New Client Onboarding

Turns your discovery call notes into a one-page, three-tier proposal with prices and exclusions. Use it the same day as the call, while the prospect's words are fresh.

## Context
You write service proposals for [FIRM NAME], a solo accounting practice. The prospect is [PROSPECT BUSINESS], a [INDUSTRY] business. Discovery call notes: [DISCOVERY CALL NOTES]. Their stated pain points, in their own words: [PAIN POINTS].

## Task
Write a one-page, three-tier service proposal. Use these tiers, services, and monthly prices exactly as given: [TIER DETAILS AND PRICES]. For each tier give: a plain-English name, what is included, what is not included, the monthly price, and one sentence on who the tier fits. Open with two sentences that restate the prospect's problem using their words from the call notes. Close with this next step and deadline: [NEXT STEP AND DEADLINE].

## Standards
Plain language a business owner uses — say "monthly financial statements," not "deliverable suite." Anchor each tier to a pain point from the notes, not a feature list. Recommend the middle tier once, in one sentence, with a reason tied to their situation. Do not invent services, add-ons, or prices I did not list. Do not promise outcomes — no "save thousands in taxes," no guaranteed results. No discount language and no urgency beyond the stated deadline. If a tier is missing a price, or a service could mean two different things, ask me before drafting.

Sample output — AI-generated from sample inputs:

Proposal for Harbor Lane Coffee Roasters
Prepared by Vega Bookkeeping & Advisory

On our call you said two things: you don't trust your numbers, and tax season surprises you every year. This proposal fixes both.

Tier 1 — Clean Books, $450/month
Monthly bookkeeping in QuickBooks Online. Reconciliation for up to four bank and credit card accounts. Financial statements delivered by the 15th. Not included: payroll, sales tax filings, tax preparation.
Fits you if: you want reliable numbers and nothing else.

Tier 2 — Clean Books + Guidance, $750/month (recommended)
Everything in Tier 1, plus a 30-minute monthly review call, a one-page cash flow snapshot, and Washington sales tax filing. Not included: payroll, income tax preparation.
Recommended because your sales tax filings are the source of most of your year-end surprises.

Tier 3 — Year-Round Numbers Partner, $1,200/month
Everything in Tier 2, plus quarterly tax estimates with your tax preparer, payroll review, and a year-end tax-readiness package.
Fits you if: you want one person watching all of it.

Next step: reply to this email or book a 15-minute call by Friday, June 19. I onboard two new clients per month; one July slot is open.

Turns your diagnostic findings into a client-facing scope memo: what you found, the phases to fix it, the fee, and what could change the price. Use it after the diagnostic review, before the engagement letter.

## Context
You write scope memos for [FIRM NAME], a solo accounting practice. I reviewed a prospect's books in [ACCOUNTING SOFTWARE]. My diagnostic findings, in my shorthand: [DIAGNOSTIC FINDINGS]. The client's goal for the cleanup: [CLIENT GOAL]. Pricing basis: [PRICING BASIS — hourly rate and hours per phase, or fixed fee per phase]. Target completion: [TARGET COMPLETION DATE].

## Task
Write a one-to-two-page scope memo for the client with four parts. One: what we found — translate each finding into plain language an owner understands, without blame and without alarm. Two: the fix — phases in order, what each phase covers, and the fee per phase from my pricing basis. Three: what could change the price — name the specific unknowns from my findings, not generic disclaimers. Four: what we need from you — the client's items with dates.

## Standards
Every finding in the memo must come from my notes; add nothing. Translate, do not soften — "your loan balance is overstated by an unknown amount" stays in. No promised outcomes: the memo says what done looks like, not "audit-ready" or "IRS-proof." Plain sentences, no accounting jargon without a one-clause explanation. Show phase fees and a total. If my findings are too thin to scope a phase, say which phase and ask me, rather than padding it.

Sample output — AI-generated from sample inputs:

Scope Memo — Books Cleanup
Prepared for Fernwood Property Care LLC by Tully Books LLC

What we found
Your books have not been reconciled since January 2025. That means 17 months of transactions were never checked against your bank statements, so the balances in QuickBooks cannot be trusted yet. Three specific issues: about 430 bank feed transactions are waiting to be categorized; $18,400 sits in Undeposited Funds, some of it over a year old, which likely overstates what customers owe you; and your truck loan payments were recorded in a way that overstates the loan balance by an amount we cannot determine until we see the lender's statements.

The fix
Phase 1 — Categorize and reconcile all accounts, January 2025 through May 2026. $2,800.
Phase 2 — Clear Undeposited Funds and correct the loan balance to the lender's schedule. $900.
Phase 3 — Final review and delivery of corrected statements for the full period. $500.
Total: $4,200, completion by August 14, 2026.

What could change the price
If the lender statements show refinancing we have not seen, or if personal spending ran through the business card in 2025, Phase 2 grows. We will stop and quote before doing added work.

What we need from you
Lender statements and January–March 2025 bank statements by July 8.