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Virtual CFO Services

Our Virtual CFO services provide comprehensive financial management tailored for startups, MSMEs, and large enterprises to optimize performance, streamline operations, and drive growth.

Key Services:

  • Accounting, Bookkeeping, and Legal Compliance
  • Strategic Advisory and MIS Reporting
  • Corporate Structuring, Cash Flow Management and Operational Efficiency

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400+ Companies
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We have more than 150+ years of Team Expertise in Accounting, Finance, Compliance, and Legal Excellence

CFOSME Corporate Services Pvt. Ltd. is a trailblazer in Virtual CFO services in India, offering unparalleled financial expertise and strategic guidance to businesses across diverse industries. With over 150 years of collective team experience, we are committed to empowering companies with the insights and tools needed to excel in today’s competitive marketplace. Recognizing that every business is unique, our seasoned financial professionals deliver tailored solutions designed to address the specific needs of each client. Backed by a proven track record, we help organizations achieve their financial objectives and drive sustainable growth.

How Virtual CFO Services Work?

Virtual CFO services provide businesses with expert financial leadership on a flexible and cost-effective basis, ensuring you receive the strategic guidance you need without the overhead of a full-time CFO. Here's how it works:

  • Understanding Your Business Needs: Analyze your operations, challenges, and goals to align our services with your unique requirements.
  • Customized Financial Strategy: Tailored strategies are crafted to optimize your financial performance and drive growth.
  • Comprehensive Financial Management: Handle accounting, compliance, payroll, and cash flow to create a strong financial foundation.
  • Advanced MIS and Reporting: Real-time insights and custom reports empower informed decision-making.
  • Proactive Advisory Services: Our experts provide strategic guidance on planning, fundraising, and investments.
  • Scalable and Flexible Engagement:Our solutions adapt to your needs, supporting startups, MSMEs, and large enterprises alike.
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Services We Provide

Foundation Services

Target Audience: Early-stage startups and small businesses.

Key Offerings:

Business Setup and Compliance:

  • Company registration and legal advisory.
  • Basic accounting system setup.
  • Compliance services (GST, TDS, ROC filings, payroll taxes).

Bookkeeping and Reporting:

  • Timely and accurate bookkeeping.
  • Monthly and quarterly financial statements.

Basic Financial Planning:

  • Budget preparation and tracking.
  • Cash flow forecasting.

Tax Advisory:

  • Income tax filing for companies and founders.
  • Advisory on tax-saving strategies.

Value Proposition: Help startups establish a strong financial foundation and ensure they meet compliance obligations affordably and efficiently.

Growth Services

Target Audience: Scaling startups and growing SMEs.

Key Offerings:

Advanced Financial Management:

  • Financial modeling and forecasting.
  • Monthly MIS and analytics tailored to business needs.
  • Budget vs. actual comparisons and variance analysis.

Cash Flow Optimization:

  • Working capital management.
  • Vendor and receivable management to improve liquidity.

Growth Advisory:

  • Profitability analysis and cost optimization strategies.
  • KPI tracking for operational efficiency.

Fundraising Support:

  • Financial statement preparation for investors.
  • Valuation services and investment term negotiation.
  • Assistance in creating investor pitch decks.

Value Proposition: Empower businesses to scale sustainably with a structured financial roadmap.

Strategic Services

Target Audience: Mature SMEs seeking high-level financial strategy.

Key Offerings:

Virtual CFO Services:

  • Strategic financial advice and leadership.
  • Assistance with mergers, acquisitions, and partnerships.
  • Governance, risk management, and compliance frameworks.

Technology-Driven Solutions:

  • ERP implementation and automation for financial processes.
  • Deployment of robotic process automation (RPA) for repetitive tasks.

Performance Management:

  • Development of business intelligence dashboards.
  • Data-driven decision-making through predictive analytics.

Global Expansion Support:

  • Advisory on global structuring
  • Setup branch, subsidiary in foreign country

Value Proposition: Provide mature SMEs with strategic guidance to scale operations globally and enhance profitability.

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Transformative Benefits of a Virtual CFO

Strategic Financial Leadership

A Virtual CFO provides executive-level financial stewardship, aligning financial strategies with long-term organizational objectives. This includes scenario planning, financial modeling, and roadmap development to ensure sustainable growth and profitability.

Enhanced Financial Governance

Through robust internal control frameworks and compliance monitoring, a Virtual CFO ensures adherence to regulatory mandates and reduces the risk of financial discrepancies. Their expertise strengthens governance structures, fostering accountability and transparency.

Data-Driven Decision Support

Leveraging advanced business intelligence tools and predictive analytics, a Virtual CFO delivers actionable insights. This empowers leadership teams to make informed decisions based on real-time financial data, optimizing operational efficiency and resource allocation.

Cost Optimization and Resource Allocation

By identifying inefficiencies and deploying advanced cost control mechanisms, a Virtual CFO drives operational savings. They ensure optimal allocation of capital to high-impact areas, enhancing the organization’s return on investment (ROI).

Scalable Financial Infrastructure

A Virtual CFO designs and implements scalable financial systems, including ERP integrations and automation solutions, to future-proof financial operations. This adaptability is crucial for organizations undergoing rapid growth or market expansion.

