Just like a CFO helps you deal with any business problem or opportunity, we partner with business organizations that are not ready to hire a full time CFO and build a complete finance department to fulfill those needs.

We have extensive experience in business partnering, controlling and CFO functions and have a ability to span across operational streamlining to management advisory services based on your needs. We have the ability to represent your organization not only for finance and tax compliance matters, but also at trade forums or with investors just like your CFO would do.

We also have a network of partners to consult with when it comes to matters requiring specialization in a particular industry or subject area, basically taking care of all the needs as your virtual CFO and finance department with a distinct advantage of being only partial cost depending upon the scope and effort involved.

Running a business without a plan is like driving in a foreign country without a map. Yet there are many startups and small business' that get started behind a strong idea on the proverbial napkin, without actually ever putting down the business plan together.

Setting clear set of goals and understanding of organizational strengths and weaknesses allows the business to clearly identify actions and prioritize amongst them. This also then helps in being able to track the progress throughout the year to have a clear understanding of relative success or failure vis a vis the plan.

We understand that lot of times staying busy with immediate day to day activities of running the business combined with lack of guidance or templates etc. become reasons for not making a plan. We bring our experience and easy to use business templates tailored to your needs to facilitate this exercise and ensure that you can embed the planning process and track your operational and strategic plans.

Forecasting is a financial planning tool by which you can take into account the prevailing economic factors impacting your particular business, trends impacting the industry and the past financial performance to set practical and achievable goals.

We help our clients understand and to

• Create a custom forecasting model

• Identify right metrics

• Document the business assumptions

• Factor in the sensitivity scenarios

• Test the models and run periodic forecasts

Robust and timely budgeting & tracking can provide an effective mechanism to run a business efficiently and profitably while taking advantage of all opportunities that come on the way.

We work closely with our clients to 

• Build a budgeting process and calendar

• Design the right data models and identify data sources

• Create the monthly / quarterly / annual budget

• Track budget vs actuals 

• Perform variance analysis, identify trends and provide insights

Financial analysis and reporting is the bedrock of CFO function. Interpreting the story that the numbers tell, by putting them in  context of the business and enabling the business leadership to make the right decisions for maximizing returns is what makes the CFO's role important.

We have years of experience in Financial Analysis and customizing the set of reports to be discussed on periodic basis, based on the industry and specific business itself.

Most common kind of analysis includes:

• Revenue and profitability analysis

• Productivity analysis

• Operational efficiency analysis

• Capital efficiency analysis

• Liquidity analysis

• Cost Analysis

Operational reports are the day to day barometer of business and depending on the respective KPIs - these can be tracked on daily, weekly, monthly, quarterly or annual basis.

We work with our clients through the life cycle of this process

• Identify the KPIs - Financial and Non-Financial

• Data setup

• Enable daily / weekly reports to be auto run by business

• Periodic reporting for monthly / quarterly / annual data

• Variance and Exception analysis

With scale comes the need to implement processes and systems that can enable these processes to transform the entire finance operations. Having worked with large corporations and having been part of their process setup, streamlining and ERP implementation programs has provided us with unique experience in this area.

We work with our clients to:

• Define and setup processes to stream line operations

• Define controls and segregation of duties for proper compliance and prevention of fraud / collusion

• Play the role of business owner / functional expert at the time of ERP implementation for Finance function

• Play the role of super user and advise throughout the process definition, system blueprint, implementation and test phases