From startup and MSME CFO support to M&A, transfer pricing, ESOPs, bookkeeping, internal audit, and loan advisory — get senior financial guidance without hiring a full-time CFO.
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Early-stage startups rarely need a full-time CFO, but they absolutely need CFO-level thinking — burn rate discipline, fundraise-ready financials, investor MIS, and cash runway planning that a bookkeeper or generalist accountant typically can't provide. Our Virtual CFO service plugs that gap without the cost of a full-time senior hire, working with your founders on financial strategy, investor reporting, and the numbers story that matters at each fundraising stage.
As an MSME grows past its founder-managed stage, the finance function often stays stuck at basic bookkeeping while the business itself has outgrown it — leaving working capital gaps, pricing decisions, and expansion plans made without proper financial visibility. Our Virtual CFO service brings structured financial oversight to your MSME: working capital management, costing and pricing analysis, bank/lender relationship support, and the periodic financial reviews a growing business actually needs.
Whether you're acquiring another business, merging with a partner, or preparing your own company to be acquired, the financial groundwork determines whether the deal actually closes on fair terms — valuation, financial due diligence, deal structuring, and post-merger financial integration all need experienced hands. We support you through the financial side of the transaction, from early-stage valuation discussions to due diligence review and closing support.
If your business transacts with related parties or group entities — including cross-border transactions with associated enterprises — those dealings need to be priced at arm's length and documented under transfer pricing regulations, or they risk being challenged and adjusted by tax authorities. We help you determine the appropriate transfer pricing method, prepare the required documentation and study, and support you through the compliance and audit process.
A well-structured Employee Stock Option Plan is one of the most effective ways to attract and retain talent without straining current cash flow, but a poorly designed scheme creates dilution surprises, valuation disputes, and tax headaches for both the company and employees down the line. We help you design the ESOP pool and vesting structure, handle the valuation and grant documentation, and guide you through the exercise and taxation process.
Growing without a budget is like driving without a fuel gauge — you only find out you're in trouble when it's too late to course-correct. We work with your leadership team to build annual budgets, departmental financial plans, and long-term financial strategy aligned to your business goals, then track actuals against plan periodically so deviations get flagged and addressed early rather than at year-end.
Every downstream financial decision — tax filing, loan applications, investor reporting — depends on your books being recorded accurately and consistently, right from the first transaction. We handle the day-to-day bookkeeping for your business, recording sales, purchases, expenses, and bank transactions in a structured, audit-ready format so your books are always current and reliable.
If you already have an in-house bookkeeper or accounting team but want an experienced eye reviewing their work periodically, our supervision service reviews your existing books for accuracy, catches errors and classification issues early, and ensures your internal team is following consistent, correct accounting practices — without taking over the day-to-day entry work itself.
Turning a year's worth of transaction records into a clean, accurate balance sheet requires careful classification, reconciliation, and adjustment entries — a task that's easy to get wrong without accounting expertise. We prepare your balance sheet from your books, ensuring it's structured correctly and ready for filing, audit, or presentation to banks and investors.
A profitable business can still run out of cash — which is exactly why a cash flow or fund flow statement matters more than the P&L for day-to-day survival. We prepare these statements from your books to show exactly where cash is coming from and going to, helping you spot working capital gaps and plan ahead rather than being surprised by a cash crunch.
Sometimes what you need isn't full bookkeeping but a specific, bounded task — bank or vendor reconciliation, an accounts receivable/payable ageing working, cleaning up a messy ledger, or preparing a one-off schedule for an audit or due diligence request. We take on these focused book-keeping tasks individually, scoped to exactly what you need without committing to an ongoing engagement.
Statutory audit tells you whether your financials comply with the law; internal audit tells you whether your processes and controls are actually protecting the business — from inventory pilferage to unauthorised approvals to inefficient spending. We conduct independent internal audits reviewing your operational and financial controls, flag weaknesses before they become losses, and provide a clear action report for management.
The One District One Product scheme offers eligible local businesses financial assistance, branding support, and market linkage benefits — but accessing them requires navigating specific eligibility criteria, application documentation, and scheme-specific financial reporting. We help you determine your eligibility under ODOP, prepare the required financial documentation, and support your application through to approval and benefit disbursement.
Banks and NBFCs scrutinise your balance sheet closely when assessing a loan application, and figures that don't hold up to their ratio analysis — debt-equity, current ratio, DSCR — can mean a rejected application or a much lower sanctioned amount than you actually need. We prepare a loan-ready balance sheet from your books, structured and presented the way lenders expect to see it.
Term loans, working capital enhancement, and project financing all require detailed supporting documents — a bankable project report, CMA data projecting your financials for the lender's assessment, and periodic MIS once the facility is sanctioned. We prepare these documents to the standard banks expect, projecting realistic and defensible figures that strengthen your case rather than raising red flags during appraisal.
Beyond just preparing documents, choosing the right type of financing — term loan versus working capital, the right lender, the right structure — and navigating the sanction process itself is where many businesses need guidance. We advise on the appropriate financing route for your situation and support you through lender discussions, documentation, and the sanction process end-to-end.
Raising angel or VC funding involves far more than a good pitch — it means being ready for financial due diligence, structuring the round correctly, understanding term sheet implications, and handling the post-investment compliance that follows. We help you prepare investor-ready financials, review and explain term sheet clauses from a financial standpoint, and manage the compliance requirements that come with bringing in outside investors.
If your financial requirement doesn't fit neatly into any of the categories above — a one-off advisory question, a niche financial structuring need, or a specialised situation unique to your business — we're still happy to help. Connect with us directly to discuss your specific requirement, and we'll put together a tailored approach and quote.
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Senior financial expertise, honest guidance, and complete confidentiality — without the cost of a full-time CFO.
Experienced professionals across bookkeeping, audit, fundraising, and strategic finance.
CFO-level guidance at a fraction of the cost of a full-time senior hire.
Your financial data and strategic plans are handled with complete discretion.
Serving startups, MSMEs, and growing businesses across all states — fully online.
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