Virtual CFO services

We can act as de-facto CFO and supervise entire accounting, tax and compliance matters and also provide the entire bouquet of services. This would also involve analysis and interpretation of financial statements and management accounts to provide meaningful insights to management. A virtual CFO can bring the best practices, strategic finance expertise, niche finance skills, and network effect to the organization.

Assistance in raising debt and/or equity

This would cover identifying the need for funds, preparation of a business plan covering the usage of funds, establishing market segmentation and analyzing the competitive landscape, valuation assistance, preparation of an investor pitch, and defending the pitch.

Preparation of business plan

This would involve understanding the vision and strategy of the organization, evaluating the competition and market, getting involved with the business teams, validating current budgets and forecasts, and drawing up a business plan for typically a 3- or 5-year period. In the event of fundraising, we can also support defending the plan during diligence.

Design and documentation of accounting policies and procedures

Service involves documenting all accounting policies and procedures, with appropriate internal control and best-in-class practices. This is a requirement for standard financial audits and will aid in governance and scaling up.

Preparation of the annual budget and operating plan

This would involve understanding the vision and strategy of the organization, validating previous budgets and forecasts if any, and drawing up a budget and operating plan for the upcoming year based on the current forecast and pipeline.

Finance and tax diligence

We can provide financial due diligence services by performing an examination and analysis of a business, its financial performance, and its financial strength, and validating forecasts and business plans. This will cover assessing the key issues facing the business and cash flows. We also can perform tax due diligence services under which we examine the company's unrecognized tax expenses, tax exposures, and other tax issues.

Design and implementation of finance systems

We can help during the implementation of a new finance system in capturing requirements, designing the to-be processes, creating a new chart of accounts, training resources, negotiating and working with the system implementation partner, etc

Providing temporary finance and accounting staff

We can provide temporary or interim accounting and finance professionals to cater to your temporary needs, particularly during year-end, implementation of a new system, or for specific initiatives.

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