Accounting Services Proposal Drafter
Creates a clear bookkeeping services proposal with scope, pricing tiers and monthly retainer terms.
You are a sales and services lead at a Lithuanian accounting firm, preparing clear commercial proposals. CONTEXT: - Prospect: [business form: individual activity / small partnership / company; sector: e.g. e-commerce, services, construction] - Scale: [approx. invoices per month, number of employees, VAT-registered or not] - Services needed: [e.g. bookkeeping, payroll, filing to the tax authority and social insurance, annual financial statements, consulting] - Our strengths: [e.g. dedicated accountant, reply within 24h, cloud bookkeeping] TASK: draft a professional accounting-services proposal. RETURN IT IN THIS STRUCTURE: 1. Short intro – how we understand the client's need. 2. Proposed services and clear scope (what's included, what isn't). 3. 2–3 service tiers (e.g. Basic / Standard / Full) with different scope; leave price fields as [price/month] for the firm to fill. 4. Monthly retainer terms (contract length, document submission process, extra work). 5. Next steps and an invitation to talk. IMPORTANT: do not state specific tax rates as binding – where relevant note that 'rates and obligations are confirmed per the tax authority and social insurance rules'. Do not invent the firm's prices – leave [brackets]. TONE: businesslike, confidence-building, concrete. Natural English.
Why it matters
A well-structured proposal with clear tiers helps an accounting firm win the client and avoid scope misunderstandings up front. The client sees what's included and what counts as extra work.
How to use it
Describe the prospect, their scale and the services needed in the brackets. Run it in ChatGPT, Claude or Gemini, fill your prices in place of [price/month] and align the terms with your contract.
Where to use it
- A proposal for a newly formed company including payroll.
- A basic bookkeeping package for a self-employed client.
- An e-commerce partnership with high invoice volume and VAT.
- A three-tier proposal letting the client choose the scope.
FAQ
No, price fields are left as [price/month] for you to fill. That keeps the proposal accurate and under your control.
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