One task that has always taken a lot of time and been stressful for bookkeepers is creating proposals for clients. Whether it’s making a proposal for a new client or updating an old one, it usually requires a lot of manual work: writing, formatting, pricing and checking for errors.
That meant bookkeepers spent too much time on proposals and not enough on important work that helps their business.
But now with proposal software for bookkeepers, the process has become quicker, easier and more professional. Let’s look at how this software is changing the way bookkeeping services work.
Simplifying the Proposal Creation Process
One big benefit of figsflow’s proposal software for bookkeepers is how it simplifies the entire process. Bookkeepers no longer have to create a proposal from scratch each time. They can use ready-made templates designed for bookkeeping services. These templates can be customised, allowing bookkeepers to easily update details like services, pricing, and client information without redesigning the whole document.
Enhanced Accuracy with Automatic Calculations
Proposal software includes built-in calculators that automatically adjust pricing based on the services or hours worked. This is helpful for bookkeeping businesses that charge by the hour or offer services with different prices. By automating the calculations, the software removes the need for manual math and makes sure pricing is always correct.
Editing Proposals to Each Client
Although templates and automation save time, each client is different. Figsflow’s proposal software lets bookkeepers personalise each proposal to suit a client’s specific needs. Adding personal touches helps build stronger client relationships, making clients more likely to accept the proposal and stay loyal to the service.
Access Proposals Anytime, Anywhere
A major feature of modern proposal software is cloud storage. Proposals are saved securely online, so bookkeepers can access them from anywhere at any time. This is helpful for bookkeepers who work remotely or manage multiple clients in different locations.
Cloud storage also means proposals are backed up, protecting them from being lost due to technical problems. Bookkeepers can also easily share proposals with clients via email or secure links, making the process even more convenient.
A Professional Appearance for Every Proposal
With built-in design features like professional fonts, colours and layouts, bookkeepers can create proposals that reflect the high quality of their services without needing design skills. A neat, professional proposal helps impress clients and sets a bookkeeping firm apart from its competitors.
