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Accounting services sheet with an accountant's desk photo, three priced monthly plans and 2027 tax deadlines

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About this Accounting Services Overview one pager template

A services sheet for a CPA or bookkeeping firm selling monthly plans to small business owners. Three plans sit side by side with prices and what each includes, followed by the 2027 federal tax deadlines the firm tracks, a short list of documents a new client sends in, and three reasons owners switch. It answers the price question up front so a first call can start on the work.

Accounting Services Overview One-Pager Template

An accounting firm's services, three monthly plans with prices, the 2027 federal tax deadlines and what a new client sends in.

One-Pager · A4 and LetterEdits in your browser

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What’s on it

  • Photo
  • Photo
  • PricingMonthly Plans
  • Table2027 Deadlines We Track
  • Checklist of next stepsTo Start
  • Closing line

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