3.03 · Managed Services
Virtual CFO
Strategic financial leadership without the cost of a full-time executive: budgeting, forecasting and board-level reporting.
Service docket
- Register no.
- 3.03 · 3 of 4 in desk
- Scope
- 5 items
- Deliverables
- 4
Named on this page
- MIS
01 · Overview
Overview
Growing businesses often lack senior financial direction. Our Virtual CFOs provide the insight needed to raise capital, manage cash and improve profitability.
The service rests on four pillars: monthly MIS, statutory and regulatory compliance, treasury and cash flow, and investor and board reporting.
02 · Scope
What we do
Financial leadership without a full-time executive.
- 01Monthly MIS within 5 business days of month-end
- 02Budgeting, forecasting, cash runway and burn-rate analysis
- 03Compliance calendar and treasury management
- 04Board and investor reporting, pitch decks and due-diligence data rooms
- 05ARR/MRR tracking for SaaS businesses
03 · Deliverables
Deliverables
What you receive from the engagement.
PER-01Managed Services
Monthly MIS pack with commentary
PER-02Managed Services
Annual budget and rolling forecast
PER-03Managed Services
Weekly or monthly cash-runway report
PER-04Managed Services
Board pack and investor updates
04 · Companies
Who it is for
- 01
Startups and SMEs not yet ready for a full-time CFO
- 02
Foreign subsidiaries that report to a group CFO abroad
- 03
Companies preparing for fundraising or due diligence
05 · Compliance
Related compliance
Guides and calendars
Forms, registrations and systems named on this page
- MIS
06 · More in this desk
Related services
- Managed ServicesBookkeeping & AccountingAudit-ready books on QuickBooks Online, Xero, Sage, Zoho Books or Tally.
- Managed ServicesAudit & AssuranceStatutory and regulatory audit for Indian companies and foreign subsidiaries.
- Tax & ComplianceTransfer PricingArm's length pricing for related-party transactions, documented to withstand scrutiny.
- Managed ServicesGlobal PayrollAccurate, on-time payroll for distributed workforces in every Indian state.
Need a hand?
Email info
Discuss Virtual CFO with us
Tell us about your entity and what you need. We reply with a scope and fee proposal under a formal engagement letter.