Accounting proposals made easy
Automate agreements, billing, and payments with an accounting proposal software that will WOW your clients.
4.8 stars
Stacy Luft
Owner and Founder at CEO Business Balance
Proposals that will impress clients
Start the client relationship off right with beautiful proposals that are easy to sign.
Grow your revenue
Drive revenue with modern online accounting and bookkeeping proposals that make it easy to upsell extra services.
Start free trialGet paid on time, every time
Collect client payment details upfront in the proposal. Once signed, billing and payment happen automatically, no extra work for you or your clients!
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Step inside the Proposals feature to see how Financial Cents can help you wow your clients with modern accounting proposals.
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Proposals & engagement letters for accounting firms features
Proposals
Convert more clients with modern proposals.
Engagement letters
Add your scope of work and terms to our legally binding engagement letters.
Billing
Integrated billing & proposals to auto-invoice clients once the proposal is accepted.
Payments
Seamlessly accept ACH and Card payments once proposals are signed.
Auto reminders
Automatically remind clients to sign a proposal.
Packages
Break out your services into different packages to drive more revenue.
Optional upsells
Add in optional services to upsell your clients.
Videos
Add personalized videos to your proposals to stand out.
Loved by over 10,000 accountants, bookkeepers and CPAs
Proposals and Engagement Letters FAQs
Accounting proposal software lets accounting, bookkeeping, and tax firms create, send, and track client proposals and engagement letters online. Clients review your services, choose a package, and sign in one place, so you win work faster and can start billing as soon as they sign.
Each proposal can include a personal intro message and video, the signatories and start date, and your services with scope, pricing, discounts, and tax. Services can be one-time, recurring, deposit, or hourly. You can also add your engagement letter and terms, and a payment step if you want clients to add their card or bank details.
Yes. You can upload your engagement letter or write your terms directly in the editor, using tokens like client and contact name to personalize them. Clients review and sign your terms as part of the proposal.
Yes. You can offer up to 3 packages for clients to choose from, such as Bronze, Silver, and Gold. On the Scale plan, you can also add optional services clients can choose to include, which makes it easy to increase the value of each engagement.
Yes. You can add an intro video to explain your services and build rapport before the client signs, so your proposal stands out from a PDF in their inbox.
Yes. Clients can review, accept, and sign proposals from any device. You can send proposals and automatic reminders by email, SMS, or both, so clients who haven’t signed get a nudge without you following up.
It’s up to you. With an active Financial Cents billing account, you can request a card, an ACH bank account, or both, and choose whether payment details are required to accept. You can also send a proposal without a payment step and invoice the client later.
When a client signs, Financial Cents generates their invoices on the billing schedule you chose. You decide whether those invoices are sent automatically or kept as drafts for you to review first. If the client added payment details, future payments can be collected automatically.
No. You can send proposals and get them signed without an active billing account. You’ll need an active billing account to collect clients’ payment details in the proposal and to send the invoices it generates; without one, invoices are created as drafts.
Yes. You can select multiple clients, client groups, or all clients, and Financial Cents creates a separate proposal for each one. That’s useful for annual engagement letters or a price change across your client base.
Yes. You can see which proposals are signed, pending, or unopened, so you know exactly which clients to follow up with, and send reminders to several sent proposals at once.
Yes. You can save any proposal as a template and reuse its structure for future clients, so you can send a fully customized proposal in minutes.
Yes. The Revenue Insights report shows accepted proposals month by month alongside your firm’s revenue, so you can see how your new business is trending.
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Many of the other tools are poor at managing updates and bugs. Some use subcontracted developers, providing real client data samples. Others have suffered breaches without proper notifications.
Of the pre-built systems out there, I do think Financial Cents has a solid offering.
One of my top goals is to make the process easier for clients. Glad I made the switch!
Many of the other tools are poor at managing updates and bugs. Some use subcontracted developers, providing real client data samples. Others have suffered breaches without proper notifications.
Of the pre-built systems out there, I do think Financial Cents has a solid offering.
One of my top goals is to make the process easier for clients. Glad I made the switch!
If you’re not using this feature, I highly recommend it! Remembering to follow up with clients can be a serious bottleneck and I love how this solved that problem!
If you’re not using this feature, I highly recommend it! Remembering to follow up with clients can be a serious bottleneck and I love how this solved that problem!