Strategic Capital Management

With expertise in fundraising, M&A advisory, and investor relations, a Virtual CFO optimizes the capital structure, ensuring access to liquidity and favorable financing terms. This includes valuation accuracy, negotiation expertise, and stakeholder alignment to secure strategic funding.

Risk Mitigation and Crisis Management

A Virtual CFO employs proactive risk assessment frameworks and dynamic scenario modeling to identify and mitigate financial risks. During periods of uncertainty or market volatility, they provide strategic guidance to navigate crises effectively, ensuring business continuity.

Competitive Edge Through Financial Innovation

By adopting cutting-edge financial technologies and innovative strategies, a Virtual CFO equips organizations with tools to outperform competitors. From leveraging fintech solutions to optimizing cash cycles, their contributions enhance market positioning and operational resilience.

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Industries

Sachin D.

BCom, FCA, LLB

Founder's Message

Welcome to CFOSME – where financial acumen meets transformative business growth. In today’s dynamic market landscape, businesses require more than traditional financial support; they demand strategic insight, technological foresight, and agile solutions to navigate complexities and seize opportunities. At CFOSME, we bridge this critical gap, empowering SMEs and mid-sized corporates to achieve financial excellence and sustainable growth. Our philosophy is simple yet profound: enable businesses to think beyond numbers. With a deep understanding of diverse industries and a commitment to innovation, we deliver bespoke solutions tailored to your unique challenges and ambitions. From streamlining your financial operations to crafting visionary strategies for scaling globally, we are your trusted partner every step of the way. As you embark on your journey with CFOSME, know that you are leveraging the expertise of seasoned professionals, cutting-edge financial tools, and a team that is as invested in your success as you are. Together, we redefine what’s possible, turning aspirations into achievements and challenges into milestones. Let’s craft a future where your business thrives, adapts, and leads with confidence. Welcome to the CFOSME family – the architects of your financial success.

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Some Testimonials From Our Customers

Momentum India partnered with CFOSME in mid-2017 to streamline financial management during its steady growth. Sachin and his team customized billing, invoicing, and trained our accounts team, delivering a fully analyzed MIS within three months. This enabled us to identify profit centers, productive months, and high-yield services, significantly improving financial oversight and business understanding. Sachin’s expertise transformed him from a service provider into an integral part of Momentum’s leadership, playing a critical role in key business decisions.

Rohan Oberoi

CO Founder & CEO

Momentum India

Our two-year partnership with Sachin and his team at CFOSME has been exceptional. Their deep expertise, outstanding work ethic, and unwavering accessibility set them apart. They consistently go above and beyond to meet our needs, ensuring a seamless collaboration. We look forward to continuing this valuable relationship in the years ahead.

Ashish Rawat

Moveworld

Dear Sachin,
Thank you and your team for providing exceptional professional services over the past 10 years. Your expertise, insights, and flexibility have been invaluable to us as a startup, especially in offering CFO services and ensuring statutory compliance. Beyond this, your role as a trusted sounding board for business ideas and solutions has greatly contributed to our growth. We deeply appreciate your support and wish you continued success.
Best regards,

Rahul S Jayawant

Founder, CEO

OFF-PEAK BREAK

Sachin,
Partnering with CFOSME has been a game-changer for Sabari. Your thorough understanding of our business and processes was evident from our initial discussions. Your efforts streamlined our accounts team, cleared backlogs, and introduced a much-needed MIS. Beyond accounting, your insights have been invaluable, serving as a reliable sounding board for new business proposals. We deeply value your expertise and look forward to many more years of collaboration.
Thank you for your exceptional service.

MV Rajesh

Director & CEO

Sabari Distribution Pvt Ltd.

We engaged CFO SME in 2020 to manage SEPL Motors’ financial operations. Mr. Sachin undertook the challenging task of streamlining our financial processes for a nascent organization, delivering excellent results with transparency and detailed reporting. His deep expertise, strong work ethic, and alignment with organizational goals make him an invaluable resource. I wholeheartedly recommend CFO SME’s services and would gladly collaborate with them on future projects.
Regards,
V.M.S. Namasivayam, Managing Director

VMS. Namasivayam

Managing Director

Swaminathan Enterprise Pvt. Ltd.

We are a specialty orthopedic hospital in Parel, Mumbai, and have been working with CFOSME Corporate Services since June 2021. Our experience has been excellent. CFOSME offers expertise, close collaboration, and affordability, perfectly meeting our needs. Their implemented changes have significantly improved the efficiency of our accounts department. It has been a pleasure partnering with them, and I highly recommend their services.
Dr. Meera Joshi, Whole Time Director

Dr. Meera Joshi

Whole Time Director

Sportsmed Mumbai

I am delighted to commend CFOSME, led by Sachin, for their outstanding services over the past 10+ years. As a startup, their expertise in streamlining accounting, ensuring compliance, and enhancing financial performance has been invaluable. CFOSME's comprehensive approach has improved our reporting accuracy, mitigated risks, and identified growth opportunities. Sachin's strategic vision and commitment have enabled informed decisions and optimized resources. Their dedication to excellence in accounting, finance, taxation, and compliance has been transformative. I highly recommend CFOSME as trusted partners for exceptional financial advisory and CFO services. Thank you, Sachin and Team CFOSME!

Koushik Shee

Director

EffiaSoft Private Limited

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