Advisory
Virtual CFO Services for Growing Indian Businesses
Senior finance leadership on a monthly retainer: management reporting you can act on, cash-flow visibility, compliance oversight and funding readiness — without the cost of a full-time CFO hire.
- Monthly MIS with commentary, not just statements
- Cash-flow forecasting and working-capital control
- Compliance oversight across GST, TDS, ROC and payroll
- Lender and investor readiness, including diligence support
Scoped after a discovery call; most engagements begin within a week.
Who needs this service
- Businesses that have outgrown ad-hoc accounting support
- Founders preparing for lending, investment or due diligence
- Promoters who need a senior finance view without a full-time hire
Scope of work
What the engagement includes
- Engagement led by a Chartered Accountant
- Written scope before work begins
- Documented deliverables, not verbal advice
- Review meetings at an agreed cadence
- Confidentiality on all shared information
How MYFINTAX delivers this
A defined sequence with a single point of contact, so you always know what stage your work is at.
Process
- Step 01
Discovery call
We understand your numbers, constraints and the decision you are trying to make.
- Step 02
Scope and proposal
You receive a written scope with deliverables, timelines and fees.
- Step 03
Data and diagnostics
We review financials, systems and compliance position to establish a baseline.
- Step 04
Delivery
Reports, models or agreements are prepared and reviewed with you.
- Step 05
Review cadence
Ongoing engagements include a fixed monthly review with the finance lead.
Documents required
Documents required
- Last two years of financial statements
- Current-year management accounts
- Bank statements and loan sanction letters, if applicable
- GST and income tax filing history
- Any existing agreements relevant to the engagement
Fees
Professional fees are quoted after a short requirement call. Government fees, stamp duty and third-party charges are billed at actuals and shown separately.
Turnaround
Scoped after a discovery call; most engagements begin within a week.
Virtual CFO — common questions
Frequently asked questions
Services often needed alongside this
Related services
- Project Report PreparationBank-ready project reports.
- CMA Data PreparationCredit monitoring data for lenders.
- Business Legal AgreementsFounder, vendor and employment contracts.
- Startup AdvisoryStructure, compliance and funding readiness.
- Private Limited Company RegistrationPreferred structure for startups raising external capital.
- LLP RegistrationLimited liability with lighter ongoing compliance.
Start your virtual cfo
Tell us what you need. A qualified professional reviews your requirement and calls you back with scope, documents and fees in writing.