Virtual CFO
Virtual CFO services managed seamlessly by our expert team.
Growing businesses need strong financial leadership, but a full-time CFO is expensive. CASYST's Virtual CFO service gives you senior finance expertise for planning, reporting and compliance at a fraction of the cost.
What is Virtual CFO?
A Virtual CFO is an experienced finance professional who works with your business on a part-time or outsourced basis. The role covers budgeting, cash flow management, financial reporting, cost control, fundraising support and oversight of accounting and compliance.
It suits businesses that have outgrown basic bookkeeping but are not ready to hire a full-time finance head.
Who needs Virtual CFO?
- Growing startups and SMEs
- Founders who want better financial visibility
- Businesses preparing to raise funds
- Companies needing MIS reports and budgets
Benefits of Virtual CFO
Senior expertise at lower cost
Finance leadership without a full-time salary.
Clear financial visibility
Regular MIS and management reports.
Cash flow control
Plans and forecasts to avoid shortfalls.
Investor readiness
Models and reports investors expect.
Compliance oversight
Tax and statutory filings kept on track.
Eligibility
- Growing businesses that need finance leadership
- Access to accounts, bank and tax data
- Regular meetings with the founders
- A clear set of goals and reporting needs
Documents required
- Financial statements and books of accounts
- Bank statements
- Budget and forecast, if any
- Details of loans, investors and obligations
- Tax and GST filing records
- Business plan and growth goals
Virtual CFO process
- 1Step 1
Financial health check
We review your accounts, cash flow and compliance.
- 2Step 2
Set goals and reporting
We agree KPIs and reporting formats.
- 3Step 3
Budgeting and forecasting
We build budgets and cash flow forecasts.
- 4Step 4
Monthly MIS and review
We deliver reports and hold review meetings.
- 5Step 5
Cost and cash optimisation
We identify savings and improve working capital.
- 6Step 6
Strategic support
We help with funding, pricing and growth decisions.
What you receive
- Monthly MIS and management reports
- Budgets and cash flow forecasts
- Cost and cash optimisation
- Compliance oversight
- Support with fundraising and strategy
Typical deliverables
- Monthly MIS
- Budget and forecast
- Cash flow plan
- Cost review
- Investor reporting
Related services
Virtual CFO cost
Our Virtual CFO package starts from ₹999. Government fees, stamp duty and other statutory charges are separate and depend on your state and the exact filing involved. We give you a clear, itemised quote before we start, with no hidden charges.
Get a QuoteVirtual CFO checklist
- Financial health check
- Set goals and reporting
- Budgeting and forecasting
- Monthly MIS and review
- Cost and cash optimisation
- Strategic support
Frequently asked questions
Budgeting, forecasting, reporting, cash flow management, compliance oversight and strategic finance support.
An accountant records and files, while a CFO plans and advises.
Monthly or as agreed.
Yes, with models, reports and investor readiness.
It can be ongoing or project-based.
Ready to register Virtual CFO?
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