Preview. This is how your client sees it. Nothing here is real and nothing you press is sent or charged.

Sample Studio

Financial Consulting for Example Pty Ltd

Prepared for Sample Client

Scope of Work

Financial analysis, bookkeeping setup, and cash flow management for small businesses.

Terms

These terms cover the engagement you approve on this page.

  • Scope. The objective, the deliverables and the sessions are those described above. Work outside them is agreed and quoted before it starts.
  • Payment. The deposit shown on this page is paid on approval. The balance, or each instalment, follows as set out above.
  • Sessions. Sessions are booked by agreement. A session cancelled with less than 24 hours notice counts as held, and I will always try to reschedule first.
  • Your part. The work depends on information, access and decisions from you. Time lost waiting moves the dates.
  • What is promised. I bring the method, the analysis and the recommendations. No particular commercial result is promised, because the outcome depends on what you do with them.
  • Confidentiality. What you share stays confidential, and I will not name you as a client without your permission.
  • Cancellation and refunds. Either of us may end the engagement in writing. You are charged for work already done, and anything paid for and not yet delivered is refunded. Your statutory rights are not affected.

Approving this page records that you accepted this scope, this price and these terms.

Financial Review

One-time analysis

A$500AUD

delivered in 3-5 days

What's included

  • Financial health check
  • Cash flow analysis
  • Expense review
  • Tax prep overview
  • Recommendations report

Most popular

Monthly Bookkeeping

Ongoing management

A$800AUD

delivered in Monthly

What's included

  • Monthly bookkeeping
  • Bank reconciliation
  • Financial statements
  • Expense categorization
  • Quarterly review call
  • Tax-ready reports

CFO Advisory

Strategic finance

A$2,500AUD

delivered in Monthly

What's included

  • Full bookkeeping
  • Financial modeling
  • Budget forecasting
  • Cash flow management
  • Investor reporting
  • Monthly strategy call
  • Board materials

Approve a package above to enable payment

What happens next

  1. You approve this proposalYour name, email and the date are recorded against it.
  2. You pay the deposit by cardOn this page. An invoice is issued straight after.
  3. Work startsThe balance is invoiced at handover.

Payment Terms

Deposit

100% on approval

Balance

0% on completion

VytDeal records this approval. It is not a party to your agreement and does not verify identity, authority or enforceability.