Accounting and Financial Services Tender Template in the Style of One of the Big Four Professional Services Firms
Originally published: 19/04/2022 13:09
Publication number: ELQ-85968-1
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Accounting and Financial Services Tender Template in the Style of One of the Big Four Professional Services Firms

A high quality, professional tender template designed to support the development of a powerful tender in the style and to the standard of one of the 'big four'

Description
This template is designed to support you and your business to develop professional tenders; proposals and bids that achieve a quality, look, structure and standard as those delivered by the Big Four accounting and financial services firms. Whether you want to submit formal tenders or bids or simply engage potential clients with a professional proposal document; this template with guidance and tips is designed to help you develop a powerful tender for your business and importantly to a standard, style, look and 'feel' of one of the Big Four.

This is specifically focused on accounting and financial services and is ideal for businesses linked to: accountancy, financial advisory; audit; financial services and products; tax advisory; assurance; corporate finance among others. The template includes commentary on how to develop this document into a powerful/ proposal/ bid template; designed to help you win work including contracts.

In simple terms, you follow the guidance to develop this template into a powerful tender for your business that will be to the standard of a Big Four accounting and financial services firm. The document is designed to be edited and repeatedly reused; so that you can adopt it as the foundation for your own powerful tenders, proposals and bids. This is ideal for a wide range of businesses from sole proprietors such as accountants, auditors and advisors through to large corporate firms.

This Best Practice includes
One MS Word File

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Further information

Objective 1: To provide a professional and high-quality template and guidance on how to develop a powerful tender, proposal and bid for your business. Critically, this is to the quality and style of a Big Four accounting and financial services firm.
Objective 2: To support and indeed has helped many accountants; financial advisors; auditors and specialists in assurance, financial services, financial products; tax (among others) to win contracts - often for the first time.
Objective 3: Is designed to be sustainable - buy once only and develop and grow for repeated use.

Developed with a focus on accounting and financial services and is ideal for businesses linked to: accountancy, financial advisory; audit; financial services and products; tax advisory; assurance; corporate finance among others.


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