Virtual CFO Advisory Solutions

Providing high-level strategic financial leadership, cash flow optimization, and growth-driven financial planning to Small and Medium-sized Enterprises — enabling scalable business models, investor-ready financials, and data-backed decision-making through expert CFO insights without the cost of a full-time hire.

  • Scope of Services

What's Covered

  • Financial Planning & Analysis (FP&A)
  • Budgeting and forecasting (monthly/quarterly/annual)
  • Variance analysis (actual vs. budget)
  • Scenario planning and "what-if" modelling
  • Break-even and unit economics analysis
  • Financial Reporting & MIS
  • Monthly/quarterly management information system (MIS) reports
  • P&L, Balance Sheet, and Cash Flow Statement review
  • Dashboard creation with KPIs tailored to the business
  • Cash Flow Management
  • Cash flow forecasting and monitoring
  • Working capital optimization
  • Receivables / payables management
  • Liquidity planning
  • Fundraising Support
  • Preparing pitch decks and financial models for investors
  • Due diligence support during funding rounds
  • Valuation assistance
  • Liaising with banks, NBFCs, or VCs for debt/equity funding
  • Compliance & Statutory Oversight
  • Ensuring timely tax filings (GST, TDS, income tax in India context)
  • Coordinating with auditors, company secretaries, and tax consultants
  • Regulatory compliance (ROC filings, RBI/SEBI requirements if applicable)
  • Strategic Business Advisory
  • Cost optimization and profitability improvement
  • Pricing strategy support
  • M&A support (target evaluation, deal structuring)
  • Business restructuring advice
  • Internal Controls & Risk Management
  • Setting up SOPs and internal financial controls
  • Fraud risk assessment
  • ERP / accounting software selection and implementation oversight
  • Team & Process Building
  • Building/mentoring the in-house finance/accounts team
  • Standardizing accounting policies
  • Transitioning from manual to automated finance processes
  • Tax Planning
  • Direct and indirect tax optimization strategies
  • Transfer pricing (for companies with related-party transactions)

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