VIRTUAL CFO SERVICES

Strategic financial leadership, control, and decision support — without the cost of a full-time CFO. Our Virtual CFO engagements are Chartered Accountant–led, process-driven, and delivered by professionals with years of finance leadership experience.

Built for: Growing Indian businesses · International subsidiaries · Funded startups · Management teams needing financial clarity

HOUR-BASED PLANS

CFO STARTER

Hours Included
5 hours/month
Per Hour Rate
₹2,549
Monthly Fee
₹12,699
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CFO GROWTH

Hours Included
10 hours/month
Per Hour Rate
₹2,549
Monthly Fee
₹25,399
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POPULAR

CFO STRATEGIC

Hours Included
20 hours/month
Per Hour Rate
₹2,699
Monthly Fee
₹55,099
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WHAT CAN BE COVERED WITHIN HOURS

1
Review & interpretation of financial statements
2
Monthly MIS review and discussion
3
Cash flow analysis and planning
4
Budgeting and forecast reviews
5
Cost control and margin analysis
6
Pricing and profitability advisory
7
Strategic advisory and planning
8
Investor & lender support discussions
9
Compliance and risk oversight
10
Coordination with auditors, bankers, and consultants

TYPICAL HOUR UTILISATION

How hours are typically distributed across each plan. Flexible — we adjust to your business priorities.

Typical hour utilisation across Virtual CFO plans
Activity 5 Hours 10 Hours 20 Hours
MIS Review & Discussion
Cash Flow Monitoring
Budget / Forecast Review —
Strategic Advisory —
Investor / Lender Support — —
Compliance & Governance Oversight
Ad-hoc Management Calls —

REGIONAL COVERAGE

Asia-Pacific (APAC)
Middle East
Americas
Europe
Africa

ENGAGEMENT FLOW

A structured 7-phase model — from formal onboarding to continuous governance. Each phase builds on the last to deliver a finance function that is controlled, transparent, and decision-ready.

Engagement Letter & Scope Finalisation

  • Execute Virtual CFO Engagement Letter
  • Define hour bundle, scope, reporting lines, confidentiality
  • Identify primary point of contact (CEO / Founder / Director)
Legal authority · Clear mandate · Defined expectations

Understanding the Organisation & Team Structure

  • Study org chart, identify functional heads, map ownership

One-on-One Functional Meetings

  • Individual discussions, pain points, info gaps, comm channels

Peer & Inter-Department Expectation Mapping

  • Map interactions, approval dependencies, reporting bottlenecks
Cross-functional alignment · Reduced internal friction

Stakeholder Expectation Alignment

  • Engage with auditors, lenders, bankers

Management & CEO Alignment

  • Strategic priorities, risk appetite, decision-making style
Audit-aligned finance function · CFO actions aligned with leadership

Financial Systems & Process Review

  • Review accounting systems, chart of accounts, reconciliation, payroll controls, vendor payments

Data Reliability & Reconciliation Checks

  • Bank reconciliation, revenue recognition, expense discipline
Reliable financial data · Reduced leakage & errors

Financial Policy & SOP Development

  • Accounting policies, expense policies, approval matrices, delegation of authority

Approval & Exception Reporting Framework

  • Threshold approvals, exception reporting, escalations
Standardised financial behaviour · Controlled spending

MIS, Dashboards & Review Cadence

  • Finalise MIS structure, KPIs, review frequency

Ongoing CFO Reviews & Advisory

  • Performance gaps, cash flow risks, expansion, hiring, scenarios
Decision-ready reporting · Finance-led decision support

Audit & Compliance Readiness

  • Documentation, policy adherence, audit trail

Continuous Review & Refinement

  • Reassess controls, reporting, policies as business scales
Smooth audits · Future-ready finance function

Why This Flow Works

  • Authority established upfront
  • People before processes
  • Stakeholder-aligned governance
  • Strong control & approval systems
  • Preventive, not reactive, CFO role
  • International CFO best-practice aligned

Ready for Strategic Financial Leadership?

Connect with our Virtual CFO team today.

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