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Virtual CFO Services

Senior-level financial leadership at a fraction of the cost — designed for growing businesses

Your Dedicated Financial Partner

CAFTM's Virtual CFO service brings experienced financial leadership to your business without the full-time executive cost. Whether you're a startup scaling up, an SME navigating compliance, or a growing enterprise needing investor-ready reporting — our Virtual CFO team provides strategic financial management tailored to your goals.

Available at a very reasonable price on demand — customized retainer or project basis as per your requirement.

📊 Financial Planning & Analysis

Comprehensive financial modeling, business projections, and scenario analysis to drive data-informed decision making and long-term business strategy.

📈 MIS Reports

Monthly Management Information System (MIS) reports covering P&L, balance sheet, cash flow, and KPI dashboards — helping you stay on top of your numbers at all times.

💧 Cash Flow Management

Real-time cash flow monitoring, working capital optimization, and proactive cash crisis prevention strategies — ensuring your business never runs dry.

📒 Outsourced Accounting

End-to-end bookkeeping and accounting on Tally/Zoho/QuickBooks — reconciliations, payables, receivables, and month-end closing with full accuracy.

🎯 Budget Planning & Control

Annual budget preparation, monthly variance analysis, and budget vs. actual reporting to keep your business on target and identify opportunities early.

📂 Investor Reporting

Investor-ready financial packages, board presentations, pitch deck financial sections, and due diligence support — built to instill confidence in your stakeholders.

🏦 Banking & Credit Support

Assistance with bank loan documentation, CC/OD limit applications, CMA data preparation, and banking relationship management.

📋 Tax Planning & Advisory

Strategic tax planning to minimize liability, advance tax management, deferred tax advisory, and year-round tax optimization aligned with your business goals.

⚖️ Compliance Oversight

A single point of accountability for all your statutory compliances — GST, TDS, ROC, EPF/ESIC — monitored and managed proactively throughout the year.

Ready to Hire Your Virtual CFO?

Flexible plans available — monthly retainer, quarterly, or project-based. Talk to our team today to customize the right package for your business.