cfos360.com

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Services That We Provide

Our Services

Our Virtual CFO services provide entrepreneurs with strategic financial oversight without the need for full-time hire. While not always on-site, our CFO is always available to offer expert guidance. We tailor our services to your business size and growth stage, offering flexible engagement options ranging from 2 to 35 hours per week. This approach ensures access to top CFO talent while keeping costs manageable and aligned with your needs.

Business Plan

We assist in crafting a solid business plan, budgeting, forecasting, and conducting sensitivity analysis to ensure your business thrives in a competitive landscape. A well-executed business plan is crucial for success, turning a great idea into a market leader. We help establish robust budgeting and forecasting systems that provide:

  • Clear cash flow and resource needs
  • Contingency planning
  • Growth strategies and milestones
  • Financial projections and KPIs
  • Roadmaps for scalability and long-term growth

These systems are essential, especially if you’re seeking funding (Debt syndication Structuring of debt, PE/VC, or IPO). A detailed forecast, backed by sensitivity analysis and ratio evaluations, ensures accurate projections and prepares you for any situation.

Compliances

We offer a range of services including company formation (LLP, Partnership, Trust, etc.), company secretarial support, accounting services, payroll, and ERP/Expense Management system implementation. Additionally, we provide comprehensive tax compliance services covering direct tax, GST, transfer pricing, and TDS/TCS.

We offer a comprehensive range of services to support businesses at every stage of their growth. Our expertise includes company formation services for LLPs, Partnerships, Trusts, and other structures, as well as company secretarial support to ensure compliance with legal and regulatory requirements.

We provide end-to-end accounting services, payroll management, and the implementation of ERP/Expense Management systems to streamline operations. Additionally, our tax compliance services cover direct tax, GST, transfer pricing, and TDS/TCS, helping businesses stay on top of their obligations.

We also offer dedicated support for compliance in NCD listing, ensuring your business meets all necessary regulations for a smooth listing process.

Our goal is to simplify complex business processes and ensure full compliance, so you can focus on growth and success.

Liquidity Management

Liquidity is the cornerstone of any business, ensuring smooth and uninterrupted operations. Businesses often face challenges stemming from growth, market dynamics, or difficult conditions. In such times, effective management of receivables and payables is crucial for creating predictability and improving cash flows.

Financial Analytics & Dashboards

We conduct a comprehensive review of your financials and operational metrics to deliver detailed analytics and create insightful finance reports. Our analysis utilizes ratios, trends, comparisons, industry benchmarks, scenarios, and various statistical methods. Additionally, we provide specialized analytics to support key stakeholder review meetings. Throughout our engagement, we establish processes that give you a clear view of profitability by client and product/service category.

We also guide you through the implementation, helping your accounting team generate monthly variance reports and offering easy-to-use templates to streamline the process.

Financial Reporting & Cashflow Services

We simplify the month-end closing process, ensuring accurate evaluation and adjustment of financial records with minimal stress. Our Accounting Health Check evaluates key accounting and reporting areas, offering CFO-level insights and recommendations. Through detailed discussions with your team, auditors, and tax consultants, we identify improvements and provide an executive summary with actionable steps. We can also assist in implementing necessary changes to enhance your financial operations.

Audits

We provide Internal, Concurrent, Statutory, Tax and Special Audit Services

Accounting Policies & Procedures

Formulating policies involves a structured approach to defining, documenting, and implementing rules and procedures that govern financial operations. This process ensures alignment with organizational goals, regulatory compliance, and industry standards. By engaging stakeholders, identifying gaps, and incorporating best practices, we establish a robust framework that enhances financial governance, streamlines operations, and mitigates risks. Our tailored approach ensures that each policy is practical, enforceable, and adaptable to the dynamic needs of your business

Personal Finance

Our personal finance services include arranging bank /NBFC loans for home and personal needs, financial planning, insurance, broking, and investments in mutual funds, fixed income, structured bonds, corporate bonds, deposits, REITs, and real estate.