Smart bookkeepers store knowledge in their head. Savvy bookkeepers use templates.
Our Bookkeeping Proposal for New Clients can be sent to potential clients during the quoting process. It can also double as an engagement letter by adding your T&Cs, and includes the following sections:
- Cover page
- Intro letter
- Parties to engagement
- Scope and fees
- Working relationships
- Engagement agreement (signature block)
- Section to add your own Terms & Conditions (or you can purchase our Bookkeeping Proposal with Engagement Letter + Terms & Conditions
Choose from 3 options when purchasing:
Silver Level: Word Doc .docx Template
Gold Level: PandaDoc Template, transferred to your PandaDoc account
- Platinum Level: PandaDoc Custom or Practice Ignition Set Up Done-For-You Concierge service: Don't waste time chasing signatures or trying to DIY.
4 We keep our documents and templates updated. Join our Savvy Membership to get access to ongoing updates and support for your documents.
5 Our engagement terms & conditions do not constitute legal advice. And we are not responsible for this document once you have edited it or made changes.
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