ACCOUNTING & BOOK KEEPING

Complete Accounting (Pro Plan)

When your business secures funding or reaches enterprise scale, basic reporting is no longer enough. Investors demand rigorous financial modeling, boards require precise cash runway forecasts, and statutory audits become intense, month-long examinations. Hiring a full-time, experienced Chief Financial Officer (CFO) can cost millions of rupees a year.

Our Complete Accounting (Pro Plan) is the ultimate Virtual CFO solution. At The Online Tax, we combine all the features of our Advanced tier with high-level financial strategy. We handle budget variance analysis, investor-ready board reporting, and act as the direct liaison for your statutory auditors. Get the financial leadership of a CFO at a fraction of the cost, ensuring your company is always primed for the next stage of growth.

Hire Your Virtual CFO

Virtual CFO and Pro Plan Complete Accounting Services

CORE DELIVERABLES

Strategic Financial Leadership

This elite plan absorbs all underlying tiers (Bookkeeping, P&L, Payroll, Inventory) and elevates your back-office with strategic advisory and audit mastery.

Virtual CFO & Advisory:

Budgeting & Forecasting: We help you build annual financial budgets and track your "Actuals vs. Budget" variance every month to keep your spending on track.
Cash Runway Analysis: Critical for startups, we track your monthly cash burn rate and project exactly how many months of runway you have left.
Investor Reporting: Generation of polished, customized Management Information Systems (MIS) reports designed specifically for your board of directors and VC investors.

Complete Audit Support:

Statutory Audit Liaison: We act as the bridge between your company and your independent external auditors, answering their queries and providing required schedules.
Year-End Adjustments: Handling complex year-end journal entries, depreciation accounting, and deferred tax calculations.
Strategic Tax Planning: Proactive, forward-looking advice on how to structure your major transactions to legally minimize your corporate tax liability.

Board Reports and Audit Schedules for Virtual CFO

THE PROCESS

Partnering for the Future

Because this plan involves forward-looking strategy, we require more than just historical invoices. We need to understand your corporate goals, equity structure, and future projections.

Business Forecasts

Your expected sales targets, planned hiring schedules, and anticipated capital expenditures for the upcoming financial year.

Cap Table & Equity Data

Details of any shares issued, ESOP allocations, or funding rounds so we can accurately report shareholder equity.

Auditor Correspondence

Direct access to the requirement lists and emails from your statutory auditors so we can provide them with the exact ledgers they need.

Monthly Strategy Check-ins

Dedicated time from your founders or CEO to review the MIS reports with our senior Virtual CFO via scheduled video calls.

CLARIFICATIONS

Frequently Asked Questions

Common questions regarding audit signing, MIS reporting, and Virtual CFO services.

MIS stands for Management Information System. While a standard P&L is for tax purposes, an MIS report is designed for business leaders. It includes visual dashboards, cash flow forecasts, customer acquisition costs (CAC), and specific Key Performance Indicators (KPIs) tailored exactly to your industry's metrics.

No. By law, the firm that maintains your daily accounting cannot be the same firm that conducts your independent Statutory Audit (to prevent conflicts of interest). In this plan, we act as your internal finance team. We prepare the books flawlessly so that your external, independent auditor can review and sign them without delays.

Typically, we schedule a comprehensive monthly review call to discuss the MIS report, budget variances, and cash flow projections. However, your dedicated senior account manager is available throughout the month for urgent strategic queries or transaction structuring advice.

Absolutely. In fact, most Venture Capitalists and Angel Investors require startups to have institutional-grade accounting and monthly MIS reporting as a condition of their funding. This plan ensures you remain compliant with your investor term sheets.