Prepared for Scarlett Richards
by Ever & More
16180 December 19, 2024 January 23, 2025

Accounting Proposal Sample

We’re fully cloud-focused

There’s a wide range of cloud-based software available today that can significantly enhance your business’s efficiency. We leverage many of these tools ourselves and highly recommend QuickBooks and Xero for your core accounting needs. We also have experience in many other tools and services which we will keep you informed about, to help get your business going in the right direction.

Our packages simplify planning and can expand alongside your business

A straightforward fixed monthly price makes budgeting a breeze, and ensures you receive excellent value. Feel free to ask questions throughout the year as it’s all included.

All packages include:

  • Cloud accounting subscription, with hands-on training and support.
  • Annual financial statements and income tax returns.

Made for high-growth enterprises, needing support with new opportunities.

  • Bi-monthly financial accounts and tax returns.
  • Monthly in-person meetings.
  • Annual budget and cash flow forecasting.
  • Annual strategic planning.

1,000.00

per month

Ideal for an emerging business, needing additional insights.

  • Bi-monthly financial accounts and tax returns.
  • Quarterly face-to-face meetings.

700.00

per month

Not selected

Perfect for a business starting out, only needing compliance.

  • Income tax reminder letters and administration.
  • Annual face-to-face meeting.

300.00

per month

Not selected

Maximize your rightful benefits

We know our stuff, so we’ll ensure that you receive all deductions and credits that you’re rightfully entitled to, through our tax planning, compliance, and preparation services. Don’t overpay on taxes.

Enjoy Personalized Service, Supported by a Team of Experts

You’ll experience the very best in personal service, with an associate who has a great team of specialists on-hand. So along with all the usual accounting services you would expect, if the unexpected comes along, we can handle that too. And we really take the time to explain why something is the way it is.

Receive FREE Audit Insurance

At some point, the IRS might audit your business, which can be incredibly disruptive. To help alleviate this, we will provide up to $2,000 worth of our expert accounting services at no cost, provided you’ve been a client for a minimum one-year term.

Simply choose your preferred package to get started

When you’re ready to proceed we invite you to choose your preferred package and hit ‘accept’. We will then work with you to gain access to your accounting files from your previous accountant. It will be seamless.

Payment terms

Our monthly prices are based on a minimum 12 month term. By accepting this quote you agree to a 12 month commitment.

You will be billed at the end of each month, with payment due within 7 days of the invoice date.

Reviews

Quotient
Easy, quick, and affordable. The team here assisted in getting the accounting side of my new business up and running and tax compliant. Couldn’t recommend higher!
by Anna Burton
Quotient
Made the stressful task of migrating our old accounting software to QuickBooks a dream. Armed with industry experience and technical know-how, they worked with us every step of the way to make sure we moved forward with confidence and expertise :)
by Sophia Turner
Quotient
The most reliable in the game! My workplace has dealt with these guys for years and they have never let us down - we wouldn’t switch for love nor money.
by Gary Hunter

Accounting Proposal Sample

Total $1,000.00 per month (1 of 3 options selected)
Quotient. Simply Smarter Quotes.Quotient. Simply Smarter Quotes.