CFO Services
Our Virtual and Fractional CFO Services empower your business with high-level financial leadership—without the overhead of a full-time CFO. Whether you're scaling, fundraising, or restructuring, we provide the strategic expertise needed to guide your business with confidence.
We help you with:
- Strategic financial planning and business forecasting
- Cash flow management and working capital optimization
- Fundraising support and investor readiness
- Board reporting and financial governance
- Financial leadership during transitions or scaling phases
Financial Planning & Analysis
Make informed decisions with forward-looking insights. Our FP&A services provide the data and analysis necessary to understand performance, forecast trends, and drive long-term business value.
Our expertise includes:
- Budget creation and forecasting
- Scenario modeling and what-if analysis
- Profitability and margin tracking
- KPI dashboard creation
- Strategic decision support with data-driven insights
Accounting & Bookkeeping
Stay organized and audit-ready with our reliable bookkeeping services. We manage your daily financial transactions so you can maintain transparency, meet deadlines, and gain a clear view of your financial health.
What we offer:
- General ledger maintenance and Implementation of Chart of Accounts
- Daily transaction recording including Sales, COGS and Bank entries
- Recording of Payroll costs including deductions as per payroll reports Eg 401K, Medical Deduction, Taxes
- Reconciliations- Bank, Vendor, Credit Card, NEO Card, Payment Gateway etc
- Managing AP Process and disbursement
- Receivable Tracking and Ageing
- Budgeting and expense tracking
- Management reporting with variance analysis- This should be part of Financial Planning & Analysis
- Month end closing and investor deck- Controllershio
Controllership, Compliance & Reporting
We act as your in-house controllership team-implementing strong financial controls, ensuring compliance, and delivering timely reports that support strategic decision-making and risk management.
Our controllership support includes:
- Internal control implementation and monitoring
- Monthly, quarterly, and annual closings
- MIS and financial reporting packages
- Policy creation (finance, procurement, expense, etc.)
- Coordination with external auditors and regulators
International Tax & Transfer Pricing
Operating across borders comes with complex tax obligations. We help businesses manage global tax exposure, ensure transfer pricing compliance, and optimize international tax strategies within legal frameworks.
Our tax advisory services cover:
- Filing of Federal and State tax returns in US including 1120, State tax returns
- 1099 Preparation and W2 filings
- Form W8 and W8BEN, FATCA, PFIC and CFC Compliances
- Computation of DTA/DTL including updating OTP (Onesource Tax Provisioning)
- Quarterly ETR Projection and Roll forwards
- Intercompany billings considering TP requirements
- TP Documentation, Benchmarking Analysis and Compliances
- TP Policy and Agreements
- Handling TP Assessments and Audits
- Permanent establishment (PE) risk assessment
- DTAA analysis and foreign remittance structuring
- Cross-border transaction planning
Mergers and Acquisition
We offer end-to-end M&A advisory services to help businesses plan, execute, and integrate transactions with precision. From initial due diligence to post-merger support, we help you unlock strategic growth through well-structured deals.
Our M&A services include:
- Restructuring and Consolidation including Stamp duty workings
- Documentation (Scheme of Amalgamation) and filing of Application
- Financial and Tax Due Diligence (Buy and Sell side)
- Technical Accounting Advisory
- Post merger accounting and integration
Formation & Registration
Starting a business is exciting—but it also requires navigating legal and regulatory hurdles. We streamline the incorporation process, ensuring you're fully compliant and ready to operate from day one.
Our setup services include:
- Company and LLP registration
- PAN, TAN, GST, and other tax registrations
- Startup India and MSME registration
- FEMA & RBI compliance for foreign investments
- Business model structuring and advisory
Finance RPA & Transformation
Finance functions are evolving—and we help you stay ahead. Our finance transformation services combine automation, process improvement, and technology integration to make your finance operations smarter, faster, and more efficient.
Our transformation services include:
- Finance process mapping and diagnostics
- Robotic Process Automation (RPA) implementation
- ERP system migration and Integration, COA structuring
- Digitization of tax, invoicing, and reporting
- Workflow automation and dashboard development
What Our Client Say
They have the best team to provide auditing service for all your auditing needs. They will assure you with their service.
Best service provided. The best corporate advisors in town to solve the problem and provide consultation for the best.
Balan is highly competent, professional and very approachable. Hand-holding which is essential to any business.