As an accountant, autumn doesn’t just mean the weather’s getting a bit more dreary. It also means getting back into work mode after the slower pace of summer. After a season that’s generally quiet, you might be looking for new ways to give your firm a boost. This could be improving client relationships, building your brand, or reevaluating your pricing strategy. But what about starting out at the first touch point prospects have with your firm – onboarding? Trying a pricing and proposal software could be that first step in breathing new life into your practice this autumn.
How does pricing and proposal software work?
So, a prospect has decided to give your firm a go congratulations! It should be a time to celebrate, until you think of all the work involved. When you start whipping up proposals letter and letters of engagement, and try to set fees that accurately reflect the work you have to put in, the light can start to dwindle a bit. You want your client to have the best customer service possible it’s not uncommon to hear of accountants who spend hours at their desk trying to craft a half-decent looking proposal. But is all of that time really being used effectively? And how can you determine the accuracy of your fees? Are they based on the hours it’ll actually take, or are they based off your client’s budget?
Well, that’s where Bright’s latest addition to family, BrightPropose comes in. It’s an accounting proposal software that cuts down on your onboarding admin, takes the guesswork out of fee setting, and provides a professional look to your proposals in a matter of minutes.
Here are three key ways BrightPropose can transform your proposal creation process from amateur to pro.
1. Customise to your heart’s content
We’ve got a template library you can use to draft up a proposal in seconds. You can then tweak the draft to reflect your firm’s style and brand change the background, font, and any variables you like. This makes the thought of proposals a whole lot less terrifying, and gives your firm’s look a new professional twist that’ll surely impress your clients.
2. Take the guesswork out of fee setting
Struggle to know what to quote for each client? You’re not alone not setting a cost-effective fee for a client could end up costing you down the road. On the other hand, you don’t want to set the fee too high to put them off, it’s a delicate balance.
Take two common clients for example: a coffee shop and a consultant. A consultant could have three clients and be making a lot of profit. A small local coffee shop on the other hand, could have lots of customers but be not be making much profit. So surely, it would make more sense to charge the consultant more than the coffee shop? Well, not really. If a consultant only has three clients and they’re billed monthly, that’s a lot less paperwork to deal with than a coffee shop. Dumping a mountain of paperwork on your team’s desk when the returns aren’t great doesn’t put you in the good books either.
So, to nip this in the bud, BrightPropose’s pricing calculator lets you quote more accurate fees that foster consistency and scalability. This means you can offer proposals that best serve you, with both parties being happy with the agreement.
3. Lets you work smarter, not harder
If you’re looking to work smarter, not harder, then BrightPropose is a no-brainer. By generating proposals in just a few short minutes, you’re saving time, energy, and most importantly, money. No need for that second (or fifth, we won’t judge) coffee of the day take some time to sit back and think of your firm’s bigger picture. What big strategic plans have you been putting off? What areas would you like to focus on more? By cutting down on the time you spend prepping proposals, you’re investing in your firm’s future, while still providing that same stellar service to clients minus all the admin.
Ready for a picturesque proposal process this autumn? Give our proposal software for accountants a whirl by downloading a free trial below.
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