{"id":12328,"date":"2025-02-10T09:34:17","date_gmt":"2025-02-10T14:34:17","guid":{"rendered":"https:\/\/www.sage.com\/en-ca\/blog\/?p=12328"},"modified":"2025-02-10T09:34:18","modified_gmt":"2025-02-10T14:34:18","slug":"grow-your-accounting-firm-using-goproposal","status":"publish","type":"post","link":"https:\/\/www.sage.com\/en-ca\/blog\/grow-your-accounting-firm-using-goproposal\/","title":{"rendered":"8 features you need to profitably grow your accounting firm using GoProposal"},"content":{"rendered":"<header class=\"entry-header has-dark-background-color entry-header--has-illustration entry-header--has-illustration--generic\">\n\t<div class=\"container\">\n\t\t<div class=\"entry-header__row row align-center\">\n\t\t\t<div class=\"col col-lg-7 col-xlg-6 entry-header__content\">\n\t\t\t\t\t\t\t<div class=\"component component-single-header\">\n\t\t\t\t\t\t\t\t\t\t<div class=\"entry-header__misc text--subtitle text--uppercase text--small\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/www.sage.com\/en-ca\/blog\/category\/accountants\/\" class=\"entry-header__link\">Accountants<\/a>\t\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t<div class=\"entry-title-wrapper\">\n\t\t\t\t\t<h1 class=\"entry-title\">\n\t\t\t\t\t\t8 features you need to profitably grow your accounting firm using GoProposal\t\t\t\t\t<\/h1>\n\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t\t<p class=\"entry-header__description\">\n\t\t\t\t\t\t\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t<\/div>\n\t<div class=\"single-post-details container\">\n\t\t<div class=\"col\">\n\t\t\t<span class=\"posted-on \"><time class=\"entry-date published\" datetime=\"2025-02-10T09:34:17-05:00\">February 10, 2025<\/time><\/span><span class=\"reading-time\"> min read<\/span>\n\t\t<button\n\t\t\ttype=\"button\"\n\t\t\tclass=\"social-share-button button button--icon button--secondary js-social-share-button\"\n\t\t\tdata-share-title=\"8 features you need to profitably grow your accounting firm using GoProposal\"\n\t\t\tdata-share-url=\"https:\/\/www.sage.com\/en-ca\/blog\/grow-your-accounting-firm-using-goproposal\/\"\n\t\t\tdata-share-text=\"Please read this interesting article\"\n\t\t>\n\t\t\t<span class=\"social-share-button__share-label\">Share<\/span>\n\t\t\t<span class=\"social-share-button__copy-label\" hidden>Copy Link<\/span>\n\t\t\t<span class=\"social-share-button__copy-tooltip\" aria-hidden=\"true\" hidden>Copied<\/span>\n\t\t<\/button>\n\n\t\t\t\t<\/div>\n\t<\/div>\n<\/header>\n\n\n<div class=\"wp-block-post-author has-dark-background-color alignfull\">\n\t<div class=\"container\">\n\t\t<div class=\"col\">\n\t\t\t\t\t\t\t<div class=\"co-authors\">\n\t\t\t\t\t\n\t\t<div class=\"entry-author-wrapper\">\n\t\t\t<a class=\"entry-author\" href=\"https:\/\/www.sage.com\/en-ca\/blog\/author\/yassirmalik\/\">\n\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"40\" height=\"40\" src=\"https:\/\/www.sage.com\/en-ca\/blog\/wp-content\/uploads\/sites\/12\/2024\/03\/Yassir-Malik.jpg\" class=\"entry-author__image\" alt=\"yassir-malik-profile-picture\" \/>\t\t\t\t<span class=\"entry-author__name\">Yassir Malik<\/span>\n\t\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t<\/div>\n<\/div>\n\n\n\n<p>Do you strive for your accounting firm to stand out in an increasingly competitive market?<\/p>\n\n\n\n<p>The good news is, it\u2019s possible. The better news is, it doesn\u2019t entail as much manual labour as you might be dreading.<\/p>\n\n\n\n<p>So, what&#8217;s the successful accounting business owner\u2019s secret?<\/p>\n\n\n\n<p><strong>Systemizing.<\/strong><\/p>\n\n\n\n<p>You can\u2019t make a scalable business if you don\u2019t systemize every part of your business and remove yourself as a bottleneck.<\/p>\n\n\n\n<p>It&#8217;s not as overwhelming as it might sound.<\/p>\n\n\n\n<p>GoProposal can help you get the wheels in motion, as it does the labour-intensive tasks of <strong>your whole onboarding system;<\/strong> from wowing clients with a world-class proposal to signing them up with a fully up-to-date engagement letter.