FOR ACCOUNTANTS
Turn Services and Fees Into a Client Proposal
Give the services and your fee model and get a proposal that wins the work, structured, warm, and specific. Free, no sign-up to try it.
The free accounting proposal template that drafts it for you.
- Deliverables with a plain benefit for each
- A clear rhythm and a clean 'your investment' section
- Region-appropriate GST and tax wording
Why this exists
Every new client needs a proposal, and you end up rewriting the same scope and fee paragraphs each time. An accounting proposal template that starts from your services and fee model gives you a warm, specific draft in seconds, so more proposals go out while the lead is hot.
The draft reads like you wrote it for this client, not a form. It turns your services into deliverables with a benefit each, sets out the rhythm, and presents the fee cleanly, ready for you to add your terms and send.
How to write a proposal that wins the client
- 1
Open by showing you understand their business. A proposal that names their world beats a generic scope list.
- 2
Pair every deliverable with a plain benefit. Clients buy the outcome, not the line item.
- 3
Make the fee easy to say yes to. State it clearly, tie it to the value, and avoid a wall of caveats.
- 4
End with one simple next step. The easier it is to start, the faster they sign.
Frequently asked questions
Is this a real engagement letter?
It is a proposal draft. Use it as the base for your engagement letter, then add your own terms of business and check the scope before sending.
Does it set the fee for me?
No. If you enter a fee it uses it. If not, it leaves a clear placeholder. It never invents a number or promises a tax outcome.
Does it handle NZ and AU tax terms?
Yes. Pick your region and it uses the right wording, GST and IRD in New Zealand, GST and ATO in Australia.
Omni by Enterprise DNA
This is one small piece of what your Command Centre could run
You just watched an agent draft that proposal in seconds. Your Command Centre would run proposals, onboarding, and the quarterly client updates that keep them, so your team writes less and advises more. See what's possible.
See what a Command Centre could run for your firm