Financial Leadership

CFO Services
for growing
businesses.

Most growing businesses don't need a full-time CFO — but they do need someone who can manage cash flow, prepare investor reports, and guide financial decisions. That's what we do.

CA Vishal Goyal works directly with you as your outsourced CFO — attending meetings, reviewing numbers, and helping you make better financial decisions without the overhead of a full-time hire.

Everything a CFO does,
without the full-time cost.

We manage the financial reporting and planning functions that typically require a senior finance professional — at a fraction of the cost of a full-time hire.

  • Monthly management information system (MIS) reports covering revenue, expenses, margins, and key business metrics
  • Cash flow forecasting — weekly and monthly — so you always know where you stand
  • Annual budget preparation and monthly actual-vs-budget review
  • Financial statements and supporting schedules for your bank, investors, or board
  • Working capital monitoring and recommendations
  • Coordination with your statutory auditors at year-end
📊
MIS Reports
💧
Cash Flow
📅
Budgeting
📋
Financials
🏦
Banking
📈
Forecasting
Who is this best suited for?

Businesses with ₹50 lakh to ₹20 crore annual turnover that need structured financial reporting but aren't ready to hire a full-time finance team.

A simple, structured
monthly process.

We follow a consistent monthly cycle that keeps your finances organised and your reporting timely — without adding complexity to your operations.

The engagement starts with a one-time setup — understanding your business, existing accounts, and reporting needs. After that, it runs on a smooth monthly rhythm.

01
Initial Setup
We review your existing books, understand your business, and set up reporting templates.
02
Monthly Data Collection
You share your monthly transactions and bank statements — we handle the rest.
03
Report Preparation
MIS reports, cash flow updates, and any investor packs are prepared and shared.
04
Monthly Review Call
We walk you through the numbers and flag anything that needs attention.

Interested in CFO Services?

Get in touch and we'll explain what this looks like for your specific business.

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