Verified engagement
CFO thinking without a CFO salary
The monthly MIS showed our packaging SKU was margin-negative. We killed it and added a premium pack instead. The runway view keeps our loan paperwork organised.
Senior CAs only
Finance & Compliance
Virtual CFO & Fundraising Prep
Monthly MIS, cash-flow runway, margin reviews and loan or investor readiness — senior CAs, not interns.
Onboarding in 10 daysQuarterly minimum, then month-to-month10 experts · Since 2019
What you get
- Monthly one-page MIS: margins, receivables, cash runway
- Pricing and margin review by product line, quarterly
- Bank and NBFC loan documentation, end to end
- Investor data room and pitch financials when you raise
About this service
Between 'CA files my returns' and 'full-time CFO at ₹40L a year' sits a wide, underserved gap. This service fills it: a senior CA who knows your business, producing a one-page monthly MIS you'll actually read — margin by product line, receivable days, cash runway — and acting on it with you.
When you need a term loan, an overdraft enhancement, or a clean data room for investors, the same team builds the documentation from books that are already right.
Packages & pricing
Partner-listed prices, fixed for 12 months from signup. GST invoice direct from the partner.
Essentials
Financial clarity, monthly.
₹29,999/mo
- Monthly MIS & review call
- Cash-flow & runway tracking
- Budget vs actual
- Working-capital monitoring
- Loan documentation support
Most chosen
Growth
Strategy, not just reporting.
₹54,999/mo
- Everything in Essentials
- Quarterly pricing & margin review
- Board-ready reporting pack
- Fundraising data room
- Investor financial modelling
Custom
Transactions and turnaround.
Custom quote
- M&A / due-diligence support
- ERP selection & implementation oversight
- Internal controls design
- CFO representation with lenders
- Interim CFO cover
Service details
- Team
- Senior CA + analyst (no interns on accounts)
- Cadence
- Monthly close by day 10, review call day 12
- Systems
- Works on Tally, Zoho Books, QuickBooks
- Outputs
- MIS, cash-flow, budget-vs-actual, board pack
- Support
- Direct WhatsApp to your CFO
4.8
52 verified reviews
5
78%
4
17%
3
5%
2
0%
1
0%
Frequently asked questions
An accountant records the past; a CFO reads it and changes what happens next quarter. The deliverable is the monthly decision meeting — pricing, headcount, inventory, borrowing — not just clean books.
Most clients sit between ₹2 Cr and ₹50 Cr turnover. Below ₹2 Cr, bookkeeping plus an annual CA review is usually the better spend — we'll say so on the consultation.
We prepare the financial side: data room, model, pitch numbers, and lender/investor Q&A. Introduction networks are shared when relevant, but we don't promise funding — no one honest does.
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