Five signs you need a part-time CFO, not just a virtual one
- You have an accounts team with no leader. Five people doing entries, nobody owning the numbers.
- The bank wants to see someone. Renewals, enhancements and stock audits need a CFO who knows the business in person.
- A board or investors meet regularly. They expect a CFO to present, not the promoter.
- Controls need building. Approvals, purchase processes and internal audit need someone on site to set up and enforce.
- A big change is coming: a new plant, an acquisition, a second-generation handover or an IPO plan.
Virtual, part-time or full-time?
| Option | Presence | Best for |
|---|---|---|
| Virtual CFO | Monthly review, remote, plus CFOAvatar daily | Owner-led businesses that need forward-looking numbers and bank support |
| Part-time CFO | Fixed days on site each week or month | Companies with an accounts team, active bank limits, a board or investors |
| Full-time CFO | Every day, as an employee | Larger companies where finance needs a permanent executive |
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What clients say
Trading & distribution
The founders were consistently hands-on and always available for a call or conversation whenever clarity or direction was needed. That level of accessibility, combined with their integrity and absolute character in execution, built a level of trust that is rare in professional services.
Group of companies
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.
Services
They have facilitated us in putting both process and financial systems in place as well as take some very difficult but required decisions. We are indeed pleased to record our appreciation of their individualized, friendly and timely support in our activities during the course of their association.
Quoted word for word from our clients. Some quotes use our former name, Soatech.
Questions owners ask us
How much does it cost?
It depends on scope: the size of the business, the number of entities and branches, and how often your CFO meets you. Plans start from ₹50,000 a month. We fix your fee after a free assessment of your business, so you pay only for what you need.
How many days a week will the CFO be on site?
Typically one to three days a week, or a set number of days a month, agreed in advance based on what the business needs.
Will the part-time CFO manage my accounts team?
Yes. Leading and developing the existing team is often the biggest part of the role.
Can it become full-time later?
Yes. Many companies use a part-time CFO to build the finance function and then hire a full-time CFO into it, with our help.
