Business Advisory & CFO Support

Strategic advisory and outsourced CFO-level support for financial performance and growth

Business Advisory & CFO Support

09

India Services

Business Advisory & CFO Support

TAX NOVA GLOBAL SOLUTIONS LLP provides strategic business advisory and outsourced CFO-level services to help businesses optimise their financial performance, manage cash flow, and navigate complex regulatory environments. Our Virtual CFO service gives growing businesses access to senior financial expertise without the cost of a full-time hire.

Many SMEs and startups need CFO-level financial guidance but cannot justify a full-time hire. Our Virtual CFO and Business Advisory practice bridges this gap — providing financial modelling, budgeting, MIS design, investor reporting, and strategic advisory on a retainer or project basis. We work alongside your management team as a trusted financial partner.

  • Virtual CFO on retainer — Partner-level financial oversight on a monthly retainer — MIS review, board reporting, cash flow management, and financial strategy.
  • Financial modelling & forecasting — Detailed financial models, P&L projections, cash flow forecasts, and scenario analysis to support business planning and fundraising.
  • Investor & lender reporting — Preparation of investor decks, fund utilisation reports, and financial summaries for lenders, investors, and board members.
  • Business restructuring support — Advisory on entity restructuring, holding company structures, merger/demerger planning, and regulatory compliance.

What We Cover

Detailed breakdown of our Business Advisory & CFO Support services

Business Plan & Financial Modelling

Preparation of detailed business plans and financial models including revenue projections, cost structures, working capital analysis, and ROI calculations for new ventures, expansions, or fundraising.

Budgeting & Variance Analysis

Annual budget preparation, monthly tracking of actuals vs budget, and detailed variance analysis with management commentary for informed decision-making.

Virtual CFO Services

Ongoing CFO-level financial oversight on a retainer basis — including MIS review, cash flow monitoring, financial risk assessment, and strategic advisory for management and board.

Cash Flow Management

Preparation of cash flow projections, working capital analysis, monitoring of receivables and payables, and advisory on optimising the operating cash cycle.

Investment & Funding Advisory

Advisory on funding options (debt, equity, government schemes), preparation of investor presentations and financial summaries, and support during due diligence processes.

Business Restructuring Support

Advisory on entity restructuring, conversion of firms to companies, holding company structures, family settlement arrangements, and compliance requirements under applicable laws.

MIS Dashboard Design

Design and implementation of customised MIS dashboards providing real-time visibility on key financial and operational metrics, tailored to management's reporting requirements.

Regulatory Impact Assessment

Assessment of the financial and compliance impact of new regulations, tax law changes, and policy developments on the client's business, with recommendations for proactive action.

Who This Service Is For

Clients we regularly assist with Business Advisory & CFO Support

Startups & Early-Stage Companies
SMEs in Growth Phase
Family Businesses
Businesses Seeking Funding
Import-Export Businesses
Multi-Entity Groups

Frequently Asked Questions

Common questions about our Business Advisory & CFO Support service

What does a Virtual CFO do?

A Virtual CFO provides the same strategic financial oversight as a full-time CFO but on a part-time or retainer basis. This includes MIS review, cash flow management, financial planning, investor reporting, compliance oversight, and advisory to the management team — typically at a fraction of the cost of a full-time hire.

At what stage should a startup hire a Virtual CFO?

A Virtual CFO is most valuable from the stage where the business has consistent revenue, is managing multiple compliance obligations, and needs forward-looking financial planning. For startups, this is often around the seed to Series A stage. For established SMEs, any time you need senior financial guidance without a full-time cost.

Can you help with bank loans and working capital facilities?

Yes. We assist with preparation of the financial documentation required for bank credit facilities — CMA data, projected financial statements, business plans, and stock statements. We coordinate with your bankers and assist during loan renewal processes.

Related Services

Other services that complement Business Advisory & CFO Support

Accounting & Bookkeeping
Audit & Assurance
Income Tax & Direct Tax

Ready to get started?

Contact our team for a free consultation and a tailored proposal — no hidden charges.

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