What Happens Next? It’s as easy as 1, 2, 3!

We’re excited to get started and look forward to a successful partnership. Here’s what happens next:

Step 1 - Make a decision on this proposal

You can accept or reject by scrolling to the end of this page. If there’s anything you’re not happy with, please be sure to reject and let us know. We may be able to do something about it.

Step 2 - Sign our letter of engagement (Contract)

If you accept this proposal, you’ll immediately be taken to a new page where you’ll see our letter of engagement. This is a contractual agreement that sets out the Terms & Conditions of our agreement. Again, if you have any questions about this, just give us a call on [Phone Number] or send an email to [Email] any time.

Step 3 - Onboarding session

Once the letter of engagement has been signed, we’ll be in touch to setup an onboarding session. Within this session we’ll go through all of your services, advising you of your deadlines, what you can expect from us and what work we’ll need you to do in return.

We’re here to make this process as smooth as possible. Please be sure to get in touch if there’s anything you’re unsure of.

Let’s Stay Connected

Thank you for considering [FirmName] for your accounting and bookkeeping needs. If you have any questions or need further clarification, don’t hesitate to reach out.

Contact Information

Our office address Address Line 1 Address Line 2 City/Town County Postal Code Country

Phone Number	Email Address
Website URL	@Facebook Profile
@LinkedIn Profile	@Instagram Profile

We’re here to help you succeed and thank you for considering us to be part of your business journey. We hope this is the start of a beautiful working relationship!