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Clear packages. Fixed fees. No surprises.

Every engagement is scoped in writing with a fixed monthly or project fee. The packages below show how our work is structured; your proposal confirms the exact deliverables and price.

Packages

Essential MIS

Small businesses and single-outlet restaurants that need structured monthly performance reporting.

Fee on request

Fixed monthly fee confirmed in your proposal

  • Monthly MIS report
  • Revenue and expense analysis
  • Budget versus actual, where a budget and data are available
  • Key KPI dashboard
  • Monthly performance summary
  • One scheduled review call each month

Growth Finance

Growing SMEs and multi-outlet businesses that need deeper financial analysis and planning.

Fee on request

Fixed monthly fee confirmed in your proposal

  • Everything in Essential MIS, as applicable
  • Annual budget and quarterly forecasts
  • Cash-flow analysis and 13-week cash forecast
  • Margin and cost analysis
  • Business performance dashboards
  • Periodic management review
  • Financial planning support

Virtual CFO

Businesses that need ongoing senior-level financial guidance and ownership of the finance function.

Fee on request

Fixed monthly fee confirmed in your proposal

  • Agreed management reporting
  • Budgeting and rolling forecasts
  • Cash-flow and working-capital oversight
  • Financial performance reviews
  • Business scenario analysis
  • Financial controls and process improvement
  • Management decision support
  • Agreed CFO review meetings

Custom Advisory

Project-based work: financial models, expansion analysis, business plans, financial diagnostics or other defined engagements.

  • Scope, deliverables and timeline agreed up front
  • Fixed fee or milestone-based billing
  • Typical projects: financial model, feasibility study, business plan, profitability diagnostic

Compare packages

What is included in each retainer package. Your proposal may adjust this to fit your business.

Package comparison
DeliverableEssential MISGrowth FinanceVirtual CFO
Monthly MIS reportIncludedIncludedIncluded
KPI dashboardIncludedIncludedIncluded
Revenue and expense analysisIncludedIncludedIncluded
Budget versus actualWhere data allowsIncludedIncluded
Monthly review call1 call1 to 2 callsAs agreed
Annual budgetNot includedIncludedIncluded
ForecastsNot includedQuarterlyRolling
Cash-flow forecastNot included13-week13-week and annual
Margin and cost analysisNot includedIncludedIncluded
Working-capital oversightNot includedNot includedIncluded
Scenario analysisNot includedLimitedIncluded
Financial controls reviewNot includedNot includedIncluded
Bank and investor information supportNot includedNot includedIncluded
Decision support on ad hoc questionsNot includedLimitedIncluded

What determines your fee

We price on the work involved. These are the factors that move it.

Business size and transaction volume
More entries, accounts and entities mean more work to reconcile and analyse.
Number of outlets, branches or entities
Each location or entity reported separately adds a layer of analysis.
Reporting complexity
Segment, product or channel reporting takes more effort than a single consolidated view.
Systems and data quality
Clean exports from POS and accounting software keep fees lower than manual or incomplete records.
Review frequency
Weekly or fortnightly reviews cost more than a monthly cycle.
Scope of support
Hands-on involvement in planning, banking and decisions is priced above reporting alone.

Commercial terms

The same terms apply to every client and are written into the engagement letter.

Onboarding
The first month usually includes a one-time setup: understanding your data, agreeing report formats, mapping your chart of accounts and building templates. Where this applies, the setup fee is quoted separately in the proposal.
Billing
Retainer packages are billed monthly in advance. Project work is billed on agreed milestones. All fees are exclusive of GST, which is charged at the applicable rate.
Contract duration
Retainers typically start with a three-month initial term so reporting can settle into a reliable rhythm, then continue month to month with 30 days' notice. Exact terms are set out in the engagement letter.
Additional work
Work outside the agreed scope, such as a one-off model or an extra entity, is quoted before it starts. Nothing is billed without your approval.
Not included
Statutory audit, attest and certification services; legal advice; and tax filings or representation unless separately agreed with an eligible professional.

Request pricing

Tell us which package interests you. We will reply within one working day, usually with a few questions so we can quote accurately.

Or email abhishek@andadvisors.in.

We reply to enquiries within one working day.

Make better decisions with better financial visibility.

Let's understand your business requirements and identify the right level of finance and advisory support.

Pricing: MIS, Growth Finance and Virtual CFO Packages | And Advisors