Virtual CFO
There is a stage where a bookkeeper is not enough and a full-time CFO is not justified. What you actually need is someone who closes the month, tells you what the numbers mean, keeps cash flow visible a quarter ahead, and can sit in front of an investor or a banker. That is this engagement.
- Pricing
- Quoted per case
- Review
- Maker–checker on every filing
- Queries
- Departmental replies included
What you get
Included in this engagement
- Monthly MIS with the metrics your business actually runs on
- Rolling cash flow forecast and runway tracking
- Annual budget and variance analysis against it
- Unit economics and margin analysis by product or segment
- Board and investor reporting pack
- Support during fundraising diligence
- Banker and lender relationship support
- Internal controls and approval process design
- A monthly review call with the founders
Checklist
Documents required
- 1
Last two years of financial statements
- 2
Current year books to date
- 3
Bank statements and loan documents
- 4
Revenue and customer data
- 5
Existing MIS or reporting formats, if any
- 6
Business plan or projections
- 7
Cap table and investor agreements, where applicable
Good to know
- Scoped and priced by the size of the business and the depth of reporting required. Usually a fixed monthly retainer.
Who needs this
Sectors that come to us for virtual cfo
Insights
Worth reading first
Your brand is not yours until you file — and 'we've used it for years' is a weak defence
Prior use counts for something in Indian trademark law, but proving it is expensive and uncertain. A filing costs a fraction of the dispute it prevents.
6 min read
Who actually needs GST registration — and who is better off registering anyway
The turnover threshold is only one of several triggers. Plenty of businesses below it are still legally required to register, and some above it choose to register early for reasons that have nothing to do with the law.
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The registrations a new business actually needs in month one — and the ones that can wait
Every consultant will sell you a bundle. Most of it is premature. Here is the short list that genuinely matters at the start, and what triggers the rest.
7 min read
Why clients stay
The boring things, done reliably.
Compliance is not glamorous work. It is deadlines met, numbers that tie, and someone picking up when you call. That is what we optimise for.
- 78
- Services, fees published
- 12
- Cities served across India
- 9 yrs
- Serving Indore & India
- 0
- Hidden charges
Priced before we start
Every service on this site carries its fee. You get a written scope and a number before any work begins, and the invoice matches it.
Two people on every filing
Nothing goes to a department on one pair of eyes. A second professional reviews the return before it is submitted.
A person, not a ticket
You get a named associate who knows your file, reachable on WhatsApp, not a queue and a different voice every call.
We watch the calendar
Once you are on our books we track your due dates and reach out before the deadline, not after the late fee.
Next step
Start your virtual cfo.
Send us your details and we will come back with a written scope, the exact document list and a confirmed timeline — usually the same working day.
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