# Bookkeeping proposal

Replace everything in [brackets]. Keep it specific to this client.

---

## Cover

Proposal: [Project name] for [Client]
Prepared by: [Your name, business]
Date: [Date]
Valid until: [Date]

## 1. Your situation

[In the client’s words: where they are now, what they want to achieve and why now.]

## 2. Objectives

- [Objective, ideally measurable]
- [Objective]
- [Objective]

## 3. Our approach

1. **Onboarding and catch-up:** [What happens and what the client sees]
2. **Monthly bookkeeping:** [What happens and what the client sees]
3. **Quarterly returns:** [What happens and what the client sees]
4. **Year-end:** [What happens and what the client sees]

## 4. Deliverables

- [Reconciled monthly books]
- [Monthly management report]
- [Payroll and payslips]
- [Tax returns as listed]

## 5. Timeline

| Phase | Dates | Client input needed |
| --- | --- | --- |
| Onboarding and catch-up | [Dates] | [Input or approval] |
| Monthly bookkeeping | [Dates] | [Input or approval] |
| Quarterly returns | [Dates] | [Input or approval] |
| Year-end | [Dates] | [Input or approval] |

## 6. Investment

| Item | Description | Fee |
| --- | --- | --- |
| Monthly bookkeeping | [Bank reconciliation and categorisation, up to 150 transactions] | [Fee] |
| Payroll | [Monthly payroll for 6 employees] | [Fee] |
| Sales tax return | [Quarterly return preparation and filing] | [Fee] |
| Catch-up bookkeeping | [Prior months’ reconciliation] | [Fee] |

Total: [Amount, excluding tax]
Payment schedule: [e.g. 40% to start, 30% at milestone, 30% on completion]

## 7. Not included

- [Tax advice beyond the listed returns]
- [Audit or assurance work]
- [Work on records before the start date unless quoted]

## 8. What we need from you

- [Read-only bank feeds or statements each month]
- [Receipts and invoices by the 5th of the following month]
- [Prompt answers to queries on transactions]

## 9. Why us

[Two or three sentences and one relevant example or result. Keep it about the client’s problem.]

## 10. Next steps

1. [Sign below or reply to accept]
2. [Pay the deposit]
3. [Kickoff on date]

Accepted by: [Name, title]
Signature: [Signature]
Date: [Date]

---

## Before you send it

- [ ] The opening describes this client’s situation, not yours.
- [ ] Objectives are specific.
- [ ] Every deliverable is listed and every exclusion named.
- [ ] The price is broken down with a payment schedule.
- [ ] The validity date and next step are clear.
- [ ] Every placeholder and old client name is removed.

---

# Example: Ledgerline Accounting’s proposal for Moss & Pine Landscaping

Key sections from a proposal for a monthly bookkeeping and year-end accounts. Both companies are fictional.

## Your situation

Moss & Pine Landscaping wants a monthly bookkeeping and year-end accounts. You told us the priority is getting it right first time, with clear approvals and no surprises on cost.

## Our approach

1. Onboarding and catch-up: Reconciled monthly books
2. Monthly bookkeeping: Monthly management report
3. Quarterly returns: Payroll and payslips
4. Year-end: Tax returns as listed

## Investment

| Item | Description | Qty / time | Rate | Amount |
| --- | --- | --- | --- | --- |
| Monthly bookkeeping | Bank reconciliation and categorisation, up to 150 transactions | 1 month | $350.00 | $350.00 |
| Payroll | Monthly payroll for 6 employees | 6 items | $12.00 | $72.00 |
| Sales tax return | Quarterly return preparation and filing | Fixed fee | $180.00 | $180.00 |
| Catch-up bookkeeping | Prior months’ reconciliation | 5 hours | $65.00 | $325.00 |

Total: $927.00 excluding tax

## What we need from you

- Read-only bank feeds or statements each month
- Receipts and invoices by the 5th of the following month
- Prompt answers to queries on transactions

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