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Conducting Bookkeeping Services
Company Bookkeeping Services in accordance with SAK
1. Preparation of monthly and annual financial reports required by the company,
2. Making routine transaction journal records,
3. Creation of General Ledger
Performing Outsourcing in Bookkeeping
Service Provision of Personnel who have accounting skills in the Company in order to implementation of the company’s accounting function.
Prepare accounting personnel for bookkeeping (accounting). Carry out the company’s accounting function,
Accounting Information System Development
Preparation of Accounting Information System What is meant by an accounting information system is all management tools, collect, classify, report and interpret information about transactions company effectively, in order to ensure the security of company assets, and can implementation of established policies.
• Assessment and procedures of various functions within the company organization that can be accountable in terms of supervision (Internal Control).
• Preparation of systems and procedures for various functions within the company’s organization which include:
1. Sales and cash receipts
2. Purchases and cash disbursements
3. Stock
4. Production
5. Payment of salaries and wages.
6. Relationship between subsidiary and parent company
7. Branch office relationship with head office and so on
• Preparation of general accounting manual (general accounting manual).
• Preparation of guidelines for the classification of accounting estimates and company accounting codes.
• Designing the form and content of forms, ledgers, auxiliary books, as well as the forms and contents of financial reports, production reports, and other reports required by management.
• Design of Enterprise Information System Application Programs, infrastructure and base the world’s leading enterprise-level data:
– Oracle NetSuite
– Xero
– Vend
– Unleashed
– etc
What is a speaking engagement proposal?
A speaker engagement company helps public speakers and independent professionals to find the right platform to showcase their professional expertise, and the clients to find the right speaker for their events. A speaking engagement proposal contains information about the speaker, their expertise, and information on the series of events the speaker has performed.
How do you write a proposal for speaking engagement?
The following are the important sections to be included in a speaking engagement proposal –
About us
Provide a brief opening section about the proposal that includes information such as the name of the company, vision, mission, and company milestones. You can also add client testimonials to the proposal.
Executive summary
Outline why clients should choose your company over your competitors. Make sure the executive summary is persuasive and focused on your company’s services. Explain how your services can help the client find the right speaker for their conferences, events, or other requirements. A good summary must include these key components –
The problem
The solution
Call to action
Speakers list
Once you have researched about the client’s events and their requirements, curate the speaker list that fits the client’s requirement along with detailed information about every speaker. Mention the speakers’ background, qualifications, experience, achievements, and past events.
Approach and services
Here’s how the procedure for the speaking engagement can be rendered –
Pre-event
A brainstorming session with the speaker and the client to discuss the topic the speaker will be addressing during the event.
Prepare an initial presentation draft that aligns with the goals and objectives of the client
Submit a draft of the speech the speaker is going to deliver at the event
During the event
The speaker will deliver the speech in front of the target audience on a relevant date and time mentioned by the client.
The speaker will conduct various engaging activities to connect with the audience
List of collaterals/hand-outs that will be shared during the event
Post-event
Post-event report
Provide necessary feedback received from the audience
Pricing
Provide a layout of the expenses you would incur on going ahead with this speaking engagement. You can present a pricing table that clearly mentions the cost of bringing in the speakers, travel expenses, etc. This will help the client in better decision-making.
Terms and conditions
This is where you state the legalities of entering into a contract with your company. Include the necessary terms such as – payment terms, cancellation policy, intellectual property rights, and other clauses as per your business requirements.
Signature
The signature indicates the acceptance of the proposal. Add a small section of the signature at the end of your proposal. Here, both the parties sign and the partnership becomes official.
Checklist to keep in mind for drafting a speaking engagement proposal
Use visual content
From graphs to photographs and illustrations, visual content enhances the proposal. Use visual images to highlight crucial information and make the proposal more interesting to read.
Add video links
Adding video links of past events of speakers increases your business’s credibility and the chances to win new projects.
Avoid grammatical errors
Your proposal is a reflection of your business and its offering. Proofread the final version of the proposal before sending it and watch out for grammatical errors.
Keep your brand voice intact
Your brand is the way your business is perceived and what sets you apart from the competition. Stay true to your brand identity throughout the proposal. Maintain a cohesive tone and style of communication.
Implement call to action
After reading your proposal the potential client should know what to do next. Use a persuasive call to action to prompt your recipients to take necessary actions and follow the final step of sealing the deal.
