Virtual CFO Services
Senior CFO-level financial leadership — without the full-time cost. Financial planning, MIS, risk reporting, cash flow management, and strategic finance decisions.
Why Choose This
Get a dedicated Virtual CFO who handles financial planning, monthly MIS, risk reporting, cash flow management, investor relations, and strategic finance decisions — at a fraction of a full-time CFO's cost.
Financial Planning & Budgeting
Annual financial plan and quarterly budget prepared with your leadership team. Variance analysis every month — actual vs budget — with explanations and course corrections.
Monthly MIS & Management Reports
Comprehensive MIS report: P&L, Balance Sheet, Cash Flow, EBITDA analysis, debtor/creditor ageing, inventory days, and KPIs specific to your industry.
Cash Flow Management
13-week rolling cash flow forecast maintained and updated weekly. Working capital optimisation — debtor collection strategy, creditor payment scheduling, and bank line utilisation.
Strategic Finance Advisory
Monthly strategy call with your Virtual CFO — pricing decisions, make-vs-buy analysis, expansion financial modelling, M&A support, and profitability improvement.
How It Works
From first consultation to final delivery — fully managed by qualified Tax Professionals.
Step 01 — CFO Onboarding Session
Deep-dive into your business and financials
Your Virtual CFO spends the first week understanding your business model, P&L drivers, cash flow patterns, existing team, banking relationships, investor commitments, and growth plans. A 90-day roadmap is created.
Feature Deep Dive
Everything you need for seamless compliance
Risk Reporting & Compliance
Monthly risk register updated with financial, regulatory, and operational risks. Compliance dashboard tracking all statutory due dates — GST, TDS, ROC, FEMA, RBI — with zero-miss guarantee.
Investor & Board Reporting
Board presentation decks prepared each quarter. Investor reporting in required formats (MIS, fund utilisation, milestones). Cap table management and ESOP accounting support.
Banking & Fundraising Support
CMA data preparation for bank loans, project reports, and working capital assessments. Fundraising financial models, pitch deck financials, and due diligence data room preparation.
Tax Planning & Structuring
Proactive tax planning embedded into business decisions — restructuring, dividend planning, transfer pricing, ESOP taxation, and optimal business structure for tax efficiency.
TaxEasyy vs Others
See how we compare on what matters most
| Feature | TaxEasyy | Freelancer | DIY / Self |
|---|---|---|---|
| Senior Finance Professional | 10+ years exp | Full-time CFO | Junior analyst |
| Monthly MIS Report | By 15th | By 15th | By 25th |
| Cash Flow Forecasting | 13-week rolling | Monthly | |
| Board Deck Preparation | Quarterly | Quarterly | |
| Fundraising Support | Included | Included | Extra Cost |
| Risk Register | Monthly | Quarterly | |
| Cost | From ₹15,000/mo | ₹2L+/mo | ₹50,000+/mo |
What Our Customers Say
Join thousands of happy taxpayers across India
“Our Series A investors required monthly MIS and board-ready financials. TaxEasyy's Virtual CFO set up the entire reporting infrastructure in 2 weeks. The monthly strategy calls are incredibly valuable.”
Ankit Mehta
Bengaluru
“We were paying ₹2L/month for a full-time CFO. Switched to TaxEasyy's Virtual CFO at ₹30K and the quality of financial reporting actually improved. The risk register and cash flow forecasting are game-changers.”
Kavita Reddy
Hyderabad
“Needed CMA data for a bank loan urgently. TaxEasyy's Virtual CFO prepared everything in 5 days and the loan got sanctioned. Now they handle all our financial planning monthly.”
Deepak Joshi
Mumbai
Frequently Asked Questions
Quick answers to common questions
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Ready to Get Started with Virtual CFO Services?
Join hundreds of businesses and individuals who trust our experts for hassle-free tax compliance and expert advisory.