Proposal templates

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Reusable proposal packages. Pick one to start a new proposal — or build a proposal and choose Save as template.

3 templates

Small business — annual

Bookkeeping, payroll and the return, as two tiers.

Full service Popular $1,250.00/mo
Essentials $650.00/mo
+ 1 more option
Updated 3 days ago Use template

Individual — 1040 only

1040 preparation$950.00
Updated last week Use template

Build any proposal and choose Save as template to add it here.

New proposal Preview Save as template Save draft Send
Full service
Monthly bookkeeping$650.00
Payroll processing$420.00
Quarterly advisory call$250.00
Essentials
Monthly bookkeeping$650.00
Name this proposal template
Name Small business — annual
CancelSave
New proposal · from Small business — annual
RecipientBlank — add the client
ExpiresBlank — set a date
PackagesFull service · Essentials · Starter
Add-ons1120-S preparation · Reasonable comp study
Engagement letter2026 Standard — business
PaymentRequire payment to accept · on
Intro messageThanks for the conversation last week…
Everything about the offer comes across. Only the two things that belong to one client — who it is going to, and when it expires — start blank.
T-PROP-03 · Aug 2026