▸ VIRTUAL CFO
Virtual CFO Services
Fractional CFO support — MIS, budgeting, cash flow and financial planning for growing businesses
Schedule ConsultationThe firm provides Virtual CFO (fractional CFO) services — structured finance leadership for SMEs, startups and growing businesses that need CFO-level reporting, planning and controls without a full-time CFO. Engagements are structured as monthly retainers with an agreed reporting cadence, delivered remotely through cloud accounting systems with onsite reviews as agreed.
Areas of Service
MIS & Management Reporting
- Monthly profit & loss, balance sheet and cash flow statements
- KPI dashboards tailored to the business
- Department and product-line profitability analysis
- Budget vs actual variance analysis
- Board and management review presentations
Budgeting & Forecasting
- Annual and quarterly operating budgets
- Rolling forecasts updated with actuals
- Scenario and sensitivity planning
- Capital expenditure planning
- Break-even and margin analysis
Cash Flow & Working Capital
- Cash flow forecasting and monitoring
- Receivables and payables management
- Working capital optimization
- Bank facility documentation and coordination
- Fund utilization monitoring
Financial Strategy & Controls
- Pricing and profitability reviews
- Cost control and expense management
- Internal controls and SOPs for the finance function
- Accounting system and process setup
- Guidance and review for the in-house accounts team
Fundraising & Investor Support
- Financial projections and business plans
- Financial sections of pitch decks
- Due diligence preparation and data-room support
- Investor and lender MIS packs
- Support in evaluating funding proposals
Compliance Oversight
- Income tax, GST, TDS and ROC calendar monitoring
- Statutory dues and filing status tracking
- Audit readiness and coordination with auditors
- Coordination with company secretaries and lawyers
- Review of key contracts from a finance perspective
Engagement Model
Fractional
CFO Support Without a Full-Time Hire
Monthly MIS
Structured Reporting Cadence
Remote
Cloud-Based, With Onsite Reviews
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Considering a Virtual CFO?
Discuss the scope that fits your business — reporting, planning, cash and controls