Bookkeeping is sold as an ongoing relationship, not a one-off job, which makes the setup conversation the most important one you have. Get the scope, the price and the access sorted at the start and the engagement runs smoothly. Leave any of it vague and you spend the next year absorbing work you never quoted for.
Quote monthly work in a way clients understand
The hardest part of a bookkeeping proposal is showing what is and is not included. Proffa uses service templates so you can spell out the monthly scope once, in plain language, and reuse it for every client on that package.
- Describe what is included per month, so out-of-scope work becomes a visible conversation rather than an awkward one.
- Keep separate templates for catch-up work and ongoing work, because they are priced differently.
- Reuse the same wording for every client on the same package, so your scope stays consistent.
Tip
Write your scope in terms of what the client sees, not what you do. Reconciled accounts by the 10th reads better than bank reconciliation performed monthly, and it sets a clearer expectation.
Signature and access collected together
A signed engagement is only half of what you need before you can start. You also need access: the accounting file, the bank feeds, the payroll system. Proffa lets you attach an onboarding form to the engagement so those requests land at the same moment the client is saying yes, which is the moment they are most willing to act.
- 1Send the proposal covering monthly scope and price.
- 2The client signs online, with no account to create.
- 3The onboarding form collects entity details and the access you need.
- 4You start the first month without a chase sequence.
Keep the pipeline visible when you are the pipeline
In a small practice the person doing the work is usually the person doing the selling. The deals view exists so quoted work does not quietly fall out of your head while you are heads-down in a client file. You can see what has been sent, what is unsigned, and what needs a nudge.
What bookkeeping practices use in Proffa
| Job to be done | In Proffa |
|---|---|
| Quote a monthly package | Service templates with clear inclusions |
| Quote catch-up work separately | A second template at its own price |
| Get agreement on scope | Online proposal, no client login |
| Get the engagement signed | Engagement terms signed with the proposal |
| Collect software and bank access | Onboarding form attached to the engagement |
| Track unsigned quotes | Deals pipeline |
Getting started
Build your standard monthly package as a service template, add a second for catch-up work, and send your next quote through Proffa. The trial runs 14 days and does not need a credit card.
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