Trusted Financial Partners: Expert Advice & Management

We help

Growing Business

We assist in managing assets and offer financial advice. Trust us with your financial matters while you focus on your core business.

A Modern Partner for

Accounting / Advisory Services

We offer a wide range of accounting services, including audits, monthly accounting, payroll, taxation, compliance, and advisory support.

Don the Entrepreneur's Hat – Delta Philosophy.

Step into success with the Entrepreneur's Hat - where vision meets action, and innovation leads the way.

Expert Fusion with Experienced Professionals

We merge decades of advisory expertise with modern financial prowess navigating the challenges faced today.

Strategic CFO Solutions for Entrepreneurs

Empower your business with our Entrepreneurial CFO services, steering growth and financial acumen hand in hand.

Pillars of CFO Leadership

Leadership in C-Suit

Developing self mastery Communication and influence Problem solving and decision making leadership

Strategic agility & Business acumen

Drive organizational success through advanced leadership training with CFO360's expert-led program.

Managing Key stake holder relation

Strengthen your ability to cultivate crucial connections with CFO360's specialized program, enhancing your impact in the C-Suite.

What we Offer

Strat Desk - EIS, Industry Analysts & Revenue Analysts

Financial Planning & Analysis

Financial Controller Desk

Treasury Desk - Cash Flow & Working Capital

Auditors Environment

Compliance & Risk Managers Desk

Business Information Desk

Re-engineering Desk

Strategic Transaction Advisory Desk

PRECISION FIT FOR SUCCESS – ‘MEASURE IT’

In the crucial 6-12 weeks assessment phase, termed 'Measuring The Hat' we focus on

Business Insights :

Analyzing product, customer, and vertical segments
Projected P&L and internal controls
Costing system refinement

Organizational Upgrades :

Restructuring financial setups
Implementing robust management controls
Thorough risk assessment

Funding Analysis :

Evaluating capital and borrowing structures
Creating an actionable implementation plan

Transformation Blueprint :

Developing templates and process maps
Offering detailed implementation guidance

This precise assessment tailors’ strategies for sustained success.

Ever thought?

Each role requires multiple hats, not just one.

1. Conduct quarterly in-person sessions with accounts, finance, and functional heads :

Quick bookkeeping updates
Statutory compliance checks
Compare cash flow with plans
Address new contract/product concerns
Snapshot discussions

2. Engage in operational, business, and financial reviews as per initial diagnosis.

3. Hold concise fortnightly sessions with MD/CEO, focusing on critical aspects.

4. Participate in high-level strategic meetings for new initiatives and funding strategies.

5. Develop borrowing optimization plan from detailed 'ground zero' analysis.

6. Craft long-term initiative and implementation strategies.

Crafting Unique Experiences Through Tailoring, Scheduling, and Delivery

Weekly Tasks

Cash Flow Planning
End-of-Week Accounting Control
Statutory Compliance Calendar Oversight

Monthly Focus

Operational and Management Reviews
Compliance Calendar Overview
Comprehensive Financial Review

Annual Responsibilities

Statutory/Internal Audit Oversight
Yearly Review
Budgeting/Forecasting

Strategic Activities

Business/Financial Planning
Banking Relationship Management & Renewals
Preparing for Equity/Sale
Pricing/Costing Analysis & Divestment Planning

Hats we have proudly worn

Umbrella CFO Solutions (Diverse Entities):

Small-sized second-generation specialized chemical manufacturer in flavours and fragrances
Retail jeweller
Online retailer
Midsize family enterprise, diverse sectors

Tailored Components - CFO Solutions

Assessing, managing, and implementing capital structure changes for a renewable energy client
Overseeing treasury desk and compliance for a family-owned printing and distribution business
Handling finance for a real estate firm across architecture, construction, and property development

Controllership hats that we have worn

Reconciliation of customer scheme accounts for a midsize luxury retail player
Improving the quality of basic bookkeeping for an international apparel support service company
GST/TDS reconciliation and cleaning of books and statutory records for a midsize manufacture
Managing the controllership for a technology player in the media space

OUR TEAM

40+ Strong Team
Multifarious shells ranging across FP&A and controllership function
Qualified accounting management legal and secretarial talent
Compressed bookkeeping and accounting layer
Strong technology team to automate processes

Ready to get Started?

Please fill out the form and press the submit button. We will get back to you within 1-2 business days.

Contact

Phone +91 9841081907 | 044 24351301

Mail [email protected]

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