Pricing accounting services is often a delicate act — charge on the lower spectrum and you risk your firm’s profitability; price too high and you may lose clients. According to recent surveys, 64% of accountants say transparent pricing builds trust with clients. Software like GoProposal help accountants and bookkeepers strike the right pricing structure that is both profitable and acceptable to clients.
GoProposal is a popular software for its professional and consistent proposal generation, quoting tools, and automation features that helps put your best foot forward with clients. However, is it your best or only option? In this review, we will examine GoProposal's features, pricing, and top viability in line with its competitors to help you understand whether this software can meet all your unique business needs.
What is GoProposal?
GoProposal is a cloud-based proposal and pricing software tailored for accounting and bookkeeping firms. It streamlines the whole process of writing complex and professional proposals, engagement letters, and pricing mechanisms. GoProposal, with an intuitive user interface and a host of automation features, offers a clear and transparent pricing structure that complies with regulations, generates proposals, and professional quotes that can increase client confidence.
Top Features of GoProposal
GoProposal is built to streamline client engagement with structured pricing and professional proposals.
Below are some of its standout features:
- Automated Proposals and Engagement Letters: Create professional proposals and engagement letters instantly, ensuring consistency and compliance.
- Standardized Pricing Structure: Create custom pricing models that align with your firm’s services and value propositions.
- Dynamic Fee Calculations: Adjust pricing in real time based on the scope and complexity of the client’s needs.
- E-signature Integration: Securely send proposals for e-signatures, reducing turnaround time.
- CRM and Accounting Integrations: Seamlessly integrate with tools like QuickBooks and Xero.
- Custom Branding: Tailor proposals with your firm’s logo, color schemes, and branding for a professional look.
- Renewal and Fee Reviews: Easily review and update client fees to ensure profitability and alignment with service value.
Pro Tip: A proper proposal structure is one of the major keys to winning clients. If you are not sure how to set one up, refer to our guide on how to write a project proposal for the best practices.
Is GoProposal Right for Your Firm?
Choosing the perfect proposal software will greatly boost efficiencies while keeping your client engagements open and transparent. GoProposal is ideal for:
- Accounting and bookkeeping firms that need structured, automated client engagement tools.
- Firms looking to implement value-based pricing for better profitability.
- Businesses that require e-signatures and CRM integration for streamlined workflow.
Also Read: Explore different proposal formats to ensure your proposals are clear, structured, and client-friendly.
GoProposal Pricing and Plans
GoProposal offers four pricing plans tailored to different business needs, ranging from small teams to large firms requiring unlimited proposals. Below is a breakdown of its pricing plans:
1. Solo Plan
- Pricing: $75 or £65 per month (excl. VAT)
- Proposals: 5 per month
- Users: 1
Best For: Freelancers and small businesses needing a structured proposal system
2. Basic Plan
- Pricing: $120 or £95 per month (excl. VAT)
- Proposals: 10 per month
- Users: 1
Best For: Small businesses handling a moderate number of proposals with workflow automation
3. Standard Plan
- Pricing: $150 or £130 per month (excl. VAT)
- Proposals: 50 per month
- Users: 2
Best For: Mid-sized businesses requiring advanced proposal tracking and automation
4. Premium Plan
- Pricing: $255 or £205 per month (excl. VAT)
- Proposals: Unlimited
- Users: 10+
Best For: Large firms needing enterprise-level proposal management and customization
Pro Tip: Check out GoProposal pricing plans in detail here.
3 Best Alternatives to GoProposal
While GoProposal is a strong choice for proposal management, it may not be the perfect fit for every firm. Some users report limitations in pricing flexibility and customization. If you’re looking for alternatives, here are three top GoProposal alternatives:
1. Cone
Cone is considered among the best proposal software for accountants and bookkeepers because of its streamlined pricing, engagement letters, and client onboarding features. Cone ensures consistency, professionalism, and profitability by automating the proposal process and integrating seamlessly with your firm’s workflow.
Top Features:
- A robust pricing engine accurately prices services
- Automated billing system and payments auto-invoice and auto-charge clients, supporting multiple payment methods
- Invoice automation generates invoices from proposals and syncs with Xero and QuickBooks
- Best proposal software offers advanced CPQ, tailored proposal templates, and e-sign capabilities
- Seamless integrations connect with Xero, QuickBooks, Stripe, and GoCardless
- Data security ensures privacy, compliance, and secure document handling
Pricing:
Cone’s offers two plans:
- Essentials: 8£ or $9 per user/month (billed annually)
- Growth: 11£ or $12 per user/month (billed annually)
2. Ignition (Practice Ignition)
Ignition is another leading proposal management software designed for accounting and professional service firms. Practice Ignition software offers automated billing and payment collection, ensuring smooth client onboarding.
Top Features:
- Proposal and engagement letter automation with e-signatures
- Automated payment collection to reduce outstanding invoices
- Integration with QuickBooks, Xero, and Zapier
- Customizable pricing templates for different client needs
- Detailed analytics and reporting on proposal success rates
Pricing:
- Solo: $39/month (billed annually)
- Core: $99/month (billed annually)
- Pro: $199/month (billed annually)
- Enterprise: Custom pricing
Pro Tip: Check out Practice Ignition pricing in detail here.
3. BrightPropose
BrightPropose is an intuitive engagement letter and pricing software tailored for accounting firms. It simplifies the process of quoting, engaging, and onboarding clients.
Top Features:
- Pre-built proposal templates with customizable options
- Integration with Bright’s suite of accounting software
- Automated engagement letter generation
- Dynamic pricing calculations for different service packages
- Secure e-signature and document management
Pricing:
- Basic Plan: £50 per month / £600 per year
- Essentials: £100 per month / £1200 per year
- Advanced: £150 per month / £1800 per year
Pro Tip: Check out BrightPropose pricing plans in detail here.
Why Choose Cone?
The right proposal software ensures accuracy in pricing, seamless client engagement, and streamlined workflows. Among the alternatives, Cone stands out due to its:
- Affordable pricing: Starts at just £8 or $9/user/month.
- Comprehensive feature set: Proposals, billing and payments in one platform.
- Flexible proposal editor: Editor allows you to customise the proposals the way you want.
- Custom e-mail: Send e-mail from your own domain instead of vendor e-mail.
- Unlimited proposals: Can send unlimited proposals.
- Native integrations: QBO, Xero, GoCardless, Stripe.
You can check out some of Cone’s proposal templates below:
- Accounting services proposal template (US)
- Accounting services proposal template (UK)
- Payroll services proposal template
- CFO Services proposal
Selecting the best accounting proposal software depends on your firm’s size, budget, and workflow needs. While GoProposal, Ignition, and BrightPropose offer valuable features, Cone provides an all-in-one solution for firms looking for efficiency, automation, and affordability.
Start your Cone’s free trial today!