HomeServicesVirtual CFO & Outsourced Accounting

Virtual CFO & Outsourced Accounting

CFO-level financial oversight and outsourced accounting without the full-time cost.

Not every business needs a full-time CFO, but every business needs financial clarity. Our Virtual CFO service provides strategic financial management, MIS reporting, and bookkeeping support, giving you the insights to make informed decisions at a fraction of the cost.

What You Get

Clear, timely MIS reports for informed decision-making

Structured financial processes and internal controls

Strategic financial planning aligned to business goals and growth stage

Who This Is For

Growing SMEs that need financial structure but not a full-time CFO
Startups requiring investor-ready financials and MIS
Family businesses transitioning to professional financial management
Businesses with outsourced or incomplete accounting

Scope of Services

Included

Monthly MIS preparation and review
Cash flow management and forecasting
Budgeting and variance analysis
Bookkeeping and accounting outsourcing
Bank and lender liaison
Financial process design and implementation

Not included (unless separately agreed)

Full-time on-site CFO placement
ERP implementation (advisory available)
Statutory audit (separate engagement)

Our Process

01

Financial Assessment

Review existing accounting systems, processes, and reporting gaps.

02

Setup & Structuring

Design chart of accounts, MIS templates, and financial reporting workflows.

03

Monthly Reporting

Deliver monthly MIS, cash flow statements, and management dashboards.

04

Strategic Review

Quarterly reviews with the management team to align finances with business strategy.

Documents Required

Access to accounting software / Tally data
Bank statements
Existing MIS templates (if any)
Loan and facility agreements
Previous year financial statements
Organisation chart and key contacts

Frequently Asked Questions

How is Virtual CFO different from bookkeeping?

Bookkeeping is recording transactions. Virtual CFO includes strategic financial management — MIS analysis, cash flow planning, financial decision support, and stakeholder communication.

How frequently will we receive MIS reports?

Monthly MIS is standard. Weekly cash flow reports and custom dashboards can be arranged based on your needs.

Can you work with our existing accounting software?

Yes. We work with Tally, Zoho Books, QuickBooks, and other platforms commonly used by Indian businesses.

Need Virtual CFO & Outsourced Accounting support?

Schedule a consultation to discuss your requirements. We respond within 24 hours.