Organised. Optimised. On time.

CFO Service

CFOs provide financial leadership and strategic guidance on an outsourced, remote basis. This allows companies to access CFO expertise in a structure that fits their budget and needs.

A CFO provides financial guidance based on business requirements. Proper financial planning helps senior management focus on core areas without being consumed by day-to-day financial matters.

CFO service includes an accounting health check: a complete assessment of the financial and accounting aspects of the organisation. An experienced professional reviews data preparation, accounting policies, and areas of expertise required to support growth.

Accounting Due Diligence

We review a company's financial information and accounting practices to assess financial health and potential risks. This includes analysing historical financial data accuracy, understanding business owners, identifying key customer receivables, vendor ageing, and assessing internal financial controls. We also guide on current turnover, profit, business aspirations, operational and accounting systems, and key performance indicators relevant to business structure, tax efficiency, and growth.

Accounting System Design & Implementation

We ensure adherence to rules, policies, and procedures for the business entity. Our team plans, develops, and implements an accounting system tailored to the organisation's needs. A well-designed and maintained system of accounting policies improves accountability and consistency.

Book Keeping

Accurate and timely recording of financial transactions is essential for a clear view of inventory, supplies, purchases, and sales. Our virtual CFO services include ledger scrutiny, accounts payable and receivable management, rectification, and review of accounts operations.

Financial Analysis

Financial analysis is the systematic examination of financial statements, ratios, and other relevant data to evaluate performance, identify strengths and weaknesses, and support decisions on investments, operations, and financing. It helps assess viability, stability, and profitability of a business or project.

Cost Management

Cost management is one of our key competencies. Under virtual CFO services, we provide comprehensive management of a company's cost and finance, reports for operating efficiency, planning to minimise cost, and debt planning to control borrowing.

Budgeting Service

We offer outsourced budgeting and MIS reporting to maintain your company's financial health. Budgets should be reviewed monthly or quarterly so changes can be made to meet defined goals.

MIS Reporting

To make informed decisions, management needs reports with complete information. Our virtual CFO services include preparation of reports for budgeting, financial forecasting, drafting and compliance, and analysis.

GST Compliance

All businesses must register under GST where applicable. Our virtual CFO package includes compliance with applicable GST rates, return filing and ITC reconciliation, e-way bill support, review of output liability and input tax credit, LUT application for exports, appeals, and GST refund consultancy.

TDS Compliance

We facilitate compliance with Tax Deducted at Source under the Income Tax Act, 1961, including general TDS regulations, calculation and implementation, payment updates, portal-related payments, quarterly return filings, Form 16/16A, and reconciliation through Form 26AS.

Legal Support Service

Our CFO offerings include legal support covering company formation, ROC compliance, review of policies and legal contracts, review of SLAs, MSAs, franchise and lease agreements, support with litigation and appeals, and development of legal templates and contract negotiations.

Need help with cfo service?

Talk to our team about your requirements. First consultation is free.