ABOUT US

WE PROVIDE HIGH-END STRATEGIC FINANCIAL ADVICE TO ENTREPRENEURS, STARTUPS AND SMALL & MEDIUM BUSINESSES

WHO WE ARE

CFO Axis is promoted by CA Shailendra Marathe, a Chartered Accountant and Post Graduate of IIM Bangalore, with over 25 years global experience in finance & strategy. We provide strategic financial advice to entrepreneurs, startups and small & medium businesses.

Contact Now

Virtual CFO Services - Engagement Approach




Understand

Understand current business model
Understand future business model & plans
Shailendra Marathe - CFO Axis

Analyse

Review recent financial information
Discuss in scope/ out of scope responsibilities
Shailendra Marathe - CFO Axis

Confirm

Review of proposed scope and commercials
Sign-off on scope & commercials
Shailendra Marathe - CFO Axis

Commence

Onsite engagement for steady state design
Steady state Onsite + Virtual delivery
Shailendra Marathe - CFO Axis

FAQs

Why “Virtual” CFO?

We use best remote work practices which are practiced by today’s fortune 500 organizations that have their teams spread across the globe. We focus on results and do not barter time. We are there when you need us, merely a phone call away. That doesn’t mean we don’t visit client’s office; it just means we don’t park ourselves there all the time and occupy space! This benefits clients by way of quality deliverables, affordable costs and flexible engagement mode.

Where are your clients based?

Currently our clients are based in Mumbai, Bangalore and Pune. If we can deliver services to clients based in these three locations, we can deliver services to clients based anywhere in India.

What do you do?

We are experts in business finance. We act as a CFO for startups and small & medium enterprises who need high quality financial advice at affordable cost and in flexible engagement mode.
We help them by getting fully immersed in the financial management of their business. Check out “our offerings” to understand which areas we cover.

What you don’t do?

There are a few things we don’t do, because we believe our expertise and niche focus on business finance delivers outstanding results for our clients.
We don’t do accounting and do not provide tax advice. We do however train your accounting team (if needed) to generate the reports that help you take better business decisions.
We don’t guarantee that you will get funds (debt or equity). We do help you prepare a case for raising funds, whether a project proposal or an investor pitch.
We have business associates who provide these services and will be happy to refer them to you should you need those services.

How do we engage with CFO Axis?

You can engage with us in multiple ways. For start, you can use our online tools to check out the health of your business, or whether you need VCFO services.
Or, you can attend one of our workshops; we hold various workshops for startups and for small & medium businesses. These workshops are on niche topics and structured to deliver you well defined takeaways.
Or, you can book appointment with us for a free session to discuss your specific business challenge, and get our advice, using our “appointments” tool. Or, you can interact with us over phone, message us using WhatsApp, tweet to us, follow us on facebook or Instagram, or join our LinkedIn page.

We are not sure VCFO services are appropriate for us; what do we do?

If you are not sure, why not speak to us by booking appointment with us for a free sessionand get our advice, using our “appointments” tool. If we don’t have anything to offer to you, we will tell it to you at the end of the session itself, which saves time for both you and us.

Book Appointment For Free Consultation

Book one hour phone appointment for free consultation


Book next workshop

Book our upcoming workshop for startups on 'define your business blueprint'

Our TESTIMONIALS

Sanjay Kumar

Director, PAN Tutorials

Review of our business model and advice on redesigning the model for scalability proved to be critical in achieving 6x growth in business in two years

Niraj Sahay

President- Business Development, Kinetix Engineering

Shailendra has been instrumental in doing a course correction on our growth path when we wanted to scale. He not only analyzed our weak areas but suggested and helped in execution of the improvement plan.

Mandar Sant

Owner, Mandar Sant & Co.

Helped us focus on activities and outcomes that are critical for our business and reduce efforts spent on those activities that are not critical. We now have clearly defined financial goals and key performance indicators that we monitor.