Virtual CFO Services for Startups & SMEs
A Virtual CFO gives your business senior financial leadership — without the cost of a full-time CFO. SS Marks provides on-demand CFO expertise for startups, SMEs and growing businesses.
CFO expertise on demand, without the overheads.
A Virtual CFO from SS Marks provides strategic financial management — MIS reporting, cash flow forecasting, burn rate monitoring, board-level financial presentations, investor reporting, fundraise readiness, due diligence support and financial policy implementation. For startups raising seed or Series A, we also provide cap table management, ESOP scheme design and statutory compliance coordination. All services are delivered on a fixed monthly retainer.
What we need from you
- Monthly management accounts (we maintain these if also on bookkeeping engagement)
- Business plan and financial model
- Investor agreements and cap table (if applicable)
- Fundraise stage and target (if applicable)
- Board reporting requirements
How we handle this for you
Onboarding & financial review
Current financial health, reporting gaps and strategic priorities assessed. CFO engagement scope confirmed.
MIS and reporting setup
Monthly MIS format designed. KPIs, dashboards and board report templates established.
Ongoing CFO engagement
Monthly financial reviews, cash flow management, variance analysis and strategic advisory on a retainer.
Fundraise and investor support
Investor-ready financials, due diligence pack, cap table management and data room support as needed.
Frequently asked questions
What is a Virtual CFO?
A Virtual CFO is an experienced finance professional who provides CFO-level services — financial strategy, reporting, controls, fundraise support — on a part-time or retainer basis, rather than as a full-time employee.
Who needs a Virtual CFO?
Startups that have raised seed funding and need investor-ready reporting; SMEs scaling beyond the founder's financial management capacity; companies preparing for a fundraise or bank loan; and businesses that need board-level financial oversight without a full-time CFO.
What does a Virtual CFO from SS Marks cost?
Contact us to know the exact pricing for your requirement.
Does the Virtual CFO also handle compliance filings?
Yes. For clients on the integrated SS Marks retainer, the Virtual CFO coordinates all compliance filings — GST, TDS, MCA, income tax — as part of a unified financial management service.
Can the Virtual CFO represent us to investors or banks?
Yes. Contact us to know the exact pricing for your requirement.
Ready for CFO-level financial leadership?
SS Marks will scope a Virtual CFO engagement that fits your business stage — initial consultation, without obligation.