Bookkeeping And Accounting Services Proposal PowerPoint Presentation Slides
1 like1,523 views
The document is a proposal for bookkeeping and accounting services from a company to a client, highlighting their experience in the field and outlining the services offered, which include record management, tax filings, and financial consulting. The proposal details the work plan, pricing structure at $160 per hour, estimated total fees, and terms of service. It emphasizes the company's expertise and commitment to enhancing the client's operational efficiency and adherence to regulatory standards.
Bookkeeping And Accounting Services Proposal PowerPoint Presentation Slides
- 1. Bookkeeping & Accounting Services Proposal Submitted By : Company Name Submitted To : Client Name
- 2. Dear Client CompanyName is satisfied to exhibit this proposition to give proficient bookkeeping, counseling and money related administrations to client name. Our involvement in giving (INSERT INDUSTRY, i.e.. restorative, private venture, and so on) bookkeeping administrations in client province throughout the last 16 years, gives us a strong comprehension of your business condition and needs. If you are interested in any additional information, do not hesitate to contact us. We look forward to serving you Sincerely, User assigned User title This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Cover Letter for Bookkeeping & Accounting Services Proposal 2
- 3. 07. Our Team 08. Client Testimonials 09. Terms & Conditions 10. Next Steps 06. Company Introduction 05. Your Investment 02. Our Offerings 03. Work Plan 04.Service and Pricing 01. Project Goal and Summary Table of Content 3
- 4. Context: (Client name) is interested in verifying a bookkeeping accomplice to help with rebuilding the booking keeping and bookkeeping, as well as regular tax filings Objective Cash management control Uninterrupted customer service Timely federal and local tax filings Greater administrative control Lowered administrative costs Increase operational efficiency and production Project Goal and Summary for Bookkeeping & Accounting Services This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 4
- 5. We are pleased to introduce this proposal to give proficient bookkeeping, counseling and financial related services to client name We have experience in providing INSERT INDUSTRY, i.e.. medical, small-business, etc We give Accounting services in client province in the course of the most recent 10 years, gives us a strong understanding of your business environment and needs Your Text Here Your Text Here Our Offerings for Bookkeeping & Accounting Services Proposal This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 5
- 6. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 6 Our Solution For You We proposes to have and keep up all the QuickBooks information records, with the goal that really permitting expenses are incorporated with Expert Accountants week after week administration charge so that there is no product speculation required. {client name} will claim the information record consistently QuickBooks Data Build (40 hrs.) • Statement/Order/Invoice development • Remote check store, EFT installment, CC preparing • Distribution center database (as stock things) • Remote access and additionally distributing of Customer information (login) • Moving bank compromise and income investigation Data Migration (20 hrs.) • Client and Vendor List • Client Balance Summary • Day by day Customer Invoice Summary (answer to QB as diary section - deals and A/R) QuickBooks Startup (20 hrs.) • Construct the QuickBooks record dependent on existing Chart of Accounts (CSA) • Accounting report, Vendors and repeating A/P things • Directing of merchant solicitations, proclamations, and paperless bank charge exchanges • Procedure for conveying money position and A/P Aging for customer endorsement • Client Payments and Deposit Detail Overall • Keep up total business framework containing every single day by day exchange • Give week by week compromises and reports to money the board work • Give A/P and A/R managerial contact point • Technical support for QuickBooks programming and related (on work out) • Give intermittent money related reports and other administration reports • Document yearly corporate duties just as quarterly government charge filings Work Plan for Bookkeeping & Accounting Services (1/2)
- 7. Work Plan for Bookkeeping & Accounting Services (2/2) This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 7 Overall • Keep up total business framework containing every single day by day exchange • Give week by week compromises and reports to money the board work • Give A/P and A/R managerial contact point • Technical support for QuickBooks programming and related (on work out) • Give intermittent money related reports and other administration reports • Document yearly corporate duties just as quarterly government charge filings QuickBooks Data Build (40 hrs.) • Statement/Order/Invoice development • Remote check store, EFT installment, CC preparing • Distribution center database (as stock things) • Remote access and additionally distributing of Customer information (login) • Moving bank compromise and income investigation Data Migration (20 hrs.) • Client and Vendor List • Client Balance Summary • Day by day Customer Invoice Summary (answer to QB as diary section - deals and A/R) QuickBooks Startup (20 hrs.) • Construct the QuickBooks record dependent on existing Chart of Accounts (CSA) • Accounting report, Vendors and repeating A/P things • Directing of merchant solicitations, proclamations, and paperless bank charge exchanges • Procedure for conveying money position and A/P Aging for customer endorsement • Client Payments and Deposit Detail
- 8. Additional expenses depend on the time required and will be charged at the comprehensive fixed rate of $160.00 every hour for the agreement time of one year from the date of the agreement. Expenses for travel, meals, lodging, printing and report production are charged as part of the all-inclusive rate above. TermsPreparation of Audited Tax Statements Review Of Bookkeeping Procedure Consulting On Financial Business Practices Reporting To Business Partners As Directed Filing of State And Federal Taxes We are proposing to provide the following services within these fee hours Service and Pricing for Bookkeeping & Accounting Services (1/2) This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 8
- 9. Service and Pricing for Bookkeeping & Accounting Services (2/2) Additional expenses depend on the time required and will be charged at the comprehensive fixed rate of $160.00 every hour for the agreement time of one year from the date of the agreement. Expenses for travel, meals, lodging, printing and report production are charged as part of the all-inclusive rate above. Terms Preparation of Audited Tax Statements Review Of Bookkeeping Procedure Consulting On Financial Business Practices Reporting To Business Partners As Directed Filing of State And Federal Taxes We are proposing to provide the following services within these fee hours This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 9
- 10. Estimate fee hours 50 Estimate fee per hour $160 Estimate Total Fees $8,000 Description Unit Hours Price Accounting Services Estimated hours $160 50 $8,000 Total $8,000 *Our charges will be charged month to month as work advances. Charging will be definite by undertaking and warning administrations. Solicitations will be expected upon receipt. Your Investment for Bookkeeping & Accounting Services This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 10
