CFOs of the future are expected to support CEOs take informed business decisions and not remain a conventional CFOs to managing finance function. CFOs are now as critical as a doctor. At the same time, every organization may not always find it cost effective to afford an experienced full time CFOs. Virtual CFO aptly solves this problem for these organizations. An experienced and seasonal professional provides services to such organization on shared basis.

Virtual CFO is a unique enabler to meet the needs and requirements of a growing business. It is combination of high skill assistance in the financial services requirement and strategic insight and direction to propel the growth. Basis requirement Virtual CFO can be an individual or a team of individuals.

Services offered by a Virtual CFO often follow the financial pyramid of needs. Primary role of a CFO is to oversee bookkeeping, financial planning, reporting of financial progress and financial risk assessment. On the strategic side, they partner with the CEO and respective business heads to drive decisions towards growth of the organization, manage cost effectively and enhance revenue amongst others.

Summary of key services is as below:


  • Business models enabling commercial and financial decisions
  • Budgeting, forecasting including sensitivity analysis
  • Effective cash flow and working capital management
  • Cash collection and payment strategies
  • Implement best practices to sweat resources optimally
  • Finance team organization


  • Management reporting, MIS and analytics
  • Key performance indicators assessment and tracking
  • Accounting policies, procedure, processes and internal controls
  • Cost management, efficiencies and re-engineering
  • Product profitability
  • Month-end close
  • Other Financial planning and analysis activities


  • Oversee books of accounts and statutory compliances
  • Effective receivable and payable management
  • Audit preparation
  • Preparation of statutory financial statements

Our service offerings are flexible to the needs of any organization and would vary basis the stage in the business life cycle, skill and experience of the existing team, erudition of systems and processes. We intend to work with the client to design a support system that fits the customized needs.

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