Adviser's Desk, volume 8

CFO on Retainer

Building a virtual CFO practice on the clients you already have: the service, the operating model and the fee.

What it does for you

Convert compliance clients into virtual CFO retainers with a defined service catalogue, a monthly operating rhythm, a reporting pack and a pricing model that yields multiples of the compliance fee.

Inside

1. Part 1The opportunity
2. Part 2The service
3. Part 3The operating model
4. Part 4Pricing and growth

At the back: Checklists; four worked models (13-week cash flow, MIS pack, retainer pricing, capacity plan); fee ranges and the multiples table; standards and statute index; glossary; the service catalogue and tier template; a ninety-day plan; five templates.

Written for

Partners and managers of CA firms who want to add a virtual CFO service line for clients they already act for.

Also in Adviser's Desk, all ten (₹4,999) and Every EzComply handbook (₹11,999).