Virtual CFO

A Virtual CFO (Chief Financial Officer) provides expert-level financial oversight and strategic support to businesses that do not require or cannot afford a full-time CFO. This service is particularly useful for startups, MSMEs, and growing enterprises that need financial expertise for decision-making, budgeting, reporting, and regulatory compliance.

Our firm offers tailored Virtual CFO services to help businesses maintain financial discipline, manage risks, and support growth through structured financial insights and systems.

Scope of services includes:

• Strategic financial planning and budgeting aligned with business goals

• Financial performance monitoring through regular MIS reports, dashboards, and variance analysis

• Cash flow and working capital management

• Internal controls design, implementation, and review

• Business forecasting, scenario planning, and growth modelling

• Cost optimisation and margin analysis

• Review of books of accounts and financial statements for accuracy and compliance

• Assistance in managing audits, due diligence, and investor reporting

• Coordination with tax and legal teams for regulatory compliance

• Support in fundraising, investor communication, and financial documentation

• Guidance on pricing strategies, product profitability, and break-even analysis

• Oversight of payroll, statutory filings, and financial SOPs

• Board meeting participation and strategic inputs (if required)

Virtual CFO services are customised based on the business size, sector, and complexity of operations, ensuring that clients receive the right level of financial support without the cost of a full-time executive.