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-here-s-what-we-ll-explore\">Here&#8217;s what we&#8217;ll explore<\/h3>\n\n\n<?xml encoding=\"utf-8\" ?><div class=\"wp-block-yoast-seo-table-of-contents yoast-table-of-contents\"><ul><li><a href=\"#h-here-s-what-we-ll-explore\" data-level=\"3\">Here&#8217;s what we&#8217;ll explore<\/a><\/li><li><a href=\"#h-1-the-pricing-wizard\" data-level=\"2\">1. The Pricing Wizard<\/a><ul><li><a href=\"#h-what-is-a-pricing-wizard\" data-level=\"3\">What is a Pricing Wizard?<\/a><\/li><li><a href=\"#h-how-do-i-use-my-pricing-wizard-matrix\" data-level=\"3\">How do I use my Pricing Wizard Matrix?<\/a><\/li><\/ul><\/li><li><a href=\"#h-2-line-items\" data-level=\"2\">2. Line items<\/a><\/li><li><a href=\"#h-3-service-schedules\" data-level=\"2\">3. Service schedules<\/a><\/li><li><a href=\"#h-4-key-dates\" data-level=\"2\">4. Key dates<\/a><\/li><li><a href=\"#h-5-proposal-and-engagement-letter-templates\" data-level=\"2\">5. Proposal and engagement letter templates<\/a><\/li><li><a href=\"#h-6-integrations\" data-level=\"2\">6. Integrations<\/a><\/li><li><a href=\"#h-7-contact-hub\" data-level=\"2\">7. Contact hub<\/a><\/li><li><a href=\"#h-8-create-proposal\" data-level=\"2\">8. Create Proposal<\/a><\/li><li><a href=\"#h-final-thoughts\" data-level=\"2\">Final thoughts<\/a><\/li><\/ul><\/div>\n\n\n\n<div class=\"single-cta gated-content\">\n\t<div class=\"single-cta__positioner\">\n\t\t<div class=\"single-cta__wrapper has-dark-background-color\">\n\t\t\t<div class=\"single-cta__content\">\n\t\t\t\t\t\t\t\t<h2 class=\"single-cta__title h3\">Practice of now: Global trends update 2024-2025<\/h2>\n\n\t\t\t\t\t\t\t\t\t<div class=\"single-cta__description\">\n\t\t\t\t\t\t<p><!-- wp:paragraph --><\/p>\n<p>The Practice of Now is a global insights study into the accounting and bookkeeping profession. <\/p>\n<p><!-- \/wp:paragraph --><\/p>\n<p><!-- wp:paragraph --><\/p>\n<p>In 2024, we interviewed 1,000 accountants and bookkeepers across 6 markets to understand what they\u2019re feeling, the challenges they\u2019re facing, and how they\u2019re planning to thrive in the immediate future.<\/p>\n<p><!-- \/wp:paragraph --><\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a\n\t\t\t\t\t\thref=\"#gate-171eeec8-da72-481d-b423-bd0872e243c6\"\n\t\t\t\t\t\tclass=\"single-cta__button button button--primary\"\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t>Download now<\/a>\n\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<img decoding=\"async\" width=\"1214\" height=\"810\" src=\"https:\/\/www.sage.com\/en-ca\/blog\/wp-content\/uploads\/sites\/12\/2024\/10\/BrandShoot-LND_June2024_Financial-Services_0771-e1731320383828-1214x810.jpg\" class=\"single-cta__image\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-ca\/blog\/wp-content\/uploads\/sites\/12\/2024\/10\/BrandShoot-LND_June2024_Financial-Services_0771-e1731320383828-1214x810.jpg 1214w\" sizes=\"auto, (min-width: 48em) 33vw, 100vw\" \/>\t\t\t<\/div>\n<\/div>\n\n\n\n<p><strong>Here are 8 key features of GoProposal that will help propel your firm into the big leagues:<\/strong><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-1-the-pricing-wizard\">1. The Pricing Wizard<\/h2>\n\n\n\n<p><em><strong>The tried and trusted pricing generator<\/strong><\/em><\/p>\n\n\n\n<p>If you can\u2019t control your profitability, it\u2019s hard to control anything else.<\/p>\n\n\n\n<p>Having a process to consistently price your clients is imperative in ensuring you are pricing consistently with every client.<\/p>\n\n\n\n<p>The first step to achieving this is by completing the Pricing Wizard.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-is-a-pricing-wizard\">What is a Pricing Wizard?<\/h3>\n\n\n\n<p>The GoProposal Pricing Wizard is software that allows you to create a comprehensive, menu-based pricing model that\u2019s easy to tailor to each client.