Virtual CFO Services

vCFO Service Categories

Category

Services Included

Delivered By

Key Output

Financial Planning & Control

Budgeting, forecasting, MIS, cashflow

CFO Team

Monthly MIS Dashboard

Accounting & Reporting

Bookkeeping, review, ledger scrutiny

Senior accountants

Monthly financial statements

Compliance Management

GST, TDS, Income Tax, ROC

CA/CS Team

Error-free filings

Tax Strategy & Advisory

Tax planning, assessment support

Chartered Accountant

Tax saving roadmap

Strategic CFO Advisory

Fundraising, valuation, investor support

Virtual CFO

Board-level decision guidance

Internal Controls & SOPs

System design, policy creation

Process experts

SOP manual

Cost Optimization

Cost review, variance analysis

CFO Team

Cost-cutting plan

Payroll & HR Compliance

Payroll setup, PF/ESI, labour laws

HR Compliance Experts

Monthly payroll report

Monthly vCFO Packages

  • Basic (Compliance + Bookkeeping review)
  • Standard (MIS + CFO calls + Compliance)
  • Premium (Full strategic CFO, investor reporting)

Monthly MIS Dashboard

  • Sales analysis
  • Gross margin tracking
  • Expenses summary
  • Profitability heat-map
  • Cashflow health indicator

Board & Investor Reporting

  • Monthly business snapshot
  • Unit economics
  • KPI dashboard
  • CAC, LTV, Burn rate (for startups)

Fundraising + Valuation

  • Pitch deck creation
  • CMA reports for bank loans
  • Valuation certificate
  • Investor negotiation support

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