Confidential Proposal
Prepared For

Test Client

Test Quote

Fixers Team
Fixers Team
Financial Management Advisory

123 Advisory Lane

New York, NY 10001

hello@fixersteam.com

Proposal

Test Client

December 4, 2025
Valid until 1/3/2026
Total Investment
$0
USD

Test Quote

No additional notes provided.

Scope of Work

AP Reality Check

Diagnostic only. A clear, factual map of the current AP workflow.

60-90 Minute Discovery Call

Deep dive into current intake, tools, and pain points.

Current-State AP Flow Map

Diagram showing actual workflow, loops, and bottlenecks.

Baseline AP Metrics

Cycle time, backlog volume, and exception frequency.

AP Diagnostic Report

1-2 page executive summary of findings.

90-Day Prioritized Roadmap

Ranked list of fixes (Impact vs Effort).

Payment Terms

A 50% deposit is required to commence work, with the remaining 50% due upon completion of the deliverables. Invoices are net 15 days.

Confidentiality

This proposal and all related materials are confidential and intended solely for the use of the individual or entity to whom they are addressed.

By accepting this proposal, you agree to the terms and conditions outlined above.

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