Scoped to your business — not a fixed package
A trading company's needs look nothing like a seed-stage startup's. Rather than force either into a rate card, every engagement is scoped after a diagnostic.
- 1 Step 1
Free diagnostic call
Thirty minutes on your current finance function — what is working, what is missing, and roughly where the gaps are.
- 2 Step 2
Custom scope & proposal
A written proposal naming exactly what is included, from a lean compliance retainer to a full Virtual CFO mandate, and what it costs — before anything is signed.
- 3 Step 3
Onboarding
Data access, tool setup in Tally, Zoho or QuickBooks with dashboards, and handover from your existing accountant if you have one. Typically one to two weeks.
- 4 Step 4
Monthly delivery & review
Bookkeeping and compliance run in the background; you get a monthly MIS review call and dashboard access, with the wider panel engaged as the work requires.
- 5 Ongoing
Scope flexes with you
As you scale — a fundraise, a bank facility, an acquisition — the engagement expands to match, reviewed together rather than renegotiated from scratch.
Before you book
Why don’t you publish prices?
Because a bookkeeping-only retainer and a full Virtual CFO mandate for a multi-location trading company cost genuinely different amounts. A rate card would either overprice simple work or underprice complex work. A free diagnostic gets you a real, scoped number instead.
What happens on the diagnostic call?
Thirty minutes on what your finance function does today, what it does not, and where the gaps are. You will get an honest read at the end of it, including when that read is that you do not need us yet.
How quickly can we start?
Typically one to two weeks from signed proposal to fully onboarded — data access, software setup, and handover from your existing accountant if there is one.
Can you work alongside our existing CA?
Often, yes. Your CA keeps the statutory work; we run the monthly layer and the advisory on top. We will tell you plainly if the split is creating duplicated cost rather than value.
What if we want to stop?
Either side can end an engagement on reasonable notice. We hand over your records and any work in progress. Nothing about the arrangement is designed to make leaving difficult.
Start with the diagnostic
Thirty minutes, no obligation, and a written proposal only if it makes sense for both of us.
