Accounting
CFO Services Proposal
This free CFO Services Proposal Template acts as a legally binding agreement which outlines the terms, conditions, and scope of service. This document serves to safeguard the interests of both the accountant or virtual CFO and the client. This CFO Services Proposal Template includes the mentioned services to help you showcase your expertise which includes scope such as Financial Strategy, Financial planning and analysis, Risk management and mitigation strategies, Cash flow management and the oversight of financial reporting. This also includes an engagement letter within. You can customize the logo, colors, testimonials, cover letter, services and various other elements according to your needs. Sign up now - it's free.
Streamlined
Comprehensive
This template covers all the essential aspects of a comprehensive contract or agreement like scope, payment terms etc.
Flexible
This template can be customized according to your needs.
This Comprehensive CFO Services Proposal Template is a comprehensive document built to meet various needs of Virtual CFO consultants, Consulting firms or Accounting firms. This template covers all the essential elements of a professional and legal contract. If you're a Virtual CFO consultant or a Consulting firm or an Accounting firm, this template can be modified according to your needs. You can send proposals and engagement letters easily without much sweat. Start using this CFO Services Proposal Template now.
Sign up with Cone
Sign up now for free. No credit card needed.
Click "Use this template"
Customize the proposal
Add additional information you would like for example logo and videos, and create an engaging proposal.
Generate the proposal
You can generate a professional web proposal or PDF of your proposal in seconds.
Features
Impressive cover letter
Cover letter included here sets a context for the client about your business. You can personalize it according to your needs.
Executive summary
This section showcases your expertise, your team's strength, experience and the value you bring uniquely to a particular client in case. If you also have a brochure already, you can add it to the section.
Testimonials
Building trust is key for converting the clients. Start it by adding testimonials providing the evidence of the quality of your work.
Scope of Services
Specifying the the scope of your services clearly is key. Detail all the specific deliverables and responsibilities of you and your clients as well.
Pricing
Outline your pricing structure, billing methods accepted, and any additional fees clients will incur.
Terms
Include the terms and conditions of your engagement. This sets clear expectations for both the parties regarding timelines, responsibilities, confidentiality, and any other contractual obligations.
Payment instructions
Payment terms need to be clearly drafted. Specify payment terms, methods, and schedules so that the clients have a clear understanding of how and when they need to pay.
Signatures
Have space for signatures.
Frequently asked questions
What is a CFO Services Proposal Template?
A CFO Services Proposal Template details the terms, conditions, and scope of services and other things which goes out in a proposal. It acts as a legally binding agreement between a Virtual CFO consultant, Consulting firm or an Accounting firm and their client.
What is included in CFO services?
Financial Strategy, Financial planning and analysis, Risk management and mitigation strategies, Cash flow management and oversight of financial reporting
What is the standard format for writing a CFO service proposal?
The proposal be built from scratch or using software like Cone Proposal & Billing Software.
Format to consider when creating a contract for Bookkeeping:
- Scope of Services
- Payment Terms
- Term and Termination
- Confidentiality and Privacy
- Responsibilities of Each Party
- Indemnification and Liability
- Dispute Resolution
- Governing Law
Absolutely! Professional services proposal templates provide a polished and consistent representation of your services, enhancing your credibility and increasing the likelihood of winning new clients. However, if you have to change the terms and conditions, we suggest running it by an attorney.
How much will Cone Proposal and Billing software cost?
We offer the best value-for-money pricing plans in the market. Please visit this page on our website to explore our pricing options and choose the plan that best suits your needs.
Cone Proposal and Billing software has a generous free tier which is suitable for most small to medium firms. Sign up now.
We offer the best value-for-money pricing plans in the market. Please visit this page on our website to explore our pricing options and choose the plan that best suits your needs.
We offer the best value-for-money pricing plans in the market. Please visit this page on our website to explore our pricing options and choose the plan that best suits your needs.