This is a customizable proposal template for fractional CFO and controller engagements, structured with sections for discovery findings, scope of work, deliverables, timeline, and tiered pricing options. Fill in the bracketed placeholders with client-specific details before sending.
1 What We Heard
Based on our discovery conversation, here is what we understand about where you are today. According to a QuickBooks survey, 60% of small business owners say they lack confidence in their financial knowledge:
- [Pain point 1, e.g., "Books are 45+ days behind each month"]
- [Pain point 2, e.g., "No monthly management reporting for leadership"]
- [Pain point 3, e.g., "CPA only engaged at tax time, no proactive advice"]
- [Pain point 4, optional, delete if unused]
2 What We'll Deliver in Month 1
- Full bookkeeping cleanup and chart of accounts review
- First monthly management pack (P&L, balance sheet, cash flow, KPI dashboard)
- 13-week rolling cash flow forecast
- [State]-specific compliance review ([State franchise tax / sales tax / relevant state tax])
- CEO Flash Report: one-page traffic-light summary
- QuickBooks/Xero optimization and bank feed setup
- CPA coordination: handoff-ready workpapers
3 Ongoing Monthly Deliverables
- Monthly management accounts by the 5th business day
- 13-week cash flow forecast (updated weekly)
- KPI dashboard with commentary
- Variance analysis (budget vs. actual)
- Cash position and burn rate monitoring
- Board-ready reporting package (CFO tier)
- Quarterly business review call
- Unlimited async support (Slack / email)
4 Investment
- Monthly Investment
- $[X,XXX] /month
- Revenue Range
- [e.g., $500K–$5M]
- Everything listed in Month 1 deliverables
- All ongoing monthly deliverables for the selected tier
- Dedicated controller / CFO point of contact
- AI-powered automation for reconciliations and reporting
- [Additional line item if needed]
5 Our Guarantee
30-Day Money-Back Guarantee
If the first month's deliverables don't speak for themselves, you get a
full refund. No questions asked. According to a Clutch survey, 37% of small businesses outsource at least one accounting function.
In 24 years, the number of clients who've asked for their money back:
zero.
6 About Stuart Wilson
Former Finance Director for private-equity firms including Citigroup, ABN AMRO, Arle Capital Partners, and Bancroft Private Equity. Managed financials for a $500M+ portfolio across multiple jurisdictions. Qualified through CIMA (the Chartered Institute of Management Accountants) and a member of the AICPA.
Built BlackpeakCFO to deliver institutional-quality finance, the same rigour expected by PE investors, to growing businesses that deserve better than a basic bookkeeper.
7 Next Steps
- Sign this proposal: electronic signature line below
- Complete onboarding questionnaire: takes about 5 minutes
- Grant bookkeeping system access: QuickBooks / Xero invite
- Receive your first management pack within 15 business days