Virtual CFO Services

How It Works

1. 1

   Onboarding and Financial Health Assessment

   We conduct a comprehensive review of your current financial position, accounting practices, compliance status, and reporting structure. We identify gaps, risks, and immediate priorities, and prepare a 90-day roadmap for our engagement.

2. 2

   Systems and Processes Setup

   We establish or optimise your accounting systems, chart of accounts, management reporting templates, and compliance calendar. We ensure your books are accurate, up-to-date, and capable of producing timely management information.

3. 3

   Compliance and Regulatory Management

   We take ownership of your compliance calendar including advance tax payments, GST filings, TDS returns, MCA annual filings, and payroll compliance. We coordinate with your statutory auditor and company secretary to ensure all deadlines are met.

4. 4

   Monthly Management Reporting

   Each month we deliver a board-ready management report covering profit and loss, balance sheet, cash flow, key performance indicators, and variance analysis. We present and discuss the financials with the founders and board as required.

5. 5

   Strategic Financial Advisory

   We provide on-call advisory support for business decisions including pricing strategy, capital allocation, make-vs-buy analysis, geographic expansion, and vendor negotiations. We attend board meetings and investor calls as required.

6. 6

   Fundraising and Investor Support

   When you are raising capital, we prepare or review financial models, build the financial section of the investor presentation, respond to investor due diligence queries, and assist in structuring the term sheet and transaction documentation from a financial perspective.