What a Virtual CFO Does for Your Business

• MIS Reporting: Monthly management information reports — P&L, cash flow, budget vs. actuals, KPI dashboards
• Cash Flow Planning: 12-month rolling cash flow forecasts; identify funding gaps before they become crises
• Tax Planning: Proactive income tax, GST, and TDS planning — minimise tax within the law
• Investor-Ready Financials: Clean financial statements, financial models, pitch deck support for fundraising
• Cost Control: Analyse cost centres, identify leakages, improve EBITDA margins
• Compliance Oversight: Never miss a GST, TDS, ROC, or income tax deadline — we track everything
• Banking & Credit: Loan documentation, banking relationship support, working capital optimisation
• Board / Investor Reporting: Monthly financial decks for founders, boards, and investors

When Does Your Business Need a Virtual CFO?

• You’re raising or planning to raise angel/VC funding and need clean financials
• Your business is growing fast and financial reporting is falling behind
• You’re applying for a bank loan and need audited statements and projections
• You want to understand your unit economics, margins, and break-even
• You have multiple GST registrations, entities, or inter-company transactions
• Your compliance is messy and you want someone to take ownership of it

Virtual CFO FAQ

How is a Virtual CFO different from an accountant?

An accountant records past transactions. A Virtual CFO uses those numbers to guide future decisions — budgeting, fundraising, cost control, tax strategy, and business planning. Think of a CFO as your financial co-pilot.

What does Virtual CFO service cost?

Our Virtual CFO packages are tailored to your business size and complexity — typically far less than 10% of what a full-time CFO would cost. Contact us for a custom quote.

Which industries do you serve?

We serve startups, SaaS companies, manufacturing MSMEs, trading businesses, e-commerce sellers, professional service firms, and family-owned businesses across India.