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Virtual CFO

Yash Agrawal & Co.

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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
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