When you need it
Your accounts are done. Now someone needs to read the numbers with you.
Your accounts are done, and a report reaches you every month. What is often missing is someone to sit with you and explain what it means. People call this a Virtual CFO. It means a senior finance person who works with your business every month, without being on your payroll. They read your report with you, help you plan your cash, and get you ready before a bank or an investor asks. This sits on top of your monthly accounts. It does not replace them.
- A senior person on every call
- Quoted separately, on top of your monthly fee
- A reply the same working day
An example of how it goes. Email, a Drive folder or your own software works the same way.
What we do
What we do for you.
We hold a call with you every month.
We read your report with you, and you leave with three clear decisions.
We forecast your cash for the next three months.
Updated every month, so you see a cash problem coming, while there is time to fix it.
We compare your budget with what happened.
You see where the plan slipped, and by how much, every month.
We show your margin by product, customer or channel.
You see what to sell more of, and what to stop.
We prepare the pack a bank or an investor asks for.
It is ready before they ask, built from books that are already done every month.
We help before and during a fundraise.
From the numbers in your deck to the questions raised in due diligence.
What we need from you
Your side of it.
Small things, sent any way you like. We do the rest.
- Your monthly report, which you already get from us
- An hour a month for the call
- Honest answers about what is coming, so the plan stays real
A Virtual CFO is quoted separately, on top of your monthly fee, and agreed before it starts.
Every forecast and report is checked before it reaches you.How the firm works
Questions
What people ask about a virtual CFO.
Is this for a business my size?
Usually yes, once your monthly accounts are done and your business has crossed about ₹5 crore in turnover, or you are raising money. Below that, the monthly report we already send often gives you enough to work from.
What is the difference between this and the monthly report?
The monthly report shows your numbers. A Virtual CFO sits with you every month, explains what those numbers mean, and helps you decide what to do about them.
Who does the call?
A senior person from PageX joins the call. Our founder has run companies in India for years, and the About page tells that story.
Is this instead of my accounts, or on top?
It sits on top. Your books, GST, TDS and other filings continue exactly as before. A Virtual CFO adds someone to read the finished numbers with you.
Can I stop it after a few months?
Yes. It runs month to month, and you can stop it any time you want. Your monthly accounts continue as before, whether you keep the call or not.
Who asks about this most
Made for businesses like yours.
Also from PageX
Everything else a finance team does.
Your books
Every sale, purchase and expense recorded. A profit and loss report every month.
GST
Filed on time, every time. We check you get back all the GST you paid on purchases.
TDS
Worked out every month, paid by the 7th, filed every quarter. Your staff get their tax certificates.
Income tax
Your business return, filed from books that are already done. Advance tax told to you before each date.
ROC filings
For companies and LLPs. Every yearly form tracked and filed. This is where the ₹100 a day late fee lives.
Notices
Send a photo. We tell you what it means, free. If you want, we write the reply too.
Payroll
Salaries, payslips and the tax cut done every month. PF and ESI handled where they apply.
MIS reports
Profit, cash, dues and filing status, in one report every month. Built from books that are already done.
Audit
Every schedule ready before the audit starts. An independent CA signs the report, and we can introduce you to one.
Due diligence
Your data room ready, and gaps fixed before an investor's CA finds them.