<\/p>\n\n\n\n<p>Make pricing packages that don\u2019t suit the majority of your client-base a thing of the past, with bespoke, itemized pricing that eliminates the risk of scope-creep. <\/p>\n\n\n\n<p>Sounds complex? <\/p>\n\n\n\n<p>It isn\u2019t. <\/p>\n\n\n\n<p>Let the system do the hard work for you in seconds, building out suggested pricing based on the best practice of other accountants.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-do-i-use-my-pricing-wizard-matrix\">How do I use my Pricing Wizard Matrix?<\/h3>\n\n\n\n<p>All you have to do is answer 3 quick questions, then sit back and let the algorithm work its magic.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-2-line-items\">2. Line items<\/h2>\n\n\n\n<p><em><strong>Enables you to customize each individual service<\/strong><\/em><\/p>\n\n\n\n<p><strong>Line Items<\/strong> are at the heart of your GoProposal app; this is where you can configure your services and tweak prices suggested by Pricing Wizard to suit your business, all within a user-friendly design.<\/p>\n\n\n\n<p>Present a detailed breakdown of each service and associated costs in the meeting with the client, eliminating confusion and instilling confidence in them.<\/p>\n\n\n\n<p>The Line Items page is fully flexible for you to amend fees, hide and remove irrelevant services, and duplicate or add new services from scratch.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-3-service-schedules\">3. Service schedules<\/h2>\n\n\n\n<p><em><strong>Automated Service Schedules, bespoke to each client<\/strong><\/em><\/p>\n\n\n\n<p>Our Service Schedules feature allows you to define and schedule recurring tasks and activities for each client. Clearly articulate the work schedule, per service, to your client.<\/p>\n\n\n\n<p>Your service schedules can then be automatically attached to each engagement letter, for each client engagement, based on their selected services.<\/p>\n\n\n\n<p>Automated Service Schedules can vastly reduce time on administrative tasks, empowering your firm to handle more clients and expand your portfolio.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-4-key-dates\">4. Key dates<\/h2>\n\n\n\n<p><em><strong>Never miss a deadline with automated Key Dates<\/strong><\/em><\/p>\n\n\n\n<p>To help you keep the Service Schedule, you should set clear expectations with each client on when they must provide you with the necessary information to do your job.<\/p>\n\n\n\n<p>For each service, you should provide the exact deadline information that is needed in line with the filing deadline.<\/p>\n\n\n\n<p>Automating Key Dates minimizes the risk of missed deadlines and penalties and ultimately, client dissatisfaction.<\/p>\n\n\n\n<p>By sticking to Key Dates stringently, you can operate with such precision and reliability that you can minimize workload bottlenecks throughout the year.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-5-proposal-and-engagement-letter-templates\">5. Proposal and engagement letter templates<\/h2>\n\n\n\n<p><em><strong>Fully customizable templates for your most crucial contracts<\/strong><\/em><\/p>\n\n\n\n<p>One of the most useful features in GoProposal are its Proposal Templates.<\/p>\n\n\n\n<p>The template you choose will dictate how your proposal document looks, the e-mail your client will receive, and other key elements such as testimonials and graphics.<\/p>\n\n\n\n<p>Together with customizable Letters of Engagement Templates, you can create documents that are both professional and persuasive, effortlessly.<\/p>\n\n\n\n<p>Did you know that you can create multiple templates?<\/p>\n\n\n\n<p>This means you can tailor your proposals to different niches you might work with, or the work you\u2019re providing.<\/p>\n\n\n\n<p>By leveraging these templates, you can showcase your firm&#8217;s expertise, outline services and deliverables, and present pricing options in a visually appealing format.<\/p>\n\n\n\n<p>All these little details create a world-class, memorable experience for your clients that sets you apart from other accounting firms they encounter.