Virtual CFO
Senior financial leadership on demand. Our Virtual CFO service gives growing businesses the budgeting discipline, reporting rigour and strategic insight of an experienced CFO at a fraction of the cost of a full-time hire.
Scope of the service
- Monthly MIS and board-level reporting
- Budgeting, forecasting and variance analysis
- Cash-flow planning and working-capital management
- Banking, lender and investor relationship support
- Financial consolidations and process improvement
- KPI dashboards tailored to your business
Documents you’ll typically need
Having these ready speeds things up. The exact list depends on your situation — we confirm it with you at the start.
- 01Recent financial statements and management reports
- 02Access to your accounting software and bank statements
- 03Budget or targets for the year, if any
- 04Details of lenders, investors and their reporting requirements
- 05Key contracts and recurring payment schedules
From first call to completion
- 1Tell us what you needCall, WhatsApp, request a call back or send an enquiry.
- 2Scope & checklistWe confirm the scope and share the documents we need.
- 3Engagement letterScope, responsibilities and timelines agreed in writing.
- 4Work & updatesDelivered against due dates, with updates at each stage.
Virtual CFO — FAQs
What does a Virtual CFO actually do each month?
Closes and reviews your books, prepares MIS and board reporting, manages cash-flow and working-capital planning, monitors compliance deadlines and sits in on key financial decisions — like a CFO, without the full-time cost.
How is Virtual CFO different from outsourced accounting?
Accounting records what happened; a Virtual CFO uses those numbers to drive decisions — pricing, hiring, funding, cost control. We typically deliver both together.
What size of business needs a Virtual CFO?
Usually from ₹1–2 crore turnover (or funded startups from day one) up to the point a full-time CFO is justified, often beyond ₹50 crore. If founders are making financial decisions without monthly numbers, it's time.
Can the Virtual CFO talk to our bank and investors?
Yes — lender negotiations, investor reporting and board-meeting participation are standard parts of the engagement.
Other practice areas
Let’s talk about your numbers.
Call or WhatsApp us to fix a meeting time — or request a call back and we will call you.