Virtual CFO.
A virtual CFO gives you a senior finance lead who owns your numbers, cash and reporting on an ongoing basis, without the cost and commitment of a full-time hire. We scope the role to your stage: setting up controls and MIS for an early-stage company, or running budgets, lender covenants and board reporting for an established one.
The diagnostic and first MIS typically take 3–4 weeks, depending on how current your books are and how quickly system access is given. After that the work runs on a fixed monthly calendar.
A partner — a chartered accountant or company secretary — from the first call to sign-off.
Based on your situation, and fixed in writing before any work starts.
Is this for you?
- Startups after a seed or Series A round that now owe investors regular reporting
- SMEs whose turnover is growing faster than their finance team
- Companies where the founder still approves every payment and checks every number
- Indian subsidiaries of foreign groups that need local finance leadership and group reporting packs
What you receive at the end.
- 01Monthly MIS pack: P&L, balance sheet, cash flow and KPIs against budget, with commentary
- 02Rolling 13-week cash forecast and 12-month funding view
- 03Annual budget and quarterly reforecasts
- 04Compliance tracker covering GST, TDS, ROC and payroll due dates
- 05Board and investor reporting packs
- 06Documented finance policies and controls: approval matrix, payments and expenses
Virtual CFO, step by step.
The diagnostic and first MIS typically take 3–4 weeks, depending on how current your books are and how quickly system access is given. After that the work runs on a fixed monthly calendar.
- 1
Finance diagnostic
We review your books, chart of accounts, month-end close, controls, compliance status and cash position, and agree which gaps to fix first.
- 2
Scope and calendar
We agree deliverables, time commitment and a monthly calendar: close date, MIS date, review meetings and board or investor reporting dates.
- 3
Close and review
Your accounting team or ours closes the books by an agreed working day; we review ledgers, reconciliations and provisions before any number is reported.
- 4
MIS and cash
We issue the monthly MIS with variance commentary and update the rolling 13-week cash forecast and the 12-month funding view.
- 5
Monthly management review
A monthly meeting with the founders covers results, KPIs, cash, compliance status and decisions needed, recorded in an action log.
- 6
Quarterly and annual cycle
Each quarter we reforecast and prepare board packs; each year we run the budget, coordinate the statutory audit and support tax planning.
What we need from you.
Don't have everything yet? We send a short checklist after the first call and work with what you have.
- Access to your accounting system (Tally, Zoho Books or similar) and bank statements
- Last two years' audited financial statements and the current year's trial balance
- Status of GST, TDS and ROC filings, and any open notices
- Shareholders' agreement and loan sanction letters, for reporting obligations and covenants
- Organisation chart and current finance team roles
- Existing budgets, MIS formats or investor reports, if any
The fee depends on your situation. After a short call, the partner who will do the work tells you what's involved and gives you a fixed fee in writing — before any work begins.
- Government fees and statutory charges are billed at actuals.
- When you pay — upfront, in stages or on completion — is agreed in writing with the fee.
Questions about Virtual CFO.
Ready to discuss Virtual CFO?
30-minute confidential call — no proposal, no commitment. A partner will write back within one business day.