Accounting Proposal Software to Win Clients

Proposals are your firm's chance to leave a lasting impression on a prospect. Making sure they’re clear, concise, professional in design and reaches stakeholders in a timely manner. Don’t settle inflexible templates, save time in your business and create unique and consistent proposals at the click of a button.

Pricing should be defined at the practice level, not by individual partners. Inconsistency in your pricing across your practice ultimately ends up eroding your profitability. Using GoProposal’s Core Pricing Matrix to set up your pricing means you’re consistent with every price, for every service you offer a prospect.

Whether you’re building a proposal with your client or creating a proposal to send out to a client, customizable branding is important. It helps speak to the ethos and values that you’re selling and brings your practice to life. As an accountant or bookkeeper, you're not just selling your services, you're selling the value you can bring to that client, branding allows you capture that identity.

Selling is helping people. With GoProposal, you’re showing prospects what services they need based on what they’ve advised. With a few clicks within the app, you can show them the price and produce a proposal within minutes. A price and proposal that they built right there with you going through step by step.

GoProposal is a cloud enabled software service. Access your account anytime from any browser or location and login to access and process any outstanding actions relating to your firms proposals, engagement letters or KYC, Risk Assessment, AML Checks.