What Does MY CFO Do ?
As your virtual finance team, we handle everything to do with the finance and accounting of your business virtually! We look forward to helping you to build a strong financial foundation so you can scale your business.
All of our plans are customizable to fit your current needs, as we know that one size does not fit all. We have laid out some of our most popular plans below to give you an idea of what we offer. Contact us today for a consultation call to talk about what plan is best for you.
| Automation Plan |
Startup |
MSME’s |
Growth |
| Setting up working SOPs |
Yes |
Yes |
Yes |
| Bookkeeping & Accounting |
Monthly |
Semi-monthly |
Weekly |
| Reporting of AR/AP |
Monthly |
Semi-monthly |
Weekly |
| Payroll Management |
Support only |
Full management |
Full management |
| Business MIS Reporting |
20 days after month end |
15 days after month end |
10 days after month end |
| GST and TDS Compliances |
Monthly/quarterly |
Monthly/quarterly |
Monthly/quarterly/Yearly |
| Year-end Books Closing |
Yes, only FS prep |
FS prep & Support in Audit |
FS prep & Support in Audit |
| ROC filling and ITR’s |
N/A |
Yes |
Yes |
| Budget Prep and Review |
N/A |
Annually |
Quarterly |
| Cash Flow Forecast and Review |
N/A |
Quarterly |
Monthly |
| KPI Metric Review |
N/A |
N/A |
Monthly |
| CFO Growth Calls |
N/A |
Quarterly |
Monthly |
Looking for something different ?
We are happy to customize our packages to meet your unique business needs, including Virtual CFO advisory only options. Send us a message for any of the following your requirements :
Primary Compliances
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First Auditor Appointment (ADT-1 within 30 Days)
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Bank Account Opening and of Paid-up Share Capital deposit
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Share Certificate (within 60 Days)
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Commencement Of Business Certificate (COB/INC-20A within 180 Days)
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Board Meetings with Resolution along with Minutes (minimum 4 with a gap of no more than 120 Days)
Conducting the Business (Monthly/Quarterly/Annually)
Financial Year Closure (Annual)
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Balance Sheet and Annual documents preparation
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Audit Report
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Director's Report
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Annual General Meeting
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MGT-9
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Annual Filing (AOC-4)
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List of Shareholders
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MGT-7
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Income Tax Returns (Company)
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Income Tax Returns (Directors)
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Dir-3 KYC
Services at a Glance
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Compliances and Audit
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Company Registration
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GST Registration
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Filing of GST Returns
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Bookkeeping & Accounting
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Filing of TDS Returns
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PF & ESI Registration
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PT (Professional Tax) Registration
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IEC (Import Export Code) Registration
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Drug License/ MD-42Registration
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Trademark/Copyright Application
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Website for your business
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Online Marketing and Promotions
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Logo and Leaflets Design
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MSME/Udyam Registration
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Startup India Application
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ISO Certification