Modernize your speaking engagement proposal with Revv
Revv is a document automation system that simplifies complex document processes with modern features and pre-configured workflows. It ensures the security of your business documents and modernizes your commercial operations effortlessly.
Ready to use templates
Revv’s templates bring simplicity and speed to your document creation process and have a higher closing rate. Its speaking engagement template is tailored to the needs of the company.
Drag and drop editor
With Revv’s drag and drop editor block, you can add/remove text, image, table, page break on your document. This helps in managing and creating professional documents easily.
Collaboration
Teamwork is an integral part of document management. With Revv you can ensure seamless collaboration on your proposal via – notes, tagging, and attachments. This eases negotiations between the other parties through real-time collaboration.
Activity tracker
Track your proposal with Revv’s activity tracker. It gives you real-time monitoring with the log of actions taken on the proposal – who has opened, viewed, approved, etc.
eSignature
Revv’s seamless eSignature solution helps you power through the deal closure process quickly. Send the documents to your client for eSignatures in just a few clicks.
Website Maintenance Quote
[Company Name]
[Company Address]
[Customer Name]
[Customer AddressAddress]
[Company Contact Number(s)]
[Company Website]
[Company Email]
[Customer Contact]
[Customer Email]
[Quote Number]
[Quote Prepared By]
[Maintenance Website]
[Quote Date]
[Quote Expiration Date]
Maintenance Details
Website Maintenance includes the following:
Content updates
Replace images i.e. Pictures & Graphics
One-time search engine submission yearly
Home page editing & updating
Site hit tracking
Backing up the site monthly
Reloading up the site monthly
Maintaining the navigation
[Services]
Development Pricing
S.No
Service
Rate
Quantity
Subtotal
1.
Home Page Designing
$ [0.00]/per design
0
$ [0.00]
2.
New HTML page with text writing
$ [0.00]/per page
0
$ [0.00]
3.
New HTML page without text writing
$ [0.00]/per page
0
$ [0.00]
4.
Form to Mail System
$ [0.00]/per set
0
$ [0.00]
5.
Form to Database System
$ [0.00]/per set
0
$ [0.00]
6.
Database listing or preview page
$ [0.00]/per page
0
$ [0.00]
7.
Form interfaces
$ [0.00]/per interface
0
$ [0.00]
8.
Image treatment for web
$ [0.00]/per image
0
$ [0.00]
9.
Newsletter
$ [0.00]/per section
0
$ [0.00]
10.
New PDF Creation
$ [0.00]/per file
0
$ [0.00]
12.
Any Design change in existing page
$ [0.00]/per page
0
$ [0.00]
TOTAL
(Inclusive of all taxes)
$ [0.00]
Terms and Conditions
Purchasing and Procurement
[Company Name] will neither place orders nor procure any products or services on behalf of the Customer until a deposit has been made. Our contractors and vendors work on full payments when any order is placed, so the customer is required to pay in full for all the services, designs, or hosting.
Pricing and Payments
Once a client of [Company Name], you authorize [Company Name] to charge through the payment method once submitted for all the invoices generated for the services dispensed under this website maintenance plan.
Standards
All services thus furnished unto your website will be done with the best efforts and the best tools that are available for website maintenance. The workforce will put in their best foot to maintain the best of your website.
Patents and License
We make sure that all the services that we provide have been properly approved and licensed and our designs are patented to our name. Any additional services, templates, or designs that are being made use of have been duly approved by their righteous owners.
We believe that all resources that you provide for your contribution to the project are properly licensed, under patent, or proper approvals, and licenses have been sought for the usage of the same.
Warranty of Service
[Company Name] guarantees that all services will be completed within the timeframe agreed upon and with professionalism. All information that is considered proprietary by the Client will be handled with confidentiality during and after the term of the contract. All rooms for improvement, suggestions, and rectifications are thrown open.
Acceptance and Signature
By signing below, you agree to the quote prices and the relevant terms and conditions
Signature
Assign signer 1
Sales Quote
[Seller]
[Seller Address]
[Buyer]
[Buyer Address]
[Seller Contact Number]
[Seller Website URL]
[Seller Email]
[Buyer Contact Number]
[Buyer Email]
Quote No.: [Quote Number]
Quote Prepared by:[Name and Designation]
Quote Date: [Date]
Quote Expiration Date: [Date]
We have received a request for a quotation dated [Date] regarding the Sales Quote. We are pleased to inform you that we have enclosed the quotation for your favorable consideration.
