👤 CFO Access and Delivery Model
Mobile app for real-time insights
✓
✓
✓
CFO assigned
Shared CFO
Shared CFO
Dedicated CFO
CFO meeting frequency
Monthly
Fortnightly
Weekly + On-call
Service delivered via
Remote + In-person
Remote + In-person
Remote + In-person
Guidance on strategic decisions
Monthly
Fortnightly
On-demand
📈 Financial Reports, MIS, and Dashboards
Reporting frequency
Weekly
Weekly
Weekly
Depth of MIS reports
Basic
Detailed
Investor Ready
Department-wise performance
✓
✓
✓
Trend and variance analysis
—
✓
✓
Custom/Ad-hoc Reports
—
4
Unlimited
CFO dashboard on mobile app
Basic
Advanced
Full
🎯 Performance, KPIs, and Unit Economics
Cost and expense analysis
—
High-level
Detailed
Profitability analysis
—
Limited
Full
Break-even analysis
✓
✓
✓
Balance sheet analysis
Basic
Advanced
Full
KPI tracking
Monthly
Monthly
Monthly
Industry benchmarking
—
—
✓
💰 Cash Flow, Working Capital, and Credit
Rolling cash flow forecast
3 months
6 months
12 months
Forecast update frequency
Quarterly
Monthly
Weekly
Actual vs forecast tracking
Basic
Detailed
Full + Scenario
Receivables ageing report
Weekly
Weekly
Weekly
Working capital optimization
—
Advisory
Full Treasury
Inventory & payables planning
—
✓
✓
Debt, OD, and credit planning
—
Basic
Full
📋 Planning, Budgeting, and Forecasting
Budget vs actual analysis
✓
✓
✓
⚙️ Finance Operations and Accounting
Book closure process
Design and execution
Design and execution
Full Oversight
Guaranteed book closure by 5th
✓
✓
✓
Monthly books review
✓
✓
✓
🛡️ Compliance, Audit, and Governance
Compliance health overview
Basic
Advanced
Full
Tracking of deadlines and filings
✓
✓
✓
Department notice tracking
—
✓
✓
Advice on compliance matters
—
Macro Advisory
Detailed Advisory
Coordination with auditors
—
Limited
End-to-end
Coordination with banks
—
Limited
End-to-end
Internal controls and SOPs
—
—
✓
🚀 Investor, Board, and Fundraising Support
Financial modelling
—
—
✓
Investor-ready projections
—
—
✓
CFO support in investor calls
—
—
✓
Due diligence coordination
—
—
✓
ESOP and cap table advisory
—
—
✓
Board-level reporting support
—
—
✓
Exit or IPO readiness
—
—
✓
