Financial Services Template

by Proposeful

Our financial proposal template is perfect for accountants and financial consultants to craft proposals that will set them apart from the competition.

We created this financial proposal template following the best practices in proposal optimization and it has helped thousands of business close sales. It guides the client through a clear decision process, reminding them why they should invest in your financial services and helping you show them why you are the best option.

The structure of the financial service proposal template is as follows:

Introduction. A quick, warm introduction to help give a more personal tone to your financial proposal.

Accounting Services Scope. A good financial proposals need to be clear on what is included in the proposal and what is not to protect your business in the future. This sample accounting services scope should serve as a good starting point for you to write your own.

Additional Services. Let your client know what additional financial services they can hire that are not already in the proposal's scope.

Client Testimonial. Adding a testimonial from a previous client helps generate trust by showing you've helped similar companies in the past.

Why Us? Here you can show your client why your company is the best option to solve their financial services needs.

Total Investment. You can offer your client different price options and let them easily choose between them and accept your proposal in seconds using Proposeful's accept button.

Contact Information. Make yourself available to your client by leaving your contact information at the end of your financial proposal.

You can customize the structure of our financial proposal template easily by adding new sessions or removing the existing ones, changing the content to best fit the scope of services you offer.

You can also add images, videos, sheets and any sort of content to your proposal to create a memorable experience to your client and set yourself apart.

The financial proposal template is available for free on Proposeful. Sign up today to customize this template and create your next proposal in minutes.





This Template is Available for Free on Proposeful

Sign up for free today to use any of our templates and create impressive proposals and presentations.


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Why should I use Proposeful to send my proposals?

Besides being able to use any of our templates, there are several other benefits.



Proposal Management

Invite your whole sales team and let them share templates and access information to close deals. You can track proposals easily and see their performance.

Activity Tracking

See how your clients interact with your proposals with our smart activity reports. Each access to your proposal is tracked and you can see how long your client has spent on each part of the proposal.

Full Customization

All of our templates are customizable. Easily edit content, change colors, upload images, videos, forms and other interactive content to craft memorable experiences for your clients.

Online or Offline

Send proposals to your clients via email or direct message and let them access documents wherever they are or download your proposal as PDF file to bring it with to their next budget meeting.