Virtual CFO
Senior finance oversight without a full-time hire.
Get a quote for Virtual CFO
We reply within one working day with what applies to you and the exact fee.
What this covers
Somewhere between a bookkeeper and a full-time CFO sits the work most growing businesses actually need: cash forecasting, pricing and margin analysis, budget versus actual, lender and investor reporting, and someone who reads the numbers before the board does.
A virtual CFO engagement gives you that on a retainer, working with the accounting team you already have.
It suits businesses past ₹5 crore in turnover, companies preparing for a funding round or a loan, and founders who are making decisions on gut feel because the numbers arrive too late to help.
Monthly retainer — with the filing, the follow-up and the acknowledgement handled for you.
How we handle it
Cash flow you can plan against
A rolling 13-week forecast built from real receivables and commitments, updated every month.
Unit economics made explicit
Margins by product, customer or branch — so decisions rest on where money is actually made.
Funding and lender readiness
Projections, data rooms and the diligence questions answered before they are asked.
Controls that fit your size
Approval limits, vendor onboarding and reconciliation discipline, proportionate to the business.
Documents you will need
- Historical financial statements for two to three years
- Current year books and management accounts
- Budget or plan, if one exists
- Loan and investor agreements
- Sales pipeline and receivables data
- Payroll and headcount plan
The process
- 1Diagnostic review of financials, controls and reporting
- 2Reporting pack and KPI set agreed with you
- 3Monthly close reviewed and variances analysed
- 4Monthly management meeting with recommendations
- 5Quarterly deep dive on cash, pricing or funding as needed
Packages
Professional fees, exclusive of government fees and taxes. Anything outside the scope is quoted before it is done, never billed after.
Monthly oversight
₹29,999per month
- Monthly MIS review and variance analysis
- Cash flow forecast
- Monthly management call
Growth retainer
₹59,999per month
- Everything in Monthly oversight
- Budgeting and rolling forecasts
- Unit economics and pricing analysis
- Lender and investor reporting
- Board pack preparation
Fundraise support
₹1,49,999
- Financial model and projections
- Data room preparation
- Due diligence management
- Term sheet and covenant review
Frequently asked
How is this different from bookkeeping?
Do you replace our accountant?
What size of business does this suit?
Related services
Ready to sort out Virtual CFO?
Send us where things stand today. You will get a written scope, a fixed fee and a date — before any work starts.