Virtual CFO Services:

As a strategic partner to your business, we take care of the entire spectrum of CFO operations.

Fractional CFO Services:

A part of the financial operations can be taken care by us, depending on the unique needs of the enterprise.

Special Purpose CFO Services:

Mission-critical projects, third-party audits, analysis and advisory or anything else, we can deliver value based on your unique needs.

The complete rooster of CFO services include:

Strategic Planning

Strategic planning includes

1. Budgeting and forecasting
2. Financial modelling
3. Assistance in business planning
4. Identifying milestones and targets
5. Contingency planning, resource optimization and requirements
6. Operations review and efficiency analysis

Financial Transaction Advisory

Financial transaction advisory includes

1. Advisory on transactions and taxation
2. Support for fund raising, M&A
3. Due diligence

Financial Dashboards

Get an up-to-date pulse of the business and operations with our intuitive financial dashboards. Services include

1. Design and provision of customized dashboards
2. Detailed analytics to provide values most appropriate for the business
3. Specialized support for investor meetings and associated preparation
4. Designing an MIS, KPIs to monitor and track
5. Some sample reports include
1. Profitability analysis by business vertical
2. Receivables and payables analysis
3. Margins and revenue calculations and analysis
4. Trend analysis of various parameters
5. Analysis of different ratios
6. Analysis of working capital
7. Analysis of balance sheet
8. Analysis of cash flow
9. Analysis of Budgets vs actuals
10. Periodic reports per requirements of investors or other authorities
6. Delivering reports as per IFRS standards
7. Bring predictive monitoring and alerts in case of anomalies or event trends

Payroll Services Include

1. Payroll processing and maintenance
2. Salary structuring
3. Calculation of deductions and bonuses
4. Investment and taxation advisory
5. Employee reimbursements

Accounting

Accounting services include

1. Incorporation, implementation and review of accounting system
2. Digital transformation of accounting systems and legacy management
3. Assistance in bookkeeping transaction advisory and book closure process
4. Review, audits and documentation
5. Accounting health check (an overall review of the company's accounting and finances) with a review of internal controls, practices and policies, identification of gaps and means to overcome them.

Review of Internal Controls

Review of internal controls include

1. Access controls
2. Reporting and segregation of duties
3. Setting up of SOPs and process streamlining

Vendor Management

We undertake end-to-end vendor management services including verification, calculation and release of payment.

Compliance Management

Direct Tax - Income Tax | Indirect Tax - GST | Corporate Compliance - Secretarial Services, FEMA | Labour Compliance - PF, ESI

We provide support in all aspects related to Direct and Indirect Taxation, Secretarial services and labour compliance.

International Taxation

We are providing our services in international taxation and offer TP audits and TP advisory services.

Support in Fund Raising

Curated planning and guidance in all aspects related to raising of debt or equity like when should one raise funds and how much should be raised.
All support services like Financial Modelling, Business Plan, Pitch Deck or preparation of CMA report and structuring and assistance of Bank loans.