Accounting

CFO Services Proposal

Our free CFO Services Proposal Template acts as a legally binding agreement that outlines the terms, conditions, and scope of service. This document serves to safeguard the interests of both the accountant and the client. This CFO Services Proposal Template includes the mentioned services to help you showcase your expertise: Financial Strategy, Financial planning and analysis, Risk management and mitigation strategies, Cash flow management and oversight of financial reporting. This also includes an engagement letter. You can customize the logo, colors, testimonials, cover letter, services and various other elements. Sign up now - it’s free.
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Why use Cone CFO Services Proposal?

Streamlined

Our free CFO Services Proposal is designed for simplicity and clarity, ensuring a great client experience.

Comprehensive

It covers all essential aspects, providing a comprehensive agreement tailored to your business needs.

Flexible

Customize the template to your needs, promoting a professional and flexible approach in your client interactions.

How to use Cone CFO Services Proposal

Our Comprehensive CFO Services Proposal Template is a comprehensive template designed to meet the diverse needs of Virtual CFO consultants, Consulting firms or Accounting firms. This template covers all essential elements of a professional contract. Whether you're a Virtual CFO consultant, Consulting firm or Accounting firm, this template adapts seamlessly to your requirements. Sending proposals and engagement letters has never been easier. Elevate your business practices with our CFO Services Proposal Template and unlock new levels of efficiency and professionalism.
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Sign up with Cone

Sign up now for free. Create your account on Cone to access our comprehensive suite of Proposal-to-Payment tools.

Click "Use this template"

Choose our CFO Services Proposal and start customizing it to align with your brand and services.

Customize the proposal

Add your logo and videos, and create an engaging introduction that showcases your expertise and value proposition.

Generate the proposal

In just a few seconds, you can generate a professional microsite or PDF format of your proposal, ready to be sent for e-signature directly on Cone.

Features

What's included in CFO Services Proposal

This CFO Services Proposal includes the following sections:

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Impressive cover letter
An impressive cover letter introduces your business and sets a context for the client. Ensure to make it personalized to the needs of the client in question.
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Executive summary

Showcase your expertise, about your team, strengths,industry experience and the unique value you bring to clients. If you have a brochure already, you can add it to the template.
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Testimonials

Build trust by adding testimonials from the clients, providing the evidence of your quality, and the positive impact of your services.
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Scope of Services

Clearly outline the scope of your services, detailing the specific deliverables and responsibilities of you and your clients.
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Pricing

Present your pricing structure, billing methods, and any additional fees.
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Terms

Define the terms and conditions of your engagement, setting clear expectations for both parties regarding timelines, responsibilities, confidentiality, and any other contractual details.
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Payment instructions

Specify payment terms, methods, and schedules, providing clients with a clear understanding of how and when they need to pay for your services. It can also be a way to collect money upfront.
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Signatures

Provide space for both parties' signatures. 
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Frequently asked questions

What is a CFO Services Proposal Template?

A CFO Services Proposal Template is a pre-designed document that outlines the terms, conditions, and scope of services for CFO services engagement. It serves as a legally binding agreement between a Virtual CFO consultant, Consulting firm or Accounting firm or accounting professional and their client. The template includes sections covering the services to be provided, payment terms, legal and confidentiality clauses, and other relevant details.

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

How to Offer CFO Services as a Proposal?

Utilize a comprehensive CFO services Proposal Template like ours. Send, discuss, and sign the contract to formalize the agreement.

What is the standard format for writing a CFO service proposal?

A proposal for CFO services can be written from scratch or using software like Cone Proposal & Billing Software.

Format to consider when creating a contract for Bookkeeping:

  1. Scope of Services
  2. Payment Terms
  3. Term and Termination
  4. Confidentiality and Privacy
  5. Responsibilities of Each Party
  6. Indemnification and Liability
  7. Dispute Resolution
  8. Governing Law

How to Offer CFO Services as a Contract?
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.

A contract for CFO services can be written from scratch or use software like Cone Proposal & Billing Software.

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To offer CFO services as a contract using software, follow these steps:

Use a Template:

Use a comprehensive CFO Services Proposal Template like above that includes all relevant terms and conditions.

Send the Contract:

Schedule a meeting or send the contract to the client for review. Discuss the terms and address any questions or concerns.

Sign and Execute:

Once both parties agree on the terms, have the contract signed and dated by both parties to formalize the agreement.

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.