Proposal Document Template for New Accounting and Tax Clients

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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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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
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.
Elegant
Bold
Playful
Serious
Traditional
Modern
Personable
Professional
Feminine
Masculine
Colorful
Conservative
Economical
Upmarket
Requirements
Must have
- Our logo and the ability to edit the document
Nice to have
- Include images from our website bacchus.net.au