Details

A Virtual CFO provides high-level financial expertise on a flexible and cost-effective basis. Startups and growing businesses benefit from professional guidance on budgeting, cash flow management, investor reporting, and strategic decision-making — without bearing the cost of a full-time CFO.

We act as a finance partner for your business, optimizing performance, strengthening internal controls, and enhancing long-term financial stability.

Scope of Services

• Budgeting & financial planning

• Cash flow and working capital management

• Monthly/Quarterly MIS reporting & analysis

• Cost control and profitability enhancement

• Investor and board-level reporting

• Compliance monitoring and statutory coordination

• Internal control systems & risk assessment

• Support for fundraising and valuations

Key Benefits

• Improved financial visibility and discipline

• Better decision-making with accurate insights

• Scalable support aligned with business growth

• Reduced operational cost compared to full-time CFO

Documents / Data Required

• Financial statements & projections

• Sales and expense records

• Operational KPIs and performance metrics

• Bank and ledger details

Deliverables

• Detailed MIS dashboards and reports

• Strategic finance insights and action plans

• Regular stakeholder reporting and financial governance