Comprehensive CFO Services

Strategic CFO Services for Scalable Growth.

Our Comprehensive CFO Services deliver a full spectrum of financial leadership and strategic support to businesses that need the guidance of a Chief Financial Officer—without the cost of hiring one on full-time basis. Whether you’re an SME or a growing company looking to scale up, we act as your financial partner, aligning fiscal strategy with business vision to enhance performance, profitability and long-term sustainability. Our comprehensive CFO Service covers as below

Financial Planning & Analysis

We begin by understanding your business goals and translating them into robust financial strategies. We support you in long-term planning, budgeting and forecasting to provide clarity and visibility in decision-making. Through continuous performance monitoring and scenario analysis, we help you evaluate investment opportunities, expansion plans and areas for financial improvement.

Financial Reporting & MIS

Accurate and timely reporting is the foundation of strong financial management. We ensure preparation of comprehensive financial statements including Profit & Loss, Balance Sheet and Cash Flow reports. Additionally, we design custom MIS Reporting framework and KPI reports to offer meaningful insights to founders, directors and investors, enabling better control and data-driven business decisions.

Cash Flow & Working Capital Management

Managing liquidity is crucial for operational efficiency and growth. We help your business maintain healthy cash flows by monitoring inflows and outflows, planning for funding gaps and optimizing working capital cycles. Our team particularly supports growing MSMEs in reducing cash crunch while ensuring enough liquidity for strategic execution. It includes release of GST credits and statutory refunds also

Compliance & Risk Management

In an evolving regulatory environment, compliance will become costly affair if not done properly. We oversee your statutory obligations across taxation (GST, TDS, Income Tax), corporate compliance (ROC filings) and other regulatory frameworks. Beyond this, we design internal financial controls and conduct risk assessments to safeguard your business from financial, legal, and reputational threats.

Cost Control & Profitability

Cost optimization directly impacts your bottom line. Our team performs a detailed analysis of costs and profitability across your products, services, or business units. We identify inefficiencies and recommend strategies to reduce unnecessary expenses, improve margins and boost overall financial health.

Fundraising & Investor Support

Whether you’re raising capital through equity, loans or grants, we support you at every step. Our services include preparing investor-ready financial models and projections. We also assist in managing communications and negotiations with banks, NBFCs, and private investors, ensuring your business is well-positioned to attract funding.

Financial Systems & ERP Implementation

We help digitize the data and streamline your finance function. From recommending the right accounting software or ERP platform to implementing SOPs for internal controls, we enable your business to scale efficiently. Our advisory ensures that your finance operations are modern, secure, and integrated with business needs.

Subsidies and grants

We channelise the avenues for availing various subsidies and grants of State and Central Government schemes which are in vogue to promote growth for SME entrepreneurs by checking the eligibility parameters, submission of application with correct data and follow up for realisation of funds to the client which will improve the cash flow.

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