Accounting &

Evaluation Services

Risk

Management

Transaction

Advisory

Outsourcing &

Business Support

Global Accounting

& Compliance

Training and

Workshops

Resources

Virtual CFO Services

Book A Call

Strategic Financial Leadership On-Demand
In today’s dynamic business environment, organizations—regardless of size—must manage finance, compliance, governance, and growth in real-time. Startups and MSMEs often lack the in-house expertise or bandwidth to handle complex financial decisions, making Virtual CFO Services a vital and cost-effective solution.
Our Virtual CFO model offers strategic financial expertise, regulatory compliance, and decision-making support—all without the burden of maintaining a full-time CFO.

Who is a Virtual CFO?

A Virtual CFO (Chief Financial Officer) acts as a strategic partner to your leadership team. They provide high-level financial guidance, oversee regulatory compliance, manage risk, and drive growth strategies. While traditionally reserved for large corporations, Virtual CFOs now support startups and MSMEs through outsourced, flexible engagement models.

Why Businesses Need Virtual CFO Services

Startups, MSMEs, and growing enterprises face challenges such as:

  • Limited internal financial expertise

  • Complex regulatory requirements

  • Weak financial planning and budgeting

  • Investor and lender expectations

  • Cash flow mismanagement

Virtual CFO Services bridge these gaps by offering the strategic oversight of an in-house CFO—at a fraction of the cost.

Key Offerings

Budgeting & Financial Planning

  • Prepare and monitor strategic budgets

  • Forecast cash flow and working capital needs

  • Ensure alignment of business objectives and financial performance


Profitability Improvement

  • Identify revenue leakages and cost inefficiencies

  • Optimize resource allocation and pricing strategies

  • Drive margin growth and operational efficiency


Decision-Making Support

  • Data-driven insights for strategic decisions

  • Setup and track KPIs for performance monitoring

  • Analyze financial and operational health for better governance


Risk Assessment & Mitigation

  • Identify potential business, financial, and operational risks

  • Implement internal controls and compliance frameworks

  • Provide legal, tax, and audit risk advice


Investor & Funding Advisory

  • Assist with fundraising, due diligence, and investor presentations

  • Business valuations and capital structuring

  • Manage banking, treasury, and working capital arrangements


Regulatory & Tax Compliance

  • Ensure compliance with Companies Act, GST, Income Tax, FEMA, etc.

  • Timely and accurate filings and disclosures

  • Guidance on statutory audits and secretarial requirements

When Should You Hire a Virtual CFO?

  • Your business is scaling and needs structured financial oversight

  • There’s pressure to meet investor expectations and reporting requirements

  • Internal teams lack experience in budgeting, funding, or risk management

  • Regulatory changes are overwhelming your compliance bandwidth

  • You're preparing for investment, IPO, or M&A

Tailored Solutions for Startups & MSMEs

For Startups:

  • Fundraising support and pitch deck preparation

  • Monthly cash flow monitoring and investor reporting

  • Advisory on capital efficiency and burn rate


🏭 For MSMEs:

  • Setup of internal financial systems

  • Advisory on subsidies, bank loans, and credit ratings

  • Mentoring promoters and department heads for sustained growth

How We Help

  • Flexible Cost Structures: Engage us full-time, part-time, or project-wise

  • Experienced Team: Industry experts with deep regulatory and financial knowledge

  • Growth-Focused Advisory: Business strategy, treasury management, and performance dashboards

  • Digital Transformation: Assistance in selecting ERP, accounting tools, and automation

  • End-to-End Coverage: Finance, tax, accounting, payroll, HR, and compliance

Our Impact

Area

Our Role

Strategic Planning

Budgeting, forecasting, and growth strategy

Financial Health

Profitability analysis, risk mitigation

Compliance

Direct & Indirect tax, ROC, audit readiness

Cash Flow

Treasury management and fund optimization

Systems Setup

ERP, MIS, reporting framework

Team Mentoring

Support to CXOs, founders, and finance leads

Need help? Book a call to understand our full range of service offerings

Book A Call

Frequently Asked Questions

What is a Virtual CFO and how does it work?
Who typically needs Virtual CFO services?
What are the key responsibilities of a Virtual CFO?
Can Virtual CFO services help with investor readiness?

Ready to Take the Next Step?

Connect with our team to discuss how strategic financial expertise can support your organisation’s growth, compliance and long-term goals.

Get Started