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as on 19 Oct, 12:58 pm
AMFI Registered Mutual Fund Distributor|ARN-171787 |APMI Registered PMS Provider|APRN08068 |GST: 24AAYFP1834B1Z9

Virtual CFO Services

Senior finance capability on a retainer, for businesses not yet ready for a full-time CFO.

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Corporate Advisory

Senior finance capability, on a retainer, without a full-time hire.

Many businesses between five and a hundred crore of turnover sit in an awkward gap: too complex for a bookkeeper, too lean to justify a full-time chief financial officer. Decisions get made on bank balance rather than on numbers.

Our Virtual CFO engagement puts senior finance capability on your team for a defined number of days each month. We build the MIS, run the cash flow cycle, sit in on banker and investor conversations, and give the promoter a monthly picture they can act on.

Virtual CFO Services

What this covers

  • Monthly MIS design and delivery within an agreed calendar date
  • Working capital and cash flow cycle management, including collection discipline
  • Budgeting, costing and variance review against agreed benchmarks
  • Banker, lender and investor discussions attended alongside the promoter
  • Internal financial controls and approval matrices designed and installed
  • Board and review meeting packs prepared in a decision-ready format

How we run it

On a calendar

The MIS arrives on a fixed date every month, which is what makes it usable.

In the room

We attend banker, lender and investor meetings with the promoter, not just prepare for them.

Scalable

The engagement expands as the business grows and hands over cleanly to a full-time hire.

Please note. Corporate consulting engagements are scoped in a written engagement letter. Work requiring certification, attestation, audit or statutory representation is performed by an appropriately qualified professional within our partner network.