Reliable Virtual CFO Services in Ahmedabad

Table of Content

What is Virtual CFO Service?
Documents Required
Virtual CFO Service Process
Why Choose H S Lalwani & Co.?
Google Reviews
Frequently Asked Questions (FAQs)

1. What is Virtual CFO Service?

A Virtual CFO (Chief Financial Officer) service offers businesses the strategic financial guidance of a full-time CFO without the cost of hiring one in-house. At H S Lalwani & Co., our Virtual CFO Services are tailored for startups, SMEs, and growing enterprises that need high-level financial strategy, performance tracking, compliance, and investor reporting.

We help manage financial health, improve cash flow, optimize resources, and prepare your business for growth, fundraising, or audits. Our Virtual CFOs act as your trusted financial partner, available remotely yet deeply involved in your business success.

2. Documents Required

For effective Virtual CFO service delivery, we generally require the following:

Historical financial statements
Current year’s books of accounts (Tally, Zoho, QuickBooks, etc.)
Sales and purchase invoices
GST, TDS, and income tax return copies
Payroll and employee cost details
Bank statements and loan documents
Budgets and forecasts (if any)
MIS reports or financial dashboards (if maintained)
Cap table and investment agreements (if applicable)
Business plan and pitch decks (for startups)

3. Virtual CFO Service Process

Our Virtual CFO engagement is customized yet systematic:

Initial Business Understanding & Onboarding:We review your current financial setup, tools used, and key concerns.
Goal Setting & KPI Design:Define measurable financial goals and custom KPIs aligned with your vision.
Monthly Book Closure & MIS Reporting:Ensure timely reconciliation, financial statements, and decision-ready MIS reports.
Budgeting & Forecasting:Build monthly/quarterly/annual budgets and financial projections.
Cash Flow & Working Capital Management:Monitor burn rate, optimize receivables/payables, and control cash flows.
Strategic Advisory:Regular virtual meetings with leadership for cost control, expansion planning, investor pitch support.
Compliance & Tax Monitoring:Ensure timely GST, TDS, ROC, and income tax compliance.

4. Why Choose H S Lalwani & Co.?

Experienced Finance Leadership:Our team includes seasoned Chartered Accountants with CFO-level experience.
Tech-Enabled Delivery:We use cloud accounting, dashboards, and automation tools for real-time insights.
Cost-Effective:Full-time CFO expertise at a fraction of the cost.
Custom Plans for Every Business Stage:From early-stage startups to scaling enterprises.
Proactive Support:Monthly meetings, instant updates, and actionable financial intelligence.

What Our Clients Say

Bharat Malukani

★★★★★

Delivering professional and ontime finance related services

Shradha Makhiia

★★★★★

Hitesh's work is outstanding. He and his team are so helpful and attentive. They always respond with the best solutions. And they are also extraordinarily good at teaching you a bit of stuff. Best for financial solutions. Highly recommend.

Krishna Gidvani

★★★★★

I've been working with HS Lalwani &Co. for over 3 years now, and I'm thoroughly impressed with their professionalism and expertise. They handle everything from tax planning and GST compliance to audits and business advisory services with remarkable attention to detail.

Frequently Asked Questions (FAQs)

A Virtual CFO provides financial leadership—planning, reporting, cash flow control, compliance, and fundraising support.

Startups, SMEs, and businesses without a full-time finance head but with growing complexity and compliance needs.

Primarily remote, but on-site support can be scheduled for key meetings or reviews.

VCFO focuses on financial strategy, MIS, planning, and decision-making—not just data entry or accounting.

We use Tally, QuickBooks, Zoho Books, Excel dashboards, Power BI, and other client-preferred tools.

Yes, we prepare pitch decks, project reports, investor dashboards, and assist during due diligence.

Absolutely. Our VCFOs tailor strategies for tech, manufacturing, e-commerce, pharma, and other sectors.

Yes, including Profit & Loss, Balance Sheet, Cash Flow Statement, and KPI analysis.

Yes. We identify cost leakages, set up budgets, and regularly monitor variances.

Based on business size, complexity, and scope—monthly retainers or quarterly packages are offered.

Our Other Services

Accounting Outsourcing Services

Managing accounting operations efficiently is critical for any business but often demands significant time and resources.

Payroll Outsourcing Services

Efficient payroll management is crucial for employee satisfaction and compliance with statutory obligations.

Budgeting and MIS Reporting Services

In today’s dynamic business environment, accurate budgeting and insightful MIS (Management Information System) reporting are essential for making informed decisions and ensuring sustainable growth.