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πŸ“ Pune, Maharashtra  |  FRN: 139499W/W100169  |  ✦ Peer Review No. 022006
Homeβ€ΊServicesβ€ΊBusiness Advisory
Practice Area 04

Business Advisory

Beyond compliance β€” strategic financial advisory that helps your business grow. Virtual CFO services, financial due diligence, outsourced accounting, payroll management, and business valuation for MSMEs, HNIs, and growth-stage companies.

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Virtual CFO Services

MIS Β· Board Reporting Β· Cash Flow Β· Fundraising

A full-time CFO's expertise at a fraction of the cost. We embed into your business to deliver monthly MIS, board-level reporting, cash flow management, and investor-ready financials β€” giving founders and promoters the financial backbone to grow with confidence.

Who this is for

Startups (pre-seed to Series B)SMEs without an in-house CFOFamily businesses expandingCompanies preparing for fundraising
What separates our Virtual CFO service

You get a CA partner directly overseeing your financials β€” not a junior accountant with a senior's name attached. Every MIS dashboard, every board deck, is reviewed by a qualified partner before delivery.

What's included

Monthly MIS reports (P&L, Balance Sheet, Cash Flow)
Board and investor reporting packages
13-week cash flow forecasting
Budget vs actual analysis with commentary
KPI dashboards (unit economics, CAC, LTV)
Fundraising financial model and projections
Vendor payment scheduling and treasury
Bank liaison and working capital management

How we engage

1
Onboarding (Week 1-2)

Accounting system review, chart of accounts setup, historical data reconciliation.

2
Monthly rhythm

Books closed by 5th, MIS delivered by 10th, cash flow updated weekly.

3
Quarterly review

Board pack preparation, compliance calendar update, budget review.

4
Annual close

Audit-ready financials, annual budget, fundraising or loan support as needed.

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Financial Due Diligence

M&A Β· Investment Β· Vendor Β· Red Flag Reports

Comprehensive financial and tax due diligence for mergers, acquisitions, business purchases, and investment decisions β€” giving you a clear picture of what you're buying, the risks you're taking, and the price you should pay.

Who this is for

Business acquirersPE / VC investorsBusinesses being acquiredJoint venture partners

What's included

Historical financial statements review (3-5 years)
Revenue quality and sustainability analysis
Working capital trend analysis
Tax compliance review and contingent liability mapping
Related party transactions review
Off-balance-sheet liabilities identification
Red flag report with deal-breaker items
Management discussion and representations review
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Outsourced Accounting

Tally Β· Zoho Books Β· Monthly MIS Β· Bank Reconciliation

Monthly bookkeeping, bank reconciliation, accounts payable/receivable management, and financial reporting β€” completely outsourced to us so your team can focus on growing the business, not filing ledgers.

Who this is for

SMEs without in-house accountantsStartups in early stageBusinesses scaling beyond one accountantCompanies wanting clean, audit-ready books

What's included

Monthly bookkeeping (Tally / Zoho Books)
Bank reconciliation β€” all accounts
Accounts payable processing and ageing
Accounts receivable and collection follow-up
Monthly P&L and balance sheet
GST-ready purchase and sales registers
Fixed asset register maintenance
Year-end closing and trial balance for audit
04
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Payroll Management

PF Β· ESIC Β· Professional Tax Β· Salary Structuring

End-to-end payroll processing, PF and ESIC compliance, professional tax, and salary structure optimisation β€” ensuring your employees are paid accurately and on time, and your company is fully compliant with all labour regulations.

Who this is for

Companies with 5–500 employeesStartups onboarding first employeesBusinesses with high employee turnover

What's included

Monthly payroll computation and payslips
PF β€” ECR filing, challan, UAN management
ESIC β€” monthly contributions and filings
Professional tax β€” registration and monthly payment
TDS on salary (Section 192) β€” Form 16
Salary structure design β€” tax-optimised CTC
Gratuity, leave encashment, bonus computation
New Wage Code compliance advisory
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Business Valuation

Company Β· Shares Β· ESOP Β· Dispute Β· M&A

Valuation of businesses, equity shares, and assets β€” for M&A transactions, ESOP pricing, FDI compliance, dispute resolution, and regulatory filings. We use internationally accepted methodologies (DCF, CCA, NAV) and provide defensible, documented valuation reports.

Who this is for

Companies allotting ESOPs or preference sharesM&A transactionsFDI at fair value (FEMA)Dispute resolution / litigation

What's included

Business enterprise valuation (DCF / CCA / NAV)
Equity share valuation for allotment / transfer
ESOP fair value β€” Black-Scholes methodology
FDI valuation certificate (FEMA compliance)
Preference share valuation (for FDI / ODI)
Valuation for Section 56(2)(x) β€” gift / sale
Goodwill and intangible asset valuation
Valuation for dispute / family settlement
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Business Setup Advisory

Entity Selection Β· Registrations Β· Compliance Roadmap

Comprehensive guidance for setting up a business in India β€” from choosing the right entity structure through obtaining all required registrations, licences, and building a compliance roadmap that keeps you legal from day one.

Who this is for

Entrepreneurs starting new businessesForeign companies entering IndiaSole proprietors formalising their business

What's included

Entity structure advisory (Pvt Ltd / LLP / Proprietorship)
Incorporation β€” SPICe+ / LLP-II
PAN, TAN, GST registration
Shop & Establishment registration
PF, ESIC, Professional Tax registration
MSME / Udyam registration
Import Export Code (IEC) if applicable
12-month compliance calendar and roadmap
Talk to Our Advisory Partner

Virtual CFO, due diligence, outsourced accounting β€” all overseen personally by a CA partner.

CA Sosaant Karbhari
CA CA Sosaant KarbhariPartner β€” Advisory & CFO Services
Discuss Your Needs

Ready for a CFO Who Actually Knows Your Business?

Our Virtual CFO service gives you partner-level financial oversight β€” without the full-time cost.