Virtual CFO Services

Virtual CFO Services 

Tax Robo provides outsourced virtual CFO services to help you solve financial management issues by providing expert guidance to accelerate growth.

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Appoint Virtual CFO with Tax Robo 

What/Who is a CFO?

CFO stands for Chief Finance Officer.

It is a senior management official in charge of looking after all financial issues of the company.

A CFO takes care of :

Supervising the Cash flow of the company in a specified period of time.

Financial planning.

Deducing the company's financial health and suggesting methods to correct and enhance it.

What is a Virtual CFO?

V-CFO or Virtual Chief Financial Officer is a person who is highly skilled and acts as a CFO of a company, carrying all responsibilities of CFO without being physically present in the office.

Just like a virtual assistant, A virtual CFO manages responsibilities and takes care of the financial aspects of the company using technology such as the Internet or voice/video calls.

A virtual CFO is an outsourced service provider offering highly skilled assistance to the financial requirements of a company.

Why should we go for Virtual CFO?  

Virtual CFO is a unique concept tailored to meet the cost-effective requirements of new companies, bidding entrepreneurs, and startups, which although require the skills of a CFO can't afford to employ a full-time CFO.

Hiring a Virtual CFO is a wise choice since it gives small companies and startups the advantage of being guided by an expert and skilled finance professional, without having to pay a bulk load of money to the person.

The responsibilities that are taken care of by a virtual CFO comprise the following :

  • Handling all the duties of a regular CFO but working remotely or on a part-time basis.
  • Monitoring the financial well-being of your Business using cloud technology.
  • Offering financial insight and guidance on all company decisions and issues.

Providing back-office functions such as managing accounts & ledgers as per client's needs.

Virtual CFO Services covered by Tax Robo

  • Preparation and explanation of management accounts
  • Cash flow projections
  • Budgeting – interim and annual
  • Overview of Bookkeeping and Month end closes
  • Compensation designing
  • Debtor and creditor management
  • Structural advice
  • Project management of the financial component of new ventures
  • Compliance management – Corporate, Taxation, and Listing laws
  • Review and assessment of internal controls
  • C-Level Recruitment support and guidance

Tax Robo Virtual CFO services will assist you in the following ways 


  Financial Projections

  Cash Flow Projections

  Manage Cash Flow


✓ Debtor & Creditor Management

✓ Setting up an Accounting System

Maintenance of Accounting Records

Compliances of the various acts applicable

Corporate Governance

Cost Management

Debt Planning

Year-End Accounts Closure & Filing

Audit Support

MIS Reporting


  Accounting Policies and Procedures

  Internal Controls

  Financial Analysis

  Improve Profitability

  Risk Assessment

  Key Performance Indicators

  Organizational Structure

Growth Plan

Financial Advisory

Break-Even Analysis

Accounting Functions of the Organization

Why Choose Us?

We provide the best virtual CFO services in the country. We commit to ensuring the smooth functioning of day to day affairs of the Business of the client. We adopt the best accounting practices for the client. In addition to this, we provide end-to-end assistance in relation to book-keeping, payroll management, receivable management, taxation, Compliance management – Corporate, Taxation and Listing Laws, budgeting, preparation and management of accounts, and MIS reporting.

How it Works 

Stage 1

You fill out the inquiry form.

The client relations team calls or emails you.

Stage 2

Understanding of requirements.
Ballpark estimate (if possible).
Proposal (if required).
Approval to go ahead.

Stage 3

Confirm pricing
Contracting & SLA sign-off

Stage 4  

Resource deployment & training Project kick-off meeting

Stage 5

Project execution & management

On-going reporting & feedback

Stage 6

Work delivery to the client

Client feedback and review

Accounts Robo ERP Software for SME Business 

Accounts Robo is a SaaS solution that can help you manage all your work processes. Starts with a simple and easy-to-use interface that helps you Automate Tasks like CRM, Sales, Billing, Accounting, Managing Projects & Inventory, HRMS, Website, and more!.

Accounts Robo's Modules

GST Billing & Accounts Management
✓ Sales Management
✓ Payroll
✓ HR Management
✓ Purchase Management
✓ Store & Inventory Management
✓ Manufacturing
✓ Website & Customer Portal
✓ e-Commerce 
✓ Software Project Management 

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