PRICE MORE PROFITABLY & GIVE MORE VALUE TO YOUR CLIENTS WITH THE #1 PRICING & PROPOSAL SOFTWARE FOR AMERICA’S LEADING ACCOUNTANTS

 

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HOW YOU WILL BENEFIT

There are hundreds of benefits to using GoProposal. Here are just 3.

STOP LOSING MONEY

Many accountants don’t charge enough, don’t charge for everything they do and don’t adjust their fee as their clients grow. GoProposal’s Watertight Pricing™ will make sure you never leave money on the table again.

SELL MORE SERVICES

Accountants often fail to maximise the value of existing clients, because agreeing fees, producing Proposals and creating Letters of Engagement take too much time. GoProposal does all this in under 3 minutes.

MAKE LIFE SIMPLER

Accountants rarely enjoy selling. GoProposal takes all of the effort, emotion and guesswork out of selling and replaces it with a logical process your entire team can use, which makes life simpler for everyone.

WHAT YOU'LL BE ABLE TO DO

Sign new clients up faster and give more value to existing clients

1. Configure Complex Pricing

Configure the exact pricing you want to charge for your services. Add layers of variations, charge based on their revenue and build in whatever level of complexity you need.

2. Easily Agree Fees

Easily agree fees whilst you’re sat with your prospects and clients. This speeds up the sales process & allows them to comfortably choose to buy more from you.

3. Produce Instant Proposals

Produce instant proposals that look fantastic, contain all the information your clients need to make a decision and has been psychologically designed to improve conversion rates.

4. Auto-Generate Letters of Engagement

Dynamically generate Letters of Engagement with one click, which automagically pulls through your Scope, Terms & Conditions and all the Service Schedules for the specific services chosen in the proposal.

5. Digital Signatures

Get your new client to sign-off your Letter of Engagement digitally and legally with a real signature. They also require a check box to be selected, being time-stamped, date-stamped and IP Address-Stamped.

6. Trigger Your Onboarding

Redirect your new client straight into your onboarding process and notifying your team via email. You can also trigger off automation in CRMs such as Infusionsoft, Trello, Capsule and Slack.

Fully Integrated with Xero

Connect your GoProposal App with your Xero App for a seamless, integrated sales system

Discover how the Xero integration works

TAKE A QUICK TOUR

Discover the full power of GoProposal for your firm

 

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WHAT OUR CLIENTS SAY

Discover the benefits that our clients are enjoying

"In the four months we've been using GoProposal it has allowed us to increase our annual revenue by an additional £100k. Half of which has come from new clients and the other half has come from existing clients AND... I haven't produced a single proposal. My team now does them.
Paul Barnes Founder of My Accountancy Place
"Our conversion rate has increased by 30% since using GoProposal. This is the best pricing product we've seen on the market and has enabled us to maximise the value we provide to our clients."
Phil Ellerby Founder of Northern Accountants
"So just met with an existing client for a fee review and they agreed to 3 x increase this year and moving up to 5 x their current price next year. So I'm really happy because it's more than I would have increased it without GoProposal and I can give more value to the client."
Maria Donaldson Founder of Quarry Accountancy
"I've just signed up a 1 director Ltd company for £626 +VAT per month, by far my largest every customer – not sure I would have ever priced in this way before. My largest was probably around the £300 mark – so a massive difference, and it feels awesome."
Nick Kay Founder of Pavilion Accountancy
"GoProposal is now the hub of my business. I have real comfort and confidence this system is being driven by the right person who's a sales and systems expert, not an accountant."
Martyn Hodgson Founder of Swirral Accountancy
The old ways don't work anymore and you need to fundamentally change. Using GoProposal we increased one client's fees from £2750 to £6250 and the way I see it, he's now receiving over double the value from us.
Martin Wardle Director at Robson Laidler

"THE BEST PRODUCT ON THE MARKET"

Phil Ellerby | Founder of Northern Accountants

BEHIND THE SCENES

Here’s a sneak preview of what you’ll get when you sign up

Welcome To Your Dashboard

The GoProposal dashboard and admin area have been intuitively designed for busy accountants to navigate easily, so they can quickly configure their settings. You can easily…

  • Add new services and make the pricing work for your firm
  • Add Team Members who can produce proposals
  • Configure exactly what you want it to say in your proposal
  • Create packages of your most valuable services

 

Ready To Rock Out Of The Box

GoProposal comes out of the box, fully configured and ready to use. Just tweak the services to fit your offering, upload your logo and paste your Letter of Engagement in there and you’re ready to rock!!!

One-to-One CoPilot Calls

All users of GoProposal receive one-to-one online coaching to help you rapidly configure your app and get you using it fast. What if you need more? No problemo. We’re on your team.

World Class Support

There are training videos throughout your app, showing you exactly what to do. There’s a help section, active support forum and support tickets, all managed by our world class support team.

30 Days Free Trial

We give you a 30 day free trial to help you prove the full benefit of GoProposal for your firm. This gives you access to ALL the features so you can actually configure your pricing, generate proposals, sign new clients up and agree on higher fees.

Want to use GoProposal in your firm, FREE... for the next 30 days?
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Download The 7 Pricing Strategies of the Most Profitable Accountants

Discover how to price more profitably, end the chaos and serve your clients better.

WHAT WE BELIEVE

“We don’t believe fees should be agreed in FRONT of the client. We believe they should be agreed SHOULDER TO SHOULDER with them. GoProposal was designed for you to plan the road ahead with your clients so you can maximise the lifetime value you’re able to give and receive and…. to make this whole process as simple as possible so you can focus on the value you’re giving rather than the technology you’re using.”

– James Ashford | Founder of GoProposal, bestselling author of “Selling to Serve” & Director at My Accountancy Place.

Make your life easier & give more value to your clients
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