- 11. We pride ourselves on being specialists in the INSERT INDUSTRY, offering understanding that stems past bookkeeping and can help direct system and tasks in your organization – helping you to oversee incomes, build market share of the overall industry and consent to constantly evolving regulations. Our team has 10K people dedicated to our PROPOSED CLIENT INDUSTRY, with an additional 1000 people supporting them in the practice. Our team of consultants provides strategic support for your planning, marketing assessment, facility planning, capital planning, operational needs and leadership needs. Our accounting, tax and consulting services focused on industry 1, industry 2, and industry 3. From more than 10 years of service, our company is focused on providing our clients advice on taxation, accounting and consulting services that reflect their needs. Company Name: Company City: Company Introduction for Bookkeeping & Accounting Services This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 11
- 12. Our Clients for Bookkeeping & Accounting Services 12This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Client 1 Client 4 Client 3 Client 6 Client 2 Client 5 We have over 10 lakh of clients that work in the INDUSTRY This represents 50k of the business completed by (CompanyName). Your Text Here
- 13. Our Team for Bookkeeping & Accounting Services (1/2) 13 Managing Partner This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Thomas John Managing Partner This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Martine Coral
- 14. Our Team for Bookkeeping & Accounting Services (2/2) John Doe Job Title Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Mary Smith Job Title Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Anita Hopper Job Title Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 14
- 15. Client Testimonials for Bookkeeping & Accounting Services (1/2) Kai Davis abc.com This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Brian Casel xyz.com This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 15
- 16. Client Testimonials for Bookkeeping & Accounting Services (2/2) John Doe Company Name Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy Lewis Spencer Company Name Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy Rowan Hopper Company Name Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy A company is an association or collection of individuals, whether natural persons, legal persons, or a mixture of both. Company members share a common purpose and unite in order to focus their various talents and organize their collectively available skills or resources to achieve specific. 16
- 17. Terms and Conditions for Bookkeeping & Accounting Services What you provide: Project guidance and data Your Text Here Your Text Here What we provide: Analysis and assessment of your needs Your Text Here Your Text Here Your Text Here Cancellation and Modification Any modifications to the agreed-upon contract must be approved in writing at least one week prior to the commencement of the project. Cancellation of all or part of this project must take place at least two weeks prior to commencement of work. A kill fee of 50% of the total quoted price will be due if cancellation occurs after this time. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 17
- 18. Project Kick-off / Requirements Documentation Our Collective Teams Will Meet To Review Overall Project Goals Establish Metrics To Monitor Achievement Of Objects We Will Map Out Current Accounting Processes Review Annual Tax Preparation Requirements Determine Specific Accounting Responsibilities Of Your Company Responsibilities Of Accounting Experts To Confirm They Align With The Scope Of The Proposal. Data Migration Client, sellers, starting adjusts, general record month-end adjusts for a year earlier Open invoices and bills as of arranged generation dates Outline of records System Configuration Set up QuickBooks bookkeeping programming to services the necessities of PROPOSAL COMPANY. Training Preparing of PROPOSAL COMPANY staff on QuickBooks System. Ongoing Give monthly services as agreed upon in the contract Next Steps for Bookkeeping & Accounting Services This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 18
- 19. Name 1 Email ID Contact Details Name 2 Email ID Contact Details Name 3 Email ID Contact Details Office 1 Address with Contact Details. Office 2 Address with Contact Details. 19 Contact Details for Bookkeeping & Accounting Services
- 20. Bookkeeping & Accounting Services Proposal Icons Slide 20
- 22. Our Mission for Bookkeeping & Accounting Services This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Goal This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Vision This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Mission 22
- 23. Target Audiences This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Premium Services This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Value Clients 23 About our for Bookkeeping & Accounting Services
- 24. 30Days This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 60Days This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 90Days This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 30 60 90 Days Plan for Bookkeeping & Accounting Services 24
- 25. Roadmap for Bookkeeping & Accounting Services (3/7) This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here 01 02This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here 03This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here 25
- 26. Roadmap for Bookkeeping & Accounting Services (4/7) This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here 01 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here 02 03This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here 04This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here 26
- 27. Roadmap for Bookkeeping & Accounting Services (5/7) This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here 01 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here 02 03This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here 04This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here 05This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here 27
- 28. Roadmap for Bookkeeping & Accounting Services (6/7) This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here 01 02This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here 03 04This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here 05This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here 06This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here 28
- 29. Roadmap for Bookkeeping & Accounting Services (7/7) This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here 01 02This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here 03 04This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here 05This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here 06This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here 07This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here 29
- 30. Timeline for Bookkeeping & Accounting Services This slide is 100% editable. Adapt it your needs and capture your audience’s attention. Text Here 2020 This slide is 100% editable. Adapt it your needs and capture your audience’s attention. Text Here 2018 This slide is 100% editable. Adapt it your needs and capture your audience’s attention. Text Here 2016 This slide is 100% editable. Adapt it your needs and capture your audience’s attention. Text Here 2017 This slide is 100% editable. Adapt it your needs and capture your audience’s attention. Text Here 2019 Start End 30