Introduction

CFO - Chief Financial Management Officer is an in built component to your organization’s financial stability. If you’re a small company or a medium-sized business, your CFO will oversee Budgeting, Pricing, financial reporting, Accounting, Audit preparation, and other financial-related business tasks, helping you take your business to the next level. The basic motive of an organization is earning profits. CFO being the financial head plays an eminent role in maximization of profits for an organization. Profit is the most functional area of an organization therefore the opportunities are being looked into for maximization of the same. CFO can provide leadership when forecasting performance is particularly important as a company sets its sights on obtaining funding. CFOs perform a number of essential tasks. These can include, Act as a right hand and sounding board for the CEO to grow the business.

If hiring a full-time CFO sounds expensive, consider our part- time CFO services which will enable you to avoid spending money on high salaries yet financials. We understand that every organization required a different service portfolio, so we handle each client based on their requirements.

Our Outsourcing Qualified CFO team is Certified Public Accountant C.A / FCA / CMA. CFO services include both day-to-day business operations, as well as long-term financial planning to ensure your company is set up for a profitable future. Independent Viewpoints more companies are outsourcing their CFO services to better their financial management and overall financial stability. If you’re ready to benefit from a virtual CFO services. if you are outsourced a CFO, it means you don’t have to pay a full-time salary, taxes, benefits, or other work-related resources. In fact, in this process, you only have to pay the CFO when they actually work.

Benefits of CFO Services : Saves Money | Saves Time | Third-Party Financial Management | Better Controls | Reduced Fraud Risk | Help with Large Projects

Virtual CFO’s can help with the following:

• Budgeting
• Paying your bills
• Processing your payroll
• Handling Financial Documentation
• Cash flow forecasting
• Profitability analysis
• Accounting system design and implementation
• Audit Plans
• Monitoring Statutory Process
• Revenue growth Plan
• Optimization of Operating Expenses
• Process Outsourcing strategy
• Pricing strategy
• Business Trend analysis
• Financial analysis
• Systematic controls
• Improving the business efficiency
• Company Acts & Intellectual Acts.

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Budget Forecasting

Budget Forecasting quantifies the expectation of revenues that a business wants to achieve for a future period, whereas financial forecasting estimates the number of revenues that will be achieved in a future period. The purposes of budgeting are for resource allocation, planning, coordination, control and motivation. It is also an important tool for decision making, monitoring business performance and forecasting income and expenditure.

Benefits

• Identify risk areas early.
• Plan and predict cash flows.
• Take control of what's coming in.
• Separate out a sub-budget for growth.
• Manage your sales pipeline and track performance.
• Make more confident strategic decisions.

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Cash Flow Management

Cash Flow process of planning a company's schedule for paying bills and estimating when income is likely to be received. Cash flow management helps a company avoid damaging its relationship with creditors by not paying bills on time and being forced into bankruptcy. Cash flow management is the process of tracking how much money is coming into and going out of your business. This helps you predict how much money will be available to your business in the future. It also helps you identify how much money your business needs to cover debts, like paying staff and suppliers.

Benefits

• Helps in knowing the exact figure of cash inflows and outflows
• Helps in comparing the cash budgets
• You can avoid overspending
• You can grow your business
• You won’t run out of cash

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Financial Reporting

Financial reporting is the disclosure of financial information to the various stakeholders about the financial performance and financial position of the organization results and related information to management and external stakeholders about how a company is performing over a specific period of time. These stakeholders include investors, creditors, public, debt providers, governments & government agencies.

Benefits

• Economic Decisions Making
• Cost of Capital
• Equilibrium in Share Prices
• Employee Decisions
• Getting Credit
• Reliability
• Consistency

Financial reporting should provide information to help present and potential investors and creditors and other users in assessing the amounts, timing, and uncertainty of prospective cash receipts from dividends or interest and the proceeds from the sale, redemption, or maturity of securities or loans.

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Risk Management

Risk management is the identification, evaluation, and prioritization of risks followed by coordinated and economical application of resources to minimize, monitor, and control the probability or impact of unfortunate events or to maximize the realization of opportunities.

Benefits

• Provide insights and support to the Board of Directors.
• Get credit for cooperation.
• Build a better defense
• Reduce business liability.
• Frame regulatory issues.

Risk management planning can help you avoid problems by making sure you're in compliance with regulations and implementing proper security procedures. It can also help reduce the costs associated with many incidents. A customer could slip and fall at any time on your company's premises

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Operational Efficiency

Operational efficiency is the capability of an enterprise to deliver products or services to its customers in the most cost-effective manner possible while still ensuring the high quality of its products, service and support. It helps in design new work processes that improve quality and production. Operational efficiency has a direct impact on profit margin of a company. Operational Efficiency is a critical drive for business Excellency. It is systematic management of resource of the company to achieve maximum results.

Benefits

• Retaining customers
• Reducing cost of compliance
• Lowering processing costs
• Increasing business agility
• Expanding services to new segments

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Strategy Development

Strategy development, also known as strategic planning, is fundamental to creating and running a business that sets specific goals and objectives. Strategic development process is defined here to embrace the management processes that inform, shape and support the strategic decisions confronting an organisation.

Benefits

• It allows organizations to be proactive rather than reactive.
• It sets up a sense of direction.
• It increases operational efficiency.
• It helps to increase market share and profitability.
• It can make a business more durable.

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Increased Profitability

Increased Profitability is ability of a company to use its resources to generate revenues in excess of its expenses. Profit equals a company's revenues minus expenses. Earning a profit is important to a small business because profitability impacts whether a company can secure financing from a bank, attract investors to fund its operations and grow its business.

Benefits

• Retained Earnings
• Owner Income
• Business Growth
• Reducing costs
• Increasing productivity
• Increasing efficiency
• Increasing turnover

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Reduced Costs

Cost reduction is the process used by companies to reduce their costs and increase their profits. Depending on a company's services or product, the strategies can vary. Every decision in the product development process affects cost.

Techniques of Cost Reduction

• Value Engineering
• Value Analysis
• Work Study
• Material Handling
• Quality Measurement and Research
• Operations Research
• Market Research
• Quality Control
• Standardization and Simplification
• Improvement in Design

Benefits

• Helps to enhance management performance or efficiency
• Helps to reduce the cost of operations of the organization.
• Helps to set competitive price of product or service.
• It helps to increase market share in the industry.

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Business Decisions Advisory

Business Decisions that will place the business at a profitable position. These include decisions about developing new products or getting into strategic alliances such as joint ventures. The decision making is the basic and fundamental key of all managerial activities. It is the study of identifying and choosing best possible choice or option based on the values and preferences of the business organization.

Benefits

• Faster reporting, analysis or planning.
• More accurate reporting, analysis or planning.
• Better business decisions.
• Improved data quality.
• Improved employee satisfaction.
• Improved operational efficiency.
• Improved customer satisfaction.
• Increased competitive advantage.

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Business Sustainable

Business sustainability, also known as corporate sustainability, is the management and coordination of environmental, social and financial demands and concerns to ensure responsible, ethical and ongoing success. Business sustainability is essential to the long-term prosperity of global companies these sustainability principles serve to maximize their opportunities and to minimize the negative impact their core operations have on the environment, and the communities and economies in places where they operate.

Benefits

• Improved brand image and competitive advantage.
• Increase productivity and reduce costs.
• Increase business ability to comply with regulation.
• Attract employees and investors.
• Reduce waste.
• Make shareholders happy.

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Wealth Management

Wealth management is about managing your wealth or surplus funds to achieve a financial goal. Wealth management is designed to help you maintain and grow your wealth during your lifetime and beyond. It starts with an in-depth analysis of your financial situation and investment objectives. Thereafter, an investment strategy is recommended and proactively managed to meet those objectives.

Benefits

• Understand your business and personal financial goals and constraints
• Analyse your business and personal financial position using net worth and cash flow analysis
• Assess your business risks and personal risk profile.
• Better utilisation of free funds
• Minimising tax on investment
• Maximising return on investment on a given risk appetite

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Corporate Insurance.

