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1. Financial Management
Services Proposal
Prepared by –
(User assigned)
(Company Name)

2. Cover Letter for Financial Management 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
06 Contract02 Service Offerings
07 Next Steps03 Fee Summary
04 Company Overview
• About Us
• Our Team
05 Client Testimonials01 Project Overview
• Project Context
• Project Goals

4. Table of Contents
4
06 Contract02 Service Offerings
07 Next Steps03 Fee Summary
04 Company Overview
• About Us
• Our Team
05 Client Testimonials01 Project Overview
• Project Context
• Project Goals

5. Project Context for Financial Management 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 and Review

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

7. Table of Contents
7
06 Contract02 Service Offerings
07 Next Steps03 Fee Summary
04 Company Overview
• About Us
• Our Team
05 Client Testimonials01 Project Overview
• Project Context
• Project Goals

8. Service Offerings for Financial Management Services
8
Our firm(company_name) with cooperation with senior management team will in depth analyze and 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.
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
Thorough inspection of expenditure, accounts receivables and
accounts payables
Cash flow monitoring
Adjustments recommendations in order to improve profitability
We will cooperate with you on management of your assets and liabilities
which requires –
Overall Financial Management

9. Service Offerings for Financial Management Services contd…
9
Risk Management
• 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
Regulatory Requirements
• 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
Aid at taking tough Decisions
• Help in making strategic decisions for future growth
• Achieving long term goals without re – adjusting short term goals
• Text here

10. Table of Contents
10
06 Contract02 Service Offerings
07 Next Steps03 Fee Summary
04 Company Overview
• About Us
• Our Team
05 Client Testimonials01 Project Overview
• Project Context
• Project Goals

11. Fee Summary for Financial Management 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 Management 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
06 Contract02 Service Offerings
07 Next Steps03 Fee Summary
04 Company Overview
• About Us
• Our Team
05 Client Testimonials01 Project Overview
• Project Context
• Project Goals

14. About Us for Financial Management Services
14
Contact Us
Company Address
Email Address
Phone Number
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

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

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

17. Table of Contents
17
06 Contract02 Service Offerings
07 Next Steps03 Fee Summary
04 Company Overview
• About Us
• Our Team
05 Client Testimonials01 Project Overview
• Project Context
• Project Goals

18. Client Testimonials (1/2)
18
Designation
Add company name/logo
“Write Client Testimonial Here”
Lewis Spencer
Designation
Add company name/logo
“Write Client Testimonial Here”
Rown Hooper

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

20. Table of Contents
20
06 Contract02 Service Offerings
07 Next Steps03 Fee Summary
04 Company Overview
• About Us
• Our Team
05 Client Testimonials01 Project Overview
• Project Context
• Project Goals

21. Contract for Financial Management Services
21
Services Rendered
• 3 week opportunity to review our week and provide feedback
• Not liable to the firm and third party for damages
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
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

22. Table of Contents
22
06 Contract02 Service Offerings
07 Next Steps03 Fee Summary
04 Company Overview
• About Us
• Our Team
05 Client Testimonials01 Project Overview
• Project Context
• Project Goals

23. Next Steps for Financial Management 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 and sorting out the issues in order to find the most suitable way to
work together.
• 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
• Discuss the desired changes
(User Assigned)
(User Title)
Signature
(Client Name)
Signature

24. 24
Additional
Slides

25. Our Mission
25
Vision
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audience's attention.
Mission
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Goal
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audience's attention.

26. Timeline
26
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2015
Text Here Text Here Text Here Text Here Text Here
2016
2017
2018
2019
01
02
03
04
05

27. Roadmap for Process Flow
27
2017
• Text Here
• Text Here
2016
• Text Here
• Text Here
2019
• Text Here
• Text Here
2018
• Text Here
• Text Here
2020
• Text Here
• Text Here

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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