Most growing businesses have an accountant who records transactions and files returns. Few have someone who looks ahead — planning cash, guiding decisions and speaking to lenders. That is the role of a CFO. A Virtual CFO provides it part-time, at a fraction of the cost.
What a Virtual CFO typically does
- Monthly MIS: sales, margins, expenses, receivables and cash in one clear report.
- Budgets and cash-flow planning: so you know in advance when money will be tight.
- Banking and funding: preparing CMA data and projections, and dealing with lenders.
- Compliance oversight: making sure GST, TDS and company filings are done on time.
- Decision support: pricing, expansion, hiring and big purchases, backed by numbers.
Signs you need one
- Sales are growing but cash always seems short.
- You find out your profit only when the annual accounts are finalised.
- The bank asks for projections and you don't know where to start.
- Compliance notices arrive more often than you would like.
How we work
We start with a review of your books and compliance, set up a monthly reporting format, and then meet you every month to review the numbers — with live dashboards on FinBooks in between.