Corporate insurance is a form of insurance coverage extended to large organizations to help cover certain operational risks such as accidents, financial losses, employee health benefits and theft. Some types of insurance policies may protect individuals indirectly involved with the corporation.

Our Core Insurance Services

• Professional Liability insurance
• Workers compensation insurance
• Group health insurance
• Product liability insurance
• Business interruption insurance
• Property Insurance

Benefits

• Helps in running business
• It can protect your company from loss of income due to disaster
• Increase credibility
• Ensuring Safety
• To achieve company goals in future.

Types Of Insurance

Insurance Services : Insurance is a means of protection from financial loss. It is a form of risk management, primarily used to hedge against the risk of a contingent or uncertain loss.

General Insurance : Individual & Corporate Medical Insurance, Health insurance is one of the main types of insurance that our experts recommend.

Life Insurance : Life insurance is important if you have people who are dependent on you financially.

Life Solution Plans : life protection & Savings Plans, Individual & Group Insurance, Tax Savings Plans, Children’s Education Plans, Pension Plans, Money Back Plans, Whole Life Savings Plans, Family Life Protection Plans.

Business Insurance : Business insurance coverage protects businesses from losses due to events that may occur during the normal course of business.

Business Solution Plans : Business Income Tax Saving Plans, Key Man Insurance, Partnership Insurance, Employee-Employee Insurance, HUF Insurance, MWP Insurance, NRI Insurance & Many more.

Auto Insurance : Auto Insurance can be divided into two groups, two and four wheeled Vehicle insurance. Auto insurance provides coverage for Property – such as damage or theft, Liability for your legal responsibility to others for bodily injury our experts can help you to get the Auto insurance.

Travel insurance : Travel insurance can be broadly grouped into: individual travel policy, family travel policy, student travel insurance, and senior citizen health insurance our experts can help you to get the travel insurance.

Commercial Insurance : Is usually defined as industrial building or number of buildingscontaining equipments of manufacturing items or altering items or workers supervise machines engagedin the production of items.

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Customized CFO Services

An Outsourced CFO Services to your organization CFO is a financial expert who provides financial strategy services on a part-time or project basis. An Outsourced CFO can also help your company to resolve challenges such as cash flow issues, pricing, raising capital, solving tight margins, Audit planning, implementing more efficient systems, or preparing for growth. CFO is an on demand resource to help guide your business, keep the finances under control and provide you with expert financial knowledge when and as you need it if you are outsourced a CFO, it means you don’t have to pay a full-time salary, taxes, benefits, or other work-related resources. In fact, in this process, you only have to pay the CFO when they actually work. We can offer a Customized Outsourced CFO Services to set your business financial strategy, Report-related solutions, Highly Experienced Professionals to handle your total financial solutions.

Benefits

• Saves Money
• Time can be saved
• Avoid Risk & Fraud
• Maintain Financial Transaction
• Provide Quality Services
• Avoid CFO Salary Taxes
• Helps in Achieving financial goals
• Improve efficiency

Our Core CFO Services : CFO Support Services | Cash Flow Management | Financial Reporting | Risk Management | Operational Efficiency | Strategy Development | Services for Non Executive Directors | Increased Profitability | Reduced Costs & Pricing | Better Business Decisions | Sustainable Benefits | Budgeting | Paying your bills |Processing your payroll | Handling Financial Documentation | Cash flow forecasting | Profitability analysis | Accounting system design and implementation | Audit Planning | Revenue growth Plan | Wealth Management | Corporate Insurance Guidelines | Optimization of Operating Expenses | Process Outsourcing strategy | Pricing strategy | Business Trend analysis | Financial analysis | Systematic controls | Improving the business efficiency | Company Acts & Intellectual Acts | Monitoring Statutory Process

Virtual CFO & Transaction Services

IPO Support | Merger & Acquisition Services | Due Diligence | Changes in the Objective of the company | Shifting of Registered office | Change of Directors/Partners & Additions /Removal | Increase in Authorized Capital | Allotment of Shares | Conversion of Private to Public vice versa | Mergers, Amalgamations, De mergers | Due Diligence Audit | Company Credit Check Report | Stock & Share Market Advisory