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Chartered Accountants • FRN 005223C
STRATEGIC CFO ADVISORY
VERSION 3.0

Virtual CFO Scaling Roadmap

From a 10Cr Foundation to a 100Cr Institutionalized Enterprise. A step-by-step financial engineering framework for hyper-growth.

Phase 01
Foundation & Controls (10Cr - 25Cr)

The "Single Source of Truth"

Clean up messy ledgers and historical data. Implement departmental accounting to track profit centers vs cost centers from day one.

Leakage Prevention

Setup multi-level purchase approvals and rigorous expense policies to save an estimated 3-5% of annual revenue.

Recommended Stack:Zoho BooksRazorpayXTally Prime Edit
Primary KPICash Burn Rate / Runway
TargetMIS Dispatch by 5th of Month
FocusStatutory Hygiene
Phase 02
Optimization & Growth (25Cr - 75Cr)

Working Capital Management

Unlock trapped cash in inventory and receivables. We target a 15-20% improvement in the cash conversion cycle.

Budgeting & Forecasting

Shift from reactive spending to proactive resource allocation. 12-month rolling forecasts updated monthly.

Recommended Stack:SAP Business OnePower BIExpensify
Primary KPIUnit Economics (LTV:CAC)
TargetNet Margin > 12%
FocusOperational Efficiency
Phase 03
Institutional Readiness (75Cr - 100Cr+)

Investor Data-Room

Formalizing documentation for due diligence. Clean equity cap-table management and tax structuring for exit.

Compliance Automation

Implementing GRC (Governance, Risk, Compliance) software to ensure zero-defect regulatory filing across entities.

Recommended Stack:NetSuite ERPCarta (Equity)Tableau
Primary KPIEnterprise Value (EV) Multiples
TargetClean Audit Report (Big 4 ready)
FocusInvestor Trust

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