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Financial Controller &

CFO Services


Why CFO?

A “CFO”, or “Chief Financial Officer” is a specialist who oversees all financial functions for a business. 

A CFO conducts financial planning & forecasting, advises on product pricing, tracks cash flow and profitability, & simply helps maintain the financial health of your business. 

However, CFOs are expensive to employ and not every business can afford to hire a full-time CFO. That’s where outsourced CFO services for small businesses can be a big asset.

Our CFO services help small businesses make informed, forward-thinking financial decisions.

We help you build strategic plans that determine your vision for the future as well as identify your goals and objectives.

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We use accounting data to help you build robust budgeting and variance tracking process to keep you in control of your money.

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We help you spot business opportunities by conducting forecasting & trend analyses, and evaluate their potential through cost & benefits modelling.

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We conduct regular, detailed financial analysis and manage your financial risks thorough review of unfavorable trends and 

implemention of internal controls .

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We identify key performance indicators for your business and implement KPI dashboards to track your business performance.

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Strategic Planning

In business, clear goals matter. Without them, the company is without direction and control. A clear set of goals combined with an honest appraisal of an organization’s strengths and weaknesses, shows you what’s important, what’s relevant and what’s actionable in your environment.

A strategic plan is a written document that encapsulates all of this and points the way forward for your business. It focuses on your foundational purpose, your goals and your opportunities and builds for you “the big picture.”

We help you build a strategic plan that both lays out your company’s goals and explains why they’re important.

We work with you to embed the strategic planning process into your business. And we help you track and operationalize your strategic plan.

  • Spot opportunities and prepare for them

  • Identify challenges and mitigate them

  • Uncover ways to improve performance

  • Get insights about how to restructure your organization so that it can reach its full potential

  • Develop new products and services

  • Expand operations and reach into new market segments

  • Solve organizational problems

We help you design a fit-for-purpose strategic plan

that forms the basis for you to achieve your vision.


Speak to us about how strategic planning can be useful for your business.

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To be a successful business in today's environment, robust budgeting & tracking is critical.

We help you establish an annual budgeting & planning process (or fix your existing process) for your business.

We assist you in creating a budget that is based on your company’s past results and your vision of its future.

We help you in implementing the budgeting & variance analysis system through training and oversight.

We design exhaustive data models & templates to feed the actual financials from your accounting system.

We generate monthly variance reports that show a comparison of your budgeted figures with your actuals.

We trace your budget to actual variance trends and provide insights & recommendations to improve your profitability.

Through sound budgeting and monitoring, we place you in control of your money and keep you focused on your financial goals.

Speak to us about how we can help you improve your budgeting process.

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Financial Analysis

Financial analyses gives you bird’s eye view of your business finances as a whole, so you can make plans, invest smartly and, most importantly, examine the business' performance to make strategic decisions about your company’s future growth and opportunities.

We focus on the following key elements in our financial analysis:


Revenues are your business' main source of cash. The quantity, quality and timing of revenues can determine long-term success of your business.


It is a business's ability to produce a return on an investment based on its resources. Profitability is a measurement of efficiency – and ultimately its success or failure.

Operational efficiency

Operational efficiency is a measure of effective utilization of company’s resources. A lack of operational efficiency can lead to diminished profits and weaker growth.

Capital Efficiency & Leverage

Capital efficiency represents the returns generated for the investors on their investments. Leverage is the extent to which a company has depended upon borrowing to finance its operations.


It refers to the availability of cash and other assets to cover accounts payable, short-term debt, and other liabilities. Liquidity is affected by seasonal variations, timing of sales, and economic conditions.

Each of the above analytical elements require a variety of parameters to be analyzed to ensure a business is delivering balanced and sustainable results.

Analytics Maturity Model.png

We also help you strategize to advance the maturity level of reporting & analytics in your company.

Speak to us about how you can leverage financial analysis to achieve desired results.

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Financial forecasting is a tool for businesses to set and meet their goals.

It is a vital part of business planning that uses past financial performance and current conditions or trends to predict future company performance. It provides valuable indicators of whether your business is moving in the right direction.

Our forecasting process has four key steps:


We build a customized financial forecasting model by undertaking a research of your products and services, industry benchmarks and competition financials (wherever available).


We include into the forecasting model the metrics that are necessary for your business measurements such as sales, expenses, cost of goods sold, and profits.


We add business assumptions, sensitivity scenarios and ratio analysis to ratify the model.


After thorough testing of the model, we deliver monthly, quarterly or yearly forecasts as needed by your business’ requirements.

We build a detailed financial forecasting process that helps you in setting targets and establishing milestones for your business' performance and demonstrates what you need to do to achieve your goals & prepares you for any eventuality.

Speak to us about how forecasting can help you set your business goals.

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KPI Dashboards

Your business is constantly influenced by a variety of activities and processes. To stay aware of the status of your business, you need real-time reporting and a quick overview of every department’s performance.

A KPI dashboard collects, groups, organizes, and visualizes the company’s important metrics, providing a quick overview of business performance and expected growth. By using KPI dashboards, organizations can access their success indicators in real-time and make informed decisions that bring closer to achieving long-term goals.

Gain deeper insights

Financial KPIs

Non-Financial KPIs

Customized KPIs

We provide in-depth analytical metrics & dashboards which help you see exactly how well your business is performing. They help you to assess profitability, cash flow, growth and other key performance indicators (KPIs).

See the big picture

Using our Analytics & Dashboards, you always stay focused on the big picture.

  • Benchmark financial and non-financial KPIs

  • Identify over and under performers

  • Exception analysis to identify the metrics performing outside the range of expected performance

  • Operational Results Analysis

Our easy-to-use management reporting and KPI dashboards help you to assess business performance, monitor trends and identify improvement opportunities.

Speak to us about KPI Dashboards and reporting for effective performance monitoring.

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Secure your CFO today and get peace of mind.

If you’re in the process of actively growing your company, our CFO services can provide your business with financial insight and oversight to keep it on track. In us, you will have a trusted and skilled adviser to help you make important decisions for your business.

And, you will be able to bundle our CFO services with our accounting and bookkeeping services to get greater value.

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