Virtual CFO Services
An entrepreneur managing a growing business, needs a strategic partner to lead & manage the financial aspects of the business. PMC provides you with all the services of a CFO, except, the CFO won’t be a full-time employee. Our CFO may not be present on-site all the time but will always be there when you need him/her.
Depending on the size and the growth stage of your company, we provide a flexible engagement model, enabling you to increase/decrease engagement levels, thereby giving you the opportunity of having the best CFO talent assisting you, based on your needs. Our ongoing Virtual CFO retainer engagements can be as low as 2 hours a week and can go as high as 20 hours a week.
This flexible engagement model will help you keep your CFO costs variable and low but the experience will always remain enriching and memorable.
Interim CFO, Special Purpose CFO and Full Time CFO are also available as per requirement
Depending on the size and the growth stage of your company, we provide a flexible engagement model, enabling you to increase/decrease engagement levels, thereby giving you the opportunity of having the best CFO talent assisting you, based on your needs. Our ongoing Virtual CFO retainer engagements can be as low as 2 hours a week and can go as high as 20 hours a week.
This flexible engagement model will help you keep your CFO costs variable and low but the experience will always remain enriching and memorable.
Interim CFO, Special Purpose CFO and Full Time CFO are also available as per requirement
Service Offerings for Virtual CFO
Ongoing Financial Reporting
Periodic reports give you an overview of your company’s overall performance. With the help of the detailed MIS and financial dashboards that is provided by us on a monthly basis enables you to identify your company’s strengths and weaknesses. You are also able to spot any errors and avoid a potential crisis well in advance. Since these reports reflect your business’s revenue and expenses in actuality, it helps the business grow in the right direction.
Month End Closing
Month end closing can be a tedious process since you would be evaluating the entire company’s financial records for that month and would be making sure that you have not missed out on anything. If any transaction has not been recorded then adjustments have to be made. This can be excruciatingly time consuming which is why you could fast track your month-end close process with assistance from Pushan
Board and Management Reporting
We can’t stress enough the importance of systematic and efficient management reporting. These reports that are generated helps your team take the right business decisions, helps boost your business’s performance and enables good governance! Not only that but it also helps improve investor confidence. Our team of experts can help analyze and generate in depth reports for your business.
Audit Preparation
If you are suddenly faced with multiple audits – be it bank audit, HO audit, tax audit, transaction audit, etc.; leverage on Pushan’s strength to successfully complete this quickly.
Financial Reports & Executive Dashboards
Financial Analytics & Reporting
We undertake a thorough review of financials and operational parameters to provide you detailed analytics, and help in designing intelligent finance reports. We perform our analysis using ratios, trends, comparatives, industry benchmarking, scenarios, and other statistical techniques. We also undertake specialized analytics to help you with key stakeholder review meetings. Through the engagement, we would also implement a process whereby you get a clear view of profitability by client and by product/service category.
Board & Executive Dashboard
We undertake designing and preparation of detailed MIS reports for internal as well as external reporting purposes. We understand what needs to be presented in a crisp dashboard for senior management, investors and directors. We also build Intelligent Dashboards for senior management to monitor KPI’s (Key Performance Indicator’s) closely.
Illustrative List of Reports
•Profitability Revenue & Margin Analysis by Business Vertical
•Comparison vs. Budgets
•Balance Sheet Analysis & Cashflow Report, with comments
•Receivables & Payables Analysis
•Trend Analysis – Revenues, Expenses, Margins
•KPI’s with Graphs and Charts
•Working Capital Analysis
•Ratio Analysis
•Commentary on financials for management discussions
Quarterly BOD Reporting packs