Virtual CFO Services

Access expert financial leadership and strategic guidance for your growing business. Professional CFO services at a fraction of the cost of a full-time CFO.

Bridging the Finance Leadership Gap

CFO services is relevant to high growth companies that range from a start-up to mid-sized company, while the Finance effectiveness service is useful to mid to large Indian/Multinational Companies.

We work with companies to plug the wide gap that exists between the 'demand' for high quality finance services and the inadequate 'supply' of such services at the right levels of ownership, quality, timelines and more importantly that aligns with the company's vision/plans.

We offer a range of expert, high end financial services in the areas of preparing for a fund raise, developing business plans, implementing systems and processes, implementing budgeting systems, comprehensive financial health check-ups, due diligence, cash flow planning, cost management, exit strategy, investor relations, turnaround management, and many more.

Our Clientele

Start-ups
Family Businesses
PE Funded
Multinationals

An Affordable Alternative to a Full-Time CFO

Access experienced financial leadership and expertise at a fraction of the cost

Expert CFO Abilities

Provide CFO Services - abilities that the vast majority of business owners don't possess - but often needed them in order to succeed.

Experienced Team

Access to an experienced financial team of professionals - At a fraction of the cost of a full-time CFO.

Flexible & Scalable

Handle all the duties of a traditional CFO, but work remotely and on a part-time basis. Can scale up & down with the need of the client.

Implementation Focused

Implementation & Result Oriented:

  • • Hands-on partner
  • • Operational & Practical
  • • Ownership model

Financial Monitoring

Monitor the financial health and well-being of the business. Offer financial insight and guidance on all company decisions and issues.

Back-Office Functions

Comprehensive back-office support:

  • • Managing accounts ledgers
  • • Creating budgets and forecasts
  • • Identifying problem spending
  • • Validating business decisions

Comprehensive Service Portfolio

Accounting Services

Payroll

  • Employment Contracts
  • Monthly Payroll Processing
  • Payroll Tax Calculations
  • Salary Structuring
  • Form 16 Issue

MIS

  • Customized MIS Development
  • Business Plan & Budget
  • Monthly Financials
  • BOD Meetings
  • Investor Reports

Accounting

  • Managing AR and AP
  • US & Local GAAP/IFRS
  • Financial Statements
  • Cash Flow Management
  • Bank Reconciliations

Other Services

  • Statutory Audit
  • Internal Audit
  • Forensic Audit
  • Risk Assessment
  • Asset Verification

Secretarial Services in India

The Companies Act 2013 has given birth to a new era of corporate governance that requires more transparency. Navigate regulatory requirements with our comprehensive secretarial services.

Mandatory Compliances

  • ROC Compliances
  • RBI Compliances
  • Company Annual Filing

Event-Based Compliances

  • Alteration of MoA/AoA
  • Issue/Allotment of Shares
  • Alteration in Authorized Capital
  • Appointment and Resignation of Directors
  • Change of Registered Office
  • Transfer of Shares
  • Private Placement and Right Issues
  • Valuation Services including 409A valuation

Update of Records

  • Maintenance of Statutory Register
  • Printing of Share Certificate
  • Conducting in-person board meeting
  • Preparation of Minutes
  • Drafting the agenda for shareholder and Board meetings
  • Preparation and maintenance of secretarial records

Other Services

  • Expert Advisory on Companies Act 2013
  • Preparation and Filing of Statutory Forms
  • New Company Registration and Winding-Up
  • Continuous Legal Updates
  • SOX and other certification services
  • Representing firm to regulators
  • Structuring/Restructuring - Acquisition, disposal, merger

Direct & In-direct Taxes

The taxation system in India comprises of a plethora of laws, rules and regulations. Navigate complex tax requirements with our comprehensive taxation services.

Transfer Pricing

  • Transfer Pricing Planning
  • Transfer Pricing Study
  • Transfer Pricing Accountant Certificate
  • Compliance and Documentation
  • Controversy Resolution
  • Managing Risk
  • Integrated Tax Planning

International Tax Services

  • Supporting to understand DTAA
  • Consultancy on Withholding of Taxes
  • Advising on DTAAs between India and other countries
  • Expatriate Taxation

Event-Based Compliances

  • Capital Gains tax planning
  • Helping in scrutiny cases
  • Counseling before tax authorities
  • Litigation Assistance
  • Income Tax Audits

Other Services

  • M&A Tax Services
  • Litigation Advisory
  • Assessments
  • Income Tax Return filing
  • Form 15CA and 15CM

In-direct Taxes

  • GST Registration
  • Monthly / Annual GST return Filings
  • TDS Calculation & Deposit
  • TDS return filings
  • TDS Certificate Issue
  • Litigation Management

US Service Offerings

Comprehensive US-based services for entity formation, compliance, and tax obligations. Navigate US regulatory requirements with our expert guidance.

One-time Setup (Incorporation)

  • Initial tax consultation session with experts [CPAs, EA's & CA's]
  • Company Formation [LLC, C Corp, S Corp, Partnership]
  • Drafting & filing of legal documents with the State
  • State Filing
  • Registered Agent Services [1 year]
  • Unique Business Address [1 Year]
  • Tax ID for your business (EIN)
  • Assistance in US Bank Account opening

Annual Reporting

  • Annual Report/ Franchise Report and Franchise Tax Calculation
  • Renewal of Registered Agent Service & Virtual Business Address
  • 1099NEC/MISC filings for the year

Annual Tax Compliances

  • 1040 - U.S. Individual Income Tax Return with 5471/5472/1118/8938
  • 1040 NR - U.S. Non-resident Alien Income Tax Return
  • 1120 – U.S. Corporation Income Tax Return
  • 1120S - U.S. Income Tax Return for an S Corporation
  • 1065 - U.S. Return of Partnership Income
  • 1120 Pro-forma return & 5472 – Reporting by foreign-owned
  • FBAR filing

Other Services

  • Additional On-Call Advisory
  • Review of Tax Expense - Calculation and review of tax provisioning
  • Payroll: Handled via ADP and Gusto

Ready to Transform Your Financial Operations?

Get expert CFO guidance without the full-time cost. Schedule your consultation today and discover how our Virtual CFO services can accelerate your business growth.