Virtual CFO Services

Strategic Financial Leadership Without the Full-Time Overhead

In a fast-scaling business, the finance department is not just a back office—it's the cockpit of your entire operation. Yet, not every growing company can afford or justify a full-time Chief Financial Officer. That's where our Virtual CFO Services come in—a cost-effective, strategic partnership that places boardroom-level financial insight at your fingertips, without the full-time payroll commitment.

Think of a Virtual CFO as the compass that aligns your vision with numbers—navigating growth, risk, funding, and compliance.

What We Offer as Your Virtual CFO:

1. Strategic Financial Planning & Forecasting

  • Budgeting, business plans, and rolling forecasts
  • Scenario and sensitivity analysis
  • Identifying key performance indicators (KPIs) aligned to business goals

2. Investor Readiness & Funding Support

  • Investor pitch support & financial due diligence
  • Business model optimization and capital structure advisory
  • Support during term sheet negotiations and investor communication

3. Cash Flow Management & Fund Allocation

  • Monitoring working capital and burn rate
  • Projecting fund requirements and ROI metrics
  • Designing treasury and fund utilization protocols

4. MIS, Dashboards & Board Reporting

  • Custom monthly reporting for founders/board/investors
  • Department-wise performance tracking
  • Dashboard development with visual financial analytics

5. Governance, Controls & Risk Management

  • Implementation of internal controls and compliance processes
  • Fraud prevention and cost leak assessments
  • SOP design for procurement, sales, and finance

6. Compliance & Statutory Oversight

  • Coordinating with internal finance teams, statutory auditors & regulators
  • Ensuring GST, TDS, ROC, PF, and Income Tax compliance is aligned with reporting goals

Virtual CFOs don't just manage books—they elevate decision-making, enforce discipline, and bridge the gap between growth and governance.