Accounting proposals made easy
Automate agreements, billing, and payments with an accounting proposal solution that will WOW your clients.
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.
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Grow you revenue
Drive revenue with modern online 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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Proposals & engagement letters 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 is a digital tool that helps accounting, bookkeeping and tax firms create, send, and manage proposals and engagement letters. Financial Cents’ proposal software streamlines this process by automating reminders, integrating billing and payments, and allowing clients to sign electronically, saving time and improving client conversion rates.
Yes. You can attach legally binding engagement letters to your proposals, including your scope of work, terms, and conditions, all in one seamless client experience.
Using proposal software like Financial Cents helps you automate the proposal process, upsell services, eliminate manual follow-ups, and speed up client onboarding. It also integrates billing and payments to save time and boost cash flow.
Absolutely. Clients can review, accept, and e-sign proposals from any device. Financial Cents also tracks proposal status and sends automated reminders to clients who haven’t signed yet.
Yes. You can create customizable service packages (like Bronze, Silver, or Gold) and offer optional upsells, making it easy to increase your average deal size and tailor services to client needs.
Once a client signs your proposal, Financial Cents can automatically trigger billing. You can collect ACH or credit card details upfront and automate invoicing and payments without lifting a finger.
Yes. You can embed personalized video messages in your proposals to explain services, build rapport, and boost client confidence, all before they sign.
Definitely. Whether you’re offering bookkeeping, tax, or advisory services, Financial Cents helps you create structured, professional proposals that clearly outline deliverables and pricing.
You can build and send a fully customized proposal in minutes. You can also save your proposals as templates to reuse them for future clients, making your onboarding process faster.
Yes. You’ll get visibility into which proposals are signed, pending, or unopened, so you can follow up with the right clients at the right time.
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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!