Virtual CFO & Financial Leadership Services
Strategic financial oversight delivered remotely—covering cash flow management, budgeting, forecasting, reporting, investor relations, and compliance support.
Access experienced CFOs virtually for high-level financial planning, growth strategy, and internal controls—without the cost of full-time staff.
Hire expert CFOs on an hourly, weekly, or project basis to solve urgent financial challenges, prepare pitch decks, or manage audits.
Seamless onboarding of a virtual CFO customized to your business needs—startup, SME, or scaling enterprise.
Back-office support to internal CFOs, including analytics, board presentations, investor reports, and regulatory filings.
Access real-time dashboards, financial KPIs, automated reporting, and compliance tracking via cloud-based CFO tools.
Business valuations for investment, M&A, ESOPs, or fundraising. Uses DCF, EBITDA, and market comp methods.
Investor-grade 3–5 year financial models including revenue projections, cost assumptions, breakeven, and ROI analysis.
Monthly, quarterly, and annual reports—Profit & Loss, Balance Sheets, and Cash Flows—compliant with GAAP, IFRS, or IND AS.
Strategic advisory on capital structuring, budgeting, pricing models, fundraising readiness, and financial risk mitigation.
Complete bookkeeping setup and maintenance in Zoho Books—includes bank reconciliations, invoicing, tax handling, and real-time dashboards.
Startup-specific tax planning, filings, deductions, advance tax calculations, GST, TDS, and transfer pricing support.
Chartered Accountancy support including audit preparation, ROC compliance, balance sheet finalization, and tax advisory.
Drafting & vetting of contracts (founders’ agreement, NDAs, employment contracts), IP protection, and startup legal compliance.
Business structuring, regulatory compliance, funding strategy, pitch preparation, market entry advisory, and mentorship.
Financial Advisory Services
Empowering smart decisions through strategic financial guidance.
We help startups, SMEs, and growing enterprises navigate complex financial challenges with data-driven insights and expert analysis.
Monitor and optimize your inflows and outflows to maintain liquidity. Includes receivables/payables analysis, cash projections, and working capital planning.
Control operational and fixed costs through detailed cost analysis, variance tracking, and margin improvement strategies to boost profitability.
Design long-term financial roadmaps aligned with business goals. Involves goal-setting, scenario planning, and financial risk assessment.
Support C-level decisions with data-driven insights. Includes financial feasibility studies, investment evaluation, and expansion planning.
Implement and integrate cloud-based ERP/accounting tools (like Zoho Books, QuickBooks, Xero) for automation, accuracy, and scalability.
Structure equity, debt, or hybrid financing for business growth. Assist with investor pitching, term sheet review, and capital mix optimization.
Prepare founders and stakeholders for business exits or transitions. Includes valuation, buy-sell agreements, and inheritance/tax structuring.
Upskill finance teams and leadership with workshops on budgeting, analysis, compliance, and strategic finance.
Optimize your tax position through smart structuring, deductions, and compliance. Covers direct and indirect taxes, including GST, TDS, and income tax.
Track key performance indicators across finance, sales, and operations. Implement dashboard reporting for real-time insights and accountability.
Conduct internal, statutory, or compliance audits. Ensure transparency, investor confidence, and risk mitigation.
Build robust annual budgets and rolling forecasts. Align financial goals with market conditions and internal capacity.
Analyze financial statements, cost drivers, and growth metrics to identify strengths, inefficiencies, and opportunities.