Virtual CFO Services for SMEs
Wealth Design LLP provides comprehensive Virtual CFO services for MSMEs, SMEs & startups in Hisar, Haryana including budgeting, cash-flow planning, monthly MIS reports, profitability analysis, pricing strategy & banking relationship management. Founders gain strategic financial insights without ₹15-30 lakh annual full-time CFO salary, accessing experienced CA expertise at ₹20,000-₹50,000/month.
Engagement starts with deep financial review of accounts, loans & compliances, followed by simple systems for monthly/quarterly MIS, cash-flow dashboards & structured management review meetings. Get decision-ready reports on sales trends, profit margins, cost optimization & funding guidance for working capital limits & term loans.
Virtual CFO Process
01 Financial Diagnostic
Deep review of accounts, compliances, loans & financial systems. Identify cash gaps, profitability leaks & funding bottlenecks within first 30 days.
02 Systems Setup
Implement simple monthly MIS, cash-flow trackers, budgeting tools & KPI dashboards. Monthly review meetings with actionable insights & forecasts.
03 Banking Support
Work directly with banks/NBFCs for working capital limits, term loans, renewals & better terms. Make financials lender-ready for faster approvals.
04 Strategic Advisory
Pricing optimization, profitability analysis, funding structure, cost reduction & growth planning. Quarterly strategy sessions for sustained scaling.
Virtual CFO Services Included
- Monthly MIS Reporting: Sales analysis, profit margins, cost breakdowns, cash-flow forecasts & KPI dashboards for data-driven decisions.
- Cash-Flow Management: Working capital optimization, payment term negotiations, debtor collections & liquidity planning to eliminate cash crunches.
- Budgeting & Forecasting: Annual budgets, quarterly rolling forecasts, variance analysis & scenario planning for 20-30% profitability improvement.
- Banking & Funding Support: Loan structuring, bank presentations, term sheet negotiations & compliance for better credit terms & faster sanctions.
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1. What makes Virtual CFO better than full-time CFO?
50-80% cost savings (₹20k-50k vs ₹15-30L annually), flexible scaling, access to multi-industry expertise & no hiring overheads.
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2. How does Virtual CFO improve profitability?
Pricing optimization, cost analysis, working capital efficiency & MIS insights typically deliver 20-30% margin improvement within 6-12 months.
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3. What banking support do you provide?
Direct bank/NBFC negotiations, financial structuring, CMA data preparation, lender presentations & compliance to secure better terms & faster approvals.
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4. How quickly can we start seeing results?
Week 1: Financial diagnostic complete. Month 1: MIS systems live. Month 3: Cash-flow improvements & bank discussions active. Quarter 2: Profitability gains visible.
