Proposal builder

Three choices.
One easy yes.

Create a polished, tiered accounting proposal your client can review and sign in minutes.

Proposal details

Proposal format

Client name

Client email

Expires on

Welcome message

1. Essential Recommended

Package name

Short description

2. Growth Recommended

Package name

Short description

3. Partner Recommended

Package name

Short description

Live previewClient view · 3 options

We’ve designed three clear ways to work together. Choose the level of support that fits your goals today.

The reliable foundation

$550 per month

Monthly bookkeeping$450 · monthly

Year-end tax return$1,200 · annually

More insight, less guesswork

$950 per month

Monthly bookkeeping$650 · monthly

Quarterly advisory$600 · quarterly

Year-end tax return$1,200 · annually

Your outsourced finance team

$1,600 per month

Monthly bookkeeping$900 · monthly

Monthly advisory$500 · monthly

Tax planning & return$2,400 · annually