Sample Business Proposals How to Write a Accounting and Payroll Services Proposal

Accounting and Payroll Services Proposal

Valley Fitness Inc. The Project The Objective� Valley Fitness Inc is in need of Accounting and Payroll services to take over for an overburdened owner manager. With limited office staff the accounting and payroll functions have been suffering. Outsourcing these office activities will all the owners management to focus on other aspects of the business. The Goals� Valley Fitness Inc is small privately owned organization that now requires professional accounting and payroll services in cost effective manner.

The goals of Applied Accounting Services are. Provide professional accounting and payroll services Provide services at lower cost than possible if done by an in house staff member Guarantee on time payroll and other account payables The Solution� Applied Accounting Services specializes in Full Accounting and Payroll services for Mid size businesses. All staff accountants are CPA's with additional tax attorney services available through our corporate office location in Seattle WA. We will provide Accounting Services to include.

Daily Quarterly and Yearly accounting reconciliations Year End Tax statements and summaries Quarterly tax Payment reports Ledger Maintenance Inventory account balancing Payroll Services to include. Standard pay period check determination and origination Withholding allotments Benefit Summaries

Accounts Payable Services to include upon request. Payment of all bills owing Budget Plan negotiations Negotiation for terms Valley Fitness is privately owned and operated fitness club with locations. Started in with staff members the clubs now employ employees per location and client base of approximately 1400. Office accounting and payroll staff currently consists of the owners who took over the responsibility when the FT accountant did not return from extended medical leave. This lack of FT accounting and payroll person has led to backlog of data entry poor inventory control payroll not being met on time and tax filing past due. Once Applied Accounting Services is responsible for all accounting and payroll the owners will be relieved to return to the FT management of their clubs. AA Services will bring all accounting payroll accounts payable and tax filing current. Initial Set Up. 50% at contract signing

50% at conversion completion Any other balances owing Monthly Fees. Due upon receipt of monthly invoice Quarterly Yearly Fees. Will be billed on monthly invoice Special Additional Reports.

Will be billed on monthly invoice Minimum Term of this contract. 12 calendar months commencing on the first of the month following conversion completion. After the initial term of this contract services will be provided on continuing monthly basis at the current rate schedule. Current rates are disclosed no less than days prior to the end of the initial term of this contract. If new contract for period of or more months is signed the rates will be locked in at the current rate at the time of signing. In the event of cancellation for any reason. 90 days notice is required by either party. There are no pre payment penalties. Cancellation of contract prior to the end of the initial term will require payment for all contracted services due to the end of the contract period or for days whichever is longer. Late Payment fees will be assessed on any account past due by days. Final terms and conditions will be provided in the contract for services.

Applied Accounting Services offers our entire office at your service. We will assign the following Account Manager to your company. She will be available to answer any questions or concerns that you may have. She can also discuss and add additional reports or summaries upon your request Valley Fitness Inc Account Manager Shelly Winters CPA 425 425 8565 shelly.winters@AACServices.com www.AACServices.com If you have questions that need the expertise of tax attorney please contact. Valley Fitness Inc Tax Attorney John Williams JD 425 425 8659

john.Williams@AACServices.com www.AACServices.com

Writing the Benefits document (template originally used to create this sample)

Company name will realize the following benefits provided by this project. Insert benefit #1 Insert description here and what it will do for the client save time money etc. Insert description of how you will achieve this benefit and factual proof to back it up Insert benefit #2 Insert description here and what it will do for the client save time money etc. Insert description of how you will achieve this benefit and factual proof to back it up

Insert benefit #3 Insert description here and what it will do for the client save time money etc. Insert description of how you will achieve this benefit and factual proof to back it up Insert benefit #4 Insert description here and what it will do for the client save time money etc. Insert description of how you will achieve this benefit and factual proof to back it up Insert benefit #5 Insert description here and what it will do for the client save time money etc. Insert description of how you will achieve this benefit and factual proof to back it up Insert benefit #6 Insert description here and what it will do for the client save time money etc. Insert description of how you will achieve this benefit and factual proof to back it up Insert brief summary of the benefits client will receive here

How to write my Project Management document (template originally used to create this sample)

Based on our staff resumes and Company name. project needs we have put together the following proposed project management team. Client Project team contact. Insert team member here The team contact person is responsible for managing all contact between the Company name development team and Company name. To keep the project on schedule and avoid communication problems all project related issues must be managed through your contact person. Project manager. Insert team member here The project manager is responsible for internally managing the project to meet the production schedule and budget constraints. Team leader. Insert team member here

The team leader is responsible for managing the technical details of the project to ensure it meets the terms of the proposal and contract. The team leader will manage all of the activities of the subordinate team members and answers directly to the project manager. Insert title here Insert team member here Insert team member responsibilities here Insert title here Insert team member here Insert team member responsibilities here Insert title here Insert team member here

Insert team member responsibilities here The contact person will be your main contact point to the project development team. All decisions must be cleared through the team contact person and project manager. Subordinate team members should not be contacted directly unless cleared by the team contact project manager and team leader. For detailed resumes of each project team member see the individual team resume section of the proposal. Insert description of how client and your company will work together on the project

How do you write a Cost Summary document? (template originally used to create this sample)

Development Costs Price Project Development License Fees Equipment Costs Insert cost types here Insert Cost Insert Cost Insert Cost Total Development Costs. Ongoing Yearly Costs Insert total Other Service Fees Insert cost types here Insert Cost Total Ongoing Yearly Costs.

Ongoing Monthly Costs Insert total Maintenance costs monthly and or yearly Party Services Insert cost types here Insert Cost Insert Cost Total Ongoing Monthly Costs. Miscellaneous Costs. Insert total Training Travel Marketing & Services Shipping Handling Insert cost types here Insert Cost

Insert Cost Insert Cost Insert Cost Total Miscellaneous Costs. Insert total TOTAL AMOUNT Insert total TOTAL MONTHLY AMOUNT Insert total TOTAL YEARLY AMOUNT Insert total Standard Disclaimer. The numbers represented above are to be used as an estimate for the projects discussed. The above Cost Summary does in no way constitute warranty of final price. Estimates are subject to change if project specifications are changed or costs for outsourced services change before being locked in by binding contract.

Writing the Client Operations document (template originally used to create this sample)

Researching every aspect of the clients business is not requirement however you must show clear understanding of the operation and processes that surround and affect the project issues Company name operates Insert number of employees here employee facility in the Insert location area here area. Labor in this market is both expensive and challenging to find. It can take up to Insert training time in hours hours to fully train new employee and the daily error rate runs at approximately Insert employee error percentage rate The employee turnover rate coupled with the high error rate causes severe productivity and profitability issues. Show clear understanding of both the clients stated needs and what the proposal will actually address related to the operations of the business Detail the opportunities for improving the clients productivity and profitability. You can expand on this in more detail using the Opportunities template Opportunity #1 Insert summary of the opportunity Opportunity #2 Insert summary of the opportunity Opportunity #3

Insert summary of the opportunity Restate for the client the expected outcome and how you perceive changes will affect productivity or profitability. You can expand on this in more detail using the Expected Results template