CFO SERVICES

The business ecosystem in today’s world is dynamic, complex, and rapidly evolving, driven by globalization, regulatory changes, technological advancements, and heightened competition. In this environment, the role of a Chief Financial Officer (CFO) has become more strategic than ever. However, maintaining a full-time CFO can be cost-intensive, particularly for startups, MSMEs, and growing businesses.

This has led to the rising demand for outsourced CFO services, wherein businesses can avail CFO expertise on a part-time, project-based, or interim basis. Outsourcing CFO functions provides businesses access to strategic financial leadership, compliance management, and investor confidence, without the overheads of employing a permanent resource.

Outsourced CFO services can be customized based on client needs, covering specific financial functions, end-to-end finance management, or specialized project-based requirements such as fundraising, ERP implementation, or audit support.

Areas of Practice – CFO Services Offered by Our Firm

  • Designing long-term financial roadmaps aligned with business goals.
  • Advising on capital structuring (equity vs. debt), cost of capital, and cash flow optimization.
  • Ensuring financial decisions comply with the Companies Act, 2013, SEBI regulations, and RBI guidelines where applicable.
  • Preparation of annual budgets, rolling forecasts, and variance analysis.
  • Conducting sensitivity analysis and scenario planning for strategic decision-making.
  • Assisting in regulatory reporting and aligning budgets with compliance requirements (e.g., Schedule III disclosures).
  • Advisory for equity fundraising, private equity, venture capital, angel investment, and IPO readiness.
  • Debt financing support, including loan syndication, external commercial borrowings (ECB), and project finance under FEMA and RBI regulations.
  • Preparation of pitch decks, information memorandums, and financial models for investors.
  • Overseeing closure of books of accounts in line with Indian Accounting Standards (Ind AS) / Accounting Standards (AS).
  • Coordinating with statutory auditors, internal auditors, and regulators.
  • Ensuring compliance with Companies Act, Income Tax Act, GST laws, and SEBI LODR (for listed entities).
  • Advisory on corporate disclosures, notes to accounts, and audit committee presentations.
  • Supporting clients in the selection, customization, and rollout of ERP systems (SAP, Oracle, Tally Prime, Zoho, QuickBooks, etc.).
  • Designing chart of accounts, reporting structures, and workflows to meet statutory compliance and management needs.
  • Integration of ERP with GST compliance, payroll, and financial reporting systems.
  • Designing internal financial controls (IFC) as per Companies Act, 2013, and ICAI guidance notes.
  • Drafting and implementing SOPs (Standard Operating Procedures) for procurement, payments, receivables, and treasury functions.
  • Strengthening corporate governance and risk management through compliance monitoring.
  • Implementing fraud prevention mechanisms and ensuring alignment with Companies Auditor’s Report Order (CARO) requirements.

Benefits of Outsourced CFO Services

Cost Efficiency

Access to high-quality CFO expertise without full-time employment costs

Strategic Decision-Making

Professional insights for capital raising, business expansion, and compliance

Compliance Assurance

Adherence to RBI, SEBI, MCA, FEMA, and Income Tax laws

Scalability

Services can be scaled as per business needs – from startups to large corporates

Investor Confidence

Strong financial reporting enhances investor and stakeholder trust