Shweta Saboo & Co.

Virtual CFO

A Virtual CFO (Chief Financial Officer) is a modern, cost-effective solution that provides expert-level financial strategy, planning, and oversight — without the need to hire a full-time in-house CFO.

Ideal for startups, SMEs, and growth-stage companies, a Virtual CFO brings financial clarity, improves investor confidence, ensures regulatory compliance, and drives profitability through smart financial management.

Whether you're raising funds, scaling operations, or tightening internal controls, our Virtual CFO service gives you the strategic edge you need — remotely, reliably, and affordably.

Key Features

Strategic Financial Planning

Budgeting, forecasting, and customized financial roadmaps to support your business vision and long-term growth.

Cash Flow & Working Capital

Efficient management of cash flow, receivables, and payables to ensure smooth operations and financial health.

MIS Reporting & Metrics

Monthly or quarterly financial statements with intuitive dashboards for timely business insights and decisions.

Investor & Fundraising Support

Financial modeling, pitch deck support, investor communications, and due diligence preparedness for fundraising.

Cost Control & Margin Optimization

Identify inefficiencies, control costs, and boost profitability with tailored strategies and tracking.

Regulatory & Tax Compliance

Timely filing of GST, TDS, ITR, and ROC returns along with audit readiness, ensuring complete regulatory compliance.

Internal Controls & Policies

Develop and implement SOPs, accounting policies, and risk controls tailored to your business processes.

Scalable CFO Support

Flexible engagement models to match your business stage — from early startup to growth or enterprise scale.

Information Checklist

Company Setup Information:

Certificate of Incorporation / Registration
PAN and GST Details
Shareholding Pattern
Founders' and Directors' Details

Financial Documents:

Last 2 years' Financial Statements (if available)
Bank Statements (past 6-12 months)
Sales and Purchase Data
Outstanding Receivables and Payables

Tax & Compliance Records:

GST, TDS, and ITR Filings
ROC Compliances
Auditor or Previous CFO Reports (if any)

Operational Information:

Budget and Business Plan (if created)
Current Cost Sheet / Expense Heads
Payroll and HR Structure
Any investor communication (if applicable)

Technology Stack:

Accounting Software Details (Tally, Zoho, QuickBooks, etc.)
Internal tools used for billing, CRM, or HRMS

FAQs

What is a Virtual CFO?

A Virtual CFO is a remote finance expert or service provider who offers high-level financial strategy, analysis, and oversight to businesses without being on-site or full-time.

Who needs Virtual CFO services?

Virtual CFO services are ideal for startups, SMEs, and fast-growing companies that need expert financial management but don’t have the budget or scale to hire a full-time CFO.

How is a Virtual CFO different from an accountant?

An accountant handles bookkeeping and compliance, while a Virtual CFO provides strategic guidance, financial planning, investor support, cash flow analysis, and decision-making insights.

Can a Virtual CFO help with fundraising?

Yes, Virtual CFOs assist with creating financial models, pitch decks, due diligence documents, and managing investor relations during funding rounds.

Is Virtual CFO support available for early-stage startups?

Absolutely. Many early-stage startups benefit from Virtual CFO services to set up financial systems, plan budgets, manage burn rate, and prepare for seed or Series A funding.

How often will I interact with my Virtual CFO?

You can schedule regular weekly or monthly reviews based on your plan. Ad-hoc calls and real-time communication are also available for urgent matters.

Can a Virtual CFO handle compliance and audits?

Yes, Virtual CFOs ensure GST, TDS, income tax, and ROC compliance, and coordinate with auditors for statutory and internal audits.

Do Virtual CFOs work with my existing accounting team?

Yes, they collaborate with your in-house or outsourced accountants to align reporting, identify risks, and improve financial operations.

Is Virtual CFO service customizable to my business size?

Yes, service packages can be customized based on your business needs, size, industry, and stage — from bootstrapped startups to funded ventures and established companies.

What tools do Virtual CFOs use?

They typically use accounting platforms like Tally, Zoho, QuickBooks, Excel models, MIS dashboards, and cloud-based reporting tools tailored to your setup.