Free guidesFree guides for CA firms running virtual CFO work
Checklists, templates and a worked example for starting and running a monthly CFO service. Free to use, print or save as PDF. No sign-up needed.
ChecklistVirtual CFO client onboarding checklistEverything to settle before the first monthly report goes to a new client. Work down the list; a client is ready for a live month only when every box is ticked.Scope guideVirtual CFO service-scope matrix: Lite, Growth, ProA starting-scope guide for pricing your monthly CFO service. Pick the level that fits the client, then write the exact scope and exclusions into the engagement letter.TemplateMonthly CFO report outline: 11 sectionsThe structure of a monthly CFO pack that a business owner can read in ten minutes. This is the outline CFOPartner's report follows, with a cover and a contents page.ChecklistVirtual CFO engagement letter checklistWhat a monthly CFO engagement letter should cover. Tick each point before the client signs.GuideData-readiness guide: what to ask the client's accountant before month 1Send this to the client's accountant before the first month. Most delays in a monthly CFO service come from data that arrives late or half-closed.ExampleBefore and after: an Excel MIS vs a CFOPartner packOne month for a fictional sample client, Aarav Polymers Pvt Ltd (plastics manufacturer, Vapi, turnover ₹5 to 15 crore). Figures are from CFOPartner's built-in sample client; no real client data. ₹ in lakh.
Run this every month without the spreadsheetsCFOPartner gives your team the books-close checklist, the monthly CFO pack in your firm's name and partner approval in one place. Start free with 2 clients for 60 days.
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