Request For Proposal Bookkeeping And Accounting Services PowerPoint Presentation Slides
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The document outlines a proposal from a company to provide bookkeeping and accounting services to a client, highlighting their 16 years of industry experience and expertise tailored to the client's business needs. It details the proposed services, estimated costs, and a structured work plan for implementing QuickBooks and managing financial records. Additionally, it includes introductions to the team, client testimonials, and terms and conditions for engagement.
Request For Proposal Bookkeeping And Accounting Services PowerPoint Presentation Slides
- 1. Submitted by : Company Name Submitted to : Client Name Request for Proposal Bookkeeping & Accounting Services
- 2. Cover Letter Request for Proposal Bookkeeping & Accounting Services 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. 2
- 3. 06 Company Introduction 05 Your Investment 07 Our Team 08 Client Testimonials 03 Work Plan 04 Service and Pricing 09 Terms and Conditions 10 Next Steps 02 Our Offerings 01 Project Goal and Summary Table of Content 3
- 4. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Greater administrative control Increase operational efficiency and production Uninterrupted customer service Timely federal and local tax filings Lowered administrative costs Cash management control Objective (Client name) is interested in verifying a bookkeeping accomplice to help with rebuilding the booking keeping and bookkeeping, as well as regular tax filings. Context Project Goal and Summary Request for Proposal Bookkeeping & Accounting Services 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 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Our Offerings for Request for Proposal Bookkeeping & Accounting Services 5
- 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 Work Plan for Request for Proposal Bookkeeping & Accounting Services (1/2) This slide is 100% editable. Adapt it to your needs and capture your audience's attention. • 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 QuickBooks Startup (20 hrs.) • 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 Overall • Client and Vendor List • Client Balance Summary • Day by day Customer Invoice Summary (answer to QB as diary section - deals and A/R) Data Migration (20 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 QuickBooks Data Build (40 hrs.) 6
- 7. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 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 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) 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 Work Plan for Request for Proposal Bookkeeping & Accounting Services (2/2) 7
- 8. 8 We are proposing to provide the following services within these fee hours Preparation of Audited Tax Statements Filing of State and Federal Taxes Review of Bookkeeping Procedure Reporting to Business Partners as Directed Consulting on Financial Business Practices Terms 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. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Service and Pricing Request for Proposal Bookkeeping & Accounting Services 8
- 9. 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 Request for Proposal Bookkeeping & Accounting Services 9
- 10. Company Name : Company City : 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. Our team has 10K people dedicated to our PROPOSED CLIENT INDUSTRY, with an additional 1000 people supporting them in the practice. 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 accounting, tax and consulting services focused on industry 1, industry 2, and industry 3. Our team of consultants provides strategic support for your planning, marketing assessment, facility planning, capital planning, operational needs and leadership needs. Company Introduction in Request for Proposal Bookkeeping & Accounting Services This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 10
- 11. Client 6 Client 3 Client 5 Client 2 Client 4 Client 1 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. We have over 10 lakh of clients that work in the INDUSTRY This represents 50k of the business completed by (CompanyName). Text here Our Clients in Request for Proposal Bookkeeping & Accounting Services 11
- 12. Martine Pyrch Managing Partner This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Thomas Stevens Managing Partner This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Our Team in Request for Proposal Bookkeeping & Accounting Services (1/2) 12
- 13. Sam John Job Title Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Mary Hill Job Title Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Our Team in Request for Proposal Bookkeeping & Accounting Services (2/2) Anita Smith Job Title Here This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 13
- 14. Brian Casel xyz.com This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Kai Davis abc.com This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Clients Testimonials in Request for Proposal Bookkeeping & Accounting Services (1/2) 14
- 15. 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. Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy 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 Hooper Company Name Clients Testimonials in Request for Proposal Bookkeeping & Accounting Services (2/2) 15
- 16. What you provide: • Project guidance and data • Text here • Text here What we provide: • Analysis and assessment of your needs • Text here • Text here • Text here Cancellation and Modification 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. Any modifications to the agreed-upon contract must be approved in writing at least one week prior to the commencement of the project. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Terms and Conditions in Request for Proposal Bookkeeping & Accounting Services 16
- 17. • 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. Ongoing • Give monthly services as agreed upon in the contract Training Preparing of PROPOSAL COMPANY staff on QuickBooks System. • 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 Data Migration This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Next Steps in Request for Proposal Bookkeeping & Accounting Services Set up QuickBooks bookkeeping programming to services the necessities of PROPOSAL COMPANY. System Configuration Project Kick-Off / Requirements Documentation 17
- 18. 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. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Contact Us in Request for Proposal Bookkeeping & Accounting Services 18
- 19. Request for Proposal Bookkeeping & Accounting Services Icons Slide 19
- 21. Mission 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. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Goal Our Mission Request for Proposal Bookkeeping & Accounting Services 21
- 22. 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. Value Client This slide is 100% editable. Adapt it to your needs and capture your audience's attention. About Us Request for Proposal Bookkeeping & Accounting Services 22
- 23. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here 30 D a y s This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here 60 D a y s This slide is 100% editable. Adapt it to your needs and capture your audience's attention. Text Here 90 D a y s 30 60 90 Days Plans Request for Proposal Bookkeeping & Accounting Services 23
- 24. Start End Timeline Request for Proposal Bookkeeping & Accounting Services 2016 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 2017 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 2018 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 2020 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 2019 This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 24
- 25. 2019 • Text Here • Text Here 2020 • Text Here • Text Here 2018 • Text Here • Text Here EndStart Road Map Request for Proposal Bookkeeping & Accounting Services Template 3 25
- 26. Road Map Request for Proposal Bookkeeping & Accounting Services Template 4 2020 • Text Here • Text Here 2018 • Text Here • Text Here 2019 • Text Here • Text Here 2017 • Text Here • Text Here EndStart 26
- 27. 2019 • Text Here • Text Here 2017 • Text Here • Text Here 2020 • Text Here • Text Here 2018 • Text Here • Text Here 2016 • Text Here • Text Here Road Map Request for Proposal Bookkeeping & Accounting Services Template 5 EndStart 27
- 28. Road Map Request for Proposal Bookkeeping & Accounting Services Template 6 2018 • Text Here • Text Here 2020 • Text Here • Text Here 2016 • Text Here • Text Here 2019 • Text Here • Text Here 2017 • Text Here • Text Here 2015 • Text Here • Text Here EndStart 28
- 29. Road Map Request for Proposal Bookkeeping & Accounting Services Template 7 Start 2017 • Text Here • Text Here 2019 • Text Here • Text Here 2015 • Text Here • Text Here 2018 • Text Here • Text Here 2020 • Text Here • Text Here 2016 • Text Here • Text Here 2014 • Text Here • Text Here End 29