BI CFO / CFO health check
Free CFO health check for your business
A CA reviews your last 12 months and tells you, in writing, where cash, profit and compliance are leaking, and what to fix first.
What we review
- Cash flow: where cash goes and how many months it lasts
- Margins by product, customer or branch
- Receivables and payables: how long cash is tied up
- Compliance gaps in GST, TDS, income tax and ROC
- Quality and timing of your monthly reporting
- Readiness for a bank loan or investor
What you get
- A short written report with a score for each area
- The three changes that would help most, with the likely effect
- A 30-minute call to go through it
Free for businesses with turnover of ₹50 lakh or more
No obligation. Most businesses use it to decide whether they need a Virtual CFO.
Common questions
Is the health check really free?
Yes, for businesses with yearly turnover of ₹50 lakh or more. There is no obligation to take any service afterwards.
What do I need to share?
Your last 12 months of profit and loss, balance sheet, bank statements, and receivables and payables ageing. Read-only access to your accounting software works too.
How long does it take?
About 7 working days from receiving your figures, followed by a 30-minute call to walk you through the report.
Who sees my figures?
Only the BI-Outsource team members working on your review, under a confidentiality agreement.
Already know you need ongoing help? See Virtual CFO.