Part-time virtual CFO
Ongoing oversight of the finance function, attendance at management and board reviews, and coordination with auditors, bankers and advisers.
Overview
As a business grows, it needs more than accurate books: it needs budgets, cash-flow visibility, reliable management information and a finance function that can scale. A virtual CFO provides that oversight on a part-time basis, working alongside the founders and the in-house or outsourced accounts team.
The firm sets up finance functions from the ground up — chart of accounts, approval workflows, internal controls, month-end close and reporting — and then runs the monthly and quarterly cycle of MIS, KPI tracking and forecasting.
For specific decisions such as fundraising, expansion or an acquisition, the firm prepares financial models, business plans and feasibility analyses, and supports discussions with investors and lenders.
Ongoing oversight of the finance function, attendance at management and board reviews, and coordination with auditors, bankers and advisers.
Designing the chart of accounts, policies, approval matrices, internal controls and month-end closing process.
Annual budgets, rolling cash-flow forecasts, working capital review and variance analysis against plan.
Monthly or quarterly management reports and dashboards covering profitability, unit economics and financial health.
Business plans, feasibility studies and financial models for new products, markets and locations.
Financial models, projections and investor data rooms, and support through investor due diligence.
Financial analysis for acquisitions, mergers, joint ventures and entry into new markets.
+91 84312 22223 · info@bsrsassociates.com · Koramangala 8th Block, Bengaluru