Proposal Document Template for New Accounting and Tax Clients

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Contest winning design

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This customer received 13 word template designs from 3 designers. They chose this word template design from JanuXart as the winning design.

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Word Template Design Brief

Hi Osama,
We hope you are well.
We are an Accounting Firm based in the suburb of Pyrmont near Sydney city, and you recently designed a Package Title page for us that we use when providing our clients their year end statements and tax returns.

Because we like the design so much, we would like to work with you again. We would like you to incorporate aspects of your original Package Title Page design throughout our Proposal Document to provide design consistency between both documents.

We need our Proposal Document to be a fully editable Word document, as we send it to potential new clients to win their business and we will need to adjust what we include to suit each one.

We also think it could work if the design includes key images from our website.

We have two key brand colours:
Blue - Hex code #021738
Gold - Hex code #b2a98c

I have included:
- New Bacchus Advisory Title Page_050225 - this was your previous design that we would like the Proposal Document to look similar to
- Proposal Document_V2_Detailed_Nick - this is our current Proposal Document that we would like you to redesign, keeping the content, but updating the design to look consistent with the New Bacchus Advisory Title Page.
- Our Logo in different colours in JPEG Format (I also have PNG and EPS files of these. If you need them, please let me know)
- The key images from our website www.bacchus.net.au

Please let me know if you have any questions or need anything further.

Thank you in advance
Mel

Info Icon
Updates

We received the designs one day ago, that combined with the Easter Holiday break means we need more time to review and provide feedback.

Target Market(s)

Accounting, Tax, and Strategic Business Planning Clients from Small Business, to Corporates , and Individuals

Industry/Entity Type

Accounting


Font styles to use
Other font styles liked:
  • Calibri

Look and feel

Each slider illustrates characteristics of the customer's brand and the style your logo design should communicate.

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Upmarket

Requirements
Must have
  • Our logo and the ability to edit the document
Nice to have
  • Include images from our website bacchus.net.au

Files
Download all files - 25.7 MB
DOCX
NEW_Bacchus Advisory_Title Page050225
Tuesday, April 8, 2025
DOCX
Proposal Document_V2_Detailed_Nick
Tuesday, April 8, 2025
JPG
Bacchus Advisory Logo JPEG
Tuesday, April 8, 2025
JPG
Bacchus Advisory Logo Black JPEG
Tuesday, April 8, 2025
JPG
Bacchus Advisory Logo White JPEG
Tuesday, April 8, 2025
JPG
Cooperage Sign
Tuesday, April 8, 2025
JPG
Adjusted Anzac_AdobeStock_189212171
Tuesday, April 8, 2025
JPG
Pyrmont Point Original Photo_Lighter
Tuesday, April 8, 2025
JPEG
g-creates-x7cmX4KkN4c-unsplash
Tuesday, April 8, 2025
PDF
JanuXart
Tuesday, April 22, 2025
PDF
JanuXart_2
Tuesday, April 22, 2025
PDF
JanuXart_3
Wednesday, April 23, 2025
PDF
JanuXart_4
Tuesday, April 29, 2025
Payments
1st place
A$120
Total
A$120

Project Deadline
26 Apr 2025 01:39:57 UTC
Language