Virtual CFO & Outsourced Finance

Senior financial insight — without a full-time CFO.

Flexible strategic and operational finance support for SMEs, growing businesses and promoter-led organisations.

Overview

A stronger finance function for a growing business

Small and medium businesses often need experienced financial leadership before they are ready to employ a full-time Chief Financial Officer. Anahad bridges this gap through Virtual CFO and outsourced finance and accounts support tailored to the organisation's current requirements.

We can provide senior guidance on selected strategic, operational or systems matters, manage defined finance processes or support a wider finance and accounts function. The scope is agreed after understanding the organisation, its internal capabilities and its priorities.

Strategic Support

Strategic & decision-making support

Evaluating new business opportunities

Preparing strategic and financial growth plans

Supporting organic and inorganic growth evaluation

Preparing business and financial plans

Reviewing the macro business environment and competition

Participating in key management or board discussions

Preparing presentations on strategic and financial matters

Developing internal reporting policies

Supporting commercial and financial due diligence

Bookkeeping & Compliance

Bookkeeping & compliance coordination

Bookkeeping and accounting supervision

Monthly payroll preparation and accounting

Bank and credit-card reconciliations

Accounts receivable and payable reconciliations

Coordination of applicable periodic compliances

Details required by internal or statutory auditors

Coordination with tax consultants

Support for TDS, GST, PF, ESIC, professional tax, income tax, ROC and other requirements

Banking & Reporting

Banking, cash-flow management & reporting

Monthly, quarterly and annual cash budgets

Budget-versus-actual comparisons

Management reports and MIS with relevant KPIs

Commentary on key financial movements

Working-capital information and CMA data required by banks

Support for banking meetings and consortium discussions

Financial information or proposals for fundraising activities

Systems & Controls

Finance systems, controls & processes

Developing finance and accounting systems

Accounting policies and internal control processes

Risk management policies covering business, legal or commercial risks

Standard reports, Excel tools and operating formats

Process documentation and reporting discipline

Engagement

A flexible engagement model

No two Virtual CFO assignments are identical. Anahad can act as a senior handholding resource, support an existing finance team or manage a broader outsourced finance and accounts function. The final scope, reporting frequency, responsibilities and communication rhythm are agreed during the initial assessment and transition stage.