Why Your Business Needs a Virtual CFO

A Virtual CFO helps businesses:

• Gain clarity on financial performance
• Strengthen internal controls and processes
• Improve cash flow and profitability
• Make informed strategic decisions
• Ensure compliance across all regulatory areas
• Prepare the business for growth, funding, and long-term stability

You get the benefits of a seasoned CFO who brings strategic oversight—at a fraction of the traditional cost.

What We Offer

• 1

  Financial Planning, Budgeting & Forecasting

  We help you build robust financial plans that align with your business goals. Our team creates annual budgets, rolling forecasts, cost analysis, and financial projections to help you stay ahead.

• 2

  MIS Reporting & Performance Dashboards

  We provide tailor-made Management Information Reports (MIS) that deliver deep insights into your financial health. From monthly performance snapshots to detailed variance analyses, our dashboards empower data-driven decisions.

• 3

  Cash Flow & Working Capital Management

  Our experts ensure your business never runs out of liquidity. We monitor inflows/outflows, optimise working capital cycles, and implement cash flow improvement strategies.

• 4

  Strategic Advisory & Decision Support

  We assist in evaluating new projects, pricing models, expansion plans, and investment decisions—backed by financial logic and risk assessment.

• 5

  Internal Control & Process Implementation

  We design and implement SOPs, internal controls, approval workflows, and monitoring mechanisms that strengthen financial discipline and reduce risks.

• 6

  Compliance Oversight

  From GST and Income Tax to ROC and labour laws, we ensure timely compliance and identify potential exposure areas before they become issues. Our proactive approach reduces surprises and penalties.

• 7

  Investor, Lender & Board Reporting

  If your business deals with investors, banks, or board members, we prepare structured reports, pitch decks, financial models, and presentations that reflect clarity and credibility.

• 8

  Profitability & Cost Optimisation

  We identify opportunities for cost reduction, margin improvement, and operational efficiency across departments—helping you build a leaner, more profitable organisation.

Who Can Benefit from Virtual CFO Services?

• Startups requiring financial discipline and systems
• MSMEs upgrading to structured financial management
• Businesses planning expansion, scaling, or fundraising
• Companies without in-house financial expertise
• Organisations looking to automate processes and improve controls

Whether you're a growing business or an established company seeking expert guidance, our Virtual CFO services adapt to your unique needs.

Technology-Driven Efficiency

We combine financial expertise with the best of modern tools and platforms:

• Cloud accounting systems (Zoho Books, QuickBooks, Tally Prime Server)
• Digital approval and workflow systems
• AI-enabled reconciliation & review tools
• Automated dashboards and real-time reporting
• Secure document-sharing & collaboration platforms

Our technology-backed approach ensures accuracy, timeliness, and transparency in every aspect of your financial management.

Why Choose Us as Your Virtual CFO?

• Access to experienced Chartered Accountants
• Comprehensive financial & compliance oversight
• Cost-effective alternative to a full-time CFO
• Personalised guidance aligned with your business goals
• Proven expertise across industries
• Commitment to confidentiality, integrity & timely delivery

At Ankit Doshi & Co., we go beyond numbers—we help you build a financially strong and future-ready organisation.