Virtual CFO Services that Drive Growth, Not Just Compliance

Lehry Valves was guided step by step by Soatech team to capture data from the ERP and Provide a financial review on the companies' expense to income preview, the team was consistent, insight-full and persistent. Keep Up the great work.

Their structured MIS reports have given us clear visibility into our business performance, enabling faster and more informed decisions. The budgeting and cash flow monitoring system introduced by their team has helped us plan our funds ....

We have had the pleasure of working with Soatech (now CFO Surge) for many years, and I can confidently say their impact on our business has been exceptional. Their team combines deep technical expertise with a genuine understanding of what it takes to run a small-scale business, while never losing sight of the bigger picture...

With the CFO Surge our business has become more structured and predictable. We now prepare monthly business plans that clearly show revenue, costs, and final profit. This has helped us plan better and avoid last-minute surprises. Monthly financial reports are now prepared and reviewed regularly, which has improved clarity and confidence in decision-making. A detailed review of customer receivables helped us understand where money was stuck and improve follow-ups and cash flow visibility...

Before partnering with CFO Surge, our operations were lacking in systematic financial oversight. They introduced a monthly financial review system, filling a crucial void in our processes. Their expertise was evident as they crafted comprehensive business plans and ensured meticulous monthly tracking. Previously, our inventory management was haphazard; CFO Surge transformed this by implementing robust tracking systems.

CFO Surge has been an excellent partner to ideasurge for the last five years as our one-stop shop managing Accounts, Audit and Payroll. Their employees, including those in their senior management, have worked very closely with me to service my company and to establish/maintain processes and all necessary  documentation. In addition, they have been instrumental in coordinating with a prior accounting firm and getting us up to date with all regulatory and statutory needs. 

CFO Surge is perfect for a company like ours that doesn’t have an in-house Accountant / CFO. They are very professional and do things in a timely matter. They always get right back to you with an answer to your question. I would recommend their services for anyone who needs a trustworthy accounting firm! CFO Surge has truly become a part of my organization.

Before CFOSurge came into the picture, our business lacked financial discipline. Once their team started overseeing our finances, everything fell into place. There was accountability and when you know someone is keeping track, you ensure things get done properly. It's been three years and the systems they put in place are still working well. Our business is in a much better position today.

Working with CFOSurge has truly transformed how we look at our business finances. They helped us set up monthly business plans right down to the bottom line, which has given us so much more clarity and control. We now have a proper system for generating and reviewing monthly financials, something we’d been meaning to do for years. ...

Thanks to CFOSurge, we now know exactly what each product contributes to our bottom line. Our sales team operates with clear geography-wise data, our accounts are well-maintained, statutory payments are handled systematically, and our inventory is finally accurate and properly valued. They didn’t just fix our books—they helped us plan for growth.