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Shared CFO Services

Flexible, Scalable, and High-Impact CFO Services for Startups, SMEs, and Emerging Enterprises. 

A Shared CFO (also known as a Fractional CFO or Virtual CFO) is a seasoned financial expert who offers CFO-level expertise on a part-time, project-based, or retainer basis, without being a full-time employee. 

This model gives companies access to strategic financial leadership, operational efficiency, and investor confidence—at a fraction of the cost of a traditional CFO. 

Why You Need a Shared CFO 

Growing businesses often face challenges like: 

  • Inadequate financial controls 

  • Limited cash flow visibility 

  • Investor & board reporting challenges 

  • Lack of financial strategy or forecasting 

  • Difficulty in fundraising or scaling operations 

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A Shared CFO helps address these pain points without adding permanent headcount providing strategic clarity, operational insights, and financial stability. 

Who Can Benefit from Shared CFO Services? 

Our services are ideal for: 

  • Startups & Founders looking to raise capital or manage burn rate 

  • Small and Medium Enterprises (SMEs) needing financial discipline to scale 

  • VC-backed Companies that require board-level financial reporting 

  • Family-Owned Businesses transitioning into professional structures 

  • Enterprises in Transition (M&A, fundraising, or restructuring phase

Why Choose Us as Your Fractional CFO Partner? 

  • 15+ Years of CFO Expertise Across Diverse Industries 

  • Proven Track Record in Fundraising, Financial Turnarounds & Strategic Planning 

  • Fully Customizable Engagements (Monthly Retainers, Interim Projects, or On-Demand) 

  • Tech-Savvy Approach: We use cloud-based accounting, dashboarding, and automation tools 

  • Backed by a Strong Team of Accountants, Tax Experts & Analysts 

Our Key Shared CFO Services

Budgeting, Forecasting & Cash Flow Management 

  • Create rolling forecasts and dynamic budgets 

  • Cash flow tracking and optimization 

  • Scenario planning for better decision-making

 

MIS Reporting & Financial Analysis 

  • Prepare and interpret monthly/quarterly MIS reports 

  • KPI tracking and variance analysis 

  • Actionable insights to improve profitability 

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Financial Controls & Risk Management 

  • Implement financial SOPs and internal controls 

  • Identify and mitigate financial risks 

  • Ensure regulatory and tax compliance 

 

Business Performance Reviews & Cost Control 

  • Margin analysis and pricing strategies 

  • Department wise cost reviews 

  • Break-even and profitability analysis 

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