A persuasive, clear proposal letter for a prospective client: what you understood, what you recommend, package options and fees, how you will onboard them and what happens next.
Accountancy practice – client documents
New Client Proposal and Fee Quote Letter
About this document
A proposal letter to send after a first meeting or enquiry. It confirms your understanding of the prospect’s needs, recommends services, sets out clear package and fee options, explains what is and is not included, and tells them exactly how to get started. It is not the contract – the engagement letter follows acceptance.
The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.
Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.
Included in the pack
Accountancy practice – client documents
for every document in this category
Editable Microsoft Word files
Guidance notes in every document
Written for UK businesses
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