A finance partner that grew up with its clients
Most CFO firms in India were set up to sell a service. We grew into ours. For our first years as Soatech we did what growing businesses needed most: accounts, audit, payroll and tax, done properly and on time. But the same question kept coming after every closing: “The books are done. So what should I do now?”
Answering that question is what we do today. We price the next order, plan next quarter's cash, prepare the bank meeting, and tell an owner honestly which product is losing money. We still close the books, by the 5th working day under our SLA, because good decisions need clean numbers. But the books are where our work starts, not where it ends.
Founders and business leaders trust us for that mix of discipline and judgement. NASSCOM and TiE recognise us as an ecosystem partner, which also gives our clients added credibility with investors and banks.
Our 20-year journey, through India's biggest business changes
- 2006
The boom years, and the VAT era
India was growing at close to 9% a year and states had just moved to VAT. Owners were expanding faster than their books could keep up.
How we changed: Soatech Solution Private Limited is incorporated in Bengaluru on 15 September 2006: accounts, audit and tax compliance for growing businesses.
- 2008
The global financial crisis
Orders were cancelled, customers paid late and banks tightened credit. Owners who couldn't see their cash weeks ahead were the ones caught out.
How we changed: Compliance alone wasn't enough. We started tracking clients' cash and receivables month by month and preparing them for difficult conversations with their banks.
- 2013
The Companies Act, 2013
New rules on directors' duties, related-party transactions and governance made the way a company was run as important as its numbers.
How we changed: We built governance and process into our work. Startups such as Lavancha Renewable Energy, incorporated that January, had their finance set up with us from day one.
- 2017
GST
From 1 July 2017, one national tax replaced a tangle of state and central taxes, with monthly returns and input credit that depended on suppliers' filings.
How we changed: We were one of the first companies in India to launch GST training and GST filing services, and we rebuilt the monthly close around the GST calendar. Closing books on a fixed date became the foundation of everything else.
- 2020
COVID-19, the moratorium and Udyam
Lockdowns stopped sales overnight. Banks offered loan moratoriums, and MSMEs were redefined and registered on the new Udyam portal.
How we changed: Survival depended on cash planning by the week, not the month. We moved every client to a rolling cash forecast and to fully virtual delivery, without missing a close.
- 2024
The MSME 45-day payment rule
From the 2023–24 tax year, buyers who pay micro and small suppliers late get the tax deduction only when they actually pay, so supplier payments became a tax issue as well as a relationship one.
How we changed: Owners now needed to know, every day, who was owed what and for how long. Our work shifted further from reporting the past to deciding the next move.
- 2026
A new Income-tax Act, and AI
The Income-tax Act, 2025 replaced the 1961 Act from 1 April 2026, and AI started to change how every finance team works.
How we changed: Soatech is now CFOSurge, and twenty years of CFO judgement went into CFOAvatar: India's First AI-Powered CFO, Built by CFOs. It watches your numbers daily, and our CFOs make the decisions with you.
India's rules have been rewritten many times in twenty years. Each time, owners needed something new from their finance partner. We kept listening, and rebuilt our service around what the times demanded.
What you can hold us to
Growth, not just compliance
Compliance is the minimum. Our work is strategy, profitability and the value of your business: what to sell, to whom, at what price, funded how.
Real CFOs on your numbers
Your numbers are reviewed by CFOs who have led finance teams at Fortune 500 companies and Big 4 firms, not by a junior accountant.
Weekly sight, not month-end surprises
Weekly reports and CFOAvatar's daily dashboard mean you decide in days, not after the month is over.
The whole business, not just the ledger
We look at sales, operations, stores and marketing alongside finance, because that's where profit is made and lost.
Cash set free
We release working capital trapped in receivables, payables and stock, so growth can fund itself.
Accountable to an SLA
Books closed by the 5th working day, clear deliverables, fixed timelines and a monthly feedback loop. If you don't see value in the first two weeks, you don't pay.
Fast answers when it's urgent
A funding call tomorrow or an investor query tonight: expect CFO-level guidance within hours.
Built for owner-led businesses
From pre-seed startups to companies of ₹100 crore turnover: the size where speed and clarity matter most, and a full-time CFO can cost ₹50–90 lakh a year.
Want a CFO to look at your numbers?
A senior CFO reviews your figures with you and shows you where to improve. No cost, no obligation.
Three layers, and a 90-day start
A senior CFO who has run finance in a large company owns your relationship, chairs the monthly review, faces your bank and signs off the advice that matters.
Analysts and accountants close your books, build the MIS, the forecast and the bank papers, and keep GST, TDS, PF and ESI on schedule.
