Virtual CFO services
Clearer financial information for better business decisions
Holistique provides Virtual CFO support to established and growing businesses in India. Depending on your records and agreed scope, the work may include financial planning and analysis, management reporting, cash-flow and working-capital review, profitability analysis, and decision support, without adding a full-time in-house CFO role.
Expanding margins through sharper financial strategy.
Systems and structure that let your business scale.
Lasting value for owners, entrepreneurs and teams.
A more useful management view
Your reports should help answer business questions
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 reviewPractical questions
Bring the questions behind the numbers into focus
A useful finance review can start with practical questions about reporting clarity, cash flow, profitability, and the decisions ahead. The discussion depends on what the available records can reliably show.
Service areas
Areas the work may cover
Each engagement is scoped around the business’s financial questions, available information, and agreed responsibilities.
Financial reporting and visibility
Organise management reporting around the information leadership needs to review. Depending on the records and scope, this may include financial statements, key measures, significant movements, and areas that need a closer look.
Cash flow and working capital
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.
Profitability, margins, and costs
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.
Financial planning and analysis
Prepare or review budgets, forecasts, and financial performance against plan where included in the engagement. The depth of analysis depends on the available information and agreed reporting scope.
Scenario planning and decisions
Use available financial information to discuss possible implications of decisions such as hiring, pricing, capacity, expansion, or financing.
Finance processes and reporting systems
Review how financial information is prepared and shared, and identify possible improvements to reporting processes or systems. Any implementation, controls, software, or automation work is subject to a separately agreed scope.
The engagement is shaped around your business priorities, existing finance processes, and available information.
A considered process
How an engagement is scoped
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.
Discuss the business
Share the business context, current reporting process, and the financial questions leadership wants to address.
Identify information and priorities
Discuss which records are available, what they can reliably show, and which review areas should take priority.
Confirm the engagement in writing
Agree the work, deliverables, frequency, responsibilities, information-sharing arrangements, and commercial terms before work begins.
Who may find this relevant
A clearer view for an operating business
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
Led by CA Chanakya Shah, FCA
The Virtual CFO practice is led by CA Chanakya Shah, FCA, with the Holistique team supporting the agreed work.
Questions
Virtual CFO: common questions
A few points to help clarify the service and how a discussion can begin.
What is a Virtual CFO?
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.
How is Virtual CFO support different from accounting?
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.
Can Holistique work with our existing accountant or finance team?
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.
What information is needed?
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.
Which businesses may be a fit?
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.
Virtual CFO consultation
Discuss your finance priorities
Tell Holistique about your reporting, cash flow, working capital, or profitability priorities. Contact the team to arrange a suitable discussion about your business.
- Your business model and sector
- The financial issue you most want to understand
- What management reporting you currently receive and how often
- Who is involved in financial decisions
Arrange a discussion
Holistique Business Consulting