Sales
We offer a variety of [Products/Services]. The following are prices for same:
Description
Cost per Unit
Units Available
[Product/Service Description]
$ [0.00]
[Number]
[Product/Service Description]
$ [0.00]
[Number]
Estimate
Here is an estimate of the sales that we are looking forward to:
Description
Quantity
Price per Unit
Total
[Product/Service Description]
[Number]
$ [00.00]
$ [00.00]
[Product/Service Description]
[Number]
$ [00.00]
$ [00.00]
[Product/Service Description]
[Number]
$ [00.00]
$ [00.00]
Subtotal: $ [0.00]
Tax/Discount: $ [0.00]
Total: $ [0.00]
Terms and Conditions
The following terms and conditions shall define and prevail over all the aspects of this quote.
1. Sales
The sale of all products and services shall be carried out within [Time Period] of placing the order to the [Seller] through official mail, telephone, or [Mode of Communication].
Upon receiving an acceptance of the order, an invoice of the order with the payable amount shall be generated by [Seller] and sent to the [Buyer] through [Communication Mode].
The acceptance of any order will be subject to the availability of the [Product/Service].
Additional charges for delivering the [Product/Service] such as transportation, warehousing, and other maintenance charges as applicable shall be included in the total payable amount by the [Seller].
2. Payment
All payments should be made in USD through [Payment Mode] within [Time Period] from the date of placing the Sales order.
3. Cancellation and Returns
Cancellation of orders may be made by telephone contact or official e-mail to the [Seller]. The [Buyer] will then be invoiced for the sale carried out until then, along with the payable amount accordingly. The balance of payment due must be paid within [Number of Days] days.
Any cancellation which is not formally confirmed in writing and received by [Seller] within [Number of Days] days of such instruction being issued, will be liable for the full quoted cost of the [Product/Service].
If [Buyer] wishes to return or replace any product, the same has to be notified to the [Seller] with reasons subject to acceptance of [Seller] and examination of the state of the product, within [Time Period].
Acceptance and Signature
If you’d like to avail of our services, please provide your acceptance by signing below.
[Buyer]
Signature
DISCLAIMER: The content provided herein is for general information purposes only, and shall not constitute legal advice.
Market Research Quote
[Sender Company]
[Sender Company Address]
[Sender Company Contact Details]
[Sender Company Website URL]
Prepared by [Your Name] [Client Name]
[Quote No.]: [Client Address]
[Sending Date] [Expiration Date] [Client City-State-ZIP]
Budget
Service
Price
Quantity
Subtotal
Primary Research
$[00.00]
1
$[00.00]
Secondary Research
$[00.00]
1
$[00.00]
IP Research
$[00.00]
1
$[00.00]
Social Media Listening and Analytics
$[00.00]
1
$[00.00]
Service 1
$[00.00]
1
$[00.00]
Service 2
$[00.00]
1
$[00.00]
Service 3
$[00.00]
1
$[00.00]
Total: $[00.00]
Terms and Conditions
1. Delivery of Data and Results
[Sender Company] cannot be held liable to [Client Company] as the result of a delay, or of a failure in delivering the data and/or results if such delay or failure results from a Force Majeure event.
2. Payment
[Client Company] shall settle the payment within [Insert Number] calendar days as from the date when [Sender Company] issues the corresponding invoice.
[Add More Terms]
3. Liability
Where [Client Company] is concerned, [Sender Company]’s liability can only be engaged for any direct harm that the former may suffer if [Sender Company] breaches one or several of its contractual obligations.
4. Governing Law
The document is governed by the laws of [Country/Province].
[Add Relevant Terms and Conditions]
Acceptance and Signature
This quote is duly executed by the duly authorized representatives of the parties as set forth below:
Job Quote
The Job Quote has been prepared by [Company Name] for [Client Name] based on the RFQ [RFQ Id] dated [Date].
