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Accounting & Bookkeeping

Virtual CFO Services

CFO-grade financial leadership, without the ₹50-lakh salary. Your Virtual CFO owns budgeting, cash flow, MIS and investor conversations — turning your finance function from record-keeping into a growth engine.

Senior CA-Led Growth-Focused Fraction of a CFO's Cost
Finance Health Check Done
Budgets & KPIs Set
Monthly Dashboard Live
Decisions Backed by Numbers!
Quick Overview

Understand It in 30 Seconds

What is a Virtual CFO?

A senior finance professional who runs your company's finance strategy part-time — planning, analysis, controls and stakeholder management — with the depth of a CFO but engaged only for the hours you actually need.

Who should hire one?

Startups preparing to raise, SMEs between ₹1–100 crore that have accountants but no financial leadership, and founders who make big decisions on gut feel because the numbers arrive too late.

Why does it work?

Most growing businesses need 20–40 hours of CFO thinking a month, not a full-time hire. A Virtual CFO delivers exactly that slice — strategy, discipline and investor credibility at a fraction of the cost.

Key Responsibilities

What Your Virtual CFO Takes Charge Of

Budgeting & Forecasting

Annual budgets, rolling forecasts and variance reviews that keep plans honest.

Cash-Flow Management

Working-capital discipline, collection rhythm and a 13-week cash runway view.

MIS & KPI Dashboards

A monthly dashboard of margins, unit economics and the metrics that drive your model.

Fundraising Support

Financial models, data rooms and investor Q&A for equity or debt raises.

Controls & Compliance

Approval matrices, process controls and oversight of tax and statutory calendars.

Board & Investor Reporting

Professional reporting packs and presence in board or investor meetings.

Eligibility

Who Should Hire a Virtual CFO?

Funded & Fundraising Startups

Investors expect CFO-grade numbers from the first term sheet onwards.

Scaling SMEs

Revenue is growing but margins, pricing and cash cycles are getting harder to read.

Multi-Entity Businesses

Group structures, branches or subsidiaries needing consolidated visibility.

Turnaround Situations

Cash stress or stalled profitability that needs structured financial intervention.

Engagements flex from a few review hours a month to several days a week — and scale as you grow.
Documents Required

Keep These Ready

Current Books & MIS
whatever exists today — we start from reality
Last Financial Statements
audited or provisional
Banking & Loan Position
facilities, limits and repayment schedules
Business Plan / Targets
goals for the next 12–36 months
Team Structure
who handles finance, billing and collections today
Revenue Model Details
pricing, channels and top customers
Cost Structure
major heads, contracts and commitments
Cap Table / Investors
for fundraising-focused engagements
How It Works

Engagement in 5 Simple Steps

Structured onboarding, then a steady monthly leadership rhythm

01

Discovery Call

Your goals, pain points and current finance maturity are mapped.

02

Finance Health Check

A diagnostic of books, cash, controls and reporting — with findings.

03

Roadmap & KPIs

A 90-day plan, budget framework and dashboard metrics are agreed.

04

Monthly Rhythm

Dashboards, review meetings and decision support — every month.

05

Scale & Strategy

Fundraising, expansion and pricing decisions get CFO-level treatment.

Why Allied Business

Registration, Minus the Headache

Experienced Professionals

Chartered Accountants & Company Secretaries handle your filing.

Transparent Pricing

One fixed fee agreed upfront — no hidden charges, ever.

Fast Processing

Same-day document processing and proactive follow-ups.

Expert Support

A dedicated expert answers your questions at every step.

End-to-End Assistance

From application to post-registration compliance calendar.

Get a Free Consultation

Speak to a registration expert — free, no obligations.

Frequently Asked Questions

Your accountant records the past; a CFO shapes the future. Bookkeeping, compliance and returns stay important — the Virtual CFO sits above them, using those numbers for planning, pricing, cash and capital decisions.

Typical engagements run 2–8 days a month depending on scope — a fixed monthly cadence of dashboards and reviews, plus on-call support for decisions and negotiations.

Yes — financial models, valuation workings, data-room preparation, investor Q&A and term-sheet support are among the most common reasons clients engage us.

No — we lead it. Your accountants keep executing while the Virtual CFO sets direction, reviews output and raises the bar. Where gaps exist, we help hire or plug them with our team.

Fully. NDAs are standard, and sensitive matters (payroll, cap tables, margins) are handled only with named senior personnel.

Most value lands between ₹1 crore and ₹100 crore revenue — enough complexity to need leadership, not enough to justify a ₹40–80 lakh full-time CFO.

The health check lands within the first month; cash-flow visibility and a working dashboard typically by month two. Strategic wins — pricing, cost, funding — build over the first two quarters.

Absolutely — many clients begin with a monthly review retainer and scale to multi-day engagements as fundraising or expansion kicks in. Exit anytime with 30 days' notice.

Ready for CFO-Level Financial Leadership?

Strategy, discipline and investor credibility — on a flexible monthly plan.