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-6-integrations\">6. Integrations<\/h2>\n\n\n\n<p><em><strong>Run all your accounting apps together cohesively<\/strong><\/em><\/p>\n\n\n\n<p>GoProposal integrates with your most loved accounting software to create a seamless, efficient experience for yourself, your client, and your team.<\/p>\n\n\n\n<p>Connect with a whole host of accounting, practice management, and payment platforms. <\/p>\n\n\n\n<p>Benefit from a synchronized workflow, gain essential insights into your business and client performance, and ensure the services you are quoting for are always accurate.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-7-contact-hub\">7. Contact hub<\/h2>\n\n\n\n<p><em><strong>A central hub of all client and prospect data<\/strong><\/em><\/p>\n\n\n\n<p>Imagine hiring another member for your team, to look after all client and prospect data, ensuring it\u2019s live and up to date in 1 central hub.<\/p>\n\n\n\n<p>That\u2019s what the Contact Hub can do for you.<\/p>\n\n\n\n<p>All client-related information, communication, and history is consolidated in 1 place. <\/p>\n\n\n\n<p>Having a comprehensive view of each client better enables your team to provide a personalized service, identify upsell opportunities, and nurture relationships.<\/p>\n\n\n\n<p>Filter your list of prospects so you can monitor your sales pipeline with ease.<\/p>\n\n\n\n<p>The Contact Hub does the heavy lifting for you, supporting lead growth by helping you to manage scope, increase revenue, and minimize risk.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-8-create-proposal\">8. Create Proposal<\/h2>\n\n\n\n<p><em><strong>Generate proposals to a world-class standard<\/strong><\/em><\/p>\n\n\n\n<p>With all the background work set up, you can now enter your client and prospect meetings with confidence that you\u2019ll wow them, by drawing up their proposal in front of their eyes.<\/p>\n\n\n\n<p>Many firms still keep their pricing methodology close to their chest. Making clients wait hours, days, or sometimes weeks to receive a proposal for their services. <\/p>\n\n\n\n<p>With GoProposal, you can now work on the proposal collaboratively, showing each client your true value.<\/p>\n\n\n\n<p>Using our intuitive wizard makes selecting services, setting pricing, and customizing content a breeze. <\/p>\n\n\n\n<p>The software does the fiddly bits, creating compelling proposals and freeing you up to confidently communicate your expertise. <\/p>\n\n\n\n<p>This creates a winning relationship from the get-go as they work in collaboration with you to agree on every service they require.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-final-thoughts\">Final thoughts<\/h2>\n\n\n\n<p>GoProposal was designed specifically for accountants and bookkeepers.<\/p>\n\n\n\n<p>It was designed to help you market your services and showcase the value you give to your clients.<\/p>\n\n\n\n<p>It\u2019s a tool, and all the above features work to streamline your operations so you can focus on the work you do best.<\/p>\n\n\n\n<p>But there&#8217;s more.<\/p>\n\n\n\n<p>You can join a community of like-minded accountants, who are brave business leaders, supporting each other, challenging the status quo, and daring to excel in an ever-competitive market.<\/p>\n\n\n\n<p>If you\u2019re still not sure GoProposal is for you, hop on a month\u2019s free trial and see for yourself.<\/p>\n\n\n\n<p>We don\u2019t take any payment details until you choose to activate, and we don\u2019t lock you into a contract, so it\u2019s completely risk free.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.sage.com\/en-ca\/accountants\/client-engagement\/\" target=\"_blank\" rel=\"noreferrer noopener\">Get started with GoProposal<\/a><\/p>\n\n\n<div class=\"single-cta\">\n\t<div class=\"single-cta__positioner\">\n\t\t<div class=\"single-cta__wrapper has-dark-background-color\">\n\t\t\t<div class=\"single-cta__content\">\n\t\t\t\t\t\t\t\t<h2 class=\"single-cta__title h3\">Subscribe to the Sage Advice Newsletter<\/h2>\n\n\t\t\t\t\t\t\t\t\t<div class=\"single-cta__description\">\n\t\t\t\t\t\t<p class=\"cta-content__title\">Get a roundup of our best business advice in your inbox every month.