CFO
Advisory

An all-inclusive service to assist you
in all critical financial management matters.

Our flexible CFO modules offer customized solutions for every business.

In the rapidly evolving business environment, CFO plays a vital role in the growth of any organization. We understand that not every growing or established organization capacitates a CFO, but requires the expert guidance for resolving several issues and challenges. We provide virtual CFO Services with customizable modules as well as Outsourced Accounting and Compliance support, enabling an efficient and cost-effective solution to our clients.

Advantages of Felix’s CFO Advisory

Versatile Experience

Our team of highly experienced professionals have served hundreds of our clients including Indian conglomerates, high growth start-ups and MNCs.

Cost-Effective

No Extra cost on software. Enables protection against fraud and gain faster, more convenient way of tracking business performance.

Business Integrity

We offer fully secured environment to ensure high standards of data security.

How our CFO Advisory works

Our streamlined quality control procedure includes

Strategize & Prepare
  • As-Is Study
  • Recommend Systems, Processes, Controls
  • Design Business Intelligence Solutions
  • Set-up Compliance environment
Pinpoint Targets
  • As is compare with the proposed new system
  • Impact Analysis
  • Planning about the implementation of a new system
Optimization and Execution
  • Accounting Services
  • Business Intelligence
  • Compliance
  • Working Capital Management
  • Planning and Forecasting
  • Implement new systems, processes, controls
  • Migrate legacy systems and data
  • Change Management

The ranges of services offered under CFO Advisory:

CFO Services
  • Planning, Budgeting and Forecasting
  • Weekly/Monthly Cash Flows
  • Working Capital Management
  • Liaising with bankers for reporting, renewals and new facilities
Business Process Management
  • Daily Dashboard of Key Data
  • Monthly Reporting against KPIs
  • Plan vs Actuals Reporting
  • Periodical Alerts and Alarms
Accounting and Compliance Services
  • Real-time accounts updation
  • Monthly / Quarterly Books Close
  • Financial Reports
  • Audit Closure
  • Regular filings for taxes, labor laws
  • Liaising with advisors for assessments/ litigations
  • Regular Compliance Dashboards

Partner Profile

Gulshan Grover

Gulshan Grover

Partner
Assurance & Advisory

Himanshu Mendiratta

Himanshu Mendiratta

Partner
Assurance & Advisory

Suyog Bagul

Suyog Bagul

Partner
Virtual Chief Financial Officer Services

Vikash Lath

Vikash Lath

Partner
Virtual CFO Services