andrew@agcapitalcfo.com
+1 214 7363614

Partnerships

CFO TEMPLATES

 

For more than 10 years, alongside preparing financial templates, we have been offering financial planning and analysis, business plan creation, financial modeling, and business valuation services for a wide variety of client needs. The team of experts at CFO Templates consist of ex-CFOs, who have been serving FP&A services internationally to SME clients and financial modeling services to large enterprises in a wide variety of industries.

 

PARTNERSHIPS

We are welcoming new partners who are willing to increase customer loyalty, expand product portfolio and earn additional revenues.

Our existing partners outsource to us their own client projects – sometimes because they cannot deal with the workload efficiently enough or because they are experts in other financial planning and analysis fields (e.g., accounting, bookkeeping, law services firms).

 

 

 

 

 

SERVICES

CFOTemplates team offers financial planning and analysis services, budgeting, business plan creation, business valuation, and financial training.

We have been been working in the financial industry for more than ten years, gaining experience locally and internationally across different industries.

 

 

 

 

QUALITY STANDARD

Our team of experts consist of ex CFOs, who are highly skilled in their work and have obtained CFA, CFM, FMVA qualifications. We also collaborate with FMI, an approved training provider and organize the Financial Modeling World Cup.

 

 

 

 

BENEFITS

 

Our partners enjoy increased customer loyalty as they no longer need to lose clients to competitors but rather ensure most services in the financial services bundle; revenue sharing ranges from 10 to 30% (based on the business cooperation model); high-quality service and fast execution of tasks.

 

 

 

If you want to become our partner and start working together to make the financial analysis easy, please reach out to us by filling in this contact form: