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Virtual CFO Services – Expertvuw
Finance · Virtual CFO

Virtual CFO Services for Startups and SMEs – Finance Leadership Without a Full-Time Hire

Last updated: 2 October 2026

Growing companies need budgeting, cash planning, investor reporting and compliance oversight long before they can afford a full-time CFO. Expertvuw’s team provides part-time finance leadership — MIS, forecasts, board packs and fundraising support — with statutory audits carried out by independent CAs.

Overview

What a Virtual CFO Does

A virtual CFO provides the strategic and control side of finance on a part-time basis. Typical responsibilities include monthly management information (MIS) and KPI dashboards, annual budgets and rolling forecasts, cash flow planning and runway tracking, pricing and unit economics analysis, investor updates and board packs, and oversight of statutory compliance — GST, TDS, income tax, payroll and company law filings.

For funded startups, a virtual CFO often manages the relationship with investors’ reporting requirements, supports due diligence for the next round, and works with the statutory auditor on year-end closing. For SMEs, the focus is usually on cash, margins, banking relationships and cost control.

A virtual CFO complements your accountants and auditor: bookkeeping is the base, and the statutory audit is an independent function performed by a Chartered Accountant firm appointed by the company.

Basis: Companies Act, 2013 (accounts, audit and board reporting); Income-tax, GST and TDS laws; applicable accounting standards (AS / Ind AS). Last updated: 27 September 2026.

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What This Service Covers

What We Help With

1

Monthly MIS, KPIs and board packs

2

Budgets, forecasts and cash runway

3

Investor reporting and diligence support

4

Banking and working capital relationships

5

Compliance calendar oversight and audit coordination

Key Facts

Part-time leadership

Senior finance input without a full-time CFO cost.

MIS

Monthly reports to track performance and cash.

Forecasts

Budgets and rolling forecasts guide decisions.

Investors

Regular updates and board packs.

Compliance

Oversight of tax and company law filings.

Audit

Performed independently by the company's statutory auditor.

Common Issues

Why Finance Gaps Appear

Founders often notice finance gaps only at fundraising or audit.

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Related Services

Related services

Virtual CFO services connect with these services.

Accounting & Bookkeeping

Books behind the MIS.

Financial Modelling

Forecast models.

Virtual CFO for NBFCs

Finance leadership for NBFCs.

Startup Due Diligence

Diligence readiness.

Documents Required

Documents we need from you

Finance Access

Business Context

Our Process

How We Work

1

Onboard

Review finance set-up and needs.

2

Set up

Design MIS and KPIs.

3

Plan

Build budget and cash forecast.

4

Report

Monthly MIS and reviews.

5

Advise

Support key decisions.

6

Coordinate

Work with accountants and auditors.

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Monthly Rhythm

Monthly Rhythm

Finance leadership works on a regular cycle.

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Get in Touch

Share your query and our team will reply during business hours.






    FAQs

    Frequently Asked Questions

    What is a virtual CFO?

    A part-time finance leader who provides budgeting, reporting, cash planning and compliance oversight without a full-time hire.

    No. Accountants maintain books; a virtual CFO uses them for planning, reporting and decisions.

    No. The statutory audit is done by an independent CA firm appointed by the company.

    Often around fundraising, rapid growth or when investors require regular reporting.

    Yes. We work alongside your accounting team.

    About Expertvuw

    Who Provides Your Virtual CFO

    CS Chetna Shoor, Company Secretary and Director, Expertvuw

    CS Chetna Shoor

    ACS – Director, Expertvuw Management Pvt Ltd

    Virtual CFO services are provided by Expertvuw’s team. Statutory and tax audits are carried out by independent Chartered Accountants appointed by the company.

    Expertvuw Management Pvt Ltd