01
Ongoing finance
advisory and
leadership support
02
Interim, part-time,
remote, or on-
prem CFO Service
03
Long-term
business planning
and budgeting
04
Financial analysis
and performance
evaluation
05
Corporate
structuring and tax
planning
06
Shifting of headquarters and setting-up in new countries
01
Assistance in
raising debt and
equity
02
Business plan and
investor pitch
preparation
03
M&A and post-
merger integration
(PMI) support
04
Establish centralized
finance team and
shared services
05
Cost optimization
and profit
maximization
06
Accounting system
implementation and
automation
01
Financial reporting
(Ind AS, IFRS, US
GAAP) frameworks
02
Risk and
Compliance
Management
03
Finance process
set-up and SOP
documentation
04
Outsourcing of
accounting and
reporting services
05
Internal audit and
setup of control
framework
06
Company
secretarial
services
Senior finance leadership on a retained basis. You get the judgment of a CFO, along with in-depth management reporting, cash and runway planning, and investor and board readiness — all without the cost of carrying a full-time CFO on your payroll.
You may also hear the terms Virtual CFO, Outsourced CFO, or Part-time CFO. While the labels differ, the underlying model is broadly the same.
Typically, our services include the monthly reporting pack and review meeting, cash-flow and runway planning, oversight of the compliance calendar, and board, bank, or investor reporting when external stakeholders need reliable numbers.
The exact scope is agreed during the scoping call, based on what your business actually needs.
An accountant primarily records and reports what happened. A CFO helps you understand what it means, what you should do about it, and what could happen next.
Most of our clients retain their existing accountant and bring us in alongside them.
No. We work alongside your existing CA/CPA, accountant, or finance team. We are not there to replace them unless there is a specific reason to do so.
Not necessarily. And we will tell you that during the scoping call.
If your primary problem is bookkeeping, accounting hygiene, or basic compliance, investing in a Fractional CFO may be the wrong spend. A CFO becomes valuable when the business needs financial clarity and visibility, decision support, cash discipline, forecasting, and senior finance leadership.