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Financial Planning & Analysis
Budgeting, rolling forecasts, variance analysis, and scenario planning to give leadership clear visibility into financial performance and future projections.
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Virtual CFO
Virtual CFO services for founders who need strategic finance leadership without building a full in-house CFO office.
Our Approach
Purpose & Philosophy
Not every business needs a full-time CFO, but every business needs CFO-level financial leadership. Growing businesses often face a critical gap — they've outgrown basic accounting support but aren't yet ready for a full-time finance executive. Our Virtual CFO service bridges this gap. We embed ourselves as your strategic finance partner, providing the same calibre of financial oversight, reporting discipline, and decision support that Fortune 500 companies have — at a fraction of the cost. We don't just report numbers; we interpret them, challenge them, and use them to drive better business decisions.
What We Deliver
Our Range of Services
Cash flow planning, MIS discipline, board-ready finance oversight.
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Management Information System (MIS)
Design and implementation of monthly management dashboards with KPIs tailored to your industry — revenue metrics, cost ratios, working capital indicators, and profitability analysis.
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Cash Flow Management
Weekly/monthly cash flow forecasting, working capital optimization, receivables management strategies, and liquidity planning to ensure the business never faces a cash crunch.
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Investor & Lender Relations
Preparation of investor decks, financial projections, bank compliance reports, covenant monitoring, and communication support for funding rounds and credit facilities.
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Board & Governance Support
Quarterly board pack preparation, financial commentary for board meetings, governance framework implementation, and strategic finance inputs for key business decisions.
What Sets Us Apart
- Partners with 14+ years of real-world financial leadership experience across industries
- Not just reporting — proactive financial strategy and decision support
- Flexible engagement models: monthly retainer, project-based, or intensive startup support
- Seamless integration with your existing accounting team and systems
- Confidential, founder-friendly approach to sensitive financial matters
Key Deliverables
- MIS stack and KPI framework
- Monthly finance review deck
- Cash flow projections
- Board pack support
Core Focus Area
Monthly management dashboards
Budgeting and rolling forecasts
Working capital optimization
Lender and investor communication support
Common Questions
Frequently Asked Questions
Our Assurance to You
"With Shishir & Co. as your Virtual CFO, you get a finance partner who cares about your business growth as much as you do — bringing discipline, clarity, and strategic depth to your financial operations."
Ready to discuss your virtual cfo needs?
Tell us your situation and our team will suggest a practical service approach tailored to your specific requirements.
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