Finance is a very crucial part of every business. In this modern era; your financial services are more practical while your financial services clients are savvier and learned. The clients are aware of all the financial aspects and shortlist only the best services for themselves. This is why you need a customized financial proposal template that is entirely legal. Include some detailed information about your products and services that interests your client — Pitch financial services like investment, success planning, capital budgeting and risk management using this template. Our financial proposal is perfect for business consultants and accountants to craft unique proposals that will make them stand out from the rest. We have fine-tuned this financial proposal template by following the best practices that can help you close the sales. It helps the client in making the right decision, reminding them why they should choose your services over others. Using our professionally designed template, develop a financial proposal that will give you a comprehensive final document that will present your organization as a highly-skilled and professional alternative to others out there. This PPT slide will also help you to immediately inspire trust and loyalty in your customers. You can customize the structure of this template easily and effortlessly by adding an extra session or removing the existing ones and modifying the content to best fit the scope of your services. Also, feel free to add videos, images and any sort of content to create a memorable experience for your client. Sign up today to download this amazing template the next time you create a financial proposal for yourself.

1. Financial
Services Proposal Prepared By:
(User Assigned)
(Company Name)

2. Cover Letter for Financial Services
2
Subject -
Dear Mr. (client_name),
Thank you for giving us the opportunity to provide financial services to you. One of the most Important function of top
management in your organization is strategic financial management. In order to achieve business objectives and optimum
utilization of opportunities available, effective and forward thinking financial management is required.
Enclosed is the copy of our proposal. It outlines how our firm(company_name) is going to work with you(client_name) to
align your enterprise strategy with key financial function in order to increase short and long term growth and sustainability.
We {company_name} have an experience in serving more than a dozen high profile companies in different industries. The
services we offered are as follows –
We {company_name} believe in maximizing profits and satisfaction of shareholders by keeping in mind the profit
maximization and shareholder satisfaction while aligning with firm vision and culture. We have created a comprehensive
package for (client_name).
We will be glad to meet you for further discussion in accordance to your convenience.
Your success is our business.
Sincerely,
(company-name)
Capital
budgeting
Planning Procurement Resource
management

3. Table of
Contents
3
Project Overview
› Project Context
› Project Goals
Service Offerings
Fee Summary
Company Overview
› About Us
› Our Team
Client Testimonials
Contract
Next Steps

4. Table of
Contents
4
Project Overview
› Project Context
› Project Goals
Service Offerings
Fee Summary
Company Overview
› About Us
› Our Team
Client Testimonials
Contract
Next Steps

5. Project Context for Financial Services
5
After in depth analysis
of our client we get
some insights that our
client (client_name) is a
leader in the industry
(industry_name).
The firm should now reconsider its financial
management strategy for the optimum utilization of
the resources in productive manner as revenues
are increasing every year.
Capital should be monitored, directed and
organized so that growth and innovation sustain.
Keys to FUTURE SUCCESS in the industry
Creative Risk Management Responsible Budgeting Evaluation & Review

6. Project Goals for Financial Services
6
Enterprise Objectives
Defining
› Short term
› Medium term
› Long term
› Text here
› Text here
Resources
› Identification
› Inventory
› Text here
› Text here
› Text here
Plan
Formulation
› Leveraging funds
› Resources
› Text here
› Text here
› Text here
Tracking analysis for
issue addressing
› Budgeted results
› Actual results
› Text here
› Text here
› Text here

7. Table of
Contents
7
Project Overview
› Project Context
› Project Goals
Service Offerings
Fee Summary
Company Overview
› About Us
› Our Team
Client Testimonials
Contract
Next Steps

8. Service Offerings for Financial Services
8
Our firm (company_name) with cooperation with senior management team will in depth analyze & evaluate current financial management
regime. We will put efforts to develop and implement strategic financial management plan. This will help in optimization of present financial
scenario and growth assurance of firm (client_name) in future.
We will cooperate with you on management of your assets and liabilities
which requires
Thorough inspection of expenditure, accounts receivables &
accounts payables
Cash flow monitoring
Adjustments recommendations in order to improve profitability
Budgeting
› Identify areas of high operating costs to keep track of over budgeting
› Aid in developing capital budget for efficient and faster achievement of long term goals
Overall Financial Management

9. Service Offerings for Financial Services contd…
9
› Provide ways to minimize business as well as investors risks
› Will support in decision of when to take calculated risk by our vast experience
› Text here
› Text here
› Will support (client_name) in complex regulatory landscape
› Our regulatory experts promise that firm(client_name) will be in complete compliance
with all government regulations and legislations
› Text here
› Text here
› Help in making strategic decisions for
future growth
› Achieving long term goals without re –
adjusting short term goals
› Text here
› Text here
Risk Management
Regulatory Requirements
Aid at taking tough Decisions

10. Table of
Contents
10
Project Overview
› Project Context
› Project Goals
Service Offerings
Fee Summary
Company Overview
› About Us
› Our Team
Client Testimonials
Contract
Next Steps