Client Details
Client Name
[Client Name]
Client Address
[Client Address]
Quote Number
[Quote Number]
Quote Date
[Quote date]
Company Address
[Company Address]
Pricing
Breakdown of prices have been stated for [Description of Work] in the table below:
Job Description
Itemized Cost
Quantity
Amount
[Type of Work]
$ [0.00]
1
$ [0.00]
Subtotal = $ [0.00]
Tax = $ [0.00]
Total = $ [0.00]
Terms and Conditions
1) Payments
Unless stated otherwise in writing by the Company, the Client shall pay a [00.00] % of the total amount due upon execution of the contract after acceptance of this quote.
The Client shall make monthly payments to [Company Name] within [Number of Days] days of the invoice date. All sums not paid when due shall earn interest at the rate of [00.00] % per month.
2) Cancellation
Cancellation of orders may be made initially by telephone contact, or e-mail, however, following this, the [Company Name] will need formal notification in writing to the company’s postal address. The Client will then be invoiced for all work completed over and above the non-refundable deposit that would have been made at the time of first ordering. The balance of payment due must be paid within [Number of Days] days upon receiving the invoice.
Acceptance and Signature
The client agrees to the prices, terms and conditions of the quote by signing below:
[Client Name]
Signature
DISCLAIMER: The content provided herein is for general information purposes only, and shall not constitute legal advice.
Freelance Quote
I am grateful for receiving a request from [Client] for a quotation dated [Date] for my [Freelance Work]. Please find the quotation here for your favorable consideration.
[Freelancer]
[Client]
[Freelancer Contact Details]
[Freelancer E-mail]
[Client Contact Details]
[Client E-mail]
Quote Date: [Date]
Quote Expiration Date: [Date]
[Client Address]
Freelance Work Profile:
[Mention Freelance Works done by the Freelancer]
Freelance Work Profile
Following works are undertaken on freelance basis.
Work Description
Stages/Skills Involved
Usual number of hours taken
Charges per hour
Writing
Background Study
Research
Preparation
Finishing/Designing
Review
Corrections
[Number of Hours]
$ [0.00]
Designing
Studying the purpose
Research
Preparation
Finishing
Review
Corrections
[Number of Hours]
$ [0.00]
Techincal Services
Studying the problem
Finding efficient alternative
Tools and materials used
Fixing
Finishing
[Number of Hours]
$ [0.00]
[Add Description]
[Add Stages]
[Number of Hours]
$ [0.00]
Estimate Charges
A deatiled breakdown of time and costs involved in [Freelance Work] work have been laid down for your consideration:
Job Description
Working Hours
Charges per hour
Total
Background Study
[Number of hours]
$ [0.00]
$ [0.00]
Research
[Number of hours]
$ [0.00]
$ [0.00]
Preparation
[Number of hours]
$ [0.00]
$ [0.00]
Designing
[Number of hours]
$ [0.00]
$ [0.00]
[Add Job]
[Number of hours]
$ [0.00]
$ [0.00]
Subtotal: $ [0.00]
Tax: $ [0.00]
Total: $ [0.00]
Terms and Conditions
The following terms and conditions shall define and govern all the aspects of this quote and our association.
1. Scope of Work
Please note that the above costs are at the unitary quantity and shall accordingly increase with the number and quantity of [Freelance Work] projects assigned.
The agreed hourly rate shall remain confidential. The [Freelancer] shall reserve the right to change this rate periodically with advance notice of [Time Period].
2. Payments
The charges will be applicable as mentioned in the table above on an hourly basis for the daily rate of work carried out during the business hours [Timing] on [Days of the Week]. The same will be negotiated with [Client] before the work commences.
[Client] shall be invoiced for the payment every [Time Period] which should be cleared within [Number of days] of receipt of the invoice.
The Payment should be made in USD through [Payment Mode].
A [0.00] % of the pending amount may be charged as a delay in payment charges if no payment is received for a long duration of [Time Period].
Cost of input materials and other costs incurred to carry out the work such as electricity, transportation, subscription to magazines, etc. shall be notified in advance and included in the total charges.
Additional charges for extra work shall be applicable.
Special-request works on non-working days and non-working hours shall be subject to acceptance by [Freelancer] and also shall be separately chargeable.
3. Cancellation
Cancellation may be made initially by telephone contact followed by a formal Email on [Freelancer Email] as provided above, with a mandatory [Time Period] notice period. The [Client] will then be invoiced for all work completed till that time and will be charged accordingly.
Please note: any cancellation which is not formally confirmed in writing and received by [Freelancer] within [Number of Days] days of such instruction being issued, will be liable for the full quoted cost of the project.
