Future Firm
It’s simple to prepare and send an impressive proposal with our Future Firm 3-package accounting proposal template that makes it easy for your clients to accept.
Use this template in Ignition to:
Win high-value subscription deals.
Make the switch to value pricing by presenting your clients with 3 tiers of bundled services.
Package services together and present your client with a monthly fixed fee for all bundled services.
Three service package options offering the following services:
Bookkeeping
Tax Return
Software subscription
Payroll
Budgeting
Coaching, and
Tax Planning
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.
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.
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.
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Unfortunately, Ignition doesn't support payments in South Africa, but it's something we're working on in the future.
You'll still be able to engage clients seamlessly with online proposals and automated engagement letters, and run your business on autopilot by connecting apps to Ignition.