CFO Advisory

Senior financial
leadership on demand.

The strategic financial thinking of a CFO — without the full-time cost. Budgeting, MIS, investor reporting, and financial strategy handled by a qualified CA.

🏆
CA-qualified
Your virtual CFO
📊
Monthly
MIS & reporting
🚀
20+
Startups advised
What's included

Everything covered, end to end.

No gaps. No surprises. Every aspect of your cfo advisory handled with CA-level precision.

📊

MIS Reports

Monthly management information reports — revenue, margins, burn rate, and KPIs at a glance.

💵

Cash Flow Management

Weekly cash flow forecasting, receivables tracking, and payment planning.

📈

Budgeting & Forecasting

Annual budgets, rolling forecasts, and variance analysis — plan with confidence.

📋

Investor Reporting

Board decks, investor updates, and financial summaries prepared professionally.

🔍

Cost Optimisation

Expense analysis, vendor negotiations support, and margin improvement strategies.

🏦

Banking & Funding

Loan documentation, credit facility setup, and investor-ready financial models.

Who is this for

Built for every situation.

Whether you're just starting out or scaling fast, this service is designed to fit.

Early-stage startups

Need financial structure before hiring a full-time CFO.

Bootstrapped SMEs

Scaling businesses that need strategic finance without full-time overhead.

Pre-fundraise companies

Preparing for seed or Series A with investor-grade financials.

Family businesses

Professionalising finance and adding structure to growing operations.

E-commerce brands

Unit economics, contribution margins, and channel-wise P&L management.

Service businesses

Project profitability, utilisation tracking, and pricing strategy support.

How it works

Simple, fast, paperless.

From first contact to completion — a smooth process that respects your time.

01

Onboarding call

Deep-dive into your current financials, goals, and pain points.

02

Financial audit

We review existing books, processes, and reporting gaps.

03

Dashboard setup

MIS framework, reporting templates, and KPI dashboard built for your business.

04

Ongoing advisory

Monthly reports, quarterly reviews, and on-call support for key decisions.

Pricing

Transparent fees. No surprises.

All fees quoted upfront. No hidden charges. Upgrade or switch plans anytime.

Virtual CFO retainer
₹12,999
per month
  • Monthly MIS & P&L reports
  • Cash flow forecasting
  • Budget vs actual analysis
  • Investor reporting support
  • 2 strategy calls per month
  • On-call WhatsApp support
Book a free consultation →
FAQ

Common questions.

How is a Virtual CFO different from a bookkeeper?

A bookkeeper records transactions. A Virtual CFO interprets the numbers, builds strategy, advises on decisions, and helps you run the business more profitably.

At what stage should a startup engage a Virtual CFO?

Ideally when monthly revenue crosses ₹10L or when you are preparing for fundraising. But even earlier-stage companies benefit from financial structure.

Can you help prepare financials for investor due diligence?

Yes — investor-ready financials, financial models, and data room preparation are core parts of the service.

Do you work with co-founders and the leadership team directly?

Yes. We work closely with founders and can join board meetings or investor calls as needed.

Get senior financial thinking in your corner.

A Virtual CFO at this price point is one of the highest-ROI decisions a growing business can make.

Book your free consultation
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