Connects to your accounting system and watches cash, receivables, margin and compliance every day. It answers questions in plain language and flags problems before month-end.
The first 90 days: Diagnose → Stabilise → Systemise → Scale
Diagnose
A business assessment that asks the questions every owner should ask: where money leaks, where compliance is exposed, where cash is stuck.
Stabilise
Books up to date and closed on time, compliance gaps fixed, receivables organised.
Systemise
The monthly MIS, the cash forecast, costing by product and customer, and the review meeting, all running to a calendar.
Scale
Budgets, bank limits, pricing and funding decisions made from numbers you trust.
Founders and CFO team
Every client gets a senior CFO and a support team, so the work never depends on one person. Our CFOs and finance leaders have run finance at companies such as Tata International, Hindustan Unilever, Asian Paints, Polycab, Deloitte, IBM, HP and Danaher. This is a partial list.
Sharadd Kuumar, CA
Chartered Accountant and author of 24 Hour Business Turnaround, with 20+ years in financial strategy and business growth.
Govindaraju TV, CA, IFRS
Chartered Accountant and IFRS-certified professional with over two decades of experience, including leadership roles at Deloitte.
Shyamnath G, CA
Tata International, Hindustan Unilever, NM Raiji & Co.
Ravi Shankar, CA
Asian Paints, BGR Energy, Suzlon, Hinduja Group
Ramji Agiwal, FCA
Astrac Group, Oasis Realty, Polycab
Nikhil Sohonni, CA, CPA, CMA
Deloitte, IBM, EXL Service
Sundaresan B, CA
Pride Global, SCB Group, Fasta Pizza
Manjunath N, CA
HP, NTT Data, Grant Thornton
Parthasarathi Kannan, CA
Moog Controls, Esterline Aerospace Engineering
Amit Jain, CA
Huntsman, Danaher
SaiKiran Thota, FCA
Direct and indirect taxation
Raghavendhra Kumar Anupa, FCA
Consulting and taxation
Maalan Bharathi, CA
Advisory and CFO services
A. Lakshmanan, CA
Advisory and CFO services
Hear it from a client
Some of the businesses we work with.
What truly sets them apart is their ability to dive into the details—cash flow, operations, and compliance—while simultaneously offering strategic insight that supports long-term decision-making. Their guidance has always been practical, thoughtful, and tailored to our specific needs rather than one-size-fits-all solutions.
Lavancha Renewable Energy Pvt Ltd was incorporated in Jan 2013. Since incorporation we have been associated with SOATECH SOLUTIONS. It’s been extremely delightful customer service from Mr. Sharad and his staff at SOATECH. Especially for a Start-Up company they have been extremely co-operative and friendly during every interaction.
Soatech has been an excellent partner to ideasurge for the last five years as our one-stop shop managing Accounts, Audit and Payroll. 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. Soatech now seamlessly operates as an extension of ideasurge for all Finance functions.
Quoted word for word from our clients. Some quotes use our former name, Soatech.
CFOSurge at a glance
| Legal name | Soatech Solution Private Limited |
|---|---|
| Trading name | CFOSurge (formerly known as Soatech) |
| Corporate Identity Number (CIN) | U72200KA2006PTC040522 |
| Incorporated | 15 September 2006, Registrar of Companies, Bengaluru |
| Founders | Sharadd Kuumar, CA (Co-Founder & Director) · Govindaraju TV, CA (Co-Founder & Director) |
| Clients | 100+ across India and abroad |
| Services | Virtual, part-time, fractional, interim and project-based CFO services; MIS and KPI reporting; cash flow and working capital; budgeting and forecasting; bank and investor readiness; compliance oversight |
| AI CFO | CFOAvatar: India's First AI-Powered CFO, Built by CFOs |
| Recognition | Ecosystem partner, NASSCOM and TiE |
Questions owners ask us
Is CFOSurge the same company as Soatech?
Yes. CFOSurge is the trading name of Soatech Solution Private Limited (CIN U72200KA2006PTC040522), incorporated on 15 September 2006. Long-standing clients often still call us Soatech.
Who founded CFOSurge?
Sharadd Kuumar and Govindaraju TV, both Chartered Accountants. Sharadd is the author of 24 Hour Business Turnaround, and Govindaraju is IFRS-certified with leadership experience at Deloitte.
What size of business do you work with?
Mostly owner-led companies from early-stage startups to about ₹100 crore turnover, along with larger family groups that need CFO support across several entities.
What is CFOAvatar?
CFOAvatar is our AI CFO. It connects to your accounting system, shows cash, receivables, margin and compliance every day, and answers questions from your own numbers. Your CFO reviews the advice that matters.