We manage all daily financial transactions, from sales and purchases to expense allocations and ledger updates. This ensures every entry is accurate and complete, giving you a foundation of clean books that you can trust for reporting and decision-making.
We handle the entire month-end close process, including journal entries, accruals, intercompany adjustments, and reconciliations. You receive timely and accurate P&L statements, balance sheets, and cash flow reports, providing leadership with reliable insights every month.
Our team performs daily or weekly reconciliations for bank accounts and balance sheet items, identifying discrepancies and clearing aged reconciling items. This prevents cash surprises, reduces errors, and ensures your accounts always reflect the true financial position.
We oversee A/R and A/P processes to optimize cash flow. This includes managing aging invoices, prioritizing collections, scheduling vendor payments, and resolving disputes. The result is smoother cash management and fewer missed deadlines or liquidity crunches.
We prepare and coordinate statutory filings such as GST/VAT, TDS, payroll, and other compliance requirements. Our team ensures that your books are audit-ready and that you meet regulatory obligations without disruption, reducing penalties and risk exposure.
We migrate your accounting data to modern cloud platforms, redesign your chart of accounts, and clean up legacy ledgers. This creates a scalable, organized system that supports growth, improves reporting accuracy, and makes your finance operations more efficient.
We perform a rapid diagnostic of your books, systems, and controls to identify immediate risks, gaps in cash visibility, and inefficiencies in month-end close. This gives a clear starting point for corrective actions.
We define the engagement scope, timelines, and responsibilities. A detailed calendar for month-end close, reconciliations, and deliverables is set, along with clear service-level agreements to align expectations.
Our team resolves prior-period reconciling items, clears aged A/R and A/P issues, and implements standard journal and reconciliation controls. This stabilizes your books and ensures accuracy moving forward.
Daily bookkeeping, weekly bank reconciliations, and timely month-end close are handled consistently. Management packs and reports are delivered on schedule to support decision-making.
We identify opportunities to rationalize systems, automate workflows, and optimize handoffs to your in-house team or permanent finance hires. This strengthens efficiency and scalability.
If you transition to internal teams, we provide full documentation, training, and process manuals. If services continue with us, we scale operations as transaction volumes grow.
Every engagement is led, supervised, or reviewed by senior CFO partners with decades of experience — ensuring your books meet CFO-grade standards.
A cost-effective model that gives you senior CFO expertise, structured processes, and reliable accounting support — without the cost of a full-time hire.
We use standardized cloud systems like Zoho Books, QuickBooks, and Xero to deliver automated, error-free, real-time financial workflows.
Our teams bring hands-on experience across IT services, manufacturing, pharma, infrastructure, and consumer businesses.
Work with us onsite, remote, or hybrid — with fast onboarding for urgent cleanups, reconciliations, or reporting fixes.
CFOSME provides reliable, scalable, and process-driven accounting support for startups, SMEs, and multi-entity businesses.
Schedule a free consultation. We’ll assess your accounting setup, identify immediate fixes, and outline a 30–90 day plan to deliver clean books and reliable reporting.
Schedule Free ConsultationWe support popular cloud platforms (Zoho Books, QuickBooks, Xero), ERP sub-ledgers, and bespoke accounting systems. We also perform migrations and cleanups.
For common cleanups (reconciliations, aged AR/AP, payroll alignment) we typically stabilize within 2–6 weeks. Complex multi-entity or legacy ERP cleanups may take longer, we deliver a realistic timeline after the assessment.
Yes. We manage books and coordinate statutory filing (GST/VAT, payroll taxes, TDS), working with tax experts where required.
Yes. We plug into existing teams, provide CFO-level review, and improve processes without internal disruption.
We use secure cloud systems, role-based access controls, and follow data-protection best practices. We can sign an NDA and meet your IT/security policies.
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