GoProposal

Helping Accountancy Firms To Grow More Profitably

Key benefits

  • PRICE MORE PROFITABLY – GoProposal ensures that you get paid for ALL the hard work that you do with complex pricing calculations presented in a simple menu format. And better still, it comes pre-loaded with the services & pricing already done.
  • SIGN-UP CLIENTS INSTANTLY – For most firms, producing proposals, carrying out fee reviews and producing letters of engagement takes time. GoProposal allows your clients to sign-up on the spot because everything is instant and fully automated.
  • GROW YOUR FIRM – There are only 2 ways you can grow your firm, which are to get more clients or give more value to the client you have. GoProposal helps you to achieve both with a beautifully logical tool your entire team can easily & willingly use.

How it works with QuickBooks

The GoProposal Integration with QuickBooks creates a seamless experience, helping you to wow clients, reduce workload and get paid quicker.

When the Proposal is accepted and Letter of Engagement signed in GoProposal, the draft invoices are automagically generated in QuickBooks for you to approve and send to the client.

They can be fully itemised with each line item being correctly attributed to the corresponding account code.

You can then hook-up QuickBooks to your payment collection method to create a “best of breeds” engagement system for your firm.

Details

  • Produce instant Proposals, fully branded with logos, colours, full-page graphics, testimonials & more
  • Auto-generate fully compliant Letters of Engagement
  • Digital sign-off of both Proposal & LoE
  • Sign-up clients straight away in the proposal meeting
  • Automatically generate the invoicing in QuickBooks
  • It is pre-loaded with the services & pricing strategies of high-achieving firms as a starting point for you to edit
  • Personal one-to-one VIP support
  • Free access to our private Facebook Group
  • Used by hundreds of progressive firms

Information

DEVELOPER
GoProposal

LEGAL
Terms and Conditions
Privacy Policy

Start with your free 30 day trial of GoProposal & demonstrate the value of GoProposal for your firm, and if it's a good fit for you, you will move onto one of our pricing plans which you can easily upgrade, downgrade or cancel at anytime.


PLAN PRICE USERS DETAILS
Standard Plan $125 per month 4 Unlimited proposals, unlimited clients, up to 4 Users, One-to-One VIP Support, lifetime updates, a suite of deep integrations, access to our Academy for you and your entire team and private access our very active Facebook Group
Team Plan $250 per month 9 Unlimited proposals, unlimited clients, up to 9 Users, One-to-One VIP Support, lifetime updates, a suite of deep integrations, access to our Academy for you and your entire team and private access our very active Facebook Group
Enterprise Plan $375 per month 15 Unlimited proposals, unlimited clients, up to 15 Users, One-to-One VIP Support, lifetime updates, a suite of deep integrations, access to our Academy for you and your entire team and private access our very active Facebook Group
Lite Plan $62.50 per month 1 5 proposals per month, only 1 User, One-to-One VIP Support, lifetime updates, a suite of deep integrations, access to our Academy for you and your entire team and private access our very active Facebook Group
Unlimited Plan POA N/A Unlimited proposals, unlimited clients, as many users as you need, One-to-One VIP Support, lifetime updates, a suite of deep integrations, access to our Academy for you and your entire team and private access our very active Facebook Group

Benefit from our world-class support, which includes one-to-one co-pilot calls, in-app chat, phone support, email support and training videos. Basically... whatever it takes.

Contacts

support@goproposal.com
+44 161 711 0797
Online support:
http://help.goproposal.com/


FAQ

Should this be used in front of the client?
Absolutely. GoProposal is designed to be a client facing tool and it enables clients to sign up for your services whilst they're sat with you.
Can it be used for Fee Reviews too?
100% yes and in fact, this is where you will use it the most. We have firms carrying out fee reviews (which we call GLOSS Reviews™) every quarter to ensure that scope creep doesn't happen, profits are maximised and client relationships are preserved.
How do I know what pricing to put in there?
We have pre-populated the app with Line Items and their pricing from some of the most profitable accountancy firms around the world. This gives you a great head-start for you to then edit and amend to get it exactly as you want it.
How long does it take to set up?
It just depends on how profitably you're pricing at the moment & how much you want to tailor it to your current pricing or whether you just want to take ours. We have had firms sign up for GoProposal and have signed their first client up on the same day. Others may have to invest 2 or 3 days to get this right. Copying your current information over such as your Letter of Engagement is easy & we will give you all the support you need to get you to get you using it fully in your firm.