Scope guideVirtual CFO service-scope matrix: Lite, Growth, Pro
A 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.
| What the client gets | Lite | Growth | Pro |
|---|---|---|---|
| Suggested fee a month (you set your own) | ₹5,000–8,000 | ₹10,000–15,000 | ₹20,000–35,000 |
| One-page summary for the owner | ✓ | ✓ | ✓ |
| Books health review (readiness check) | ✓ | ✓ | ✓ |
| Monthly MIS: profit and loss, key ratios | ✓ | ✓ | ✓ |
| Finance health score | ✓ | ✓ | ✓ |
| Statutory filings status (dates entered by your team) | ✓ | ✓ | ✓ |
| Budget against actual, with reasons for large differences | — | ✓ | ✓ |
| 3-month cash forecast | — | ✓ | ✓ |
| Working capital: debtor, creditor and stock days; overdue parties | — | ✓ | ✓ |
| Red flags and action tracker | — | ✓ | ✓ |
| Monthly review meeting | Optional | ✓ | ✓ |
| Quarterly forecast update | — | — | ✓ |
| Annual budget, prepared with management | — | — | ✓ |
| Profitability and cost review | — | — | ✓ |
Suggested fee ranges are our proposal for discussion, not survey data. Your CFOPartner plan includes every feature whichever level you sell.
Not included at any level (unless agreed separately in writing)
- Bookkeeping and passing entries in the client's books
- GST, TDS and income tax returns, filings and tax compliance checks
- Filings under company law (ROC)
- Statutory audit and internal audit
- Raising loans or funds, valuations, legal advice
- Visits to the client's office beyond the agreed meetings
Before the client commits
- A first month run in parallelSo the owner sees a full pack before committing to the year.
Write the exclusions down. Most scope disputes come from what the owner assumed was included. Keep this list in the engagement letter.
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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