Skip to main content
We include this chapter template in every Proposal Pack and thousands more chapter templates—Order and download for $79.

Proposal Pack works on all platformsDOWNLOADABLE, ONE-TIME COST, NO SUBSCRIPTION FEES
Use the Accounting template to describe how you propose to record and maintain financial transactions for your client's organization or for your own. Depending on the type of proposal you are writing, you may need to include in your discussion the names of responsible parties; accounting practices and software used; the types of typical transactions to be recorded; how, when and to whom you will report financial transactions; and how, when, and by whom audits will be performed. You may also need to discuss tax forms and payments and other financial matters specific to a particular business.
Business proposal example What Our Clients Say

This is the 3rd update for me with Proposal Pack. It is a valuable tool that I recommend for any business. Their upgrades are always cost effective and feature rich."

Kim Clouse
CEO
Dealer Dimension
Product name:
Produced by:
Proposal Kit
Category:
Software › Computer Software › Business & Productivity Software
Price:
$79 USD
 
 
Proposal Kit reviews4.7 stars, based on 837 reviews
Alternate chapters are those which may be used instead of this chapter depending on your situation. Alternate chapters may be better suited for different size projects, more specialized projects, or variations on rights.

Alternate Chapters:
Related chapters may be used in conjunction with this chapter depending on your situation. Many related chapters are intended to be used together to form a more complex and integrated proposal.

Related Chapters:
This template is illustrated in actual use in the following Sample Proposals. Samples are also included in each Proposal Pack and illustate many of the industries and situations this template can be used for:
Proposal Pack for Any Business
A proper business proposal will include multiple chapters. This chapter is just one of many you can build into your proposal. We include the complete fill-in-the-blank template in our Proposal Pack template collections. We also include a library of sample proposals illustrating how companies in different industries, both large and small, have written proposals using our Proposal Packs. This template will show you how to write the Accounting.

We include a chapter library for you to build from based on your needs. All proposals are different and have different needs and goals. Pick the chapters from our collection and organize them as needed for your proposal.

Using the Proposal Pack template library, you can create any business proposal, report, study, plan, or document such as these.

How do you write a Accounting document?

Use this page to describe how you propose to record and maintain financial transactions for your clients organization or for your own. Depending on the type of proposal you are writing you may need to include in your discussion the names of responsible parties; accounting practices and software used; the types of typical transactions to be recorded; how when and to whom you will report financial transactions; and how when and by whom audits will be performed. You may also need to discuss tax forms and payments and other financial matters specific to particular business. Note that Proposal Kit includes specific financial templates for presenting actual figures such as Break Even Analysis Cash Flow Analysis Cost Benefit Analysis Profit & Loss Statement Financial Statement and many others. Introduce the general topic of accounting here and explain why you are including this page. For example must you account for every penny that flows through your organization or your project. Are you offering accounting services that your client needs for the clients organization. Explain the typical types of transactions you expect to record and then go on to describe how you will do that by filling in the categories below. You may need to add headings that are specific to accounting practices for your particular type of business. Overview Insert general description of the accounting practices here. For example you might want to describe your accounting bookkeeping personnel basic accounting methods software used and so forth. Accounting Schedules

Insert discussion of typical accounting timelines here. For example how long does it take transaction to be recorded how often are accounts reconciled when are reports made available. Reporting Insert discussion of what sort of reports will be provided when and to whom. For example you might need to update customers online account within seconds after each transaction is recorded provide daily transaction record to supervisor provide quarterly records to stockholders and taxing authorities and provide yearly summaries for annual reports. Be as specific as possible about who performs the tasks when they will happen and how they will be done. Audits Every accounting system must be periodically audited to ensure that all transactions are accounted for in legal ways. Explain how often the accounts will be audited by whom and how results will be reported. You may also want to explain how needed changes or corrections will be made if an audit indicates problem.

Taxes Unless you have already covered this topic under Reporting explain how and when all required taxes will be calculated and paid. Summarize the topic of accounting here highlighting any points you want to emphasize and referring to other pages as needed to provide details. Web site domain URL

A Document from Proposal Pack

The editable Accounting template - complete with the actual formatting, layout and graphics is available in the retail Proposal Packs.
© 1997 - 2024, Proposal Kit, Inc. All rights reserved. Privacy Policy.