Win More Clients Without Partners Writing Proposals
CPA firm partners spend 10-15 hours per proposal—time that could be billed at $300+/hour. Generate partner-quality first drafts in under an hour.
Watch how CPA firms generate partner-quality proposals in minutes, not days
The CPA Firm Business Development Reality
Most accounting firms rely on referrals—but competition is intensifying and advisory services require a new approach to winning business.
Rely on Referrals Alone
Nearly half of all new accounting clients come through referrals. But referrals are unpredictable—and competition for them is growing.
Source: Hinge Research 2024
Use Professional Proposal Tools
Only a third of accounting firms use dedicated proposal software. The rest rely on Word docs, old templates, and partner sweat equity.
Source: AccountingToday 2024
Partner Hours Per Proposal
Formal RFPs and competitive bids require significant partner involvement. At $300+/hour, that's $3,000-5,000 in opportunity cost per proposal.
Source: AICPA Practice Management
Revenue Increase from Advisory
Advisory services can increase per-client revenue by 50%+. But selling advisory requires compelling proposals—not just engagement letters.
Source: CPA Practice Advisor 2024
"We know we should pursue more opportunities, but proposals take too much partner time."
Sound familiar?
From Time-Consuming Proposals to Partner-Ready Drafts
Bidara learns your firm's voice and generates proposals that sound like your managing partner wrote them—in under an hour.
Upload Your Firm's Best Work
Upload past proposals, engagement letters, service descriptions, and case studies. The AI learns your firm's voice, methodology, and how you present credentials—no manual configuration needed.
- Proposal voice learning
- Team credential extraction
- Service methodology capture
- Industry expertise recognition
Generate Partner-Quality First Drafts
Upload an RFP or describe the opportunity. Bidara generates a complete proposal draft—matching relevant experience, applying your methodology language, and formatting team credentials—in under an hour.
- RFP requirement matching
- Relevant case study selection
- Team credential insertion
- Service-specific methodology
Partner Review, Not Partner Drafting
Partners review and customize in 2-3 hours instead of 10-15 hours drafting. Add client-specific insights and pricing, then export to Word or PDF for submission.
- Quick customization
- Pricing adjustment
- Export to Word/PDF
- Version control
Built for How CPA Firms Win Business
From audit proposals to advisory engagements, Bidara adapts to your service lines and client types.
Audit & Assurance Proposals
Financial statement audits, reviews, and compilations. Present your methodology, team qualifications, and peer review status professionally.
Tax Services Proposals
Tax planning, compliance, and advisory proposals. Showcase your expertise across individual, business, and multi-state taxation.
Advisory & Consulting RFPs
CFO services, business valuations, M&A due diligence, and strategic consulting. Position advisory as premium value.
Bookkeeping & Controller Services
Monthly accounting, financial reporting, and outsourced controller proposals. Recurring revenue opportunities.
The Business Case: ROI for CPA Firms
Advisory services represent the biggest growth opportunity for accounting firms. Here's what efficient proposals mean for your firm.
Scenario: 15-Person CPA Firm
$3.5M revenue • 20 proposals/year • Average engagement $35,000
Without Bidara
With Bidara
At $499-$999/month, Bidara pays for itself with a single additional engagement. The real gain? Pursuing every qualified opportunity your partners pass on today.
The Accounting Industry: Growing & Evolving
Sources: IBISWorld, CPA Practice Advisor, Hinge Research 2024
Frequently Asked Questions
For CPA firm partners and business development teams.
This is critical for CPA firms where trust and expertise are everything. Bidara learns from YOUR proposals:
- Your engagement approach and methodology language
- How you describe your team credentials and industry expertise
- Your specific service descriptions (not boilerplate)
- The tone that has won business for your firm
When a new opportunity comes in, the AI generates drafts that sound like your managing partner wrote them—not ChatGPT.
CPA firms offer diverse services with very different proposal requirements. Bidara handles this by:
- Learning your methodology for each service line separately
- Matching relevant case studies by service type, industry, and size
- Adapting proposal structure based on the engagement type
- Including appropriate compliance language (GAAP, SSARS, SAS requirements)
Your audit proposals and advisory proposals will sound appropriately different—because they are different services.
Referrals get you in the door, but you still need to close. The data shows:
- 49% of accounting firms' new business comes from referrals—but that means 51% comes from elsewhere
- Even referral clients often want a formal proposal before committing
- Professional proposals increase close rates even for "warm" opportunities
- Advisory services especially require compelling proposals to justify premium fees
The question isn't whether you need proposals—it's whether you're winning every opportunity you should be winning.
Advisory is the growth opportunity for CPA firms—but it requires selling outcomes, not hours. Bidara helps you:
- Frame advisory services in terms of business value, not billable time
- Present fixed-fee and value-based pricing confidently
- Include case studies showing advisory impact (not just compliance deliverables)
- Position your firm as a strategic partner, not just a compliance provider
Firms adding advisory services see 50%+ revenue increases per client. The proposal is where you make that case.
Formal RFPs require extensive documentation, compliance certifications, and detailed methodology. This is where Bidara saves the most time:
- Automatically match RFP requirements to your capabilities
- Pull relevant team credentials, certifications, and experience
- Include appropriate peer review documentation and QC processes
- Generate compliant responses in hours, not days
Stop passing on RFP opportunities because they're "too time-consuming." Respond to every qualified opportunity.
Absolutely. Here's the math for a typical firm:
- Partners spend 8-15 hours per formal proposal (at $250-400/hr value)
- Save 75% of that time with AI-generated first drafts
- At 12-20 proposals per year, that's 72-180 hours reclaimed
- One additional engagement win covers years of subscription cost
At $499/month, the ROI is immediate if it helps you win even one additional client per year.
The real question: how many opportunities are you not pursuing because proposals take too long?
Simple Pricing for CPA Firms
Start free for 14 days. Scale as you grow.
Starter
For small teams just getting started with AI-powered proposals
- 10 proposals/month
- 5 team members
- AI methodology learning
- Document upload & analysis