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Accounting & Payroll

Virtual CFO and MIS

Monthly management reports, cash-flow forecasts, budgets and board packs.

MISCash flowBudget

Overview

Typical timeMonthly
Documents3 to upload
DeliveredOnline · client portal
Reviewed bySenior expert

Monthly management reports, cash-flow forecasts, budgets and board packs.

What's included

  • Monthly MIS and dashboards
  • Budgets, cash-flow forecasts and variance analysis
  • Bank and investor reporting
  • Pricing and cost reviews

Information we need

You fill this in at checkout after signing in. Fields marked * are mandatory. Ordering for a client of yours? Enter their details – the invoice can go to you or directly to them.

Entity KYC

  • Type of entity *
  • Legal name (or proposed name) *
  • Trade / brand name optional
  • PAN of the entity optional
  • GSTIN optional
  • CIN / LLPIN / registration no. optional
  • Date of incorporation / birth optional
  • Registered / business address optional
  • City optional
  • State *
  • PIN code optional
  • Email *
  • Mobile *

For Virtual CFO and MIS

  • Annual turnover (₹) optional
  • Reports and support needed (MIS, budgets, cash flow, investor reporting) optional
  • Meeting frequency *Weekly · Fortnightly · Monthly

Documents usually needed

Upload these in the client portal after ordering – scans or clear phone photos are fine.

  • Access to accounting data
  • Business plan or targets
  • Bank and loan details

As per law

Law and sections

  • No specific law: supports compliance with the Companies Act, Income-tax Act, GST and lender covenants

Who must comply

  • Growing businesses without a full-time finance head

Time limits

  • Monthly reporting cycle

If it is missed

  • Late or wrong numbers can breach loan covenants and lead to tax defaults

General information based on the law as at October 2026. Rules and due dates change, so we confirm the current position before starting your work.

How it works

  1. Add to cartAdd this and any other services you need.
  2. Sign in or create your accountContinue with Google, or register with email – mobile and email are verified once.
  3. Entity KYC & service detailsFor your business or a client of yours. Choose who gets the GST invoice.
  4. Pay securelyBank transfer or UPI – the invoice is emailed instantly.
  5. Upload documents & trackUpload the checklist in the client portal; an expert starts and you see every step.
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