Virtual CFO
Yash Agrawal & Co.
What is a Virtual CFO?
A Virtual CFO (Chief Financial Officer) provides outsourced financial strategy and management services to businesses remotely.
As your Virtual CFO, we help you:
- Improve cash flow and profitability
- Build financial systems and controls
- Prepare budgets and forecasts
- Create investor-ready MIS reports
- Support fundraising and banking requirements
- Monitor business KPIs
- Ensure financial discipline and compliance
Our Virtual CFO Services
1. Financial Planning & Analysis
- Budgeting and forecasting
- Financial modeling
- Profitability analysis
- Cost optimization
- Break-even analysis
2. Cash Flow Management
- Weekly/monthly cash flow tracking
- Working capital management
- Receivables and payables monitoring
- Liquidity planning
3. MIS & Management Reporting
- Monthly MIS reports
- KPI dashboards
- Business performance reviews
- Department-wise reporting
4. Accounting Oversight
- Review of bookkeeping
- Financial statement analysis
- Internal financial controls
- Process improvement
5. Startup & Fundraising Support
- Investor financials
- Pitch deck financial validation
- Due diligence support
- Valuation assistance
- Bank loan documentation
6. Compliance & Risk Management
- GST and tax review
- ROC compliance coordination
- Financial risk assessment
- SOP and control implementation