The better way to manage client engagements

Pricing, proposal and engagement letter software that enables accountants and bookkeepers to price consistently, sell more confidently and minimise risk. Because great clients don’t just appear, they’re created.

Most accountants have clients taking up all their time, not valuing what they do and not paying them enough for all their hard work.

They feel uncomfortable charging for everything and lack consistency when it comes to pricing. They have outdated engagement letters which take too long to produce, leaving them exposed to unnecessary risk. Thankfully, GoProposal users are not most accountants.

“I can confidently stand by the figures produced through Go Proposal knowing that we are consistently charging for all the services we offer and the extra pieces of work which previously slipped through.” – Eleanor Shakeshaft, Your Business Accountants – Perth, Australia

Watch an instant demo of GoProposal or schedule your guided demo with one of our team

CONSISTENT PRICING

Price consistently & eliminate scope creep

Remove the guesswork with a systemised approach to pricing, that uses sophisticated calculations and a logic that your team will want to use and your clients will understand.

“My clients love the transparency and I love how I’m no longer a bottleneck” – Kieren Phelan | Cloud 360 Accounting

PROFESSIONAL PROPOSALS

Sell with confidence across the entire firm

Agree on fees with your clients without any awkwardness, instantly in real-time and fully present your value in a professional proposal that reflects your brand.

“GoProposal gives you a shield of confidence. even if you don’t think you are a confident salesperson.” – Lisa Moynagh | Bright Vision Accountancy

ENGAGEMENT LETTERS

Reduce the risk &
set clear expectations

Generate fully compliant engagement letters in seconds and have them digitally & securely signed by one or more people. Import your own letters or use smart engagement letters from OverSuite™.

“In terms of risk management and good order, it’s a no brainer.” – Joan Adams | Adams O’Rourke Accountants

Demonstrate Your Professionalism

Price consistently & sell more confidently

Data-Driven Pricing® 0:58

Access all of the client data you need to accurately inform the price in the precise place you need it the most.

AppsMap® 0:59

Beautifully show the apps you recommend, how they fit together and how the data flows between them.

INTEGRATIONS

Discover how we streamline your processes

"GoProposal has been a real catalyst for change

GoProposal and the team behind it have steered me to look at what we offer, how we offer it and the value we bring to our clients.” Marie Donaldson | Fresh Clarity Accountants

Trusted by the world's most valued accountants & bookkeepers

"Fantastic software that makes pricing logical & transparent"

"Complete training for how to be more profitable"

"The best support I've EVER experienced"

"The MOST collaborative & supportive community"

Ready to get started?

Price consistently, sell more confidently and minimise the risk to your firm and your clients

Learn to Sell with Unshakeable Confidence

Get your copy of SELLING TO SERVE

Video Training

Watch these valuable videos from the front line of what works in some of the most successful firms

Stop Training Your Clients To Be Bad Clients 8:31

Bad clients don’t start out bad, we train them to be bad by giving them so much for free, we train them not to value our services.

What does it mean when a client just won’t get back to you?
5:08

What happens is that you produce a proposal, the client seemed really eager, but then… nothing. This is what you should do.

“What Discount Can We Have?” The Best Response And The Reason Why 4:10

Discounting your services causes so many problems between you and your client. So this is how you handle that awkward question forevermore.

Version One is Better Than Version None 3:23

if you want to really move your business forward, you’ve got to start at version ONE, because version ONE is better than version NONE.

Value v The Perception of Value 7:40

There is a big difference between the VALUE you provide and the PERCEPTION OF THE VALUE. One is easy and one is tough.

When Clients Say “It’s Too Expensive” & What They Really Mean 10:38

This is the story of how I first became involved with My Accountancy Place and why GoProposal needed to be born.

Person First. Client Second. 6:20

This is one the core values we have at MAP. which helps us to serve our clients to a much higher level and it’s contributed towards growing our monthly recurring revenue by 50%.

See You Tomorrow 1:49

This is the video which My Accountancy Place send out to new prospects ahead of their proposal meeting, showing them where to come and what to expect.

Welcome to MAP 0:50

This is the video which clients get redirected to, once they’ve signed the proposal for My Accountancy Place. It sits above a data capture form on their website.

The Ladder Of Responsibility 14:30

We developed the LADDER OF RESPONSIBILITY for our accountancy firm, so when we have a challenge, we’re able to look to see where we’re responsible for that challenge occurring in the first place.

Team Training – Why GoProposal IS So Important
13:19

A big challenge accounting teams face and getting their clients to do the right things at the right time and to value what you do. This all starts with GoProposal.

THE GOPROPOSAL BLOG

Check out our latest blog articles

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