1. Strategic Financial Planning & Advisory

• Developing business plans, budgets, and forecasts aligned with your strategic objectives
• Conducting financial analysis and performance reviews to identify growth opportunities and efficiency improvements
• Providing insights on business restructuring, expansion, or cost optimization
• Supporting management in decision-making through accurate financial modeling and projections

2. Accounting and Bookkeeping Supervision

• Setting up and maintaining accounting systems and internal controls
• Periodic review and supervision of books of accounts to ensure accuracy and compliance
• Preparation of financial statements as per applicable accounting standards
• Ensuring timely reconciliations of bank accounts, vendors, and other ledgers

3. Cash Flow and Working Capital Management

• Monitoring cash inflows and outflows to ensure liquidity and solvency
• Preparing rolling cash flow forecasts to anticipate funding requirements
• Advising on working capital optimization and fund utilization
• Assisting in debt management and repayment planning

4. Management Information System (MIS) & Reporting

• Designing customized MIS reports and dashboards for timely financial insights
• Monthly or quarterly financial performance reviews with management
• Ratio analysis, profitability tracking, and key performance indicator (KPI) reporting
• Providing variance analysis between budgeted and actual results to aid decision-making

5. Regulatory & Statutory Compliance

• Overseeing compliance under Income Tax, GST, TDS, ROC, and other applicable laws
• Assisting in statutory audits, tax audits, and departmental assessments
• Ensuring all returns, forms, and reports are filed accurately and on time
• Maintaining proper documentation for regulatory scrutiny and future due diligence

6. Tax Planning and Advisory

• Strategic tax planning to minimize tax exposure and ensure full compliance
• Representation and support during tax assessments, appeals, and audits
• Advising on tax-efficient business structures and transactions
• Coordinating with auditors and tax authorities to ensure smooth compliance

7. Fundraising & Investor Relations

• Preparing business plans, investor presentations, and financial projections for funding
• Coordinating with banks, investors, and financial institutions for loans or equity funding
• Managing due diligence and valuation-related data requirements
• Ongoing reporting and communication support for investors and stakeholders

8. Payroll Management & HR Compliance

• Complete payroll processing with tax computation and employee benefits management
• Ensuring compliance under PF, ESI, Professional Tax, and other labor laws
• Preparation and filing of TDS returns related to salaries
• Confidential handling of employee records and salary structures

9. Business Process Improvement

• Reviewing existing processes and identifying areas for automation or control enhancement
• Designing Standard Operating Procedures (SOPs) for finance, procurement, and HR functions
• Implementing accounting software or ERP tools (such as Tally, Zoho Books, QuickBooks, etc.) for efficiency
• Supporting digital transformation of financial operations

10. Dedicated Virtual Finance Team

• Providing a skilled remote team of accountants, tax experts, and finance professionals
• Regular virtual reviews and real-time support through online platforms
• Affordable, scalable solutions tailored to your organization's size and complexity
• Ensuring seamless coordination with internal teams and external auditors

Why Choose Us as Your Virtual CFO?

• Expertise: Experienced Chartered Accountants with deep industry and regulatory knowledge
• Confidentiality: Secure handling of financial data and sensitive business information
• Flexibility: Scalable services that grow with your business
• Cost Efficiency: Access to CFO-level expertise without the cost of a full-time hire
• Technology-Driven: Use of advanced financial tools and software for real-time visibility
• Result-Oriented Approach: Focus on actionable insights, compliance, and profitability enhancement