Embedded financial leadership, board-ready from day one.
A full CFO function inside your business — positioned between management and the board — owning reporting, controls, cash and compliance oversight. Not a remote advisory desk, but an integrated finance layer calibrated to how you actually run.
Full CFO capability
Senior finance leadership at a variable cost — without the recruitment lag or fixed overhead of a permanent hire.
One accountable layer
A single owner for reporting, controls, cash and compliance, positioned between management and the board.
Board-ready from day one
Validated numbers and clean governance every month — finished board work, not draft.
Four pillars. One finance function.
Each service carries defined inputs, a named owner and a specific output deliverable — calibrated to your business, not applied from a template.
Financial Governance & Reporting
Financial diagnostic & baseline
An independent review of historical P&L and balance-sheet integrity, accounting-policy alignment and variance commentary — the defensible baseline all forward planning flows from.
Management MIS & board pack
A monthly board pack and KPI dashboards across finance and operations, every data point validated through a structured verification protocol before it circulates. A zero-surprises standard at every meeting.
Budget control & rolling plan
Zero-based annual budgeting with a 12–18 month rolling plan, monthly burn review, departmental challenge sessions and an overrun-trigger protocol with clear escalation ownership.
Finance SOPs & authorisation matrix
Documented finance SOPs and a role-based authorisation matrix across treasury, cash positioning, procurement and management reporting.
Cash, Treasury & Capital
Cash flow & liquidity
Daily cash-position monitoring, a rolling 13-week forecast, DSO and DPO discipline on working capital, and a liquidity early-warning framework with escalation triggers.
Treasury governance
Banking-relationship governance, surplus deployment into FDs, liquid funds and overnight schemes, debt-servicing calendar management and counterparty-risk monitoring.
Capex appraisal & post-audit
Full appraisal models per project — IRR, NPV, payback and bear/base/bull sensitivity — followed by a post-implementation audit against the approved case.
Banking, credit & lender submissions
End-to-end term-loan, working-capital and project-finance proposals — CMA data, projected financials, DSCR and ratio workings and the information memorandum — plus lender-query management and drawdown documentation.
Compliance & Tax Advisory
Governance calendar & compliance rhythm
A published calendar locking statutory, board and operational timelines, with a defined owner and output for every touchpoint.
Board meeting governance
Pre- and post-board support — MIS curation, agenda and financial notes, scenario briefings, and coordination with the Company Secretary on notices, resolutions and minutes under the Companies Act, 2013.
GST advisory
Place of supply, interstate vs intrastate classification, RCM applicability, multi-entity supply structuring and input-tax-credit optimisation. Filing stays with your GST consultant; we advise on positions and resolve complex queries.
Direct tax advisory
Tax structuring, advance-tax estimation, withholding and Form 15CA/15CB applicability, deductions and annual provisioning. Computation, filing and tax audit remain with your tax consultant and auditors.
Systems, Team & Fundraising Readiness
Fundraising & investor readiness
Clean, audit-ready financials, a structured investor data room and financial due-diligence support — so you approach lenders and investors from strength.
ERP & finance systems support
Requirement mapping, chart-of-accounts design, data-migration validation and parallel-run sign-off, so finance data feeds board MIS with a full audit trail.
Embedded finance helpdesk
A cadence of query resolution, work-product review and technical mentoring for your in-house accounts team, backed by a wider specialist bench across tax, compliance and advisory.
Inside the business, not at arm’s length.
Senior-led at every stage
Every deliverable is reviewed at senior level before it reaches the board. Decisions are owned, not delegated down the chain.
Embedded, not remote
The team works inside your finance function on a defined on-site cadence — not a remote desk circulating reports at arm’s length.
Calibrated intensity
Effort flexes with the phase — heavier during the initial diagnostic and year-end, leaner in steady state.
A cadence you can set your watch by.
Finance stops being a scramble and becomes a dependable rhythm across the year.
Finance review, open-item resolution and day-to-day unblockers.
Board pack, MIS dashboards, burn review and compliance tracker.
Business review and rolling-plan refresh against the annual budget.
Zero-based budgeting cycle, plus audit and investor-readiness support.
The outcomes, not the activity.
Founder-led companies, multi-entity groups, and businesses preparing for audit, lending or a raise.
Fully sector-agnostic — manufacturing, trading and distribution, services, technology, infrastructure and financial services. Scope and intensity are calibrated to each business rather than applied from a template.
Core scope
Governs the finance function and sits alongside your existing providers. It excludes bookkeeping, statutory filing, audit and secretarial execution unless taken up under extended scope.
Extended scope
On request: transactional execution — bookkeeping, reconciliations, historical clean-up and filing coordination — where you prefer a single accountable finance provider.
From first call to first board pack in 30 days.
Scope alignment
A short call to confirm priorities, the entities in scope and reporting expectations.
Engagement letter
A standard engagement letter covering terms, confidentiality and independence.
Onboarding kick-off
Within two working days of signing, aligning data access and Month 1 priorities.
First board pack
Delivered within 30 days of kick-off, establishing the zero-surprises reporting standard.
Give your business a CFO, without the hire.
Book a scope-alignment call and we’ll map the pillars to where your finance function needs it most.