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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.


Proposal Pack includes everything you need to get started now
  • This sample proposal plus
  • Library of all 200 samples
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  • 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.

Proposal Pack Accounting #1 Title Page

Proposal Pack Accounting #1 Body Page
Proposal Pack Accounting #1 Body Page
Proposal Pack Accounting #1 Back Page

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 Accounting and Payroll Services Proposal 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 accounting sample proposal is an example of an accounting firm using a Proposal Pack to pitch their payroll and accounting services to a health club fitness chain.

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.

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.

Business proposal example What Our Clients Say

The 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."

Dr. K.G. Parsons
CEO, Aging Hearts Assoc.

Length of Sample

10 Pages

There 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.

Cost Summary Calculator

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:

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

Business Proposal TemplatesProposal Pack Accounting #2
Business Proposal TemplatesProposal Pack Business #22
Business Proposal TemplatesProposal Pack Contemporary #22
Business Proposal TemplatesProposal Pack Financial #4
Business Proposal TemplatesProposal Pack Financial #5

Line Art Design Proposal Packs

Business Proposal TemplatesProposal Pack Artsy #3
Business Proposal TemplatesProposal Pack Financial #3

Product name:
Accounting and Payroll Services Proposal
Produced by:
Proposal Kit
Software › Computer Software › Business & Productivity Software
$19 USD
Proposal Kit reviews4.7 stars, based on 843 reviews

Key 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.
  • Proposal Kit product content (templates, samples, software) is 100% written by humans.
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You can create countless variations on the Accounting and Payroll Services Proposal with a Proposal Pack template library and Wizard software.
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