Strategic Finance Solutions

Strategic Finance Solutions

We understand that finance is more than just compliance it’s the engine that drives smart decision-making and business growth. Our Strategic Finance Solutions are designed for entrepreneurs, startups, and growing businesses who need expert financial leadership without the overhead of a full-time CFO. From budgeting and forecasting to MIS dashboards and valuations, we offer insight-driven support that aligns finance with long-term vision and day-to-day execution.

Services Offered

Virtual CFO Services

We provide monthly or quarterly CFO-level financial planning, helping you manage cash flows, track performance, and make informed decisions without hiring a full-time CFO.

MIS Reporting & Dashboards

We design customized financial dashboards and MIS reports that help you track KPIs, cash flow, profit margins, and cost variances all in real time.

Budgeting & Forecasting

From annual budgets to 3-year financial projections, we help you create forward-looking plans based on realistic data and strategic assumptions.

Loan & Investor Support

We prepare CMA data, project reports, and valuations for fundraising, and coordinate with banks or VCs to improve funding outcomes.

Strategic Financial Insight That Drives Results

Smart financial decisions aren’t made by instinct they’re made with data. Our team provides you with structured insights that highlight where your business stands, where it’s leaking money, and what financial strategies will support growth. Whether you’re bootstrapped or preparing for external funding, we help you design a financial plan that speaks the language of banks and investors.

Frequently Asked Questions

What is a Virtual CFO and how is it different from a traditional CFO?

A Virtual CFO provides part-time, high-level financial management to your business without the cost of hiring a full-time CFO. We offer strategic planning, performance monitoring, and financial controls tailored to your scale.

Can you help with fundraising or business loans?

Yes. We prepare CMA reports, projections, and project reports required by banks or investors. We also support you in investor discussions and help improve your credit readiness.

What kind of businesses benefit from MIS reports?

Any business that needs to track profitability, costs, or growth over time can benefit. We create custom dashboards for manufacturing units, service companies, NGOs, and more.

Do you also provide financial forecasting for new startups?

Absolutely. We build practical forecasts that help you anticipate revenue, plan expenses, and make realistic financial goals whether you’re pre-revenue or already scaling.

Is Virtual CFO suitable for NGOs and Trusts?

Yes. We help NGOs plan budgets, track donor fund utilization, and prepare reports that enhance governance and transparency.

Looking for Reliable CA Services? Let’s Talk!

Need a consultation? Call us today at +91 261 2532316 / +91 7202029246 or email us at info@cajaps.in

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