Virtual CFO Services

Board-level finance,
without the full-time
cost.

Most growing businesses outgrow their bookkeeper before they can afford a CFO. We fill that gap - embedded financial leadership that brings clarity, structure and strategy exactly when you need it.

7+
Yrs Avg Experience
4.9β˜…
Client Rating
98%
Client Retention
πŸ“Š
Monthly MIS Report
Delivered by 5th of every month
↗
🏦
Runway Extended
Avg. 4.2 months through cash optimisation
+4.2mo
🀝
Fundraise Readiness
Decks, data rooms & investor Q&A prep
Ready
βœ…
Compliance On Track
GST, TDS, ROC - zero missed deadlines
100%
Everything a CFO
is supposed to own.

From day-to-day financial ops to board-level strategy - we cover the full spectrum so you can focus on building.

01 --
πŸ“‹
MIS & Financial Reporting
Accurate, board-ready financial reports every month β€” P&L, balance sheet, cash flow, and KPI dashboards customised to your business.
  • Monthly P&L and balance sheet
  • Custom KPI dashboard
  • Budget vs actuals variance
  • Board deck support
Monthly
02 --
πŸ’Έ
Cash Flow Management
We model your runway, identify cash leaks, and build rolling forecasts so you’re never caught off guard by a surprise shortfall.
  • 13-week rolling cash forecast
  • Working capital optimisation
  • Vendor & receivables management
  • Burn rate monitoring
Ongoing
03 --
πŸš€
Fundraise Support
We prepare you end-to-end for investor conversations β€” from financial models and data rooms to term sheet reviews and due diligence.
  • Investor-grade financial model
  • Data room preparation
  • Due diligence support
  • Term sheet & cap table review
Milestone-based
04 --
πŸ“
Budgeting & Forecasting
Annual operating plans, scenario models, and rolling forecasts that align your team to the numbers that actually matter.
  • Annual operating budget
  • 3-scenario financial model
  • Department-level budgets
  • Quarterly reforecast
Quarterly
05 --
🧾
Compliance & Statutory
We track every deadline β€” GST filings, TDS returns, ROC compliance, audit coordination and tax planning β€” nothing slips through.
  • GST & TDS filing oversight
  • ROC annual filings
  • Statutory audit coordination
  • Direct & indirect tax planning
Ongoing
06 --
πŸ—οΈ
Finance Function Setup
For early-stage companies that need to build from scratch β€” we design your accounting stack, SOP, and processes to scale cleanly.
  • Accounting software setup
  • Financial SOPs & controls
  • Chart of accounts design
  • Finance team hiring support
One-time
07 --
🌐
Outsourced Accounting for Global Companies
End-to-end bookkeeping and financial statement preparation for global companies β€” accurate books, on time, every month.
  • Day-to-day bookkeeping & ledger maintenance
  • Preparation of financial statements (P&L, balance sheet, cash flow)
  • Month-end & year-end close process
  • Bank reconciliation & accounts payable / receivable
  • Audit-ready books & statutory reporting support
Ongoing
08 --
πŸ“
LLP & Company Registrations
We handle the complete registration process for LLPs and private limited companies β€” from name approval to certificate of incorporation.
  • Private Limited Company incorporation
  • LLP formation & LLP agreement drafting
  • DIN, DSC & MCA filing
  • MOA, AOA & statutory documentation
  • PAN, TAN & GST registration post-incorporation
One-time
From onboarding to
outcomes in 2 weeks.
01
Discovery Call
We spend 30 minutes understanding your business, current finance setup, and the exact gaps you need filled.
02
Proposal & Scope
We send a clear, fixed-scope engagement letter within 48 hours. No ambiguous retainers or scope creep.
03
Onboarding
We integrate with your tools β€” Tally, Zoho, QuickBooks, or Google Sheets. Access, accounts, and first report within 14 days.
04
Ongoing Partnership
Monthly reporting, weekly check-ins, and always-on support via email or WhatsApp. We work like we’re on your payroll.
Finance that actually
moves the needle.

Most Virtual CFO services give you a part-time accountant with a fancy title. We give you qualified finance professionals with serious pedigree, trained at the right institutions, tested in the real world and invested in your growth.

⚑

Always-on, not intermittent

Dedicated point of contact available within hours, not days. You get a finance team, not a consultant who bills per email.

🫱🏽

Built around founders

We know what it’s like to be resource-constrained and time-poor. Our work is designed to give you maximum clarity with minimum back-and-forth.

πŸ”’

No conflicts, full confidentiality

NDAs on day one. Your financials stay inside your walls, always.

πŸ“ˆ

Investor-grade output

Every report and model we produce is built to withstand due diligence scrutiny β€” because it might need to.

β€œ
We don't just report
what happened - we help you
decide what happens next.

Our team comes from Big 4 backgrounds, with hands-on experience across sectors and business sizes. The kind of perspective that takes years to build and is hard to find anywhere else.

7+
Yrs avg. experience
2+
Countries served
98%
Client retention
0
Missed deadlines
Founders who sleep
better at night.
β€œ
β˜…β˜…β˜…β˜…β˜…

Bodha’s Virtual CFO service saved my startup during a rough funding round. Their team had board-level clarity and execution speed that we simply couldn’t afford in-house. Within 3 months, we closed our Series A.

R
Rohan Kulkarni
Co-Founder, TechNest
Series A Β· SaaS
β€œ
β˜…β˜…β˜…β˜…β˜…

We were burning cash without knowing exactly where. Within 6 weeks of onboarding Bodha, we had our first 13-week cash flow model, identified β‚Ή18L in annual savings, and felt genuinely in control for the first time.

A
Ananya Mehta
Founder & CEO, KraftLiving
Seed Stage Β· D2C
β€œ
β˜…β˜…β˜…β˜…β˜…

Our compliance was a mess β€” GST, TDS, ROC β€” all behind. Bodha cleaned it all up in 45 days, filed everything that was pending, and set up systems so it never happens again. I’d recommend them to any founder.

V
Vikram Nair
Managing Director, NairLogix
Growth Stage Β· Manufacturing
β€œ
β˜…β˜…β˜…β˜…β˜…

The fundraise support was exceptional. They built a model that could handle every investor question we got β€” and the data room was so clean, our lead investor said it was the best-prepared deck they’d seen at pre-seed.

S
Sneha Iyer
Co-Founder, GreenStack
Pre-Seed Β· Climate Tech
β€œ
β˜…β˜…β˜…β˜…β˜…

I was skeptical about a β€˜virtual’ CFO. But their team knows our P&L better than I do. Monthly reports land on time, every time. They’ve become a genuine thinking partner, not just a reporting function.

K
Karthik Balan
CEO, Primus Consulting
Series B Β· Professional Services
β€œ
β˜…β˜…β˜…β˜…β˜…

We hired Bodha to help us set up our finance function from zero β€” accounting stack, chart of accounts, SOPs. They were done in 3 weeks and we’ve had clean books ever since. Worth every rupee.

P
Priya Sharma
Founder, Runo Health
Early Stage Β· Healthtech
Tell us about
your business.

Fill in the form and we'll set up a no-obligation discovery call within 24 hours. No pitch, no hard sell - just a conversation about whether we're a fit.

Response within 24 hours, guaranteed
30-minute discovery call, zero obligation
Fixed-scope proposal, no hidden fees
NDA signed before any data shared
Onboarding in under 2 weeks

Already have a CA or accountant? No problem. Our Virtual CFO works alongside your existing team - we handle strategy, reporting, and oversight; they handle execution.

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Your business deserves
better finance.
Take the first step towards financial clarity. First call is free.
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