Vanesh Nadar & Co., Chartered Accountants — a member firm of SNK & Alliance Schedule a consultation

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The firm, the people responsible for your file, and where our services apply.

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Financial & compliance

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Not sure which service you need? Describe the situation and we will point you to the right engagement — or tell you if you do not need one.

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Virtual CFO

Virtual and outsourced CFO services

Senior financial oversight on a part-time basis — the discipline of a finance head without a full-time appointment.

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Many businesses reach a point where the accountant is doing everything asked of them and the owner is still making financial decisions alone. That is the gap a virtual CFO fills: someone who owns the numbers at a senior level, runs the reporting cycle, and is in the room when decisions are taken.

A typical engagement includes a monthly close with review, a management pack with commentary, a rolling cash flow forecast, budget monitoring, and a scheduled review meeting. Around that, we take on whatever the period demands — a bank proposal, an investor query, a pricing review, a cost reduction exercise.

The engagement is deliberately sized to the business. It should replace uncertainty, not add another layer of reporting for its own sake.

What you receive

  • A monthly management pack with written commentary
  • A rolling cash flow forecast, updated each cycle
  • A tracked budget with variance analysis
  • A scheduled review meeting with minutes and actions
  • Ad-hoc modelling and analysis as decisions arise

Scope of work

What this engagement covers

Financial oversight

  • Review of the monthly close and accounting quality
  • Management reporting pack with commentary
  • Key metric definition and tracking
  • Rolling cash flow forecast and runway view
  • Budget monitoring and variance investigation
  • Scheduled review meetings with management

Decision support

  • Pricing and margin analysis
  • Cost reduction and vendor review
  • Investment and capital expenditure evaluation
  • Hiring and capacity cost modelling
  • Expansion and new-line financial modelling
  • Sensitivity analysis for major commitments

Funding & stakeholders

  • Preparation of financials for lenders
  • Business plan and projection support
  • Investor reporting packs and data requests
  • Due diligence readiness and document preparation
  • Covenant and repayment monitoring
  • Coordination with bankers and advisors

Governance & controls

  • Approval matrix and delegation of authority
  • Payment and procurement controls
  • Compliance calendar oversight across taxes and filings
  • Risk register and mitigation tracking
  • Finance team structure and role definition
  • Process documentation and continuity planning

How we work

Working with us on this

How an engagement runs at Vanesh Nadar & Co. Four stages: review of the current position, a written scope and fee, execution to an agreed calendar, then review to stop problems recurring. STEP 1 Review We look at your records, filings, registrations and any open notices, and tell you plainly where things stand. STEP 2 Scope & fees A written scope: deliverables, timelines, what we need from you and the fee — agreed before any work starts. STEP 3 Execute Work carried out to an agreed calendar, with a named point of contact and documented handovers. STEP 4 Review & improve Recurring issues are traced back to the process that caused them, so the same problem does not return next quarter.
  1. ReviewWe look at your records, filings, registrations and any open notices, and tell you plainly where things stand.
  2. Scope & feesA written scope: deliverables, timelines, what we need from you and the fee — agreed before any work starts.
  3. ExecuteWork carried out to an agreed calendar, with a named point of contact and documented handovers.
  4. Review & improveRecurring issues are traced back to the process that caused them, so the same problem does not return next quarter.
Every engagement runs through the same four stages. Nothing begins until the scope and the fee are agreed in writing, and the fourth stage exists so that a problem found this quarter does not simply reappear in the next one.

Related services

Discuss your requirement

General information only. The content on this page is general in nature and is not professional advice. Statutory applicability, thresholds and due dates depend on your specific facts and on the law in force at the time. Please speak to us before acting on anything you read here.

Questions

Frequently asked questions

What is CFO advisory?

CFO advisory provides the financial leadership function — planning, forecasting, reporting discipline, controls and decision support — without employing a full-time chief financial officer. The work is senior in nature and recurring, which distinguishes it from a one-off consulting project.

When does a business need a virtual CFO?

Common triggers: revenue has grown but cash feels tighter, decisions are being made without reliable numbers, a lender or investor is asking for information the business cannot produce, or the owner is spending significant time on finance instead of the business.

How much time is involved?

It varies with the engagement — commonly a fixed monthly commitment covering the close review, the reporting pack and a review meeting, with additional time agreed when a specific project arises.

Do you replace our existing accountant?

Not usually. The accountant continues to run the books; the virtual CFO reviews the output, raises the standard, and adds the forward-looking layer. Where the bookkeeping itself is the problem, we can take that on as well.

Speak to a Chartered Accountant

Tell us what you need — accounting, tax, GST, audit, advisory, Zoho Books or a software build. We will come back to you with a clear scope and the next step.

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