Services
Unlock Growth. Cut Chaos.
Get expert help with:
Virtual CFO Strategy
Financial Planning & Forecasting
Cash Flow & Investor Readiness
Automation to Reduce Manual Work
Helping startups & SMEs scale smarter — with finance you can trust.
Is This You?
Helping Founders Cut Through the Financial Fog
Are these the questions keeping you up at night?
“We’re growing, but I can’t tell if we’re profitable.”
“I’m hiring — but cash might run out soon.”
“My CA files taxes, but I don’t have real insight to scale.”
👉 If that sounds familiar, you’re not alone.
We bring clarity, control, and confidence to every decision.
What We Do
All the support of a CFO — without the full-time hire.
Virtual CFO Services
End-to-end strategy, financial modeling & reporting
Financial Planning & Forecasting
Smarter budgets, rolling forecasts, investor prep
Automation & Dashboards
Reports in real-time using Excel, Power BI, or Tableau
Cash Flow & Capital Efficiency
Optimize working capital, manage liquidity, and reduce burn
Compliance & Collaboration
Internal controls + partner-ready with CAs & legal teams
What is FP&A?
FP&A = Financial Planning & Analysis — the brain of your financial strategy.
It helps you:
• Forecast revenue, profit & cash flow
• Track performance vs goals
• Spot what’s draining cash
• Make decisions with data
You don’t need a full-time CFO to access this — just the right financial partner.
Explore Our Services – Built for Founders Ready to Scale
We act as your on-demand CFO — without the full-time cost.
From financial planning to investor readiness, we help you scale with clarity.
Our Virtual CFO services include:
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Strategic finance roadmap & risk assessment
- Cash flow and working capital optimization
- Business performance tracking
📌 Built for fast-scaling startups and SMEs.
We turn data into direction.
Stay on top of growth, costs, and what’s coming next with clear financial plans.
Key services:
- Revenue & profit forecasting
- 12-month dynamic budgets
- Break-even & cost-benefit analysis
- Scenario modeling for funding or hiring decisions
📊 Perfect for founders planning growth or raising capital.
We simplify data so you can act faster.
Our tools help you find what’s working, what’s leaking, and where to grow.
Insights & automation include:
- Pricing, product & customer profitability analysis
- Real-time dashboards (Excel, Power BI, Tableau)
- Revenue leakage detection
- Automated financial & KPI reporting
⚙️ Great for teams drowning in Excel.
We help you find and fix what’s killing your margins.
Through deep financial analysis, we uncover profit leaks and show you where your business is bleeding cash — so you can grow smarter.
Profit-boosting levers include:
- Product, pricing & customer-level margin insights
- Unit economics breakdowns
- High-ROAS (Return on Ad Spend) channel focus
- Strategic actions to plug margin gaps
⚡ Built for founders who feel like “we're selling more, but earning less.”
We help you cut waste and scale with less stress.
Controlling costs isn’t about slashing — it’s about spending smarter and using automation to reduce manual overhead.
What we help you do:
- Identify and eliminate cost inefficiencies
- Automate reports & processes (Power BI, Excel macros)
- Track actuals vs budget in real time
- Build a cost-savings action roadmap
🧠 Ideal for teams tired of manual firefighting and unclear expenses.
Yes — we work with your CA/legal teams or bring our own experts.
From risk to reporting, we help set up strong financial systems.
Included services:
- Accounting supervision & compliance checks
- Internal control audits & risk mitigation
- Collaboration with CAs & legal experts
- Structuring for fundraising or due diligence
🛡️ Your business stays audit-ready and investor-friendly.
Founders We Meet (In Spirit!)
Real founder challenges. Real solutions.
Ravi
SaaS Startup Founder
Challenge:
Revenue is growing, but profits are shrinking. Ad spend is up, but there’s no clarity on what’s working.
How We’d Help:
- Identify loss-making products or pricing issues
- Optimize CAC vs LTV across key channels
- Build a model for sustainable growth
Priya
D2C Skincare Brand Owner
Challenge: High growth, high spends — but no clarity on inventory, margins, or reorders.
How We’d Help:
- Build reorder models to reduce stockouts
- Track profitability by product & channel
- Plug revenue leaks with data insights
Arjun
Manufacturing SME Owner
Challenge: Bulk orders bring cash crunch. Payments are delayed, and financial buffers are missing.
How We’d Help:
- Build a working capital forecast
- Structure cash buffer strategies
- Advise on credit & payment cycles
Nisha
Edtech Founder
Challenge: Raised ₹75L — but unsure how long it’ll last or when to raise again.
How We’d Help:
- Build an 18-month funding roadmap
- Create investor-ready financial models
- Prioritize burn vs runway planning
Sameer
Retail Franchise Owner
Challenge: Wants to expand, but every new store is a gamble — no clear view of ROI or breakeven.
How We’d Help:
- Build outlet-level P&L models
- Track payback period and breakeven
- Recommend expansion backed by data
Meera
Bootstrapped HR Tech Founder
Challenge: Revenue is lumpy. Salary payouts clash with lean months. No clarity on where the cash is going.
How We’d Help:
- Build a 12-month rolling cash forecast
- Smoothen salary budgeting
- Allocate funds efficiently for long-term use
Faizal
Logistics Startup Operator
Challenge: Heavy upfront investments, but delayed payments are disrupting cash flow and operations.
How We’d Help:
- Analyze margin leakages
- Recommend client payment terms
- Build breakeven & delivery cost models
Ritu
Early Stage Creative Platform Founder
Challenge: Raised a pre-seed round, but unclear when and how much to invest across team, product, and marketing.
How We’d Help:
- Define readiness metrics (CAC, LTV, etc.)
- Run test cases for scale decisions
- Build lean growth plans
Not sure where you fit? That’s okay — we help founders bring clarity to chaos.
Talk to Our CFO Experts
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What you will get
Big-firm finance expertise, built for startup speed
Real-time insights to guide every decision
Custom financial playbooks for your growth journey
Automation that saves hours — and headaches
Book a Free Consultation >
What Founders Say After Working With Us
“We finally know which products to kill — and which ones to double down on.”
“I stopped guessing and started planning — now I actually sleep better.”
“It’s like having a CFO in my corner — without the full-time cost.”
You could be saying this next. All it takes is one smart financial move.