CartAccounting and Payroll Services Proposal
Add To Cart Proposal Pack Accounting #1
Add To Cart Proposal Kit Professional Bundle
How to write your Accounting and Payroll Services Proposal
You can create your customized editable variation of this document using Proposal Kit. Follow these steps to get started.
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Proposal Pack includes everything you need to get started now
- This sample proposal plus
- Library of all 200 samples
- Library of editable templates
- All templates in this design
- Basic contracts and invoices
- Financial calculators
- Wizard proposal software
- How to Write a Proposal e-books
- Customize with your logo
Screenshots of 4 of 10 pages of this sample
Click the PDF View link above to see more. The complete sample is included in every Proposal Pack and the included Wizard software can build you an editable version in Word that will be in the design theme you purchased. You can purchase a different design theme than the sample is illustrated with.
1. Get a Proposal Pack such as Accounting #1
This sample was created using the design theme Proposal Pack Accounting #1. You can recreate this same sample using any of our Proposal Pack design themes and have it customized for your business.
We include this sample in PDF and editable Word format chapters that can be customized using the included Wizard software when purchased with a Proposal Pack or the Professional Bundle.
To create your customized proposal using your logo and colors, get Proposal Pack for Any Business. We include this sample in every Proposal Pack.
2. Download and install after ordering
Once you have ordered and downloaded your Proposal Pack you will have all the content you need to get started. If you order the sample as a template you will download the Word document after ordering and edit it in your office software.
3. Set up the included Wizard software
While the Wizard software makes the process more efficient, you can manually assemble your version of this sample using the content provided and just a Word processor. We only include the Wizard software with a Proposal Pack or the Professional Bundle.
4. Import the Quick Start layout titled 'Accounting and Payroll Services Proposal'
The included Proposal Pack Wizard software makes creating a customized version of this document speedy and efficient. The sample content is in Word format documents, so you can also use the sample text without using our Wizard software. Using the Wizard software, you can create custom variations of this template and automate your quotes with the line item database.
The Valley Fitness sample proposal is from an accounting firm pitching their services to a local fitness club. This sample illustrates how to use any of our Proposal Packs to pitch a company's goods and/or services to a potential client. The Proposal Pack framework can be used by virtually any company.
Accountants, payroll and financial professionals, service providers, health and fitness related services. Small business owners.
5. Customize the template with your information
You can customize the layout with different chapters, change the order of chapters, import your content and information, change the visual design, edit the text, and more. You have complete control over customizing this sample. Use the Wizard's AI Writer to create personalized content specific to your business and project that can be merged with the sample.
Accounting and Payroll Services Proposal - The Narrative
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. 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.
If you have questions that need the expertise of tax attorney please contact. Valley Fitness Inc Tax Attorney, John Williams JD.
What Our Clients SayThe templates make the whole process flow together into a very professional and eye-catching proposal. Every time I have submitted a proposal, I have had someone either ask me who prepared the proposal for me or compliment me on how nicely the proposal was done."
CEO, Aging Hearts Assoc.
There are 200 complete sample proposals including this one in each Proposal Pack
The following related samples are also included in Proposal Pack:
These template layouts are related to this sample
The following related templates are also included in Proposal Pack with this sample:
Length of Sample
10 PagesThere are thousands of chapters to choose from in Proposal Pack. This sample uses the following set of Proposal Pack chapter templates: Cover Letter, Title Page, Table of Contents, Executive Summary, Cost Summary, Client Operations, Benefits, Project Management, Contract and Terms, Back Page.
Accounting and Payroll Services Proposal Calculator Spreadheets
These Excel calculator spreadsheets are included with this template. If you purchase a Proposal Pack or the Professional Bundle, these proposal pages are generated using an automated line-item database in the included Wizard software. The calculator spreadsheets are intended for use when purchasing only the sample as a static Word template.
