Virtual CFO services
Holistique provides Virtual CFO support to established and growing businesses in India. Depending on your records and agreed scope, the work may include management reporting, cash-flow and working-capital review, profitability analysis, budgeting, and financial decision support.
A more useful management view
Revenue, bank balance, and statutory accounts each show part of the picture. Business owners and leadership teams also need to understand what is driving margins, when cash is expected to move, and what the available numbers imply for a planned decision.
Virtual CFO support uses the business’s financial information to help make those questions part of a more useful review. The specific work depends on the quality and availability of the underlying records and the responsibilities agreed for the engagement.
Bring the numbers into the conversation behind the decision.
Financial visibility · Cash planning · Profitability reviewService areas
Each engagement is scoped around the business’s financial questions, available information, and agreed responsibilities.
Organise management reporting around the information leadership needs to review. This may include financial performance, significant movements, and areas that need a closer look, based on the records available and the agreed reporting scope.
Review the timing of expected receipts and payments, working-capital pressure points, and the assumptions behind cash planning. The purpose is to give the leadership team a clearer basis for planning and discussion.
Examine revenue and cost information to understand where margins may be changing. Product, service, customer, or business-line analysis depends on whether the underlying data supports a reliable view.
Prepare or review budgets and forecasts where included in the engagement. Use the available information to discuss financial implications of decisions such as hiring, pricing, capacity, or expansion.
These are examples of work areas, not a fixed package. Deliverables, reporting frequency, data requirements, responsibilities, communication channels, and commercial terms are agreed before an engagement begins.
A considered process
The first step is understanding the business context and what its current records can reliably show. Any work begins after the scope is agreed in writing.
Share the business context, current reporting process, and the financial questions leadership wants to address.
Discuss which records are available, what they can reliably show, and which review areas should take priority.
Agree the work, deliverables, frequency, responsibilities, information-sharing arrangements, and commercial terms before work begins.
Who may find this relevant
Virtual CFO support may be relevant to an operating business that has ongoing financial activity and wants a more regular management view of performance, cash, or margins. Suitability depends on the business’s needs, records, and agreed scope.
About the practice
The Virtual CFO practice is led by CA Chanakya Shah, FCA, with the Holistique team supporting the agreed work.
Questions
A few points to help clarify the service and how a discussion can begin.
A Virtual CFO provides agreed, ongoing finance leadership and decision support without being a full-time, in-house CFO role. Depending on the engagement, this may involve management reporting, cash-flow and working-capital review, profitability analysis, budgeting, forecasting, and discussion of financial decisions.
Accounting and compliance work produce and maintain financial records and required filings. Virtual CFO work uses reliable financial information to support management reporting, planning, and business decisions. The two can work alongside one another. Bookkeeping, tax filings, statutory audit, and routine compliance are not automatically included in a Virtual CFO scope.
The scope can be designed to work alongside the business’s existing accountant or finance team. Roles, data sources, review responsibilities, and hand-offs should be agreed before work starts.
The introductory discussion can identify the relevant information. Depending on the agreed scope, this may include recent financial statements, management reports, budget or forecast information, and receivables or payables data. Please do not send confidential financial records through the booking page.
No. The service can provide financial analysis and decision support. Business results depend on the quality of information, decisions made, implementation, and other factors outside the service provider’s control.
Holistique’s current focus includes established and growing businesses in India, including revenue-generating startups, in service, manufacturing, and trading sectors. Suitability is assessed in an individual discussion.
Introductory discussion
Choose a suitable 30-minute time to speak with Holistique about your business, its current financial reporting, and the questions leadership wants to address. The discussion is an opportunity to understand the business context and consider whether a Virtual CFO engagement may be appropriate.
Please do not upload or send bank details, financial statements, tax credentials, PAN, GST credentials, or other confidential financial records through this page.
Holistique Business Consulting
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