Fractional Finance and Bookkeeping Proposal
Fractional finance proposal with a monthly close cycle, a 90-day plan and three monthly plans.
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Make this template yours
A clear structure
A starting point for the scope, pricing and next steps you want to share
Ready to edit
Keep useful sections and replace the content with your client details
Your brand
Choose the colors, fonts and imagery that fit your business
About this template
What’s in the Fractional Finance and Bookkeeping Proposal
10 parts, in the order your client reads them. Every part is editable: keep what fits the job, rewrite the rest and add your own.
Overview
Introduction
You want reliable numbers by the tenth of each month and a clear view of cash for the next quarter.
Your situation
8 million in yearly fees, on Xero.
Our recommendation
The same people do the work every month, so questions are answered by someone who knows your business.
What is included
Everything in the recommended plan, Bookkeeping and reporting.
Who you will work with
A chartered accountant who has run finance for agencies and studios for twelve years. We look after 34 creative and professional services firms.
Results for a similar client
A coffee roaster with three cafés, six months after we took over.
Covers: The client, The work, The result
Plans and fees
Three monthly plans. We recommend Bookkeeping and reporting.
Questions
They can hand over during the first month, or keep payroll if you prefer. We agree it with you before we start.
Next steps
Pick a plan and any extras, then accept on this page.
Frequently Asked Questions
What should I change before sharing?
Replace sample names, scope, dates and prices with your client details. Review the terms and remove any section that does not apply.
What should I include?
Include the scope, deliverables, timing, pricing and next step your client needs. Keep each section focused on the decision rather than a fixed page count.
Can I customize sections and branding?
Absolutely. You can edit copy, reorder sections, and apply your logo, colors, and fonts directly inside Propovo's editor. Full customization is available.
How do I use this template?
Preview the template here, then create a Propovo account to customize it. Check the pricing page for current trial terms and plan limits.
Ready to make it yours?
Add your scope, pricing and brand. Preview the client experience before sharing.