Virtual CFO

Virtual CFO Support for Founders and Growing Businesses

Senior finance thinking without a full-time CFO: cash visibility, budgets, KPIs and the monthly numbers your board, investors or lenders expect, built on books that are closed properly first.

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What We Take On

What a Virtual CFO Engagement Covers

Scoped to the stage of your business.

13-week cash-flow forecasts and runway analysis
Annual budgets and rolling re-forecasts
Monthly management packs with KPIs and commentary on what moved and why
Unit economics, pricing and contribution analysis
Board, investor and lender reporting packs
Three-statement financial models and scenario analysis for funding rounds or loans
Working capital review: receivables, payables and inventory
Finance function design: what to keep in-house, what to outsource and when to hire

Who It Is For

When a Virtual CFO Makes Sense

You know last month's revenue but not last month's cash position until weeks later.
You are raising money or a loan and need a model and a reporting pack investors or lenders will trust.
Growth is creating working-capital pressure even though the P&L looks healthy.
Your bookkeeping is done, but nobody turns it into decisions.
A full-time finance director is not yet affordable, or not yet needed.

Getting Started

How an Engagement Starts

Low risk to begin, and clear about what happens next.

Introductory Call

A free 30-minute conversation about your process, volumes and what you want to hand over.

Written Scope

Deliverables, formats, cut-off dates, access and review steps agreed in writing, with a fee proposal.

Paid Pilot

One month-end or a defined batch of work, so you can judge the output before committing.

Steady Rhythm

The same team every month, a fixed check-in and exceptions raised early.

FAQs

Questions Founders Ask

Is this a replacement for our accountant?

No. A virtual CFO focuses on planning, reporting and decision support. Statutory accounts, tax filings and audit stay with your accountant or auditor.

Do you need to do our bookkeeping too?

Not necessarily, but reliable reporting depends on a reliable close. If your books are behind, we usually start with a clean-up and a month-end close before the reporting work.

Who reviews the work?

Every deliverable is prepared by the delivery team and reviewed before it leaves us. The founding members include two qualified Chartered Accountants (India). Final professional review and sign-off stay with your own licensed accountant or adviser.

Can we start with a small pilot?

Yes. A short paid pilot, usually one month-end or a defined batch of work, lets you see the output, the documentation and the communication before you agree a term.

How is the work priced?

A monthly fee per dedicated resource, a fixed monthly retainer for a defined scope, or a fixed fee for a defined assignment. We quote after an introductory call and a look at your actual volumes, not from a rate card.

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Let's Start With a Conversation

Tell us what your month-end looks like today and what you would like to hand over. We reply within one business day, with no obligation on either side.

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