Management reporting
Understand performance through a consistent monthly pack, with explanations behind the numbers.
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FINANCE LEADERSHIP
Virtual CFO services for foreign subsidiaries in India
Virtual CFO services for Indian businesses and overseas teams running an Indian subsidiary. Connect the monthly close, cash forecast and management reporting in one finance rhythm.
Your monthly finance view
Virtual CFO services
PerformanceActuals · budget · explanation
Cash outlookCollections · commitments · scenarios
DecisionsPriorities · ownership · next review
A clear process. An accountable team.
WHAT YOU GET
Know what happened, then decide what happens next
Financial statements tell part of the story. Management also needs to know why margins moved, where cash is tied up and which decisions cannot wait. We build the reporting routine around those questions.
Cash and runway
Plan collections, payroll, vendor payments and funding needs using explicit assumptions.
Decision support
Compare budgets and scenarios before committing to hiring, spending or expansion.
THE WORK, MADE VISIBLE
How our virtual CFO work runs
Agree what is prepared, what your team supplies and how the work is reviewed.
| Workstream | What we prepare | Why it matters |
|---|---|---|
| Monthly performance | Profit and loss, balance sheet, cash movement and budget variances | Management has a consistent basis for discussion |
| Working capital | Receivables, payables, collection assumptions and upcoming commitments | The team can assign actions before cash becomes tight |
| Group reporting | Mapping between Indian accounts and the parent reporting pack | Local records and group reporting can be reconciled |
| Planning | Base and downside scenarios with named assumptions | Changes in hiring, pricing or funding can be compared |
HOW WE WORK
What you receive each month
The engagement starts with your records and priorities. Each stage has a defined next step.
Establish the baseline
Review the latest accounts, systems, reconciliations and reporting gaps. Separate reliable information from balances that need investigation.
Agree the reporting pack
Choose the measures, format, responsible people and review dates. Start with the decisions the management team needs to make.
Run the monthly close
Coordinate the agreed inputs and review exceptions. Explain material changes and track the next actions.
Review the forward plan
Refresh cash assumptions and forecasts. Discuss decisions, document ownership and follow up at the next review.
BUILD THE RIGHT ENGAGEMENT
Virtual CFO scope and fees
For a foreign owned Indian subsidiary
A parent reporting pack does not replace the Indian books. We help reconcile the local accounts with the parent's chart of accounts, reporting currency and intercompany records. Agree the required reporting basis and adjustments at the start.
Coordinate equity, loan and service payments with the relevant FEMA and transfer pricing workstreams. A cash forecast should reflect the time needed for approvals and banking requirements.
Support that fits your stage
A business building its finance function may first need reliable reconciliations and a close calendar. A growing team may need budgets, working capital reviews and board reporting. Define the immediate priorities before expanding the scope.
Bookkeeping, payroll operations, historical clean up, fundraising support and transaction diligence should be listed separately when required. A CFO retainer is most useful when responsibilities are clear.
How we scope the fee
The proposal reflects the entity count, transaction volume, systems, condition of the records and meeting cadence. It states the reporting deliverables, source information your team supplies and how additional work is agreed.
Bring the latest management accounts, a summary of the business and the financial questions you cannot currently answer with confidence.
YOUR QUESTIONS
Before we start
Clear expectations make a better engagement.
Do we need a full time CFO to use this service?
No. The engagement provides an agreed level of finance leadership and reporting support. The company retains its management, board and approval responsibilities.
Can you report in our overseas parent's format?
We can scope a reporting pack around the parent's requirements. We first review the chart of accounts, systems, currency and adjustments needed to reconcile it with the Indian books.
Is bookkeeping included?
Only where included in the proposal. We can coordinate bookkeeping and monthly reporting together, or work with your existing finance team.
Will you authorise payments or sign statutory reports?
The company retains payment authorisation. Statutory reports requiring a qualified signatory remain with the separately appointed professional. We prepare and coordinate the agreed supporting work.
LET’S DEFINE THE NEXT STEP