Advisory Proposal Template

Prepared for: [Client Business Name]

Prepared by: [Your Firm Name]

Date: [Date]

Contact: [Your Name] | [Phone] | [Email]

Based on our conversation on [Date], we understand that [Business Name] is experiencing [specific challenge 1], [specific challenge 2], and [specific challenge 3]. Your primary concerns include:

• [Pain point from discovery call, in client's exact words]

• [Second pain point]

• [Third pain point]

You are looking for [desired outcome 1], [desired outcome 2], and the peace of mind that comes from [emotional outcome].

The cost of inaction: If these challenges continue for the next 12 months, we estimate the financial impact at $[amount] in [missed savings / penalties / inefficiency / lost growth].

We recommend the [Tier Name] engagement, designed specifically for [niche] businesses at your stage.

Included Services:

• Monthly Bookkeeping & Reconciliation: Accurate, timely books closed by the [5th/10th] business day of each month. Delivered via your private dashboard.

• Real-Time Financial Dashboard: Custom KPI tracking including [revenue, gross margin, net margin, cash position, A/R aging, top expenses]. Updated automatically.

• Monthly Advisory Call: 45-minute strategic session to review numbers, identify opportunities, and align on priorities.

• Quarterly Tax Planning: Proactive estimated payment optimization, deduction strategy, and year-end projection to eliminate tax surprises.

• Cash Flow Forecasting: 13-week rolling forecast to predict surpluses, flag shortages, and inform timing of major decisions.

• Annual Tax Preparation: Federal and state business returns prepared and filed accurately and on time.

What Makes This Different:

Unlike generalist firms that treat your [niche] business as just another set of books, we have built proprietary systems specifically for [niche]. Our average [niche] client saves $[amount] in taxes and gains complete financial clarity within 90 days.

• Kickoff call with [Your Name] and your dedicated associate

• Secure portal setup and bank feed connections

• Historical data import and cleanup (if needed)

• Dashboard build and KPI calibration

• Chart of accounts refinement

• First insight memo preparation

• Monthly close package delivered

• Loom video walkthrough of dashboard

• Strategic priorities alignment call

• Books closed by the [5th/10th]

• Dashboard + insight memo delivered

• Advisory call scheduled

• Tax and compliance monitoring continuous

Your investment in the [Tier Name] engagement:

ROI framing: The average client in this tier saves/recovers $[amount] in the first 12 months through tax optimization, cost reduction, and avoided penalties. Your net investment is typically recovered by [Month 3 / Quarter 2].

This investment includes everything described in Section 2. There are no hidden fees or surprise charges.

• [Niche] Specialization: [X] years exclusively serving [niche] businesses

• Proven Results: [X] clients served, $[amount] in taxes saved, [X]% average client retention

• Technology-Forward: Real-time dashboards, automated workflows, secure portals

• Advisory-First: We do not just report history; we help you write the future

• Risk Reversal: [30-day money-back guarantee / Cancel anytime with 30 days notice / Accuracy guarantee]

To get started:

Questions? Call me directly at [Phone] or email [Email].