Cyber Monday sale! Save 60% for the first 3 months on monthly Pro & Scale plans. Use cybermon22 at sign up. Offer ends Nov 30.  Learn more
Proposal Templates  /  Accounting  /  Bookkeeping  /   Compliance, bookkeeping and advisory...

Compliance, bookkeeping and advisory services proposal template

Rebecca Mihalic

businessDEPOT

available in app Ready in-app
New Zealand FlagNZ

Take your sales process up a notch with our compliance, bookkeeping and advisory services proposal template that makes it easy for your clients to accept.

Use this template in Ignition to:

  • Quickly prepare and send a professional proposal to your clients for compliance, bookkeeping and advisory services.

  • Help your clients remain compliant, save time on bookkeeping and payroll management, and grow their business with budgeting and cash flow advice.

  • Say adieu to chasing clients for fees by taking payment upfront when they accept your proposal – and automatically billing for services each month.

  • Easily transition to a recurring fixed fee business model.

Compliance, bookkeeping and advisory services proposal template
fullscreenPreview client experience

What’s included?

  • Three options for compliance services and software subscriptions, with the option to add on bookkeeping and payroll services, and advisory services, such as budgeting and cash flow management – on a recurring monthly fixed fee basis

  • Services presented to clients based on the type of service: compliance, bookkeeping, advisory, and billed on a recurring monthly fixed fee model

  • Recommended pricing

  • Service summary, including service terms

  • Billing schedule

  • Ability to collect client payment details upfront

  • Digital signing capability

  • Option to include a personalized message, video and brochure.


How to use this template in Ignition

Simply select this template when you create your Ignition proposal and send it to your clients in minutes. Customize services, pricing or billing, or send as is! The scope of the engagement is clearly outlined and professionally presented to your client in the online proposal. What a way to make a great impression!

Once your client accepts your proposal, payments are automatically collected, and invoices are created and marked as paid in your ledger. When you use Ignition’s world-class integrations, you can reduce admin time and automate your accounts receivable.

Enjoy faster proposal acceptance with Ignition templates

It takes Ignition customers half the time they used to spend to create and send a proposal using our templates. This means you’ll have more time to focus on your clients. So start your 14-day free trial today, and test drive this template.

Find out more about how Ignition can help your business.

Schedule a demo

Ignition logo

Explore the Ignition platform

Check out our other features that can help you grow your accounting or professional services business.

Frequently Asked Questions

Ignition proposal templates include prefilled recommended services, pricing, and billing, so you can win over new clients fast. Creating an impressive online proposal in Ignition streamlines the entire way you do business with your clients. Our readymade proposal templates not only speed up the client engagement process, but they leave a lasting impression on your clients.
Our proposal software puts you and your clients on the same page, right from the start. Our branded digital proposals are quick to prepare, easy to sign, and impressive to read.

Embed your own videos to add a personalized touch, or let us create branded company brochures tailored to your business.

With Ignition, you can collect payment details when clients review and sign your proposal to automate payment collection, right from day one. And by connecting Ignition with your business critical apps, automate your workflows and time-consuming tasks. You’ll never want to look at a Word document or PDF proposal again!
Yes, absolutely! Our proposal templates have been designed to use as they are, but you can easily edit them to suit your specific needs.

Replace the sample content in the template, such as the services, descriptions, billing rules, and more, to customize it to your business, services or client needs.

You can also create your own custom template from scratch in Ignition. Just create a proposal in Ignition like you normally would, then save it as a custom template to use again and again.
You'll need to create an Ignition account to use our proposal templates. You can use our readymade templates or create your own custom templates for free, as part of your 14 day trial.

After your trial expires, you'll need to sign up to any one of our subscription plans to continue using our provided templates, or sign up to our Professional or Scale plan to create your own custom templates.

Browse proposals for accounting

View all

Accounting
available in app
Create a proposal with our monthly accounting services proposal template, created by leading...
Accounting
available in app
Get your proposals out the door fast with this ready-to-go QuickBooks service proposal template,...
Accounting
available in app
Easily transition to year-round advisory revenue with this tax planning and advisory proposal...
Accounting
available in app
It’s simple to prepare and send an impressive proposal with our Future Firm 3-package accounting...

Ignite your business

Book a free 14-day trial to see why thousands of accounting professionals use Ignition to grow their business. No credit card needed.