Virtual CFO Services


Virtual CFO Software Services
Budgetary Control Mechanisms
Management of Debtor and
Creditor Systems
Calculation of Goods and
Services Tax (GST)
Tax Deducted at Source (TDS)
Payroll services
Income Tax Return Services (ITR)
Compliance with Registrar of
Companies (ROC Compliance)
Advisory on other compliances
Management Information System
Reporting (MIS)
Creating budgets and forecasts.
Pinpointing problem spending
by highlighting trends in the
Validating or discouraging
business decisions with
financial well-being in mind.
Advisory on Finances

Virtual CFO

We have a panel of Chartered Accountants who have served a long period in various industries. They have developed a great vision, which can help SMEs to have affordable CFO point of view, specific to nature of their business or requirement.

Setup of Management Reporting System

Our expert team of professionals can assist in designing specific dashboard and other reports required for your business. We can do a one-time implementation as well as recurring analysis.

Management Audit

We can assist you design internal process which can help you to put control in place to mitigate the risk of devoted management staff and corruption in duties.

Internal Control and SOP

Internal Control is not only healthy for an organisation but this is
also an legal requirement for most of the entities. We can assist to: -
• Review and do necessary modification to the existing SOPs
• Set up SOPs for start-ups

Assistance for IBC and NCLT

Our pool of resources can help our clients to preparation and
submission of necessary information required for NCLT and IBC

Loans, Capital, Mergers and Acquisition

Internal Control is not only healthy for an organisation but this is also
an legal requirement for most of the entities. We can assist to: -
• Term Loans from Banks and FIs
• working capital loans
• Private Equity
• Assistance in mergers/acquisition

Areas of Services

Governance and Control
  • Participation in Board (on behalf of investors) to help in governance and control.
  • Development and implementation of modern governance standards
  • Strengthening the Board of the company
  • Succession Planning for retiring members of Board

Planning and Strategy
  • Creation of 5 years’ business plan
  • Budget for the coming year
  • Reforecast of the current year
  • Facilitating monthly review meetings explaining variations

Due Diligence
  • Vendor Due Diligence
  • Financial Due Diligence
  • Management Audit
  • Customer Due Diligence (credit worthiness and credit limit setting)
  • Part Time CFO Services to oversee due diligence by third party

Decision making support
  • Management Dashboard
  • Development of MIS Framework and Content
  • Customer and Product Profitability Support
  • Treasury Management and Fund Forecast

Fund Raising
  • Bank Loan
  • Private Equity
  • Pre/Post acquisition support
  • Liaison with Investors/ Potential acquires