Audit and Assurance

Virtual CFO Services

Get experienced financial leadership without hiring a full-time CFO. We give you clear monthly numbers, budgets and cash flow plans, and help you prepare for funding and growth.

  • A named finance lead for your business
  • Monthly reports you can act on
  • Support with banks and investors
  • In-house team, never outsourced
  • Handled or reviewed by CAs and CSs
  • Data privacy first
On this page
  1. Who benefits from a virtual CFO?
  2. What's included
  3. How it works with us
  4. Why have a CFO's view?
  5. Good to know
  6. Why choose Tsquare?
  7. Related services
  8. Documents required
  9. FAQs

A virtual CFO works with you part-time, giving the financial oversight a growing business needs without the cost of a senior full-time hire.

Tsquare, a Coimbatore-based firm, handles virtual CFO services online for clients anywhere in India.

At a glance

Who it's for
Growing businesses and startups
What you get
Regular reports, plans and advice
Where
Online, with regular reviews
Documents
Your books and bank statements

Who benefits from a virtual CFO?

  • Startups

    You need investor-ready numbers and a plan for your runway.

  • Growing businesses

    Decisions are getting bigger and you want sound numbers behind them.

  • Businesses seeking finance

    You're approaching banks or investors and need credible projections.

  • Owners stretched thin

    You'd like someone to own the finance function with you.

What's included

  • Monthly management reports and reviews
  • Budgets and forecasts
  • Cash flow planning
  • Cost and margin analysis
  • Preparing for bank and investor meetings
  • Coordinating your accounts, tax and compliance

Not included

  • Day-to-day bookkeeping (see [bookkeeping](/services/other-services/bookkeeping/))
  • Statutory audit

How it works with us

  1. We understand your business

    We review your numbers, goals and current reporting.

  2. We set up reporting

    We agree the reports and metrics that matter for you.

  3. We review regularly

    We meet to go through results, cash and decisions.

  4. We plan ahead

    We build budgets and forecasts and update them as you grow.

Why have a CFO's view?

  • Cash problems show up early, while there's still time to act.
  • Pricing and cost decisions are based on real numbers.
  • Banks and investors take you more seriously.
  • You spend less time worrying about finance.

Good to know

Why choose Tsquare?

Tsquare Professionals is a Coimbatore-based firm that helps clients across India with financial management. Everything happens online, so it works the same wherever you are.

  • An in-house team handles your work. It is never outsourced.
  • Chartered Accountants and Company Secretaries handle or review every filing.
  • Your documents stay private and are used only for your work.
  • One point of contact who knows your business, from start to finish.

Want a finance lead in your corner?

Tell us about your business and we'll suggest how we can help.

Prefer to talk?

Leave your name and number and our team will call you back.

We use your number only to call you about this request. Privacy Notice


FAQ's on Virtual CFO Services

They oversee your finances part-time: reporting, budgeting, cash flow, funding and working with your accountants.

We agree a rhythm that suits you, usually a regular monthly review plus support in between.

Read access helps us work quickly. We agree the access level with you.

We prepare the financial side: projections, models and data rooms, and support you in investor and bank conversations.

No. Many established small and medium businesses use it.

Documents Required for Virtual CFO Services

Business Registration Certificate Certificate of incorporation / LLP registration / partnership deed / GST or Udyam certificate (for proprietors).
PAN Card PAN of the business entity (or of the proprietor).
Financial Statements Latest balance sheet, profit & loss account and trial balance.
Bank Statements Last 6–12 months of all business bank accounts.

Optional / if applicable

Accounting Software Access Read access to Tally, Zoho Books or the ERP you use.
Loan Statements Current loans and EMI schedules.
GST and Income Tax Returns Recent returns, for compliance status.
Business Plans and Budgets Targets or plans you want the CFO work aligned to.
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Questions about fees? Ask us


We also offer:

Virtual CFO Services
Internal Audits
Quality Audits
Fixed asset Audits
Management Audits
Due Diligence Audit
Associate with CA / CS / CMA