Accounting and bookkeeping proposal template

Introduction

Proposal for [Client business name]
Prepared by [Practice name] on [date]

Dear [First name],

Thank you for taking the time to speak with us about [Business name]. It was great to hear about [something specific from the call, such as plans to take on staff this year].

This proposal sets out how we'd support you, what's included and what it costs, so you have everything you need to decide.

Your needs

From our conversation on [date], we understand that you:

- [Need your annual accounts and corporation tax return prepared and filed]
- [Want to stay on top of VAT without spending your evenings on it]
- [Are planning to start payroll for [number] employees from [month]]
- [Would like a clearer view of how the business is performing during the year]

Our recommended services

Annual accounts and corporation tax return
We'll prepare your year-end accounts, file them with Companies House and prepare and file your corporation tax return with HMRC.

Bookkeeping
We'll keep your records up to date each month in [bookkeeping software], so your figures are always ready when you need them.

VAT returns
We'll prepare and submit your VAT returns each quarter under Making Tax Digital, and let you know what to pay and when.

Payroll
We'll run your payroll each [month], send payslips, make your RTI submissions to HMRC and handle pension auto-enrolment for up to [number] employees.

Directors' self assessment
We'll prepare and file self assessment tax returns for [number] directors.

Your fees

A fixed monthly fee is usually easiest for clients to budget for.

Service | How often | Monthly fee
Annual accounts and corporation tax return | Yearly | £[amount]
Bookkeeping | Monthly | £[amount]
VAT returns | Quarterly | £[amount]
Payroll, up to [number] employees | [Monthly] | £[amount]
Directors' self assessment | Yearly | £[amount]

Total: £[amount] a month, excluding VAT

Your fees are paid monthly by direct debit, starting on [date].

What's included

Included in your monthly fee:
- Everything listed under our recommended services
- Reminders of upcoming deadlines and what we need from you
- Answers to your questions by phone or email
- [A review meeting each year to look at how the business is doing]

Not included, and quoted separately if you need it:
- Work for earlier years or catching up on overdue returns
- HMRC enquiries or investigations
- [Any other work outside the scope above]

Why [Practice name]

- [What makes your practice different, such as specialising in your client's industry]
- [How clients work with you, such as a named contact who knows their business]
- [A short result or quote from a similar client]

Next steps

1. Accept this proposal online.
2. Sign your engagement letter, which sets out our terms in full.
3. Complete a few quick identity checks and send us the information we need to get started.
4. Set up your direct debit.

Once that's done, we'll contact your previous accountant and get everything moving.

Terms

This proposal is valid for 30 days from the date above. Fees exclude VAT and are reviewed each year. Our full terms of business are set out in your engagement letter, which you'll receive once you accept.