...
Trusted by 2,000+ Indian business owners A free live class every month
Talk to us
Our services

Finance help for Indian business owners

Four ways we work with owners: a Virtual CFO beside you for big decisions, our monthly finance system set up inside your business, cash flow help to free up money that is stuck, and outsourced accounting when you want the whole job handled.

Find the right help Talk to us

Virtual CFO

Best if you are making big decisions alone

A senior finance person works with you every month, the way a full-time CFO would, but at a fraction of the cost. We look ahead with you instead of only reporting what already happened.

  • ✓ A monthly meeting on profit, cash and what needs attention
  • ✓ Cash flow planning, so you know what is coming
  • ✓ Straight answers on hiring, pricing, borrowing and growth
  • ✓ Clear reports for a bank, an investor or your board
  • ✓ Someone to call when a decision cannot wait
View service →

The Finance Control Framework

Best if reports do not change what you do next

This is our own system, and the one we are best known for. We set it up inside your business and train your team to run it, so the routine keeps working after we step back.

  • ✓ The three reports that matter, built for your business
  • ✓ A 60-minute monthly review, with a fixed agenda
  • ✓ Templates your team can follow without you
  • ✓ Training for your accountant on what to prepare
  • ✓ A clear rule for how much profit you can take out
View service →

Cash flow and working capital

Best if profit looks fine but money is tight

We go looking for your money. In most businesses a large share of it sits in unpaid customer bills, stock that is not moving, and advances paid to suppliers too early. Once you see it, you can free it.

  • ✓ A clear map of where every rupee is parked
  • ✓ A collection routine that gets customers paying sooner
  • ✓ A review of stock and supplier advances
  • ✓ A simple weekly cash view, so surprises stop
  • ✓ Help planning the working capital growth needs
View service →

Outsourced accounting

Best if your books are behind or depend on one person

Our team takes over the day-to-day finance work. You stop depending on one employee, and you stop chasing people for basic entries. Everything is handled by a team with a process behind it.

  • ✓ Bookkeeping kept up to date, not caught up at year end
  • ✓ Monthly reports you receive on a fixed date
  • ✓ GST, TDS and other filings done on time
  • ✓ Payroll and vendor payment support
  • ✓ Audit support, so year end stops being a scramble
View service →
Start in the right place

Find your situation, and we will point you to the right help

Most owners come to us with one of these five problems. Read down the first column and pick the line that sounds most like you.

If this sounds like youStart withWhy
"My books are late and I do not fully trust the numbers." Outsourced accounting Fix the foundation first. Every other decision depends on the books being correct and on time.
"The reports come, but I do not know what they are telling me." Finance Control Framework You do not need more reports. You need a simple monthly routine that turns them into decisions.
"There is profit on paper, but never money in the bank." Cash flow and working capital Your cash is stuck somewhere, usually in unpaid bills or stock. We find it and get it moving.
"I am making big money decisions on my own." Virtual CFO You need a senior finance person in the room every month, without paying a full-time salary.
"I want to understand this myself before spending anything." The free class Start here. Many owners fix a good part of this on their own after one 90-minute session.
How it fits together

Each service sits on top of the one below it

You do not need all four. But they do follow an order, and skipping a step is usually why finance help fails.

Better decisions Virtual CFO · hiring, pricing, funding, growth A monthly routine you actually follow Finance Control Framework · the 60-minute review Books that are correct and on time Outsourced accounting · bookkeeping, reports, filings Cash flow work runs through all three Start at the bottom

If your books are wrong, a better report will not help. If you have no monthly routine, a CFO cannot help you decide. That is why we usually begin at the base.

How we begin

Four steps, and you will know where you stand in the first month

No long proposals and no lock-in before we understand your business.

Step 1

A short call

You tell us what is bothering you. We tell you honestly whether we are the right people to help.

Step 2

We read your numbers

We go through your books and find where cash is stuck and what is missing, in plain language.

Step 3

We set up the system

The reports, the routine and the templates go into your business, and we train whoever runs them.

Step 4

We review each month

One meeting a month keeps it alive. Over time your team runs it and we simply check in.

Questions

Questions owners ask before starting

Does my business need to be a certain size?+
No. We work with businesses of many sizes. What matters more is that you want to understand your own numbers. If you are very early, the free class and the workbook are usually the better place to begin.
How is a Virtual CFO different from my accountant?+
Your accountant records what has already happened and keeps you compliant. A Virtual CFO looks forward and helps you decide what to do next — whether you can afford to hire, how much profit you can take out, or how to fund your growth.
Will you replace my current accountant?+
Usually not. In most cases we work alongside your existing accountant or team and give them a clearer process to follow. If you would rather hand the whole function over, our outsourced accounting service can do that.
How long before I see a difference?+
Most owners get their first clear picture of where cash is stuck within the first month. Building a routine your team follows on its own usually takes about three months.
Do you work with businesses outside Delhi NCR?+
Yes. We work with businesses across India and reviews happen online, so your location does not matter. Our firm has offices in Noida, Gurgaon, Mumbai and Hyderabad.
How do I get a price?+
Prices depend on the size of your business and how much work is involved, so we quote after a short call. Get in touch and we will tell you what fits and what it will cost, with no obligation.
CA Harshil Goyal and CA Sajal Goyal

Not sure where your money is going? Let us find out.

One short call. We will tell you honestly where to start, even if that means not working with us yet.

Talk to us or Join the free class