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DISCIPLINE 03 · ACCOUNTING

VIRTUAL CFO

Part-time executive CFO advisory guiding capital allocation, cash management, board reporting, and institutional governance.

Board-Level Financial Guidance
Cash Flow Forecasting & Budgets
Statutory Compliance Oversight
CUSTOM QUOTE

Get a tailored proposal based on your organization's specific operational parameters.

ACCOUNTING PRACTICE STATUTORY ENGAGEMENT DOSSIER
COMPLIANCE READY
OFFICIAL SERVICE DELIVERABLE

VIRTUAL CFO

05
Board-Level Financial Guidance
Cash Flow Forecasting & Budgets
Statutory Compliance Oversight
Official Government Portal Submission VERIFIED
Supervised by Licensed Chartered Practitioners PAN-India Delivery
✦ 02 · SERVICE SCOPE & OVERVIEW

WHAT THIS SERVICE COVERS

Part-time executive CFO advisory guiding capital allocation, cash management, board reporting, and institutional governance.

Board-Level Financial Guidance
Cash Flow Forecasting & Budgets
Statutory Compliance Oversight
03 · COMPREHENSIVE EXECUTION CHECKLIST

WHAT WE HANDLE

Bimano Fintax assumes complete operational responsibility for Virtual CFO, managing government submissions, verification dossiers, and officer queries.

Overseeing the complete finance and accounting function

PARAMETER 01 MANAGED

Establishing internal financial controls and authorization matrices

PARAMETER 02 MANAGED

Direct participation in executive board and strategy sessions

PARAMETER 03 MANAGED
04 · KEY DELIVERABLES & ARTIFACTS

KEY DELIVERABLES

Formal statutory certificates, regulatory filings, and audited artifacts generated during this engagement.

01

Financial Strategy

Designing long-term fiscal policies and capital planning.

02

Cash Flow Controls

Implementing weekly rolling cash flow forecasts.

03

Board Presentation

Quarterly leadership reviews and strategic advisory.

05 · HOW IT WORKS & EXECUTION ARCHITECTURE

HOW WE DELIVER THIS SERVICE

A systematic five-phase roadmap engineered for statutory accuracy, speed, and audit readiness.

01
DISCOVER

Requirement Assessment

Comprehensive evaluation of your business parameters, compliance standing, and eligibility for Virtual CFO Retainer.

Verified Gateway
02
PREPARE

Document Dossier

Collecting, cross-verifying, and formatting required identity proofs, statutory authorizations, and commercial deeds.

Verified Gateway
03
SUBMIT

Statutory Portal Filing

Submitting electronic applications via government portals with verified DSC / E-sign and generating official ARN.

Verified Gateway
04
REVIEW

Department Scrutiny Liaison

Monitoring department processing stages, addressing jurisdictional queries, and clarifying officer clarifications.

Verified Gateway
05
COMPLETE

Allotment & Handover

Issuing government certificate, establishing statutory registers, and setting up future compliance alert calendars.

Verified Gateway
06 · DOCUMENTS & REQUIREMENTS

DOCUMENTS YOU MAY NEED

Have digital copies of these statutory records ready to expedite rapid portal processing.

PAN Card

Permanent Account Number of applicant entity, directors, or partners.

Identity & Address Proof

Aadhaar Card, Passport, or Voter ID with active mobile OTP linking.

Premises Proof

Electricity bill, property tax receipt, or registered rent agreement with owner NOC.

Bank Verification

Cancelled cheque leaf, bank statement, or passbook copy with IFSC and account name.

Charter Documents

Certificate of Incorporation, MOA & AOA charter, or Registered Partnership Deed.

✦ 08 · WHO THIS IS FOR & APPLICABILITY

WHO THIS IS FOR

The following entity profiles, leadership teams, and organizational stages require Virtual CFO:

01

Growth-stage companies needing high-caliber CFO leadership without a full-time executive salary.

Target Profile
02

Businesses preparing for institutional funding rounds, debt restructuring, or acquisitions.

Target Profile
✦ 09 · FREQUENTLY ASKED QUESTIONS

FREQUENTLY ASKED QUESTIONS

Essential clarifications regarding regulatory eligibility, turnaround time, and statutory obligations for Virtual CFO.

We assign a dedicated senior chartered finance partner who participates in your executive operations on a structured monthly retainer.
✦ 10 · COMPLEMENTARY ENGAGEMENTS

RELATED SERVICES

All ACCOUNTING Services
Representation

Tax Advisory

Proactive statutory tax structuring, notice defense, and scrutiny representation.

CUSTOM QUOTE
Reporting

Financial Statements

Preparation of balance sheets, profit & loss statements, and cash flow schedules.

CUSTOM QUOTE
MIS

MIS Reporting

Customized management information system (MIS) dashboards for leadership.

CUSTOM QUOTE
✦ DIRECT STATUTORY INITIATION

READY TO GET
STARTED?

Let Bimano Fintax help you move from requirement to execution on Virtual CFO. Our chartered team will prepare your dossier and file with zero delay.