Virtual CFO Services for CA Firms
Businesses — especially SMEs and startups — increasingly need strategic financial guidance but cannot afford a full-time CFO. This is where CA firms can step in with a vCFO offering that adds recurring, high-margin revenue.
What vCFO Covers
Monthly MIS, cash flow forecasting, investor reporting, budgeting and variance analysis, finance function setup, fundraising support, and board presentations.
Packaging the Service
Offer three tiers: (1) Reporting-only at ₹15K-25K/month, (2) Full vCFO at ₹40K-75K/month, (3) Project-based CFO advisory for fundraises at ₹1L+ per engagement.
Tools Required
Tally/Zoho Books for accounting, Power BI or Google Looker Studio for dashboards, and a collaborative workspace (Notion, ClickUp) for client communication.
Staffing the Practice
A senior CA handles client relationships and strategy; a junior accountant or article assistant handles data compilation and routine reporting. Adeptix offshore staff can handle the latter at a fraction of the cost.
Winning the Pitch
Lead with outcomes: "You'll have a clear cash runway view every Monday morning." Avoid leading with the service name — CFOs solve problems, they don't sell packages.
At Adeptix Global, our dedicated finance professionals work as an extension of your team — handling the heavy lifting so you can focus on client relationships and growth. Talk to our experts to learn how we can support your practice.
