Virtual CFO
Financial strategy & planning
Most founders do not have a financial plan. They have a bank balance and a feeling. We replace that with numbers you can act on.
What this covers
In practice
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01
Business financial planning and goal setting
We start from where you actually want the company to be in three years, then work backwards into what has to be true financially each quarter.
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02
Budgeting and forecasting
Annual operating budgets and rolling projections, built so variance against them is visible early enough to matter.
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03
Cost optimisation and efficiency
Overhead reviews that separate spending which compounds from spending which merely accumulates.
Where we deliver it
Anywhere in the world.
This work does not change with jurisdiction, so we deliver it wherever your business is based — alongside your local tax advisor if you are outside India, the UAE or Australia.
More in Virtual CFO
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02
Cash flow & working capital
Monitoring and projections, working-capital analysis, debt and financing.
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03
Valuation & fundraising advisory
Valuation for investment or M&A, debt and equity raises, pitch decks and models.
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04
Compliance & risk management
GST, Income Tax, RBI, SEBI and FEMA. Internal audit and governance advisory.
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05
MIS reporting & dashboards
Monthly and quarterly reporting, KPI tracking, dashboard implementation.
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06
Accounting & bookkeeping
Tally, QuickBooks, Xero and Zoho Books. Payables, receivables, payroll, reconciliations.