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Virtual CFO

Strategic finance on tap—budgets, runway, and investor-grade reporting without the headcount

  • Budgeting, forecasting & variance analysis

  • Monthly MIS & dashboards

  • Investor-ready reporting

  • Fundraising support

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What’s included in Virtual CFO

Senior finance leadership on tap—planning, reporting, governance, and capital readiness built for your stage.

FP&A

Budgets & Forecasts

  • Annual budget & rolling forecast
  • Scenario & sensitivity analysis
  • Headcount & hiring plan
Cash

Cash & Runway

  • 13-week cash flow & burn
  • DSO/DPO/DI metrics & levers
  • Collections & payables cadence
Board

Board & Investor Reporting

  • MIS & KPIs with variance notes
  • Founder summary & runway view
  • Quarterly board deck
Unit Econ

Unit Economics & Pricing

  • GM% & contribution by SKU/client
  • CAC/LTV & payback
  • Pricing & discount guardrails
Governance

Controls & Policies

  • Delegation of authority (DoA)
  • Spend controls & approvals
  • Risk & compliance calendar
Capital

Fundraising & Diligence

  • Model & metrics pack
  • Data room & docs hygiene
  • Diligence Q&A coordination

Deliverables → Outcomes (Every Month)

Clear deliverables that drive real results—on time, audit-ready

Predictable runway

12–18 mo Plan

Before
Unclear burn & runway.
After
Visibility on cash for 12–18 months.
How
13-week cash model; hiring plan; scenario levers.
Budget discipline

BvA Monthly

Before
Budget set, then forgotten.
After
Live budget vs actuals with actions.
How
Owner-wise variance notes; forecast refresh.
Founder dashboard

Weekly Drop

Before
Metrics scattered across tools.
After
Single dashboard for KPIs & cash.
How
Sheets/BI model; automated refresh; commentary.
Margin & pricing clarity

GM% ↑

Before
Discounts erode margins.
After
Contribution targets by SKU/client.
How
Unit econ model; pricing guardrails; approvals.
Faster collections

DSO ↓

Before
Cash stuck in receivables.
After
Improving DSO trend.
How
Aging focus; action tracker; policy tweaks.
Diligence-ready

100% Docs

Before
Ad-hoc data requests.
After
Organized data room & model.
How
Checklist, folder structure, proof links.

Industries we support

Product or services, domestic or cross-border—our VCFO playbooks adapt to your model and stage.

SaaS

SaaS & Startups

  • MRR/ARR, churn & cohorts
  • Cash runway & headcount plan
Retail

Retail & D2C

  • Channel margins & returns
  • Inventory cash cycle
Services

IT/Professional Services

  • Utilization & WIP control
  • Client-wise profitability
Mfg

Manufacturing & Trading

  • BOM/variance & GM%
  • DSO/DPO & working capital
Healthcare

Hospitals & Clinics

  • TPA cycle & receivables
  • Unit-level performance
Non-profit

Non-profits & Education

  • Grant budgets & utilization
  • Donor reporting cadence

Tools we work with

We connect your finance stack end-to-end—books, billing, banking, and BI.

Books & Billing

Tally Zoho Books QuickBooks ERPNext Chargebee Zoho Subscriptions

Payments & Revenue

Razorpay Stripe Cashfree Shopify

CRM & Ops

HubSpot Salesforce Zoho CRM Jira/Asana

Banking & Treasury

ICICI HDFC Axis SBI RazorpayX

Dashboards & Data

Google Sheets Looker Studio Power BI BigQuery

Ready for a CFO cadence—without hiring a CFO?

Get budgets, runway, dashboards and board packs on a predictable schedule, with controls that scale as you grow.

  • Annual budget, rolling forecast, variance notes
  • 13-week cash model & runway actions
  • Founder dashboard (weekly) & board deck (quarterly)
  • Policies, DoA and diligence-ready data room
Book a VCFO discovery call Download sample board pack (PDF)

Virtual CFO — FAQs

How is Virtual CFO different from accounting or compliance?
Accounting closes the books; compliance files returns. VCFO drives decisions—budgets, cash, KPIs, governance, and investor communication.
What cadence do you follow?
Weekly founder dashboard, monthly MIS & BvA with actions, quarterly board deck, and ad-hoc scenario planning when needed.
How long does onboarding take?
Typically 2–4 weeks for data hookup, model setup, baseline budget, and the first dashboard/board pack.
Do you work with our current tools?
Yes—Tally/Zoho/QuickBooks + Stripe/Razorpay + Sheets/BI. We’ll stitch a lightweight data model and automate refreshes where possible.
Can you help extend runway or prep for fundraising?
Yes—cash levers (pricing, collections, spend), hiring plan alignment, model & metrics pack, data room, and diligence support.
How do you price VCFO?
Monthly retainer based on scope (revenue lines, headcount, reporting complexity). We’ll share a clear plan after discovery.