<\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a\n\t\t\t\t\t\thref=\"#gate-8949a954-88b2-43bb-8b8a-77c53eb34350\"\n\t\t\t\t\t\tclass=\"single-cta__button button button--primary\"\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t>Subscribe<\/a>\n\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<img decoding=\"async\" width=\"1440\" height=\"810\" src=\"https:\/\/www.sage.com\/en-ca\/blog\/wp-content\/uploads\/sites\/12\/2022\/04\/GettyImages-1073797282-1440x810.jpg\" class=\"single-cta__image\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-ca\/blog\/wp-content\/uploads\/sites\/12\/2022\/04\/GettyImages-1073797282-1440x810.jpg 1440w\" sizes=\"auto, (min-width: 48em) 33vw, 100vw\" \/>\t\t\t<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Discover the key features of GoProposal that will help propel your accounting firm into the big leagues.<\/p>\n","protected":false},"author":1774,"featured_media":11859,"menu_order":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_sage_video":false,"post_featured_image_hide":false,"footnotes":""},"categories":[146],"tags":[162,165,265],"business_type":[6],"lilypad":[],"context":[],"industry":[],"persona":[82],"imagine_tag":[34,35,49],"coauthors":[307],"class_list":["post-12328","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-accountants","tag-accounting-101","tag-bookkeeping","tag-how-to-grow-your-business","business_type-accountants"],"sage_meta":{"region":"en-ca","author_name":"Yassir Malik","featured_image":"https:\/\/www.sage.com\/en-ca\/blog\/wp-content\/uploads\/sites\/12\/2024\/10\/BrandShoot-LND_June2024_Financial-Services_0453.jpg","imagine_tags":{"34":"Accountants","35":"accounting software","49":"growing business"}},"distributor_meta":false,"distributor_terms":false,"distributor_media":false,"distributor_original_site_name":"Sage Advice Canada English","distributor_original_site_url":"https:\/\/www.sage.com\/en-ca\/blog","push-errors":false,"_links":{"self":[{"href":"https:\/\/www.sage.com\/en-ca\/blog\/api\/wp\/v2\/posts\/12328","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.sage.com\/en-ca\/blog\/api\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.sage.com\/en-ca\/blog\/api\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.sage.com\/en-ca\/blog\/api\/wp\/v2\/users\/1774"}],"replies":[{"embeddable":true,"href":"https:\/\/www.sage.com\/en-ca\/blog\/api\/wp\/v2\/comments?post=12328"}],"version-history":[{"count":0,"href":"https:\/\/www.sage.com\/en-ca\/blog\/api\/wp\/v2\/posts\/12328\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.sage.com\/en-ca\/blog\/api\/wp\/v2\/media\/11859"}],"wp:attachment":[{"href":"https:\/\/www.sage.com\/en-ca\/blog\/api\/wp\/v2\/media?parent=12328"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.sage.com\/en-ca\/blog\/api\/wp\/v2\/categories?post=12328"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.sage.com\/en-ca\/blog\/api\/wp\/v2\/tags?post=12328"},{"taxonomy":"business_type","embeddable":true,"href":"https:\/\/www.sage.com\/en-ca\/blog\/api\/wp\/v2\/business_type?post=12328"},{"taxonomy":"lilypad","embeddable":true,"href":"https:\/\/www.sage.com\/en-ca\/blog\/api\/wp\/v2\/lilypad?post=12328"},{"taxonomy":"context","embeddable":true,"href":"https:\/\/www.sage.com\/en-ca\/blog\/api\/wp\/v2\/context?post=12328"},{"taxonomy":"industry","embeddable":true,"href":"https:\/\/www.sage.com\/en-ca\/blog\/api\/wp\/v2\/industry?post=12328"},{"taxonomy":"persona","embeddable":true,"href":"https:\/\/www.sage.com\/en-ca\/blog\/api\/wp\/v2\/persona?post=12328"},{"taxonomy":"imagine_tag","embeddable":true,"href":"https:\/\/www.sage.com\/en-ca\/blog\/api\/wp\/v2\/imagine_tag?post=12328"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/www.sage.com\/en-ca\/blog\/api\/wp\/v2\/coauthors?post=12328"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}