Virtual CFO Services & Accounting

Access to high-level financial expertise without the cost of a full-time CFO. Ideal for growing businesses and startups looking to make informed strategic decisions.

✅ Financial Planning, Budgeting & Forecasting : Developing forward-looking financial plans based on historical data, growth projections, and business objectives. Includes preparation of annual budgets, rolling forecasts, and scenario planning for key decision-making.

✅ Business Model Review & Cost Control Strategies : Evaluating the sustainability and profitability of the current business model. Identifying cost leakages and recommending actionable cost-reduction measures without compromising growth.

✅ Liaison with Banks, Investors, Auditors & Regulatory Bodies : Acting as the financial point of contact for external stakeholders — facilitating banking relationships, loan applications, investor queries, audit coordination, and regulatory compliance support.

✅ Monthly Performance Reporting with Insights & Variance Analysis : Preparation and review of monthly financial statements with visual dashboards and key metrics. Includes variance tracking against budgets, trend analysis, and actionable commentary for management.

✅ Accounting System Setup & Process Design : Customized setup of accounting systems (Tally, Zoho, QuickBooks, etc.), with defined workflows and internal controls. Includes chart of accounts, documentation formats, and SOPs for seamless finance operations.

✅ End-to-End Bookkeeping : Accurate and timely recording of financial transactions including sales, purchases, payments, and receipts. Includes reconciliation of bank, cash, credit cards, and vendor/customer ledgers.

✅ MIS & Financial Reporting : Tailored monthly reports — Profit & Loss, Balance Sheet, Cash Flow Statements, cost center summaries, and budget vs. actuals — designed for quick decision-making by promoters or boards.

✅ Compliance & Statutory Accounting : Ensuring books are aligned with applicable accounting standards and ready for audit. Includes tax accounting (GST, TDS), fixed asset management, ledger scrutiny, and closing entries.

✅ Receivables & Payables Management : Monitoring of outstanding receivables and vendor payments, aging reports, and follow-up tracking. Designed to improve working capital health and reduce overdue balances.

✅ Cash Flow Management & Working Capital Monitoring : Monitoring cash inflows and outflows to maintain liquidity. Includes planning for short-term obligations, optimizing receivables and payables, and setting up rolling cash flow forecasts.

✅ Strategic Input on Pricing, Expansion & Investments : Advisory on pricing structures, unit economics, expansion plans, and capital expenditure decisions. Helps align financial strategy with operational and market realities.