CFO Services

CFO Services

Virtual & On-Demand CFO Services – Strategic Financial Leadership

Our CFO Services provide part-time, interim, or project-based financial leadership for businesses that need expertise without the cost of a full-time CFO.
We help startups, SMEs, and growth-stage companies with cash flow management, budgeting, fundraising, investor relations, and compliance, aligning financial strategy with business goals.

Who Needs This Service

  • Startups and scale-ups preparing for investors
  • SMEs without a dedicated finance team
  • Companies planning expansion, restructuring, or M&A
  • Businesses requiring financial planning and budgeting
  • Founders seeking strategic financial guidance

Why Choose Our Services

  • Strategic advisory tailored to business growth stage
  • Flexible engagement: virtual, part-time, or interim CFO
  • Budgeting, forecasting, and cash flow optimization
  • Investor and board-ready reporting
  • Strong financial controls, risk management, and SOPs

What's Included in the Service

  • Business forecasting and MIS reporting
  • Cash flow and working capital management
  • Fundraising strategy and investor support
  • Regulatory filings, audit coordination, and reporting
  • KPI dashboards and performance monitoring
  • Finance team setup and training (if required)

Documents Required

  • Historical financial statements (if available)
  • Business model and revenue details
  • Organizational chart and team structure
  • Budget and expense plans
  • Fundraising or strategic growth objectives

Step-by-Step Process

  1. Initial financial health assessment
  2. Review of business model and strategic goals
  3. Setup of financial processes, controls, and MIS formats
  4. Ongoing monitoring of cash flow and KPIs
  5. Investor reporting and pitch support
  6. Periodic review sessions (monthly or quarterly)

Turnaround Time

  • 5–10 business days for setup
  • Ongoing support as per engagement model

FAQs

Q1. Can I hire CFO services short-term?
A: Yes, we offer project-based, interim, and retainer models.

Q2. Do you assist with fundraising?
A: Yes, we prepare financial models, pitch decks, and support investor discussions.

Q3. How is this different from hiring a full-time CFO?
A: You access the same expertise with flexibility, lower cost, and no fixed overheads.

Call to Action

Gain financial clarity and leadership without hiring a full-time CFO.
Book a consultation with our CFO experts today.