How to Write a Proposal for an Accounting Service

By Lanee' Blunt

Accounting services, certified public accountants and other tax professionals need to summarize their concerns and begin planning early before writing the proposal.  Collect all of the information on your accounting service from service brochures, and ensure that graphs that will be included are relevant. A proposal for accounting service is used for bidding on a RFP, asking for funding, or used to persuade potential clients or customers to support the proposal financially. Write from an outline. Deconstruct the request for proposal (RFP) to develop an outline.

Moderately Challenging

Things You’ll Need
Company brochures
Accounting proposal
Accounting service proposal
Service proposal


Write a project summary or executive summary which is a brief summary of the project. Tell the evaluators or client why your accounting service is best for the contract. Explain if your firm is a member of the AICPA Employee Benefit Plan Audit Quality Center, and give the history of your CPA firm.

Start the next section with “Firm qualifications” information. Write about the number of similar types of plan audits. State the size of each plan and the number of participants, or amount of assets.  Give references from similar types of jobs that you have done.

Start the third section “Personnel information” and the responsibilities of key employees in your firm. List all managing partners of the CPA firm.

Start the forth section “Cost estimate” and explain the price you are proposing. List a project price.  Include each service that is proposed with a detailed fee schedule.

Address expected completion dates in the fifth section. Provide an approach for example, statistical sampling, analytical procedures, methodology for documenting and the completion dates. Address major topics in the request for proposal (RFP) and address them in the order that they appear in the RFP. 

Eliminate all errors by proofreading the proposal. Rewrite sections that are too vague and don’t explain the full meaning of what you are proposing.  Avoid typos that will make your proposal look unprofessional and amateurs.

Complete the proposal before deadline so you will have time to revise the proposal.

Make sure that your proposal has demonstrated that your firm has the capability to perform the job.

AICPA: The Request for Proposal and Auditor Evaluation Process     

Fedmarket: Proposal Writing: Filling the Holes    


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