← Proposals
Accounting Tax Advisory Proposal (Three-Tier Engagement Letter)
Risk-first framing plus a three-tier table with an anchored middle option shifts the question from 'should we hire you' to 'which tier do we pick' — classic pricing psychology.
Works withClaudeGemini
prompt
Write a professional engagement proposal from {firm_name}, an accounting firm, offering tax advisory services to {prospect_company}, a {company_profile}. Format it as a formal engagement letter: a respectful opening referencing the upcoming {tax_deadline} filing season, a 'Current Risks We Observed' section with three plausible pain points for that business type, then a three-tier fee table — Compliance Only, Compliance + Quarterly Advisory, and Full CFO Support — with monthly fees anchored around {base_fee} and the middle tier marked as recommended. End with engagement terms, a confidentiality assurance, and an acceptance signature line. Tone: precise, conservative, trust-building. Output in Markdown, under 500 words.Variables
| Variable | Description | Example |
|---|---|---|
| {firm_name} | Your firm's name | Lin & Partners CPA |
| {prospect_company} | Prospect company name | Nova Textile Trading |
| {company_profile} | Brief profile of the prospect (industry and size) | 45-person import-export company with cross-border revenue |
| {tax_deadline} | Tax season or filing deadline | May annual corporate income tax filing |
| {base_fee} | Anchor monthly fee for the middle tier | NT$25,000/month |
Use case
Accounting and bookkeeping firms pitching SMB prospects with an advisory engagement letter ahead of tax filing season.
Recommended tools
Contains affiliate links: we may earn a commission when you purchase or sign up through them, at no extra cost to you.