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CFO Services

Essential Services

Target Audience: Entrepreneurs, startups, and small businesses laying the foundation for growth.
Core Solutions:

  1. Business Formation and Compliance:

    • End-to-end assistance with company incorporation.

    • Ensuring compliance with GST, TDS, payroll taxes, and ROC filings.

  2. Accounting and Reporting Setup:

    • Establishing basic accounting systems and processes.

    • Generating monthly and quarterly financial statements.

  3. Initial Financial Planning:

    • Designing cash flow systems to handle day-to-day operations.

    • Preparing budgets tailored to initial business needs.

  4. Startup Finance Support:

    • Guidance on structuring early-stage funding.

    • Setting up financial dashboards for tracking progress.

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growth

Scaling Services

Target Audience: Expanding startups and growing businesses seeking financial insight.

Core Solutions:

  1. Performance and Financial Management:

    • Financial forecasting to support decision-making.

    • Building tailored MIS reports for periodic performance evaluation.

    • Analyzing budget variances for continuous improvements.

  2. Liquidity and Cash Flow Optimization:

    • Proactive management of working capital for growth.

    • Streamlining vendor payments and receivables to improve cash flow cycles.

  3. Growth Strategy Support:

    • Financial structuring for securing growth capital.

    • Improving cost efficiency for profitability enhancements.

  4. Advanced Financial Insights:

    • Comprehensive investor reporting and stakeholder management.

    • Supporting business expansion with financial due diligence.

Strategic Services

Target Audience: Established SMEs requiring high-level strategy and governance.
Core Solutions:

  1. Leadership-Level Financial Strategy:

    • Crafting long-term financial roadmaps for the organization.

    • Advising on mergers, acquisitions, and corporate restructuring.

  2. Governance and Risk Oversight:

    • Establishing compliance frameworks to mitigate risks.

    • Implementing robust governance policies aligned with industry standards.

  3. Technology-Led Financial Solutions:

    • Deploying ERP systems for real-time financial management.

    • Automating repetitive tasks with RPA to enhance efficiency.

  4. Valuation and M&A Expertise:

    • Conducting business valuations for strategic decision-making.

    • Comprehensive support for mergers, acquisitions, and post-deal integration.

  5. Capital Strategy and Investor Relations:

    • Strategizing fundraising and capital structuring.

    • Maintaining transparent and effective communication with investors.

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