Financial Consulting Proposal Template

Financial consulting proposal template for CFO services, financial modeling, fundraising support, and business planning.

Sample Brief

We're raising a Series A and need help with financial modeling, investor-ready projections, unit economics analysis, and board deck preparation. We're a SaaS company with $500K ARR.

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What This Proposal Covers

1

Financial Gaps

Lack of financial clarity, no investor-ready models, or cash flow management challenges.

2

Financial Clarity

Professional financial models and reporting that give you confidence and impress investors.

3

Engagement Plan

Financial assessment, model building, reporting setup, and ongoing advisory.

4

Track Record

Clients funded, capital raised, and financial outcomes from past engagements.

5

Fee Structure

Project fee for model building, monthly retainer for fractional CFO services.

6

Financial Review

Review current financials and define the modeling scope and assumptions.

Key Features

  • Financial modeling and projections
  • Unit economics analysis
  • Fundraising preparation
  • Board reporting and dashboards
  • Cash flow management

Frequently Asked Questions

What's the difference between bookkeeping and financial consulting?
Bookkeeping records transactions. Financial consulting provides strategic guidance — modeling, forecasting, and decision support.
Do you need access to our accounting software?
Yes — access to your financials (QuickBooks, Xero, etc.) is essential for accurate modeling.

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