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ICAI-registered Chartered Accountants · India · Serving clients worldwide

A Chartered Accountant-led finance team that keeps your books, plans your numbers and prepares you for investors.

ICAI FRN
158649W
Established
2022
Team
Dedicated team

Your monthly finance pack

Every month

Actual Forecast
  • Reconciled books
  • Budget vs actual
  • 13-week cash forecast
  • KPI dashboard
  • Variance commentary
  • CFO review call

Working hours: Monday to Friday, 10:00 AM – 2:30 AM IST

Serving clients worldwide, Every deliverable reviewed by a Chartered Accountant, Written scope and a fixed monthly calendar, We work inside your accounting system, We don't ask for banking passwords, Client information handled under the ICAI Code of Ethics, Response within one working day (IST), Year-end package for your CPA

Our services

Each engagement runs on a written scope and a fixed monthly calendar. Every deliverable is reviewed by a Chartered Accountant before it reaches you.

  • Senior finance leadership without a full-time hire, for businesses whose decisions now depend on cash, margins, lenders and investors.

    W1W2W3W4W5W6W7W8W9W10W11W12W1313-week cash forecast
    • Cash-flow planning
    • Profitability analysis
    • Lender and covenant reporting
    • Financing analysis
    • Controls and processes
    • Board reporting
    Explore Virtual CFO

Where we fit

i.

The books are behind

Reconciliations are months old, the CPA is waiting on year-end, and nobody is sure of the real cash position.

Virtual bookkeeping
ii.

Decisions need forecasts

Hiring, pricing, inventory and financing decisions now depend on what next quarter looks like.

FP&A and virtual CFO
iii.

A raise is coming

Investors or lenders want a model, a plan and a deck that tie back to clean historical numbers.

Fundraising readiness

What a month looks like

Exact dates are fixed in your engagement letter. This is the usual rhythm for a combined bookkeeping, FP&A and virtual CFO engagement.

  1. Days 1–5

    Reconcile

    Bank, card, gateway and payroll reconciliations; open items flagged to you.

  2. Days 6–10

    Close

    Accruals and adjustments; statements reviewed by a Chartered Accountant.

  3. Days 10–15

    Report

    KPIs, budget vs actual, cash position and an updated forecast.

  4. Mid-month

    Review

    A call on the numbers, decisions ahead and lender or investor needs.

Fundraising readiness

We start from cleaned-up historical financials, build the model and plan on top of them, keep one set of numbers across the deck, plan and data room, and stay with you through diligence.

How fundraising readiness works
01

Business plan

Market, operating plan, unit economics, milestones.

02

Financial model

Three-statement, driver-based, 3–5 years, with scenarios.

03

Pitch deck

Narrative, financial slides and use of funds.

04

Data room and diligence

Organised records and Q&A on the numbers.

Ways to work with us

Monthly engagement

Ongoing bookkeeping, FP&A and virtual CFO work on a fixed monthly calendar, with a named team and a regular review call.

Project engagement

Defined-scope work with a start and an end: fundraising readiness, feasibility studies, cap table rebuilds and books clean-up.

Dedicated team

Accountants or FP&A analysts working as an extension of your in-house finance team, in your systems and on your calendar.

Where we work

Wherever your business is based, the work is done by the same team, in your systems and on your calendar.

India
  • 01

    Reviewed by a Chartered Accountant

    Every deliverable is checked by a Chartered Accountant before it reaches you, wherever you are.

  • 02

    Your systems, your calendar

    We work inside your accounting system, on a fixed monthly calendar.

  • 03

    Secure remote access

    Role-based logins and read-only bank feeds; we don't ask for banking passwords.

Industries

Accounting and reporting that reflect how each industry actually earns and spends.

  • 01

    Startups and SaaS

    ARR, burn, runway and investor reporting.

  • 02

    E-commerce and D2C

    Marketplace and gateway settlements, inventory, returns.

  • 03

    Real estate

    Property-level books, loans, leases and CAM.

  • 04

    Import and distribution

    Landed cost, duties, inventory planning.

  • 05

    Professional services

    Project profitability, export-of-services compliance.

  • 06

    Hospitality

    Location-level P&L, food and labour costs.

  • 07

    Healthcare practices

    Practice accounting, payroll, cash planning.

  • 08

    Manufacturing

    Costing, inventory valuation, capex.

How we work

  1. 01

    Discovery call

    Your business, current books and deadlines.

  2. 02

    Engagement letter

    Written scope, deliverables and timelines.

  3. 03

    Onboarding

    Secure access and clean-up of past periods.

  4. 04

    Monthly cycle

    Close, reports and forecasts on a fixed calendar.

  5. 05

    Review

    A regular call on the numbers and decisions ahead.

Our hours in your time zone

Working hours, Monday to Friday, in each time zone. Fixed all year.
Time zoneOpen → CloseFixed all year
India Standard Time (IST)Our office10:00 AM to 2:30 AM
UK timeGMT / BST5:30 AM to 9:00 PM
Eastern TimeEST / EDT12:30 AM to 4:00 PM
Central TimeCST / CDT11:30 PM* to 3:00 PM
Pacific TimePST / PDT9:30 PM* to 1:00 PM

Monday to Friday. These hours apply all year, in winter and in summer. * Starts the previous evening, local time.

Platforms we work in

  • QuickBooks Online
  • Xero
  • Zoho Books
  • Tally
  • MYOB
  • Sage 50
  • Yardi Breeze
  • AppFolio
  • Fathom
  • Monday.com

The firm

The same rules apply to every engagement, whether we keep your books, plan your numbers or prepare you for a raise.

  • 01

    Reviewed by a Chartered Accountant

    Every deliverable is reviewed by a Chartered Accountant before it reaches you.

  • 02

    No banking passwords

    Role-based logins to your software and read-only bank feeds; we don't ask for banking passwords.

  • 03

    ICAI Code of Ethics

    Client information is handled under the ICAI Code of Ethics and an NDA where required.

  • 04

    Written scope, fixed calendar

    Each engagement runs on a written scope and a fixed monthly calendar, set out in the engagement letter.

  • 05

    Inside your systems

    We work inside your own accounting system, so your books and records stay with you.

  • 06

    A package for your CPA

    For clients abroad, we hand a year-end package to your CPA or tax preparer, who handles the filing.

Blogs

Contact

We respond within one working day (IST).

Office
Unit 509, Empire Edge, Gotri - Vasna Road, Near Nilambar Circle, Vadodara, Gujarat, India 390 007
Phone / WhatsApp
+91 88492 20024