CFO Services & Payroll that keep clients with you month after month.
Most businesses don’t just need one-time filings – they need a finance partner who tracks numbers, payroll and compliances every month. Our Virtual CFO & Payroll model is designed for long-term retention and peace of mind.
Why Virtual CFO – Not Just an Accountant
Accountants record the past. A CFO helps you take decisions for the future and keeps you engaged as a long-term client.
Founder-Focused MIS
Simple monthly dashboards – sales, gross margin, expenses, cash position – so founders quickly see what changed vs last month and where to act.
Budget vs Actual Tracking
We create an annual budget, then track actual numbers every month. This gives natural reasons to review, advise and retain clients regularly.
Risk & Cash-Flow Alerts
Early warning on delayed GST/IT, vendor payments, salaries, TDS, EMIs etc. Clients see you as a partner guarding their business, not just a filer.
Payroll Management – Clean, On-Time, and Compliant
We handle end-to-end payroll so that employees are happy and departments never chase you on due dates.
Monthly Payroll Processing
- •Preparation of monthly salary sheets from attendance / inputs.
- •Leave / overtime / variable pay adjustments as per policy.
- •Employee-wise payslips, CTC structure and payroll registers.
- •Support for full & final settlement calculations.
Payroll Statutory Compliance
- •Monthly TDS on salary – working, challan, return filing.
- •EPF & ESI contribution workings, challans and returns.
- •Professional tax, bonus, gratuity and leave encashment as applicable.
- •Year-end Form 16, proof verification and salary TDS reconciliation.
Our focus is to avoid interest, late fees and notices – zero-penalty mindset automatically increases client trust and retention.
Monthly Engagement Model – Built for Retention
We design the service so that clients see value every month, not only at year-end.
1. Onboarding & Clean-Up
First 1–2 months we clean books, map payroll, correct statutory details and set a clear starting point – this immediately reduces historical chaos.
2. Monthly CFO Call
Fixed monthly review call with founder/management – we discuss MIS, cash-flows, pending compliances. This keeps them coming back to you.
3. Compliance Calendar
Shared calendar + WhatsApp reminders for GST, TDS, payroll, ROC, etc. Clients know “someone is tracking dates”, so they stay comfortable and loyal.
4. Single WhatsApp Group
One group for founder + finance team + our team. Queries, documents, approvals – all in one place. Response time builds long-term comfort.
5. Year-End Without Drama
Because we maintain monthly hygiene, year-end audit / ITR / ROC work becomes smoother – and clients link that peace of mind to your service.
6. Growth Conversations
Once basics are stable, we support on funding, projections, valuation or restructuring, deepening the relationship beyond routine compliance.
Who Should Choose CFO + Payroll Services?
Ideal for businesses that have grown beyond DIY accounting but don’t yet need a full-time CFO.
Best Fit Clients
- •Startups and MSMEs with 10–200 employees.
- •Founders who want monthly numbers but hate Excel chaos.
- •Companies planning for funding, bank limits or expansion.
- •Businesses tired of last-minute payroll & compliance rush.
Engagement Style
- •Fixed monthly fee – no surprise billing.
- •Dedicated SPOC + backup team for continuity.
- •Clear list of inclusions, add-ons at pre-agreed rates.
- •Quarterly review of scope and satisfaction to keep relationship healthy.
FAQs – CFO Services & Payroll Management
Clarifying common questions that clients ask before signing a monthly retainer.
How is this different from my existing accountant?
?
Your accountant focuses mainly on bookkeeping and basic returns. Our CFO service additionally covers planning, review and decision support – MIS, cash-flow, budgeting, risk alerts and regular founder calls. Payroll and compliance are integrated so that you get one combined view.
Can we start small and then expand the scope?
?
Yes. Many clients start with Payroll + basic MIS for 3–6 months and then add budgeting, projections, funding support etc. as comfort grows. The model is intentionally designed for gradual expansion and long-term retention.
Will you coordinate directly with my team?
?
We usually work with both founders and internal staff. A shared WhatsApp group / email loop ensures that HR, accounts and management are aligned. This reduces dependency on any one person and keeps continuity even if internal staff changes.
How do you charge for CFO & Payroll services?
?
Pricing depends on headcount, transaction volume and scope. We prefer a fixed monthly retainer with clear scope, so that clients know their cost and we know the time commitment – a win-win model that supports long-term association.
Want Your Finance & Payroll on Autopilot for the Next 12 Months?
A short message with your team size and business type is enough to start the conversation.
Share This Quick Info:
- •Nature of business and location.
- •Number of employees and type of salary structure.
- •Existing accounting / payroll setup (if any).
- •Any specific pain point – delays, penalties, lack of MIS etc.
We will revert with a suggested monthly plan, scope and fee range, so you and your clients know exactly how the next 12 months will run.
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