N° 03 — Virtual CFO

CFO-grade finance leadership, without the CFO payroll.

For founders and promoters who've outgrown their accountant but aren't ready for a full-time CFO hire: senior finance leadership, board-grade reporting and cash discipline — on a fraction-of-time model.

Model
Weekly / monthly retainers
Led by
Senior CAs
MIS turnaround
48-hour monthly close pack
Powered by
Automated dashboards

Six responsibilities

Everything a full-time CFO owns — scoped to your stage.

N° 01

MIS & Board Reporting

Monthly management packs your board actually reads.

  • P&L, balance sheet & variance analysis
  • KPI dashboards with drill-downs
  • Board deck preparation
N° 02

Cash Flow & Working Capital

Runway visibility and collections discipline.

  • 13-week rolling cash forecast
  • Receivables & payables control
  • Banking & credit facility management
N° 03

Budgeting & Forecasting

Plans that connect ambition to arithmetic.

  • Annual operating plan
  • Rolling forecasts & scenarios
  • Unit economics modelling
N° 04

Fundraising & Investor Readiness

Numbers that survive due diligence.

  • Data-room preparation
  • Financial model & projections
  • Investor MIS & covenant reporting
N° 05

Compliance Oversight

One owner for the whole calendar.

  • GST, TDS & statutory oversight
  • Audit coordination
  • Secretarial & ROC coordination
N° 06

Systems & Controls

Finance infrastructure that scales with you.

  • Accounting system selection & setup
  • Approval workflows & DOA design
  • Process automation via our AI practice

Dashboards we prepare

A founder's cockpit — not a 40-page MIS pack.

Every retainer ships with tailored dashboards, auto-refreshed from Tally, Zoho, Xero or SAP. Three of the most requested views, shown with anonymised sample data.

Founder CockpitLIVE · SAMPLE
Cash on hand
₹ 2.4 Cr
HDFC + ICICI · 30 Jun
Monthly burn
₹ 38 L
3-mo average
Runway
6.3 mo
At current burn
MRR
₹ 52 L
▲ 8% MoM
Burn · 6 months

The three numbers a founder needs every Monday morning. The rest is one click away.

Cash Runway Tracker12-MONTH
Runway today
6.3 mo
Zero-cash month
Nov '26
Cash projection · 12 mo
current burn — zero Nov '26
post-raise scenario

Two lines: where you're heading, and where you could be with the next round.

Unit EconomicsMoM TREND
CAC
₹ 4,200
▼ 12% MoM
LTV
₹ 18.5K
▲ 8% MoM
LTV / CAC
4.4x
Healthy > 3x
Payback
4.1 mo
Target < 12 mo
LTV : CAC ratio · 6 mo
JAN
2.8x
MAR
3.5x
JUN
4.4x

The four numbers that decide whether you should hire, raise, or just keep going.

Decision support

The questions founders bring us — and how we answer.

Series A founder · SaaS

"Should I raise the next round now or wait six months?"

Our answer

We build a runway model with three scenarios — raise now, raise in six months, don't raise — layering growth assumptions, hiring plans and dilution math. You see the cap table at each fork. We don't pick the answer; we make the decision a maths problem instead of a feeling.

Multi-product founder · D2C

"Which product line is actually profitable?"

Our answer

Most start-up P&Ls bury the answer in shared overheads. We rebuild your cost structure with proper allocation — warehousing, ads, support, returns — and produce a contribution-margin view per SKU and per channel. Sometimes the bestseller is the worst line. Better to know.

Growth-stage CEO · B2B

"Can I afford to hire two senior engineers right now?"

Our answer

A hire isn't a salary — it's a 12-month commitment plus benefits, recruiting cost and ramp time. We model fully-loaded cost against runway impact, and against the revenue or margin the hire is supposed to unlock. The honest answer is sometimes "yes, but not both."

Bootstrapped founder · Services

"My collections are slipping. Where exactly is the leak?"

Our answer

We rebuild your AR aging by client, by invoice and by sales rep, surface the 80/20 of overdue payments, and design a collections cadence and credit policy. Most founders recover ten to twenty percent of working capital in the first quarter alone.

Getting started

First close in 30 days.

STEP 01 · WEEK 1

Finance diagnostic

We review your books, systems and reporting gaps — and agree the KPI set that matters for your stage.

STEP 02 · WEEKS 2–4

Foundation build

Chart-of-accounts cleanup, MIS templates, dashboard wiring and a compliance calendar with owners.

STEP 03 · ONGOING

Monthly rhythm

Close, review, board pack, decisions — a fixed monthly cadence with senior leadership in the room.

Why us

Boutique attention. Institutional discipline.

Senior-led, always

Every engagement is directly owned by the firm's senior leadership — your work is never handed down the ladder.

CA + technologist DNA

Chartered accountants who build software and design systems — the translation gap disappears.

Automation-first delivery

If a task is repetitive, we automate it — your fees buy judgement, not data entry.

Multi-software fluency

Tally, Zoho, QuickBooks, Xero, SAP, NetSuite — we work in your stack, not around it.

India + UK delivery

Domestic depth with proven offshore delivery for UK firms — same team, same standards.

SLA-backed, dashboard-proven

Turnaround commitments in writing, live dashboards to verify them. Trust, then verify.

Next step

Get a free finance function review.

One call, a look at your current reporting, and an honest view of what a virtual CFO would change in your first 90 days.

Request the review