Virtual CFO

We believe in rendering maximum value through a commitment to the clients associated with us. We do this through our quality Virtual CFO services that include:

TDS Compliance

Through our virtual CFO services, we assist you in carrying out all the compliances relating to Tax Deducted at Source under the provisions of the Income Tax Act 1961. The following are the virtual CFO services we offer under TDS Compliance:

  • General TDS rules compliance.
  • Timely notification of TDS payments made.
  • Quarterly filing of returns.
  • Reconciliation services of TDS through Form 26A.
  • TDS rules: Implementation and calculation.
  • Support system for TDS portal-related payments
  • Form 16/Form 16A compliance.

GST Compliance

It is mandatory for all businesses that provide services to register with the Goods and Service Tax Authority. The following are the services we offer under the virtual CFO package:

  • GST registration - basic requirements fulfilled.
  • Documents required for GST registration.
  • GST Reconciliation Services
  • HSN Code procedures for specific products and services (unique code generation)
  • Compliance and requirements fulfillment for an e-Way bill (Electronic waybill).
  • Compliance as per the GST rates applicable to your business services
  • Compliance and calculation of Input Tax Credit
  • LUT (Letter of Undertaking) application in case of the goods' export
  • System of Appeals under GST.
  • Consultancy in regards to GST Refund.

HR Services

CFO have to go beyond their current domain expertise in finance and accounting. They must execute varied activities that are essential business functions for the organization, such as human resource functions. We offer the following services under HR:

  • End-to-end support for payroll processing for the organization across different levels.
  • Policies about employment
  • Policy Documentation support regarding the company handbook, exit clauses, and related
  • Policies that apply to key management executives. Clauses include incomplete clauses, garden-leave clauses, blue pencil clauses, and restrictive covenants.
  • General HR-related work across various levels of the organization.
  • Contractual agreements between the company and employees, incomplete clauses relating to post-termination, and executive agreements
  • Human resources outsourcing-related agreements
  • Compliances relating to Industrial Disputes Act, Shops and Establishments Act, and Workmen Compensation
  • Drafting Non-Disclosure Agreements (NDA)

MIS Reporting

To make a calculated and well-informed decision, it is crucial to obtain reports that reflect the multifaceted information needed for making key decisions. The following are the services we offer under virtual CFO:

  • Preparation of various reports for budgeting
  • Report drafting and compliance
  • Analysis of reports
  • Forecasting of finances

Book keeping

Timely recording of all the financial transactions is necessary to gain a holistic idea of an organization's inventory, supplies, purchases, and sales. We offer the following bookkeeping services under virtual CFO:

  • Ledgers management
  • Tally, Busy, Zoho books
  • Accounts management
  • Rectification

Payables Management Services

Management and allocation of payables are essential for an organization to stay out of debt. The following are the services that we offer under payables management services:

  • Expenses allocation
  • Creditors negotiation
  • Order priority settlement for debts.

Legal Support Services

Apart from financial and accounting services, we also offer legal support services through our virtual CFO services. We offer a range of legal support services such as follows:

  • Provide a procedure for the company formation
  • All kinds of agreements such as Service Level (SLA), Master Service (MSA), Franchising, and Leasing
  • Legal compliances relating to ROC
  • Guidance and legal template creation for entering into a contract with various entities
  • Support services relating to litigation and appeal
  • Vetting service for all the policies and legal contracts

ROC (Registrar of Companies) compliances

When a company is formed, it must satisfy the requirements stipulated in the Registrar of Companies. Filing specific returns with the Registrar of the Company is a must for any company. The following are the services we offer under ROC compliance:

  • Filing of annual statements with ROC
  • Maintenance of compliance for meeting minutes
  • Maintain compliance of Know Your Client (KYC) for all the Directors of the company
  • Rendering assistance in the preparation of board resolutions
  • CS (company secretary) related services and support

Financial Management

Managing finances is one of our core strengths. We offer the following services under financial management under a virtual CFO:

  • Preparation of reports
  • All-round management of a company's finances
  • Corporate Governance

Corporate Governance

We also offer corporate governance services as part of our virtual CFO services. The following are the services that we offer:

  • Rendering assistance in clarification of roles played by the executive and non-executive directors.
  • Framework implementation for corporate governance
 
     
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