CA engagement Proposal template
A ready-to-send proposal for financial services work. Everything below is fully editable — client name, dates and totals become live variables, every priced item turns into an interactive block your client can accept, e-sign and pay in one link. GST, UPI and Razorpay built in.
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Advisory & books · Proposal
CA engagement
for Acme Industries
Clean numbers and decisions you can trust.
Prepared by Your Studio · 1 August 2026 · Valid until 31 August 2026
Monthly Close | Compliant Filings | Advisory On call |
Dear Acme Industries, thank you for the opportunity. This proposal sets out how Your Studio will deliver CA engagement — end to end, on time and on budget.
Where you are — and where we take you
Today Books are behind, filings are last-minute, and decisions run on guesswork. |
After this engagement Clean monthly books, on-time compliance and advisory you can plan around. |
Scope of work
01 | Setup. Chart of accounts and systems for your CA engagement. |
02 | Bookkeeping. Accurate, reconciled monthly books. |
03 | Compliance. GST, TDS and statutory filings on time. |
04 | Advisory. Cashflow, budgeting and decision support. |
Deliverables & timeline
| Deliverable | Timeline |
|---|---|
| System setup | Week 1 |
| Monthly books | Monthly |
| Filings | Per due date |
| Advisory review | Monthly |
Investment
| Item | Amount |
|---|---|
| Discovery & planning | ₹10,000 |
| CA engagement — core delivery | ₹25,000 |
| Reviews, QA & launch | ₹7,500 |
| Handover, documentation & 30-day support | ₹7,500 |
| Total (incl. 18% GST) | ₹50,000 |
A 50% deposit confirms the engagement; the balance is due on delivery. Prices include 18% GST.
Payment schedule
| Milestone | Amount | Due |
|---|---|---|
| Kick-off deposit | ₹25,000 | On signing |
| Final delivery | ₹25,000 | On handover |
Why Your Studio
Numbers you trust Reconciled, on time, every month. | Compliant, always Filings handled before deadlines. | Decision partner Advice, not just data entry. |
Next steps
- Review this proposal and leave any questions as comments right on this page — we reply the same day.
- Accept and e-sign below (legally valid under the IT Act, 2000).
- Pay the deposit from this page — UPI, cards and netbanking are supported.
- We schedule kick-off within 2 business days.
Prepared by Your Studio · 1 August 2026
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