Best Virtual CFO & Financial Advisory Services in Bhubaneswar for Startups & SMEs

Why Businesses in Bhubaneswar Need Virtual CFO Services

Most businesses in Bhubaneswar struggle with:

Cash flow mismanagement

Irregular accounting & compliance

Lack of financial clarity

No proper MIS or reporting

Uncontrolled expenses

No budgeting or planning

Difficulty understanding profitability

GST + IT + TDS confusion

Rapid growth without a financial structure

A Virtual CFO helps you:

Manage finances professionally

Improve decision-making

Reduce unnecessary expenses

Maintain clean compliance

Prepare for audits and funding

Build long-term financial discipline

This is especially important for startups, SMEs and expanding businesses.

Our Virtual CFO & Advisory Services in Bhubaneswar

We act as your extended finance team and take full charge of your financial systems.

1. Monthly MIS & Financial Reporting

You receive clear, actionable reports every month:

Profit & Loss
Cash Flow Report
Balance Sheet
Burn rate
Runway analysis
GST summary
Expense category insight
KPI analysis (based on your business)

These insights help you understand how your business is performing.

2. Financial Planning & Budgeting

We help you build a strong financial structure:

Annual budgets
Revenue & expense planning
Forecasting
Cost allocation
Scenario planning
Growth planning

3. Cash Flow & Working Capital Management

Cash flow problems are common in Bhubaneswar businesses. We help you:

Track cash inflow/outflow
Manage vendor payments
Control expenses
Maintain cash reserves
Improve working capital cycle

4. GST, TDS & Tax Advisory

We ensure clean compliance and tax optimization:

GST applicability
ITC planning
TDS structure
Income Tax guidance
Business tax-saving plans

5. ROC/MCA Post-Incorporation Support

We do not handle company registration, but we support all post-incorporation compliance:

ROC filings
Director KYC
Compliance calendar setup
Audit support

6. Internal Financial Controls & Systems Setup

We design financial systems that help you scale:

Vendor management
Approval workflows
Expense reimbursement process
Payroll structure
SOPs for financial discipline

7. Startup Financial Advisory

For startups in Bhubaneswar, we support:

Burn analysis
Runway calculation
Investor MIS
Financial modeling
Projections
Fundraise preparation

Who We Support in Bhubaneswar

We work with a wide range of businesses:

Startups

SMEs

Retailers

Traders & wholesalers

Service companies

E-commerce sellers

Consultants & freelancers

Small manufacturers

Agencies

Construction suppliers

Hospitality businesses

Healthcare & clinics

Whether you're in Saheed Nagar, Patia, Old Town, Chandrasekharpur, Khandagiri or Nayapalli, we support businesses across Bhubaneswar.

Why Choose Samir Tax & Advisory as Your Virtual CFO

1. Designed for Startups & SMEs

We understand the financial structure required for Bhubaneswar-based businesses.

2. Dedicated CFO Advisor

A single expert handles your finance strategy and MIS every month.

3. Easy Document Sharing

Share documents via:

• Email
• WhatsApp
• Secured integrated client portal

4. Monthly MIS + Anytime Insights

Monthly reports plus on-demand explanations whenever you need them.

5. Affordable Alternative to Hiring a CFO

Get CFO-level advisory at a fraction of the cost.

6. Scalable With Your Growth

Whether you are new, growing, or scaling fast — our support adapts with you.

Our 4-Step Virtual CFO Process

1

Business Understanding

We understand your revenue model, expenses, operational needs and financial challenges.

2

Monthly Financial Review

We update books, review compliances, reconcile accounts and prepare MIS.

3

Reporting & Strategy

We provide MIS, insights and actionable recommendations for decision-making.

4

Ongoing CFO Support

We help with planning, internal controls, compliance guidance and long-term strategy.

Related Services

Explore our other financial services to complement your accounting needs

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