4. Intellectual Property
The rights of all intellectual property created out of this association shall remain with the [Client].
5. Confidentiality
It is understandable that during the course of this association, [Client] may have to share sensitive and private information that may not be out in the public domain. [Freelancer] undertakes to assure [Client] that all such information shall be kept confidential during as well as after the termination of this project.
Acceptance and Signature
If you agree to this quote based on the above-mentioned terms and conditions, then please provide your acceptance by sign below.
[Client]
[Client Representative]
Signature
DISCLAIMER: The content provided herein is for general information purposes only, and shall not constitute legal advice.
Event Management Quote
[Sender Company]
[Sender Company Address]
[Sender Company Contact Details]
[Sender Company Website URL]
Prepared by [Your Name] [Client Name]
[Quote No.]: [Client Address]
[Sending Date] [Expiration Date] [Client City-State-ZIP]
We are pleased to submit the following Event Management Quote as requested by [Client Name], based on the specifications provided. This quote is proprietary and confidential and is intended solely for the use of the entity to which it is addressed.
Pricing
Item/Event
Description
Subtotal
Quantity
Total
[Item/Event]
[Add Description]
$[0.00]
1
$[0.00]
[Item/Event]
[Add Description]
$[0.00]
1
$[0.00]
[Item/Event]
[Add Description]
$[0.00]
1
$[0.00]
[Item/Event]
[Add Description]
$[0.00]
1
$[0.00]
[Item/Event]
[Add Description]
$[0.00]
1
$[0.00]
Total: $[0.00]
Terms and Conditions
1. Payment
You will make payments directly to the [Sender Company].
[Add Payment Terms]
2. Details
It is your responsibility to provide [Sender Company] with contact names, telephone numbers, and any scheduled timetables for all service providers involved in the event management no later than [Insert Number] days prior to the wedding or upon the signing of this letter.
3. Notification
It is also your responsibility to notify [Sender Company] of any changes in a timely manner. [Sender Company] shall not be held liable for any changes made by you or your selected service providers.
4. Fees & Payment Schedule
For the services, you will pay a total of [Insert Amount]. Payment will be made as follows:
A non-refundable retainer in the amount of [Insert Amount] – upon signature of this letter of agreement.
[Insert Amount] due on [Date]
5. Termination
This agreement will terminate automatically upon completion of the services required by this letter of agreement.
6. Cancellation/Changes
Changes made to this letter of agreement must be made in writing and signed by all parties. You may cancel this agreement, in writing, for any reason. If the event is canceled, refunds are limited to unearned fees, funds in excess of unused or non-refundable fees, and out-of-pocket expenses.
If you cancel less than [Insert Number] days before the even, there will be no refund.
7. Governing Law
This Agreement shall be governed and interpreted by the laws of [Specify Location].
Acceptance and Signature
This quote is duly executed by the duly authorized representatives of the parties as set forth below:
Signature
Assign signer 1
Name
Contractor Quote
The Contractor Quote has been prepared by [Company Name] for [Client Name] based on the RFQ:[RFQ Id] dated [Date].
1. Client Details
Client Name
[Client Name]
Address
[Client Address]
Contact Number
[Client Contact Number]
Email ID
[Client Email ID]
2. Pricing
Services
Quantity
Price
Subtotal
Machinery and Equipment
1
$[0.00]
$[0.00]
Raw materials
1
$[0.00]
$[0.00]
Site Security
1
$[0.00]
$[0.00]
Site Engineer
1
$[0.00]
$[0.00]
Staff
1
$[0.00]
$[0.00]
[Add Services]
1
$[0.00]
$[0.00]
Total (Inclusive of Tax): $ [0.00]
3. Terms and Conditions
Governing Law: This Contractor Quote shall be governed by and construed in accordance with the governing laws of the state of [State]
Payment: A minimum of [0.00]% of the total amount must be paid by the Client to the Company within [Number] business days of the acceptance of this Quote, and the total payment is to be done by [Number] business days. Failure of either or both shall result in the withdrawal of the Company’s services to be extended to the Client
Acceptance and Signature
The parties agree to the prices, terms, and conditions of the quote by signing below:
Signature
DISCLAIMER: The content provided herein is for general information purposes only, and shall not constitute legal advice.