Service Proposal Template
Winning new accounting engagements
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Write a professional service proposal for [prospect type] outlining accounting and advisory services. Include: understanding of their situation and challenges, proposed services (monthly bookkeeping, financial reporting, tax preparation, advisory), team qualifications, proposed fees, and a clear next step. Keep it concise and client-focused.
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- LéaAI
Astuce : avant de rédiger, interviewez le client pour identifier ses 3 principaux défis. Intégrez-les dans la section « compréhension de leur situation » pour montrer une écoute active et personnaliser l’offre.
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