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Virtual CFO Services
₹9,999.00
CFO support for startups
Description
Virtual CFO Services ? Service Page Content
?? What You Will Get
When you purchase Virtual CFO Services, you will receive:
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Strategic financial planning & forecasting (monthly/quarterly/annual)
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Budget creation & variance tracking
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Cash flow management and working capital optimization
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Key Performance Indicators (KPIs) dashboards & financial reporting & MIS (management information systems)
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Risk assessment & mitigation advice (including compliance, tax, regulatory risk)
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Tax planning & ensuring regulatory compliance (GST, Income Tax, ROC filings etc.)
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Cost control / expense optimisation
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Support for fundraising or capital structuring (if needed)
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Regular financial reviews / strategic advisory meetings
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Digital copies of all key financial reports & documents
?? Process / Timeline
Here?s a typical workflow & what to expect:
| Step | What happens |
|---|---|
| Day 1 | Assessment of your business: review existing financials, structure & reporting needs |
| Day 2-3 | Set up dashboards / MIS, define KPIs, agree on reporting frequency |
| Day 4-7 | Prepare budgets / forecasts, cash flow model; implement or improve financial processes |
| Week 2-4 | Ongoing monthly / quarterly delivery: reports, strategic sessions, adjustments |
| Ongoing | Monitor compliance deadlines, provide advisory for any financial/operational decisions |
?? Documents & Data Required
To deliver Virtual CFO services effectively, you?ll need to provide:
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Past financial statements (Profit & Loss, Balance Sheet, Cash Flow)
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Details of existing revenue & expense streams
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Bank statements (or summaries)
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Details of existing loans / liabilities / assets
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Information about current business model, sales plan, and cost structure
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Access to accounting software / records
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Identity & address proof of business owners / key decision makers (for compliance side)
?? Benefits
Why clients opt for Virtual CFO:
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Cost efficiency: you get senior financial expertise without full-time salary & overhead.
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Flexibility & scalability: services can be scaled up/down as per business growth or seasonal need.
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Better financial visibility & decision making: with reports, forecasting, dashboards you make informed decisions.
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Risk & compliance control: helps avoid penalties, stay audit-ready & compliant.
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Improved cash flow & profitability through cost optimization and financial discipline.
?? Who Should Use Virtual CFO Services
Good for:
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Startups & SMEs who need financial leadership but can?t afford a full-time CFO
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Businesses expanding or scaling, needing better financial controls
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Businesses preparing for funding / investment
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Companies wanting clearer visibility of finances & forecasts
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