Direct access — CA Varun Tanwar handles your account
What's Included
Everything your finance function needs to run.
A structured, senior-led engagement covering both the numbers and the narrative behind them.
✓Monthly MIS — P&L, Balance Sheet, Cash Flow
✓Budget vs. actuals tracking and variance analysis
✓Cash flow forecasting — 30, 60, and 90-day outlook
✓KPI dashboard tailored to your business model
✓Investor reporting and board-level presentations
✓Fundraising readiness — data room and due diligence support
✓Debt structuring and lender / bank coordination
✓Accounts finalisation and audit liaison
✓Tax planning inputs and advance tax computation
✓Advisory on business decisions with a financial lens
Who It's For
Businesses that have outgrown a basic CA.
01
Funded Startups
Companies with institutional investors who need structured MIS, quarterly investor updates, and board-level financial governance.
02
Pre-fundraise Founders
Businesses 6–12 months away from a round who need investor-ready financials built well before the process begins.
03
Growth-Stage SMEs
Companies crossing ₹1–5 Cr revenue that need financial visibility and structure but aren't ready for a full-time CFO hire.
Why Choose Us
We have been on the inside.
01
Built from real CFO experience
CA Varun Tanwar managed the entire finance function — MIS, fundraising, board reporting, lender coordination — as a board director at a venture-backed company. Not from a textbook.
02
Investor-grade output
Your MIS and reports are built to the standard that institutional investors and lenders actually expect — structured, consistent, and audit-trail ready from day one.
03
One senior point of contact
You work directly with CA Varun Tanwar — not an associate or a junior. Every report, every advisory note, every investor presentation is reviewed by the same senior professional.
How It Works
Getting started is straightforward.
01
Free Discovery Call
A 30-minute call to understand your business, current finance setup, reporting gaps, and what you need going forward. No obligation.
02
Scope & Proposal
We define the exact deliverables, cadence, and monthly retainer. Shared transparently in writing — no ambiguity on what's covered.
03
Onboarding
Access to accounts, chart of accounts review, reporting templates set up. Smooth and structured — most clients are fully onboarded within a week.
04
Monthly Delivery
Reports delivered by the 10th of each month. Advisory available throughout. You stay informed and in control — without doing the work yourself.
FAQs
Common questions about Virtual CFO.
A Virtual CFO is a senior finance professional who works with your business on a retainer or part-time basis, providing the strategic guidance a full-time CFO would — without the full-time cost. This includes financial planning, MIS reporting, investor relations, cash flow management, and advisory support on business decisions. The engagement is structured around your specific needs.
A Virtual CFO engagement covers strategic finance — building financial systems, preparing investor-ready MIS, running scenario analysis, fundraising support, and board-level financial advisory. At Tanwar & Associates, the founder has held a senior finance leadership role at board level alongside CA practice, so compliance and strategic advisory come from the same desk.
A standard monthly Virtual CFO package includes: a management report (P&L, Balance Sheet, Cash Flow), a KPI dashboard, budget vs. actuals analysis, a cash flow projection for the coming 30–90 days, and a brief advisory note on observations and recommended actions. The exact scope is agreed upon and documented in your engagement letter.
We work with Tally Prime, Zoho Books, and QuickBooks — the three most common systems used by growing businesses in India. If you use a different platform, we'll assess it during onboarding. Most structured businesses can be supported regardless of the software.
Typically via a shared folder (Google Drive or OneDrive) for invoices, bank statements, and supporting documents, along with view or accountant access to your accounting software. We follow a strict data confidentiality protocol and handle all financial information per professional ICAI standards.
Yes. Virtual CFO engagements are priced at a fixed monthly retainer determined by scope — the number of entities, complexity of reporting, whether fundraising support is included, and the cadence of reviews. We share a transparent fee proposal after the discovery call, with no hidden charges.
We typically ask for a 3-month minimum engagement. This gives us enough time to understand your business, set up reporting systems, and deliver meaningful output. Most clients continue well beyond this — the value of structured financial oversight compounds over time.
Yes. CA Varun Tanwar has presented to investors and boards directly as a finance leader, and can support or attend investor meetings, board calls, and due diligence discussions as your finance representative. This is available under comprehensive engagement tiers and discussed during scoping.
A bookkeeper records what has happened. A Virtual CFO interprets what it means and advises on what to do next. If you have a bookkeeper, a Virtual CFO works alongside them — reviewing their output, building higher-level reports, and ensuring your financials are decision-ready and investor-ready. They are complementary, not interchangeable.
The right time is usually when you have crossed ₹50 lakh in annual revenue, are 6–12 months away from a fundraising round, or your business is growing faster than your finance function. Many founders wait too long — by the time they need structured financials urgently (for due diligence or a lender), building clean records takes months.
Yes. We have a structured transition process — reviewing existing books, identifying gaps, standardising the chart of accounts, and establishing the reporting framework. Transitions are handled professionally with no disruption to compliance timelines.
Yes, funded startups are one of our primary client segments. The reporting and governance demands that come with institutional funding — quarterly investor updates, board presentations, budget reviews, cap table management — are exactly what our Virtual CFO engagement is designed to handle.
Ready to build a proper finance function?
Start with a free 30-minute consultation — no obligation, just an honest conversation about what you need.