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Strategic Financial Leadership

Virtual CFO

Assure's Virtual CFO service is designed for startups, SMEs, and mid-market companies that need board-ready reporting and strategic direction — delivered by professionals who become an extension of your team.

01. Financial Strategy & Planning

The Growth Roadmap

  • Annual Business Budgeting Zero-based and rolling budget preparation aligned with growth trajectory.
  • Financial Forecasting 3-year projections with scenario modelling (Base, Best, and Worst case).
  • Cash Flow Planning 13-week rolling forecasts and working capital optimisation.
  • KPI Dashboard Design Custom financial metrics and real-time performance dashboards.
  • Fundraising Strategy Capital structure advisory covering equity, debt, and hybrid instruments.
  • Business Plan Preparation Investor-ready models that communicate vision with credibility.

02. MIS Reporting

  • Monthly MIS: P&L, Balance Sheet, and Cash Flow by the 5th of every month.
  • Management Accounts: Detailed variance analysis with actionable commentary.
  • ERP Optimisation: Tally, QuickBooks, and Zoho Books — setup and training.
  • AR/AP Management: Ageing analysis and vendor payment scheduling.

03. Tax & Compliance

  • ✓ Direct Tax & GST Compliance Management
  • ✓ TDS Management (Deduction to Filing)
  • ✓ Transfer Pricing Advisory & Documentation
  • ✓ Tax Audit Representation & Coordination
  • ✓ Advance Tax Planning (Sections 234B/234C)

04. Fundraising & Investor Relations

Raising capital and managing relationships professionally.

Pitch Decks Valuation Due Diligence Cap Table

05. Risk & Internal Controls

Internal Audit Oversight, SOPs, Financial Policies, Fraud Risk Assessment, and Insurance Advisory.

06. Banking & Treasury

Lender Negotiations, Working Capital Optimisation, Forex Management, and Debt Structuring.

Entrepreneurial Support

07. Startup & Scale-up Advisory

Setup Finance Function Setup, Startup Compliance Roadmap, and 80-IAC Tax Exemption support.
Metrics Unit Economics Analysis (CAC, LTV, Burn Rate) and Seed/Series A Readiness.
Equity ESOP Advisory: Pool design, vesting schedules, and founder/employee tax implications.

08. Exit & M&A

  • Business Valuation
  • Due Diligence (Buy/Sell)
  • Merger Integration
  • Shareholder Exit Modelling
  • Restructuring & NCLT

Experienced professionals who become an extension of your team.

Speak to a vCFO

Ready to get your compliance in order?

Speak to a CA today — no commitment, no hidden fees. First consultation is always free.

hello@assurecorp.in Call us: +91 74509 31016
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