The Proposal Template Alternative for Accounting

A static template gives you the same fee-quote layout every prospect already ignores, so compliance work reads like a commodity priced on annual fee alone. waxTable generates a complete engagement proposal instead, opening on the client's problem and the outcome they want before any number appears. Waxe orders the document the way accountants actually win work: recommended approach, scope of work, phased timeline, then commercial terms. Each proposal is shaped to the prospect, not pasted from a master file. You get two days of drafting work in about five minutes for a few cents.

Yes. Scope confusion between bookkeeping, year-end statutory accounts, tax returns and advisory is what creates billing friction later, so the Scope of Work part names each deliverable explicitly. Waxe lists bookkeeping and management accounts, year-end preparation, corporate and personal tax, payroll and VAT or GST filing, and any cash-flow or advisory work as distinct lines. Each line ties to the fixed monthly fee tier it belongs to. The client signs knowing exactly what is included, and you stop absorbing work that was never quoted.

That is the core of it. Prospects undervalue proactive advisory until a proposal frames the cost of getting compliance and tax planning wrong. waxTable opens on the client's problem and desired outcome, so the document sells the relationship before it shows a price. The Recommended Approach part positions your firm as a trusted advisor running a compliance calendar, not a cheap online filing service. By the time commercial terms appear, the monthly fee reads as the price of certainty, not a line to haggle over.

Your pricing model is a fixed monthly fee by service tier, and the Commercial Terms part presents exactly that. Waxe lays out each tier with its included deliverables, so a prospect can see what bookkeeping-only costs versus a tier that adds tax planning and advisory sessions. The Phased Timeline part maps recurring engagements to real deadlines, year-end filing, VAT or GST returns, payroll runs, so the relationship reads as proactive. Clear deliverables and dates mean the engagement never feels reactive after the client signs.

You get a finished, on-brand proposal covering all seven parts: problem and outcome, approach, scope, phased timeline, commercial terms, about us with case studies, and next steps. It arrives in your firm's typography and colours, ready to send or refine in the editor. Waxe drafts it in about five minutes for a few cents, replacing roughly two days of manual writing and formatting. You review, adjust a fee tier or a deadline, and send. Nothing is locked, so every proposal stays specific to the prospect in front of you.