Virtual CFO

for growing business

Real CFO thinking, zero overhead—with expert insights and reporting precision that stands up in any investor room.

What We Offer

Strategic finance support across forecasting, budgeting, and planning for high-level guidance without the cost of a full-time hire

Financial Planning & Forecasting

Plan with clarity. We help forecast revenue, optimize cash flow, and identify cost-saving opportunities.

Includes: Budgeting & Forecasting, Profitability & Cost Analysis, Cash Flow Strategy

Strategic Advisory

Move strategically. We support planning for growth, margin improvement, and investor readiness.

Includes: Budgeting & Forecasting, Profitability & Cost Analysis, Cash Flow Strategy

Entity & Structure Guidance

Choose the right structure from the start. We guide you through setup and compliance for long-term success.

Includes: Entity Selection (S Corp, C Corp, LLC), US & India Entity Setup, Compliance Advisory

On-Demand CFO Support

Get CFO-level guidance when you need it, from board prep to reporting oversight—without the full-time cost.

Includes: Fractional CFO/Controller Services, Reporting Oversight, Board & Investor Communication

What Makes Us Different

We bring the clarity, control, and real partnership needed to turn your back office into a growth engine

Strategic Precision

We don’t just crunch numbers — we shape them into plans, forecasts, and investor-ready insights.

Real-Time Visibility

Get real-time signals on cash flow, burn, and margins—so you can make the right calls faster.

Scalable Financial Systems

From pricing to funding strategy, we build frameworks that grow with you.

A CFO in Your Corner

Hands-on support from experts who think like operators, not just accountants.

Our Approach

Designed to understand your business, identify the right systems, and implement them seamlessly to drive long-term success.

Business Understanding

We first learn how your business works, what doesn’t, and where we can help streamline it

Understands your business model & processes
Identify challenges & opportunities
Define service scope and priorities

Solution Identification

We then design the right financial systems & workflows to support needs and goals

Assess tools, reporting needs & compliance gaps
Map existing processes & improvements
Plan resource allocation & support

Seamless Transition

The switch is the easiest part—we take care of everything required for a smooth rollout

Conduct process training & create documentation
Run pilot tests and review results
Go live with full operational support

Focus Industries

We work with emerging and specialized businesses across sectors, delivering tailored financial support

Startups

Helping new businesses build strong financial foundations right from the start, with scalable systems and expert support.

Small Businesses

Bookkeeping, tax services, and cash flow management getting out of hand? Let us organize your finances.

Non-profits

Simplify grant tracking, donor reporting, and compliance with expert bookkeeping and tailored financial solutions so you can focus on your mission.

Specialized Industries

Navigate complex regulations, cash flow challenges, and 280E tax compliance with our industry-specific accounting and reporting expertise.

Financial Clarity, Without the Complexity. Lets Talk.

Leave the numbers to the experts. Reach out to schedule a Free Consultation today!

Virtual CFO