Financial Health Assessment

Periodical assessment of financial health is an essential part of building a business that stays profitable over long-term. The parameters that we evaluate for assessment include research & development, cost management, cash flows, profitability, revenues, cash forecasting & budgeting, technology management, funding, human resources, product pricing, risk & compliance and other critical aspects.
Our assessment is aimed at identifying the areas for improvement and creating a practical plan to achieve the targeted improvement. We work with our customers to create a time-bound plan, define measures to assess the success, and execute on the plan. We can bring in additional expertise through our business associates, in case the situation demands.

Shailendra Marathe - CFO Axis

Workshops for Owners/ CXOs

We frequently hold workshops for the small & medium business owners/ CXOs to help them improve their financial management and business performance. We ensure that each workshop has a clearly defined outcome and that the participants have concrete takeaways.
Our workshops on cash budgeting and cash flow management help the owners/ CXOs improve their planning and build predictable cash flows. Workshops on performance management and managing by numbers help the owners/ CXOs focus on the most critical aspects of the business and futuristic ideas. Some of our other workshops include taking investing decisions, analyzing revenues and profitability, and innovating funding strategies.

Shailendra Marathe - CFO Axis

Business Consulting

Our business consulting services focus on identifying the root cause of problems faced by our customers and recommending strategies for resolving those challenges. These challenges include lower growth despite market opportunity, non-remunerative prices, unsustainable costs, lower profitability and unpredictable cash flows.
We analyse relevant information such as your industry, competition, products, customer segments, sales & marketing strategies and costs. We use financial analysis tools to identify the root cause, work out realistic remedial measures and model their impact on the business financials. We continue to work with the owners/ CXOs when they implement these measures, to ensure the end goals are achieved.

Shailendra Marathe - CFO Axis

Coaching & Training

Our niche focus on business finance and deep expertise in corporate finance and financial markets has helped us identify the areas in which the owners/ CXOs need coaching. These include analysing financial health of each area of business, fine-tuning the business model, managing prices, revenues, costs & profitability, planning & forecasting and managing by exception.
Small & medium businesses value loyalty and are keen to retain the key staff over long-term. By upskilling their key staff, we ensure that they don’t have to sacrifice competence for loyalty. Our trainings for the staff include analysis of financial statements, cost analysis and management, cash flow analysis, managing compliance and management reporting.

Shailendra Marathe - CFO Axis

Virtual CFO services

Our experience of working with small & medium businesses suggests that while the entrepreneurs start the business with the goal of making money, they struggle along the way. While they have many advisors, they usually don’t engage an advisor who is exclusively and proactively focused on business finance, as compared to accounting, taxation, payroll and so on.
We proactively engage with the owners/ CXOs on critical aspects such as pricing and costing decisions, analysis of revenues and profitability, managing cash flows, managing risk & compliance, forecasting & budgeting and performance management. Our niche focus ensures the financial goals are met year on year.

Shailendra Marathe - CFO Axis


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.