This sample illustrates how to write the following types of proposals
- General business proposal
- Non-technical proposal
- Service sales proposal
- Financial, investment, legal proposal
- Many other types of proposals
Samples can be created in any Proposal Pack design theme
This sample was created with Proposal Pack Accounting #1. To change the visual look purchase any Proposal Pack and this sample will be created in that design theme.
Out of the over 501 Proposal Packs available these designs are also popular for this type of proposal and this sample proposal is also included in every Proposal Pack:
Photo Design Proposal Packs
Proposal Pack Accounting #2
Proposal Pack Business #22
Proposal Pack Contemporary #22
Proposal Pack Financial #4
Proposal Pack Financial #5Line Art Design Proposal Packs
Proposal Pack Artsy #3
Proposal Pack Financial #315% Off Discount
Add To Cart Proposal Pack Accounting #1
Add To Cart Proposal Kit Professional Bundle
4.7 stars, based on 846 reviewsKey Takeaways
- The Accounting and Payroll Services Proposal is a fully written sample included in every Proposal Pack and the Professional Bundle.
- You can create custom variations of this sample using the included software and template library.
- The Wizard software automates quotes and other financial pages with a line-item database.
- There are no ongoing subscription fees. You get lifetime unlimited use.
- Proposal Kit is made for freelancers, small businesses, and non-profits.
- The Proposal Kit's AI Writer will create tailored content for you that is personalized better than any premade sample can offer.
Frequently Asked Questions
How do I customize this sample to fit my specific project or business?
If you purchase this sample as a static template, it will be an editable Word format document; otherwise, if you buy a Proposal Pack or the Professional bundle, you can build a more customized editable Word document version of it using the included Wizard software. You can replace the sample information with your own, adjust the text to match your company's tone and style, and modify sections to include project-specific details. The included AI Writer will also customize the content for you.
Can I use multiple sample proposals for different types of projects?
You can purchase multiple samples as individual Word templates or all 200 samples are included in every Proposal Pack and Proposal Kit Professional, which is a much better deal. The Proposal Kit offers sample proposals for various industries and project types. You can select and customize different sample proposals to suit each unique project. This flexibility allows you to create tailored proposals for other clients or projects.
How can I integrate my branding into this sample?
While this sample is an editable Word document, depending on the level of custom branding needed, consider the Proposal Kit Professional, which includes the branding features in the Wizard software that let you create custom-branded design themes more effectively. Start by incorporating your company's logo on the cover page, as well as in the headers and footers of the document. Next, adjust the color scheme of the proposal to match your brand colors. Change the fonts in the proposal to align with your brand's standard fonts. Including branded graphics that reflect your brand's style will further enhance the proposal. Additionally, ensure that the text within the proposal maintains a tone and voice consistent with your brand's communication style. By integrating these elements, your proposal will reinforce your brand identity.
How do I ensure my proposal stands out and wins the client?
To ensure your proposal stands out:
- Personalize the content: Address the client's needs, challenges, and goals to make the proposal unique.
- Highlight your value proposition: Communicate what sets your business apart and how to deliver superior results.
- Use professional design elements: Incorporate visuals, charts, and graphs to enhance the presentation and make it more engaging.
- Proofread and edit: Ensure the proposal is error-free and well-organized. A polished, professional document reflects your attention to detail and professionalism.
What should I do if I need help understanding or modifying a section of this sample?
If you need help understanding or modifying a section of this sample, refer to the detailed instructions provided. Additionally, Proposal Kit includes customer support and resources such as tutorials and videos to assist you. Consulting with a colleague or a professional in your industry can also be beneficial if further clarification is needed. Asking an AI tool can also provide valuable insights for immediate needs. You can load this sample into the Wizard software and let its AI Writer customize the pages for you.
Ian Lauder has been helping businesses write their proposals and contracts for two decades. Ian is the owner and founder of Proposal Kit, one of the original sources of business proposal and contract software products started in 1997.By Ian Lauder
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