{"id":27908,"date":"2025-02-11T04:10:41","date_gmt":"2025-02-11T09:10:41","guid":{"rendered":"https:\/\/www.sage.com\/en-us\/blog\/?p=27908"},"modified":"2025-02-11T04:10:43","modified_gmt":"2025-02-11T09:10:43","slug":"grow-your-accounting-firm-using-goproposal","status":"publish","type":"post","link":"https:\/\/www.sage.com\/en-us\/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-us\/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=\"2025-02-11T04:10:41-05:00\">February 11, 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-us\/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-us\/blog\/author\/yassirmalik\/\">\n\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"40\" height=\"40\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/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-1-the-pricing-wizard\" data-level=\"2\">1. The Pricing Wizard<\/a><\/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<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 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 essential to ensuring you\u2019re pricing every client accurately.<\/p>\n\n\n\n<p>The first step to achieving this is by using 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 lets you create a comprehensive, menu-based pricing model that\u2019s easy to customize for each client.<\/p>\n\n\n\n<p>Say goodbye to pricing packages that don\u2019t suit most of your client base with customized, itemized pricing that eliminates the risk of scope creep.<\/p>\n\n\n\n<p>Sounds complex? <\/p>\n\n\n\n<p>It\u2019s not. <\/p>\n\n\n\n<p>Let the system do the work for you in seconds, building out suggested pricing based on best practices from 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>Just answer three 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>Customize each individual service<\/strong><\/em><\/p>\n\n\n\n<p>Line Items are at the heart of your GoProposal app. <\/p>\n\n\n\n<p>This is where you can configure your services and adjust prices suggested by the 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 during your client meeting, eliminating confusion and instilling confidence.<\/p>\n\n\n\n<p>The Line Items page is fully flexible, allowing you to adjust 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 tailored 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 articulating the work schedule for each service.<\/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 significantly reduce time on administrative tasks, enabling 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 manage the Service Schedule, it\u2019s important to set clear expectations with each client regarding when they need to provide you with the necessary information.<\/p>\n\n\n\n<p>For each service, provide exact deadline information aligned with the filing deadline.<\/p>\n\n\n\n<p>Automating Key Dates minimizes the risk of missed deadlines and penalties, ultimately reducing client dissatisfaction.<\/p>\n\n\n\n<p>By sticking to key dates consistently, you can operate with precision and reliability, helping you reduce 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 important contracts<\/strong><\/em><\/p>\n\n\n\n<p>One of the most valuable features in GoProposal is its Proposal Templates.<\/p>\n\n\n\n<p>The template you choose will determine how your proposal document looks, the email your client will receive, and other key elements like testimonials and graphics.<\/p>\n\n\n\n<p>Along with customizable Letters of Engagement Templates, you can effortlessly create documents that are both professional and persuasive.<\/p>\n\n\n\n<p>Did you know you can create multiple templates? <\/p>\n\n\n\n<p>This allows you to tailor your proposals to different niches you might work with or specific services 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>These 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>Sync all your accounting apps cohesively<\/strong><\/em><\/p>\n\n\n\n<p>GoProposal integrates with your favorite accounting software to create a seamless, efficient experience for you, your client, and your team.<\/p>\n\n\n\n<p>Connect with a wide range of accounting, practice management, and payment platforms.<\/p>\n\n\n\n<p>Enjoy a synchronized workflow, gain valuable insights into your business and client performance, and ensure that the services you\u2019re 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 for all client and prospect data<\/strong><\/em><\/p>\n\n\n\n<p>Imagine having another team member dedicated to maintaining all client and prospect data, ensuring it\u2019s live and up to date in one 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 are consolidated in one place. <\/p>\n\n\n\n<p>Having a comprehensive view of each client enables your team to provide personalized service, identify upsell opportunities, and nurture relationships.<\/p>\n\n\n\n<p>Filter your list of prospects to easily monitor your sales pipeline.<\/p>\n\n\n\n<p>The Contact Hub does the heavy lifting, supporting lead growth by helping you 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 world-class proposals<\/strong><\/em><\/p>\n\n\n\n<p>With all the groundwork set up, you can now enter client and prospect meetings with confidence, wowing them by drawing up their proposal in real time.<\/p>\n\n\n\n<p>While many firms keep their pricing methodology confidential, making clients wait hours, days, or even weeks to receive a proposal, you can work on the proposal collaboratively, showing each client your true value.<\/p>\n\n\n\n<p>Our intuitive wizard makes selecting services, setting pricing, and customizing content easy. <\/p>\n\n\n\n<p>The software handles the details, creating compelling proposals and freeing you up to confidently communicate your expertise.<\/p>\n\n\n\n<p>This fosters a strong relationship from the start as they collaborate with you to agree on every service they need.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-final-thoughts\">Final thoughts<\/h2>\n\n\n\n<p>GoProposal was specifically designed for accountants and bookkeepers, helping you market your services and showcase the value you provide to clients. <\/p>\n\n\n\n<p>It\u2019s a tool that streamlines your operations so you can focus on the work you do best, but there\u2019s more. <\/p>\n\n\n\n<p>You can join a community of like-minded accountants who are courageous business leaders, supporting each other, challenging the status quo, and striving to excel in an ever-competitive market.<\/p>\n\n\n\n<p>Still unsure if GoProposal is right for you? Start a free month trial and see for yourself. <\/p>\n\n\n\n<p>We don\u2019t require any payment details until you choose to activate, and there\u2019s no contract\u2014so it\u2019s completely risk-free.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.sage.com\/en-us\/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 our 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>Get our latest business advice delivered directly to your inbox.<\/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-ab515c6e-7e90-4c2f-a67e-113872516e8b\"\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-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1073797282-1440x810.jpg\" class=\"single-cta__image\" alt=\"Working from home with tea in hand\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/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":20284,"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":[158],"tags":[2,110,359,168],"business_type":[312],"lilypad":[],"context":[],"industry":[],"persona":[150],"imagine_tag":[222,209,468],"coauthors":[509],"class_list":["post-27908","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-accountants","tag-accountants","tag-accounting-101","tag-grow-your-accounting-practice","tag-sage-accounting","business_type-accountants"],"sage_meta":{"region":"en-us","author_name":"Yassir Malik","featured_image":"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/09\/GettyImages-1350603328.jpg","imagine_tags":{"222":"Accountants","209":"Accounting","468":"Grow your business"}},"distributor_meta":false,"distributor_terms":false,"distributor_media":false,"distributor_original_site_name":"Sage Advice US","distributor_original_site_url":"https:\/\/www.sage.com\/en-us\/blog","push-errors":false,"_links":{"self":[{"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/posts\/27908","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/users\/1774"}],"replies":[{"embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/comments?post=27908"}],"version-history":[{"count":0,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/posts\/27908\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/media\/20284"}],"wp:attachment":[{"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/media?parent=27908"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/categories?post=27908"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/tags?post=27908"},{"taxonomy":"business_type","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/business_type?post=27908"},{"taxonomy":"lilypad","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/lilypad?post=27908"},{"taxonomy":"context","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/context?post=27908"},{"taxonomy":"industry","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/industry?post=27908"},{"taxonomy":"persona","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/persona?post=27908"},{"taxonomy":"imagine_tag","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/imagine_tag?post=27908"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/coauthors?post=27908"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}