invoices are due within 30 days of receipt.
    • A late‐payment charge of 1.5% per month (18% per annum) applies to any balance unpaid after 30 days.

  • Client Responsibilities
    • The Client agrees to furnish all records, documents, and information necessary for us to complete the engagement.
    • Delays in providing required materials may result in extended timelines and additional fees.

  • Limitation of Liability
    Our liability for any claim arising from this engagement is limited to the total fees paid for services rendered. We will not be liable for any indirect, consequential, or punitive damages.

  • Termination
    Either party may terminate this engagement with 14 days’ written notice. Upon termination, the Client will pay for all work performed and expenses incurred through the termination date.

  • Governing Law
    This agreement is governed by the laws of the jurisdiction in which Acme Climate Co. is headquartered. Any dispute shall first be submitted to mediation; if unresolved, it will proceed to arbitration in the same jurisdiction.

07 · Sign Here7 / 7
Page 7 of 7: Sign Here

Sign Here

Signed by:

Agreement for Proposal

Sarah Mitchell  of Mitchell & Co.

Date: 12 Nov 2026

Swipe · 7 pages · 1 / 7

About this template

How this proposal works

Impress your business clients with this detailed accounting services proposal! The template includes pre-written accounting services description, a large pricing table, and signature area. The 7 pages cover Page 1, Cover Letter, Scope Of Work, Solution, So What's It Going To Cost?, What's Next and Sign Here. Start from this proposal, add your logo, prices and terms, then send it as a live link your client signs online.

Questions

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Can clients choose optional extras?

Yes. Mark any line as optional and clients tick it on or off themselves; totals and tax update instantly.

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Everything is editable: colours, fonts, images, page order and every section of text.

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