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Virtual CFO & MIS

Decision-Ready Numbers, Without a Full-Time CFO Salary

Monthly MIS and KPI dashboards, budgets and forecasts, cash-flow and working-capital control, profitability analysis and board-ready reporting — the financial clarity a growing business needs to make confident decisions, delivered by our CA-led team on a flexible retainer.

A CFO's Insight at a Fraction of the Costnumbers you can actually run the business on
Monthly MIS Cash Flow KPIs Budget
DECISION READY
0+CFO & MIS Deliverables
0%Decision-Ready Reporting
MonthlyMIS & Flexible Retainer
PANIndia — Remote & On-Site
Most Requested Services
Monthly MISManagement reports
KPI DashboardsAt-a-glance metrics
Budgeting& Forecasting
Cash FlowWorking capital
ProfitabilityCost analysis
Internal ControlsProcess & SOPs
Board / InvestorReporting
Virtual CFOMonthly retainer
Complete Virtual CFO & MIS Support

Everything a finance chief would own — reporting, planning, cash, controls and strategy — packaged so you get the insight without the overhead of a full-time hire.

MIS & Management Reporting

Know exactly how the business is doing, every month.
  • Monthly MIS & Management Reports
  • Custom KPI Dashboards
  • Revenue, Margin & Expense Analysis
  • Budget vs Actual Variance Reports
  • Segment / Product / Branch-wise Reporting
  • Monthly Review Meetings

Budgeting & Forecasting

Plan ahead and hold the business to the plan.
  • Annual Operating Budgets
  • Rolling Forecasts & Reforecasts
  • Cash-Flow Forecasting
  • Scenario & Sensitivity Planning
  • Target-Setting & Tracking

Cash Flow & Working Capital

Never be caught short — keep the cash cycle healthy.
  • Cash-Flow Planning & Monitoring
  • Working-Capital Optimisation
  • Receivables & Payables Management
  • Fund-Flow & Liquidity Planning
  • Banking & Limit Utilisation Review

Financial Planning & Analysis

Turn numbers into decisions.
  • Profitability & Contribution Analysis
  • Cost Control & Reduction
  • Unit Economics & Break-Even
  • Financial Modelling
  • Pricing & Margin Advisory

Accounting Oversight & Close

A clean, reliable set of books you can trust.
  • Supervision of Books & Bookkeeping
  • Month-End & Year-End Close
  • Ledger Scrutiny & Reconciliations
  • Chart of Accounts & Accounting Policies
  • Audit Readiness & Coordination

Internal Controls & Process

Reduce leakage, error and risk.
  • SOPs & Process Documentation
  • Internal Financial Controls (IFC)
  • Approval / Delegation Matrix
  • Expense & Procurement Controls
  • Risk & Fraud-Prevention Checks

Compliance Oversight

Keep statutory dues and filings on track.
  • Compliance Calendar & Monitoring
  • TDS / GST / PF / ESI Oversight
  • Coordination with Auditors & Consultants
  • Statutory Dues Tracking
  • Management Representation Support

Strategic & Investor Support

Be ready for the boardroom and the next round.
  • Board & Investor MIS Packs
  • Fundraising & Due-Diligence Readiness
  • Business Valuation Support
  • Growth & Expansion Analysis
  • Strategic & Cost-Optimisation Advisory

Want a reporting pack built around your business? tell us what you track

How We Work With You
1
Discovery & ScopingWe understand your business, current numbers and what decisions you need the reporting to drive.
2
Systems & HygieneWe tidy the books, fix the chart of accounts and set up clean, reliable data flows.
3
MIS & DashboardsWe build your monthly MIS, KPI dashboards, budgets and forecasts.
4
Review & AdvisoryWe meet each month to walk the numbers, flag issues and recommend actions.
5
Ongoing CFO SupportWe stay on retainer — reporting, planning, controls and strategy, month after month.

Why Businesses Choose Us

CA-Led CFO ExpertiseYour reporting and advice come from qualified professionals, not just a bookkeeper.
Fraction of the CostFull-CFO insight on a flexible monthly retainer — no full-time salary, PF or hiring risk.
Decision-Ready MISClear, tailored dashboards that tell you what is working and what needs attention.
Cash & Profit FocusWe watch the cash cycle and margins closely so growth does not run you out of money.
Board & Investor ReadyReporting packs and financials that stand up in front of your board, bank and investors.
Confidential & TransparentYour data handled securely, with clear scope and upfront professional fees.

What We Need to Get Started

A light onboarding — the exact set depends on your setup:

  • Access to your accounting data (Tally / Zoho / etc.)
  • Latest financial statements & trial balance
  • Bank statements & sales / purchase data
  • Existing MIS or reports (if any)
  • Budgets or projections (if available)
  • Loan, limit & compliance details
  • The key metrics you want to track
Discuss Your Requirement
Frequently Asked Questions

An accountant records what has happened; a Virtual CFO helps you decide what to do next. We take your books and turn them into MIS, dashboards, budgets, cash-flow plans and advice — owning the finance function at a strategic level, on a part-time, cost-effective basis.

Typically a P&L and balance-sheet summary, cash-flow position, budget-vs-actual variance, key ratios and KPIs, receivables/payables ageing and segment-wise performance — customised to the metrics that matter for your business, plus a review discussion.

Yes — that is exactly who benefits most. You get qualified financial leadership and clear reporting for a fraction of a full-time CFO's cost, which is especially valuable when cash is tight, you are scaling, or you are preparing to raise funds.

Absolutely. We usually work on top of your existing accounting team and software — supervising, cleaning up where needed and building the reporting layer above it, rather than replacing what already works.

Yes. We prepare investor-grade MIS, financial models and valuation support, and help you get due-diligence ready — complementing our Startup Finance & Funding services when you are raising capital.

It is a flexible monthly retainer scoped to your needs — from a lean monthly MIS pack to a full outsourced finance function. We agree the deliverables and fee upfront, and you can scale the scope up or down as the business grows.

Book a Free Consultation

Want clearer numbers and a firmer grip on cash and profit? Tell us about your business and what you'd like to track — we'll suggest the right reporting and CFO support, with no obligation.

Monthly MIS & KPI dashboards
Budgeting, forecasting & cash flow
Profitability, controls & process
Board & investor-ready reporting

Request a Call Back

We'll get back to you shortly.

Your details are confidential and reviewed by our professional team.

Running the business on gut feel? Let's put the numbers in front of you.

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