11. Fee Summary for Financial Services
11
You will surely able to save around 50- 60%
of the annual cost of maintaining in house
financial management team
Benefit
For the time invested on each aspect of strategic financial
management service, an all inclusive hourly rate will be
charged from our firm (company_name)
In accordance to your(client_name) profile, we are providing you with the estimation of yearly
budget for financial management at the price mentioned below –
The services provided by us with their description will be charged on monthly basis and
on the time we have devoted on your file
The payment will be due on receipt of invoice

12. Fee Summary for Financial Services contd…
12
Services Description Manly Hours Required Per Hour Cost
Overall Financial Management 180 $50
Budgeting 24 $60
Risk management 24 $50
Regulatory requirements 48 $40
Strategic decision making 72 $30
Subtotal XXX XXX
Taxation Rate, 5% XX XX
Total XXXX XXXX

13. Table of
Contents
13
Project Overview
› Project Context
› Project Goals
Service Offerings
Fee Summary
Company Overview
› About Us
› Our Team
Client Testimonials
Contract
Next Steps

14. About Us for Financial Services
14
Founded in 1985 as leading global financial
services consultants
Ensure growth of customers by understanding their needs, wants and
long term goals
Company Mission
› Teamwork
› Proactive
› Text here
› Text here
Our Core Values
Company
Address
Email
Address
Phone
number
Contact Us

15. Our Team (1/2)
15
Katherine
Reynolds
CEO
› Write key credentials and major highlights of the team member”
› Text here
› Text here
› Text here
› Text here
› Write key credentials and major highlights of the team member”
› Text here
› Text here
› Text here
› Text here
› Write key credentials and major highlights of the team member”
› Text here
› Text here
› Text here
› Text here
Morgan
Ryan
Team Lead
Marquis
Salazar
Accounting Lead

16. Aniyah Peters Team Lead
› Write key credentials and major highlights of the team member”
› Text here
› Text here
› Text here
› Text here
Dexter Murphy CEO
› Write key credentials and major highlights of the team member”
› Text here
› Text here
› Text here
› Text here
Our Team (2/2)
16

17. Table of
Contents
17
Project Overview
› Project Context
› Project Goals
Service Offerings
Fee Summary
Company Overview
› About Us
› Our Team
Client Testimonials
Contract
Next Steps

18. Client Testimonials (1/2)
18
› Write Client Testimonial Here”
› Text here
Add company name/logo
Designation
Lewis Spencer
› Write Client Testimonial Here”
› Text here
Add company name/logo
Designation
Rowan Hooper

19. › Write Client Testimonial Here”
› Text here
Isabella Owen, Company name
› Write Client Testimonial Here”
› Text here
Ben Watts, Company name
› Write Client Testimonial Here”
› Text here
Dexter Turner, Company name
Client Testimonials (2/2)
19

20. Table of
Contents
20
Project Overview
› Project Context
› Project Goals
Service Offerings
Fee Summary
Company Overview
› About Us
› Our Team
Client Testimonials
Contract
Next Steps

21. Contract for Financial Services
21
Services Rendered
› 3 week opportunity to review our week and provide feedback
› Not liable to the firm and third party for damages
Mutual Cooperation
› We agree to put our best efforts in return we expect your cooperation in
providing needed information
Terms of Payment
› Fifty percent of initial fees at the point of contract signing and it will act as deposit
› Remaining 50% will be submitted after project completion
Plans Cancellation
› Right modify, reject, cancel or stop at any point processes but are imbibed to reimburse us all costs
and expenses
Confidentiality
› All efforts to preserve confidentiality of information
Terms & Termination
› This agreement should commence from (date) & shall continue till termination by either party by not less than 60 days notice given in writing

22. Table of
Contents
22
Project Overview
› Project Context
› Project Goals
Service Offerings
Fee Summary
Company Overview
› About Us
› Our Team
Client Testimonials
Contract
Next Steps

23. Next Steps for Financial Services
23
It is requested to read the contract to get the understanding of the details involved in working with us. Everything should be fair,
transparent and easily understandable at the beginning in order to lay a solid foundation for better work relationship.
We firmly believe in clarifying things & sorting out the issues in order to find the most suitable
way to work together.
Discuss the desired changes
Accept the proposal
Sign and finalize the proposal
Submit an initial payment of 50% of total fee of project
Once we get the notification of your proposal acceptance, we will send you the separate copy of
the signed contract for your record
Feel free to contact
Text here
Text here
(Client Name)
Signature
(User Assigned)
(User Title)
Signature

24. Additional Slides
24

25. Our Mission
25
Goal
Mission
Vision
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26. Roadmap for
Process Flow
26
0504
03
02
01
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27. About Us
27
Premium Services
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Our Company
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Value Clients
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28. 30 60 90 Days Plan
28
30 Days
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60 Days
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90 Days
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29. Timeline
29
2019
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2018
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2017
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2016
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2015
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