Virtual CFO Services
CFO-level financial leadership for startups and MSMEs — MIS, cash flow, fundraising, and board-ready reporting.
What We Cover
- Monthly MIS reports — P&L, cash flow, working capital, and KPI dashboards
- Cash flow forecasting and working capital optimisation
- Budget preparation and monthly budget vs actuals analysis
- Fundraising support — investor decks, financial models, data room preparation
- Board meeting agenda, financial presentation, and minutes
- Compliance calendar management and statutory deadline tracking
- Cost optimisation and margin improvement advisory
- IPO / acquisition readiness — financial reporting cleanup and governance setup
Key Deliverables
How We Work
Business Assessment
Understand your business model, financial systems, reporting gaps, and growth objectives. Identify immediate priorities.
MIS Design & Setup
Design customised dashboards, KPIs, and reporting templates. Set up automated data flows from your accounting software.
Monthly Reporting Cycle
Deliver monthly MIS, P&L analysis, cash flow forecasts, and variance reports. Conduct monthly review calls with management.
Strategic Advisory
Ongoing advisory on pricing, budgeting, fundraising, compliance, and financial strategy. Board meeting and investor support as needed.
Is This Service Right for You?
Frequently Asked Questions
What is a Virtual CFO and how is it different from a full-time CFO?
A Virtual CFO provides the same strategic financial leadership as a full-time CFO but on a part-time or outsourced basis. You get experienced financial guidance, MIS reporting, and strategic advisory at a fraction of the cost. A Virtual CFO is ideal for businesses with turnover between Rs 50 lakhs and Rs 50 crore that need financial discipline but cannot justify a full-time C-suite hire.
What reports will I receive every month?
Our standard monthly deliverables include Profit & Loss statement with analysis, Balance Sheet, Cash Flow statement, Budget vs Actual variance report, Accounts Receivable and Payable aging analysis, KPI dashboard, and a management summary with key observations and recommendations. These are customised to your industry and business needs.
Can you help with fundraising for my startup?
Yes. We prepare detailed financial models, projections, and unit economics analysis. We assist with investor data room preparation, due diligence responses, and financial documentation required during fundraising. We have supported startups through angel rounds, seed rounds, and Series A processes.
How often will we interact?
We conduct monthly review calls (minimum) with management to discuss financial performance, flag risks, and align on priorities. For active fundraising or critical financial events, we increase the cadence to weekly calls. You can reach our team via email and WhatsApp for day-to-day queries with a 48-hour response guarantee.
What accounting software do you work with for MIS?
We work with Tally Prime, Zoho Books, QuickBooks, Xero, and most ERP systems for data extraction. Our MIS dashboards are typically built in Excel or Google Sheets for flexibility and ease of use. For advanced reporting, we can integrate with tools like Power BI or Metabase.
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