Service
Accounting & Virtual CFO
Outsourced bookkeeping, multi-entity group accounting, MIS and finance leadership for businesses that are not ready for a full-time CFO.
Clean books every month are the foundation of every other service on this site. We take over bookkeeping, month-end close and management reporting, and add finance leadership when decisions need a numbers person in the room.
What is included
- 1st
Bookkeeping & month-end close
Transaction recording in Tally Prime, Zoho Books, QuickBooks or SAP, bank and ledger reconciliations, accruals and a closed trial balance by a fixed date each month.
- 2nd
Group & multi-entity accounting
Inter-company transactions, partner capital and current accounts, debit/credit notes, consolidation packs and elimination schedules.
- 3rd
Receivables & payables management
Ageing analysis, automated reminders, vendor reconciliation and payment scheduling.
- 4th
MIS & cash-flow forecasting
Monthly management pack, budget-versus-actual, 13-week cash-flow forecast and KPI dashboards.
- 5th
Virtual CFO
Board-meeting support, banking and lender reporting, fund-raise data rooms, pricing and working-capital decisions.
How the work runs
Set up
Chart of accounts, cost centres and a close checklist tailored to the business.
Run
Fixed weekly and monthly rhythm with a named point of contact.
Report
One management pack that the owners actually read.
Who this is for
- Start-ups and SMEs without an in-house finance team
- Family businesses with multiple entities
- Companies preparing for funding or lender due diligence
Related questions
We provide statutory, tax and internal audits; internal financial controls advisory; income-tax, TDS and GST compliance and representation; bookkeeping, group accounting and virtual-CFO support; finance-process automation; and company-law compliance including incorporation and annual MCA filings. Each practice area has its own page under Services.
Yes. We prepare income-tax returns for salaried individuals, professionals, HUFs and non-residents, handle capital-gains and property transactions, respond to income-tax notices, and issue certificates such as Forms 15CA/15CB for foreign remittances.
Our team's experience covers automotive and auto-component manufacturing, industrial pump manufacturing, facility and pest-control services, beverage and FMCG trading, agri-business groups, retail and technology start-ups. The methods transfer well to most product and service businesses.
We begin with a short discovery call or meeting to understand the business, the statutory obligations and the systems in use. We then issue an engagement letter that sets out the scope, the responsibilities of each side, timelines and the information we need. Work starts once the letter is signed.
Talk to us
Talk to us about accounting & virtual cfo
A short call is usually enough to understand the scope and suggest the right approach. In person at Kalyan Nagar, by video or by phone.