nextepsolutionPart-time CFO for SMEs — MIS, budgeting, cash flow management, and board-ready reporting.
Most SMEs cannot afford a full-time CFO but desperately need strategic financial leadership. Our CFO-as-a-Service assigns a senior finance professional part-time — setting up MIS, managing cash flows, handling investor relations, and providing board-level financial insights.
A capable CFO changes how a business runs — cash is forecast instead of discovered, pricing is informed by real margins, and decisions are made on numbers rather than instinct. But a full-time CFO costs far more than most SMEs can justify, so the role stays vacant and the accountant fills the gap with compliance-focused bookkeeping.
CFO-as-a-Service gives you a senior finance professional for a few days a month — enough to install financial discipline, run the reporting rhythm, and sit beside you for every major decision, at a fraction of a full-time hire.
A monthly MIS that shows the numbers that matter: revenue and margin by product line, cash flow actuals and 13-week forecast, receivables and payables health, and variance against budget. Annual budgeting and quarterly reforecasting. Pricing and cost analysis that protects margins as you grow.
For funded or fundraising companies: investor reporting packs, board meeting preparation, cap table hygiene, and fundraise support. For all clients: banking relationships, working capital management, and a finance team that gets coached, not just supervised.
SMEs between ₹2 crore and ₹100 crore revenue that have outgrown accountant-led finance, funded startups needing investor-grade reporting, and family businesses professionalising for the next generation or a future sale.
We assess your current books, reporting, cash management, and team to identify what a CFO needs to fix first.
In the first 60 days, the monthly MIS, cash forecast, and budgeting framework are installed and your team is trained to feed them.
Your CFO runs monthly reviews with you — performance, cash, decisions pending — and joins key negotiations, banking, and investor conversations.
Every quarter, budget versus actual is reviewed, forecasts are refreshed, and strategic priorities — pricing, expansion, funding — are recalibrated.
Monthly MIS reports, KPI dashboards, profitability analysis by product/segment, and variance reporting for data-driven decisions.
Weekly cash flow forecasting, fund deployment optimization, and liquidity buffer management.
Board packs, investor updates, quarterly reviews, and annual financial planning aligned with growth targets.
Tax calendar management, statutory audit coordination, ROC filings, and regulatory compliance oversight.
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