Virtual CFO Services

Virtual CFO Services

Growing businesses often require strategic financial leadership long before they need a full-time Chief Financial Officer. Our Virtual CFO Services provide access to experienced financial professionals who work alongside promoters and management teams to drive financial discipline, strengthen governance, and support informed decision-making.

We act as your trusted finance partner, delivering the insights, controls, and strategic guidance required to support sustainable growth.

Our Virtual CFO Services Include

Financial Reporting & Management Information Systems (MIS)

  • Design and implementation of robust MIS frameworks
  • Monthly and quarterly management reporting
  • Business performance analysis, KPI tracking, and dashboard reporting
  • Profitability, cost, and cash flow monitoring

Budgeting, Forecasting & Financial Planning

  • Annual budgets and rolling forecasts
  • Financial modelling and business planning
  • Variance analysis and performance monitoring
  • Scenario planning and growth strategy support

Cash Flow & Treasury Management

  • Working capital optimisation
  • Cash flow forecasting and liquidity management
  • Banking relationship management
  • Debt structuring and financing support

Tax & Regulatory Oversight

  • Monitoring direct and indirect tax compliance
  • Advance tax planning and tax efficiency reviews
  • Coordination of statutory filings and regulatory obligations
  • Liaison with advisors and authorities on assessments and notices

Fundraising & Investor Support

  • Preparation of financial projections and investor presentations
  • Data room management and due diligence support
  • Assistance with equity and debt fundraising
  • Financial review of term sheets and transaction structures

Internal Controls & Process Improvement

  • Evaluation of financial processes and controls
  • Design and implementation of scalable control frameworks
  • Risk identification and mitigation
  • Governance and compliance enhancement
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Kapoor and Chauhan LLP is a leading firm of Chartered Accountants having seasoned and prominent professionals. Services offered ensure total client satisfaction irrespective of its location and size. Professional services are rendered with diligence, professional knowledge, experience, skills, honesty and integrity.

Contact Details
  • 605 Rohit House, 3 Tolstoy Marg, New Delhi 110001
  • +91 011 43539656 / +91 9313209656
  • info@sameerkapoor.com
  • LinkedIn Official

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