Virtual CFO, without the confusion.

A virtual CFO engagement provides recurring finance and management-support functions without changing the company's statutory responsibilities or the authority of its board, partners or management. Scope may include financial reporting, cash-flow monitoring, budgeting, controls, compliance coordination and decision-support information.

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Professional preparation · Secure filing · Guided verification

Filed

Prepare monthly or periodic management accounts, dashboards and variance reports from the accounting records

Monitor cash position, receivables, payables, working-capital movements and expected cash requirements

Prepare budgets, forecasts, scenario analyses and rolling cash-flow projections

Coordinate information required for GST, TDS, payroll, income-tax, audit and corporate-compliance calendars

What we handle

What's included when you work with us on virtual cfo.

Prepare monthly or periodic management accounts, dashboards and variance reports from the accounting records

Monitor cash position, receivables, payables, working-capital movements and expected cash requirements

Prepare budgets, forecasts, scenario analyses and rolling cash-flow projections

Coordinate information required for GST, TDS, payroll, income-tax, audit and corporate-compliance calendars

Review finance processes, approval matrices, reconciliations and internal-control documentation

What you'll need

Keep these documents ready so your filing can move smoothly.

What you'll need

Accounting-system access or periodic trial balance and general ledger
Bank statements, cash-flow records and payment-gateway reports
Sales pipeline, order book, invoices and customer-receivable ageing
Supplier-payable ageing, purchase commitments and operating-expense schedules
Inventory reports, fixed-asset register and capital-expenditure plans
Loan agreements, repayment schedules, interest certificates and lender covenants
Payroll summaries and statutory-payment schedules
GST, TDS, income-tax and other compliance records

Important dates

Statutory dates for FY 2025-26 / AY 2026-27 — confirm against the current filing calendar before relying on them.

A virtual CFO engagement doesn't have one universal statutory deadline — reporting frequency and internal review dates are documented in the engagement scope
Any GST, TDS, payroll, income-tax, audit or company-law deadline remains governed by the relevant statute and portal calendar

Frequently asked questions

Does a virtual CFO replace the statutory auditor?

No. A virtual CFO provides management-support functions, while a statutory auditor performs an independent audit and issues the applicable audit report.

Does the engagement include statutory filings automatically?

Only if the particular filing is expressly included in the engagement scope. Responsibility for approving and submitting statutory information remains with the relevant authorised person or entity.

Can a virtual CFO certify financial statements?

Certification or audit authority depends on the applicable law, professional capacity and engagement. Management reporting should not be described as a statutory audit opinion.

What information is needed for cash-flow reporting?

Bank data, receivables, payables, committed expenses, payroll, taxes, borrowings, planned capital expenditure and expected receipts are commonly required.

Not sure where to start?

Share your situation with the team and understand what your filing requires.

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You may also need

GST

GST compliance support covering registration-related updates, tax-invoice review, return preparation, payment reconciliation and responses to routine portal communications. The exact return set depends on the taxpayer's registration type, filing frequency, business activities and applicable GST notifications.

Accounting

Accounting support covering recording, classification, reconciliation and reporting of business transactions for FY 2025-26 — performed using accounting software or other records maintained by the business, and subject to the completeness and accuracy of information provided.

Audit

Audit engagement covering examination of financial statements, underlying books and supporting evidence, and reporting in accordance with the applicable statutory framework and auditing standards. For a company governed by the Companies Act, 2013, the statutory audit is performed by the appointed statutory auditor and includes the reporting duties prescribed by that Act.