Professional Services of Virtual CFO for Financial, Taxation & Growth Strategy
A. Virtual CFO means Virtual Chief Financial Officer / Advisor, who is a highly skilled Financial Expert & providing advisory services in the Areas of Financial, Taxation & Growth Strategy.
B. Some of the area wherein services are provided by our Virtual CFO on Monthly Basis are review of:
1. Monthly MIS (Management Information System).
2. Monthly Financial Statements – Profit & Loss, Balance Sheet and Cash Flow Statement.
3. Annual Financial Report before discussion at Board of Directors Meeting.
4. Pricing Policy of each Product/Service together with its Revenue, Expenses & Profit Outcome (Gross Margin & Net Profit). Suggestion for further reduction in expenses without impact to quality of the Product / Service.
5. Marketing Strategy (B2B, B2C, D2C etc.) with its Financial Impacts, Monthly Burning Cost v/s its Result, Timelines, etc.
6. Available Funds, Utilization Time Lines, Gap & Suggestion for fill the Gap on a timely basis.
7. Agreement with business associates, advisors, joint ventures, employees, banks.
- Guidance to Management / Business Owners & its Core Team for preparation of effective
future financial milestones / Targets for better vision to Organization, Investors, Employees,
Lenders etc.
- Resolving all the Core Accounting Issues.
- Discussion with CA, CS & Lawyer for resolving all core & compliances related issues of
Finance, Taxation & Accounts of Organization.
- Suggestion to Founder/ Business owner for the whole Accounting Process with proper
maker & checker authorization points.
Our Scope of Services:
- In detailed discussion with the Founder/Business owner to understand the actual scope of
services required from Virtual CFO.
- Preparation of a detailed Scope Mandate based on the scope of
services required from the Virtual CFO and sharing with Founders/Business Owners.
- Assigning Virtual CFO having experience of 21+years in the Areas of Financial,
Taxation & Growth Strategy.
- The Virtual CFO will interact at timely intervals with Founders / Business Owners or with
Concerned Core Team Members.
- Timely Review and Support is provided to Founders / Business Owners or to the Concerned
Team Members to ensure the desired results are achieved.
- Timely updates are provided to Founders / Business Owners or to the Concerned Team Members.