Most startups fail not because of a lack of product or demand — but because of poor financial visibility, uncontrolled burn and compliance mistakes.
At Samir Tax & Advisory, we provide professional Startup CFO & Financial Advisory Services designed for early-stage, bootstrapped and VC-funded startups that need financial discipline, planning and strategic insights — without hiring a full-time CFO.
We act as your extended finance team, helping you manage accounts, budgets, compliance, MIS, financial modeling, investor reporting and long-term planning.
Call/WhatsApp: +91 6300098260
Email: support@samirtaxadvisory.com
Founders are busy building product, hiring teams and growing customers. Finance often becomes reactive instead of strategic.
A dedicated startup CFO helps you:
Startups with strong financial discipline scale faster and survive longer.
We provide a complete finance stack for startups — from accounting to insights to strategy.
We set up a clear financial structure for your startup:
Predictable finances → better decisions.
We prepare monthly insights that give founders absolute clarity:
These reports help you understand your startup’s financial health instantly.
Poor cash flow kills more startups than poor revenue. We help you:
We support you with:
This is crucial for fundraising and investor pitches.
We ensure your accounting is always aligned with:
(We do not handle company registration.)
Startups face unique tax challenges — we advise on:
We assist with:
Clean financials = investor trust.
We help you streamline internal financial operations:
Our CFO services are ideal for:
Whether you're pre-revenue or growing fast — we support you.
We understand founder challenges — uncertainty, fast growth, financial complexity.
One advisor works closely with your founder/team every month.
Share documents via:
You receive monthly MIS but can request insights anytime.
Get strategic financial support at a fraction of CFO salary.
Whether your revenue is ₹0 or ₹10 crore — we adapt as you scale.
We analyse your model, revenue, expenses and financial challenges.
We ensure books, ledgers and reconciliations are accurate and compliant.
We prepare monthly financial reports + insights for founder decision-making.
We help you plan budgets, optimize expenses, improve runway and prepare for growth/funding.
We support startups across India, with dedicated operations in:
Call/WhatsApp: +91 6300098260
Email: support@samirtaxadvisory.com
Explore our other financial services to complement your accounting needs