MIS dashboards
Live dashboards on sales, margins, receivables, payables and cash, built from your books.
Services · Advisory and MIS
Virtual CFO and Advisory
Once compliance is under control, owners need numbers they can act on. Our advisory department gives growing businesses the finance leadership of a CFO, monthly or by assignment, with MIS dashboards that put the business on one screen.
Delivered by Auditzoid India Private Limited
Who we work with
Clients of this department
- Manufacturers and traders growing past a few crores of turnover
- Hospitals, schools and institutions managing several departments
- Gold and jewellery businesses with heavy working capital
- Startups reporting to investors
- Owners applying for bank finance
- Family businesses planning succession or restructuring
What you receive
What arrives on your side
- An MIS dashboard your team agrees on
- Budgets and cash-flow forecasts
- Bank-ready project reports and CMA data
- Written recommendations on structural decisions
- Quarterly review meetings
Scope
The work this department handles
Budgets and cash flow
Annual budgets, rolling cash-flow forecasts and variance reviews.
Bank finance
Project reports, CMA data and documentation for term loans and working capital, with coordination with your bank.
Process and control reviews
Purchase, sales, payroll and inventory processes reviewed, with practical controls and SOPs.
Business consultancy
Expansion plans, new ventures, pricing and costing, and advice on the decisions in front of you.
Structuring and restructuring
Choosing or changing the business structure, and planning support for mergers, demergers and reorganisations.
Due diligence
Financial and compliance checks before you buy, invest in or lend to a business.
Office automation
Software for your team's registers and workflows, through Auditzoid Automations.
How it works
From first call to finished filing
- DiagnoseWe review your numbers, reports and the decisions ahead.
- DesignDashboards, forecasts or recommendations are scoped with you.
- DeliverMonthly packs or a written recommendation, depending on the work.
- ReviewRegular meetings on results and next steps.
Before we start
Documents you will usually need
- Last two years' financial statements
- Current books or trial balance
- Existing reports, budgets or projections
- Bank sanction letters, or drafts of any deal documents
The exact list depends on your case. We send a checklist after the first discussion.
Questions
Common questions
Is a virtual CFO engagement monthly?
Usually a monthly retainer with a defined set of reports and meetings. Structuring, due diligence and funding work is quoted per assignment.
What does a bank need for a working capital limit?
Projected and actual financials in the CMA format, a stock and debtors statement, and the documents in the bank's checklist. Banks assess limits under RBI's directions on credit and their own policies; we prepare the data and coordinate the questions.
Do you provide statutory valuation reports?
No. Valuations required under the Companies Act, 2013 must be done by a registered valuer (Section 247), and some tax valuations need a merchant banker or chartered accountant. We coordinate with them for you.
Can you help us restructure the group?
Yes. Mergers and demergers of companies follow Sections 230 to 232 of the Companies Act, 2013 (with a fast-track route under Section 233 for small and group companies). We plan the structure and coordinate the legal process.
Will you work with our accountant and auditor?
Yes. We build on your existing team and coordinate with your statutory auditor.
Do you sign a confidentiality agreement?
Yes, before any transaction-related work begins.
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