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Financial Management Outsourcing

Virtual CFO & Accounting

Cost-effective financial management including MIS reports, budgeting, internal controls, and complete bookkeeping — handled personally by CA Shivam Bhaskar.

Finance Without the Overhead

Hiring a full-time CFO is expensive. Our virtual CFO service gives you enterprise-level financial management at a fraction of the cost. We provide strategic insights, accurate reporting, and complete financial control — whether you're a startup or a scaling business.

Focus on growth while we handle your numbers. From daily bookkeeping to quarterly board reports, we've got you covered.

Cost-Effective

1/3 the cost of full-time CFO

Complete Service

Bookkeeping through board reports

Expert Insights

Strategic financial guidance included

What We Offer

Virtual CFO Services

Bookkeeping & Accounting

Complete bookkeeping including invoice management, expense tracking, reconciliation, and financial records maintenance.

  • Daily transaction recording
  • Bank reconciliation
  • Financial records

MIS Reporting

Monthly, quarterly, and annual management information system reports with key financial metrics and analysis.

  • Monthly MIS reports
  • KPI tracking
  • Trend analysis

Budgeting & Forecasting

Annual budget preparation, cash flow forecasting, scenario analysis, and performance tracking against budget.

  • Annual budgets
  • Cash flow forecasts
  • Variance analysis

Internal Controls

Design and implementation of internal controls, segregation of duties, and fraud prevention procedures.

  • Control design
  • Process documentation
  • Compliance monitoring

Financial Advisory

Strategic financial advice on cash management, funding strategies, working capital optimization, and growth planning.

  • Cash management
  • Funding strategies
  • Growth planning

Board Reporting & CFO Support

Quarterly board reports, investor communications, and strategic financial discussions with management.

  • Board reports
  • Investor decks
  • Strategic guidance
Our Process

How Our Virtual CFO Works

1

Setup & Planning

Understand your business, financial needs, chart of accounts, and reporting requirements.

2

Daily Operations

Daily bookkeeping, transaction recording, reconciliation, and financial management throughout the month.

3

Monthly Reporting

Close books, prepare MIS reports, review financials with management, provide insights.

4

Strategic Support

Budgeting, forecasting, investor relations, and strategic financial guidance for growth.

Complementary Services

Get Financial Control Without Overhead

Outsource your financial management and focus on growth. Book a free consultation to discuss your needs.

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