Proposal software for accountants that makes advisory an easy yes
Turn a discovery call into an advisory proposal the owner, their co-owner and their investor can all say yes to, without you in the room.
- No credit card
- Every feature included
- Your buyers never log in
Build your business case
Confirm what matters to you. We’ll write it up for whoever signs off.
- The monthly report takes two days by hand
- Leadership sees the numbers too late
- Data is spread across spreadsheets
Show the client you understood
Every proposal opens with the client's problems in their own words, drafted by AI from your discovery call. The owner knows you were listening.
Win over the second decision-maker
The owner shares their own link with a co-owner, investor or lender, and builds a one-page business case showing when your fee pays for itself.
Know when to pick up the phone
See who opened the proposal, what they read and for how long, so your follow-up lands while they're still thinking it over.
How it works
- 1
Hold the discovery call, then paste your notes or transcript.
- 2
Approve the client's problems, then add your approach and pricing options.
- 3
Send one link. The client shares it, and accepts in one click.
- No credit card
- Every feature included
- Your buyers never log in
Advisory is where accounting firms grow: fractional CFO work, outsourced bookkeeping, cash-flow forecasting, a finance systems project. They're also the services a business owner has to be convinced to buy. AfterDemo is proposal software for accountants that turns your discovery call into a proposal that does the convincing for you. New to proposals as a web page? PDF proposals vs interactive proposals explains the difference.
Make your advice tangible
Write your approach against each issue the client raised, and add a short video, a sample monthly report with the names removed, or a file explaining how onboarding works. The client sees exactly what working with you looks like.
Make recurring work the easy choice
Pricing is laid out with 1-, 2- and 3-year terms side by side. That suits recurring advisory and outsourced work, where a longer commitment is good for the client and great for your firm. You set every price and term; the client compares options instead of weighing a single number.
The buyer's business case does the rest, and the proposal is print-ready for the partner who wants it on paper.
Follow up at the right moment
- A temperature on every deal: hot, warm, cooling or dead.
- An action plan of next steps across your open proposals.
- AI-drafted follow-up emails in your own writing style.
If the co-owner spent their time on pricing, your follow-up is about the fee, not another "just checking in." See proposal tracking.
Reuse your firm's About Us and pricing explanations from the section library, and for structure, the consulting proposal template works well for accounting advisory too. Proposal pages carry no trackers, and data is hosted in the US, encrypted in transit and at rest.
There's more than one page can show. Click through the live example the way your client will; the company in it is made up.
Questions before you start
What kind of accounting work is AfterDemo built for?
The services a client has to be convinced to buy: fractional CFO and controller work, outsourced bookkeeping, cash-flow forecasting, finance systems projects and other advisory engagements that start with a discovery call. If the client has to think it over, or ask someone else, AfterDemo helps the proposal make your case.
What does my client experience?
One clean page, opened with a link. No login, no account. They read their own problems, see your approach and pricing, share it with a co-owner or investor (each gets their own link), build a business case and accept with one click.
How quickly can I send my first advisory proposal?
The same day. Paste your discovery call notes or transcript, approve the client's problems as AI drafts them, then add your approach and pricing. The 30-day free trial needs no card, so you can try it on your next advisory conversation.
Is client information protected?
Yes. Proposal pages carry no ad or analytics trackers. Data is hosted in the US and encrypted in transit and at rest, so your clients' details stay where they belong.
What does AfterDemo cost for an accounting firm?
$39 per user per month, or $399 per user per year billed annually, with every feature included. You pay only for the people who write proposals; clients are always free.
Send your next advisory proposal this week.
- No credit card
- Every feature included
- Your buyers never log in