Free Accounting & Tax Proposal Template
An accounting proposal covers the cash forecast work, working rhythm, pricing, sign-off details, payment terms, and what gets delivered.
A clean P&L can still leave the same question hanging over every decision, because cash lands late, cards settle on their own schedule, and vendor terms don’t care that the month looked “good”. This accounting proposal goes to an owner-operator who needs a clear green light before committing to payroll, tax deposits, or the next hire, with the numbers tied back to real bank and card movement instead of spreadsheet assumptions.
The proposal keeps the story in order, so the client reads what you’re building and how the cash forecast gets grounded in timing before they ever reach the price. The layout uses terracotta accents with Space Grotesk headings and Roboto body text, which keeps the pages easy to scan when the details matter.
- Overview Frames the 13-week cash forecast and the decisions it answers, with the forecast tied to bank, card, and vendor timing.
- How we work Describes the weekly and month-end rhythm, including what gets reviewed so the forecast stays usable.
- What it costs Prices Monthly rhythm as the single line item, leaving you to replace the template figures with your own.
- Getting started Carries the signature and fee summary, plus the start week and the access the client needs to send over.
- Payment Spells out invoicing timing, due dates, and the boundaries around cleanup and scope changes.
We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.
What this proposal contains
1) Overview
Explains the 13-week cash forecast and the decisions it’s meant to answer, tied to bank, card, and vendor timing.
2) About us
Gives the background for CFO-style advisory work and why cash timing still matters even when the books look fine.
3) Recent work
Shows a realistic example of a cash-tight “good month” and how the forecast got rebuilt from real inflows and terms.
4) How we work
Describes the weekly rhythm, what gets mapped in the base build, and what gets checked at month-end so decisions don’t lean on bad inputs.
5) What it costs
Carries a priced item for Monthly rhythm, which you replace with your own price before you send it.
6) Getting started
Carries the signature and fee summary, and lists the start week and access needed to begin.
7) Payment
Covers when you invoice, when payment is due, what access you need, and how cleanup and scope changes get agreed in writing.
8) Forecast updates
Explains how the forecast gets updated, what meetings and turnaround look like, and what happens with confidentiality and file ownership.
Who it is for
Owner-operators and small service businesses buying accounting & tax advisory work that includes a 13-week cash forecast and ongoing updates.
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Questions about this proposal
What should an accounting proposal include?
An accounting proposal usually explains the work being done, how the engagement runs, what it costs, and what happens when the client accepts. This one also covers cash-forecast updates, confidentiality, and who owns the forecast files after invoices are paid.
What is a 13-week cash flow forecast, and what does it tell me?
A 13-week cash flow forecast is a rolling weekly view of expected cash in and cash out. The forecast helps answer what’s safe to spend, what needs to wait, and how payroll, vendor payments, and tax deposits line up with timing.
How do you build a cash forecast from my bank accounts and cards?
The forecast starts from real cash movement, including bank deposits, card settlement lag, and known fixed runs. The document also calls out vendor terms, payroll dates, and tax deposits, so timing drives the weekly picture.
How clean do my books need to be before someone can forecast cash?
The forecast depends on clean starting numbers, but the terms allow books that are “mostly right” as a starting point. If cleanup goes beyond a normal close review, the proposal says the fix gets agreed first.
What do you need from my bookkeeper to keep the forecast updated?
The payment section asks for read-only access to the accounting file and bank and card statements. For ongoing monthly work, the proposal also asks for the month-end close to be completed by the 10th.
When do I pay for accounting and CFO services in a proposal?
The payment terms state that one-off builds get paid before work starts, and monthly work gets invoiced at the start of the month. Payment is due within 7 days by ACH or card.
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