8 features you need to profitably grow your accounting firm using GoProposal

Do you strive for your accounting firm to stand out in an increasingly competitive market?

The good news is, it’s possible. The better news is, it doesn’t entail as much manual labour as you might be dreading.

So, what’s the successful accounting business owner’s secret?

Systemizing.

You can’t make a scalable business if you don’t systemize every part of your business and remove yourself as a bottleneck.

It’s not as overwhelming as it might sound.

GoProposal can help you get the wheels in motion, as it does the labour-intensive tasks of your whole onboarding system; from wowing clients with a world-class proposal to signing them up with a fully up-to-date engagement letter.

Here’s what we’ll explore

Here are 8 key features of GoProposal that will help propel your firm into the big leagues:

1. The Pricing Wizard

The trusted pricing generator

If you can’t control your profitability, it’s hard to control anything else.

Having a process to consistently price your clients is essential to ensuring you’re pricing every client accurately.

The first step to achieving this is by using the Pricing Wizard.

What is a Pricing Wizard?

The GoProposal Pricing Wizard is software that lets you create a comprehensive, menu-based pricing model that’s easy to customize for each client.

Say goodbye to pricing packages that don’t suit most of your client base with customized, itemized pricing that eliminates the risk of scope creep.

Sounds complex?

It’s not.

Let the system do the work for you in seconds, building out suggested pricing based on best practices from other accountants.

How do I use my Pricing Wizard Matrix?

Just answer three quick questions, then sit back and let the algorithm work its magic.

2. Line items

Customize each individual service

Line Items are at the heart of your GoProposal app.

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.

Present a detailed breakdown of each service and associated costs during your client meeting, eliminating confusion and instilling confidence.

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.

3. Service schedules

Automated Service Schedules tailored to each client

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.

Your service schedules can then be automatically attached to each engagement letter for each client engagement, based on their selected services.

Automated Service Schedules can significantly reduce time on administrative tasks, enabling your firm to handle more clients and expand your portfolio.

4. Key dates

Never miss a deadline with automated Key Dates

To help you manage the Service Schedule, it’s important to set clear expectations with each client regarding when they need to provide you with the necessary information.

For each service, provide exact deadline information aligned with the filing deadline.

Automating Key Dates minimizes the risk of missed deadlines and penalties, ultimately reducing client dissatisfaction.

By sticking to key dates consistently, you can operate with precision and reliability, helping you reduce workload bottlenecks throughout the year.

5. Proposal and engagement letter templates

Fully customizable templates for your most important contracts

One of the most valuable features in GoProposal is its Proposal Templates.

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.

Along with customizable Letters of Engagement Templates, you can effortlessly create documents that are both professional and persuasive.

Did you know you can create multiple templates?

This allows you to tailor your proposals to different niches you might work with or specific services you’re providing.

By leveraging these templates, you can showcase your firm’s expertise, outline services and deliverables, and present pricing options in a visually appealing format.

These details create a world-class, memorable experience for your clients that sets you apart from other accounting firms they encounter.

6. Integrations

Sync all your accounting apps cohesively

GoProposal integrates with your favorite accounting software to create a seamless, efficient experience for you, your client, and your team.

Connect with a wide range of accounting, practice management, and payment platforms.

Enjoy a synchronized workflow, gain valuable insights into your business and client performance, and ensure that the services you’re quoting for are always accurate.

7. Contact hub

A central hub for all client and prospect data

Imagine having another team member dedicated to maintaining all client and prospect data, ensuring it’s live and up to date in one central hub.

That’s what the Contact Hub can do for you.

All client-related information, communication, and history are consolidated in one place.

Having a comprehensive view of each client enables your team to provide personalized service, identify upsell opportunities, and nurture relationships.

Filter your list of prospects to easily monitor your sales pipeline.

The Contact Hub does the heavy lifting, supporting lead growth by helping you manage scope, increase revenue, and minimize risk.

8. Create Proposal

Generate world-class proposals

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.

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.

Our intuitive wizard makes selecting services, setting pricing, and customizing content easy.

The software handles the details, creating compelling proposals and freeing you up to confidently communicate your expertise.

This fosters a strong relationship from the start as they collaborate with you to agree on every service they need.

Final thoughts

GoProposal was specifically designed for accountants and bookkeepers, helping you market your services and showcase the value you provide to clients.

It’s a tool that streamlines your operations so you can focus on the work you do best, but there’s more.

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.

Still unsure if GoProposal is right for you? Start a free month trial and see for yourself.

We don’t require any payment details until you choose to activate, and there’s no contract—so it’s completely risk-free.

Get started with GoProposal