Bookkeeper Proposal Template (PowerPoint, 12 Slides)

A ready-to-fill client proposal deck for freelance bookkeepers and small bookkeeping practices. The text is already written for the trade; you replace the bracketed placeholders with your own details.

$19 one-time

Slide previews

These three images are drawn from the same slide model that builds the .pptx file. The remaining nine slides follow the outline below.

The 12-slide outline

1. Bookkeeping Services Proposal for [Client name] (title slide)
2. About [Your business name] (4 points)
3. Your Goal and the Problem Today (two columns: Where you are now / Where you want to be)
4. Our Approach (5 points)
5. Scope of Work (5 points)
6. Deliverables (5 points)
7. Timeline (table: When | Activity | What you provide)
8. Investment (per month) (table: Basic | Standard | Plus)
9. Experience and Examples (4 points)
10. Terms Summary (5 points)
11. Next Steps (4 points)
12. Thank You, [Client name] (title slide)

What the template contains

• One 12-slide, 16:9 .pptx proposal deck written for bookkeeper work
• A PDF preview showing the slides as delivered
• A short README with editing steps

Square-bracket placeholders such as [Client name] and $[Amount] mark what to replace. Add your logo, change any wording that does not fit how you work, then export to PDF and send it to your client.

Notes about this template

See also: all six proposal templates.