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1. Financial
Consulting
Proposal
Yo u r
C o m p a n y
N a m e
(user assigned)
Prepared by –

2. Cover Letter for Financial Consulting
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 –
Capital budgeting
Planning
Procurement
Resource management
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)

3. Table of Contents
Project Overview
• Project Context
• Project Goals
Service Offerings
Fee Summary
Company Overview
• About Us
• Our Team
Client Testimonials
Contract
Next Steps
01
02
03
04
05
06
07
3

4. Project Overview
• Project Context
• Project Goals
4

5. Project Context for Financial Consulting
Capital should be monitored, directed
and organized so that growth and
innovation sustain.
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.
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).
Keys to FUTURE
SUCCESS in the industry
Creative Risk Management
Responsible Budgeting
Evaluation & Review

6. Project Goals for Financial Consulting
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. 7
Service Offerings
• Text Here
• Text Here

8. We will cooperate with you on management of your assets and liabilities which requires
Overall Financial Management
Thorough inspection of expenditure, accounts receivables & accounts payables
Cash flow monitoring
Adjustments recommendations in order to improve profitability
Service Offerings for Financial Consulting
8
• 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
Budgeting
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.

9. Service Offerings for Financial Consulting 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. 10
Free Summary
• Text Here
• Text Here

11. Fee
Summary
for Financial
Consulting
11
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
Benefit – You will surely able to save around 50- 60% of the annual cost
of maintaining in house financial management team
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)

12. Fee Summary for Financial Consulting contd…
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
12

13. 13
Company Overview
• About Us
• Our Team

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

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
Morgan Ryan
Team Lead
Marquis Salazar
Accounting Lead
Write key credentials and major highlights of the team
member
Text here
Text here
Text here
Text here

16. Our Team (2/2)
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

17. 17
Client Testimonials
• Text Here
• Text Here

18. Client Testimonials (1/2)
18
“Write Client Testimonial Here”
Text here
Text here
Lewis Spencer
Designation
Company Name
“Write Client Testimonial Here”
Text here
Text here
Rowan Hooper
Designation
Company Name

19. Client Testimonials (2/2)
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

20. 20
Contract
• Text Here
• Text Here

21. Contract for Financial Consulting
21
Services Rendered
• 3 week opportunity to review our week and provide feedback
• Not liable to the firm and third party for damages
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
Mutual Cooperation
• We agree to put our best efforts in return we expect your cooperation in providing needed information

22. 22
Next Step
• Text Here
• Text Here

23. Next Steps for Financial Consulting
23
We firmly believe in clarifying things and 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
• Add text here
• Add text here
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.
(Client Name)
Signature
(User Assigned)
(User Title)
Signature

24. Contact Us
24
Address
# street number, city, state
Email Address
emailaddress123@gmail.com
Contact Number
0123456789
Website
www.website.com

25. Additional Slides
25

26. Our Mission
26
Goals
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Vision
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Mission
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27. Roadmap For Process Flow
27
Text Here
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05
02
04
03
01
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28. 30 60 90 Days Plan
30
Days
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60
Days
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90
Days
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28

29. Timeline
29
2015
2016
2017
2019
2018
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