CFO Lite strengthens financial visibility, planning, cash flow and compliance, helping MSMEs make sound decisions and prepare for lenders and investors.
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Financial Management
Know the Numbers Plan Ahead
CFO Lite — From Accounting to Financial Direction
CFO Lite aligns financial performance with business goals, helping MSMEs move beyond basic accounting to make better decisions and allocate resources effectively.
Why it Matters
Clarity To Capital
Financial Health Review
Customer payments may arrive after bills are already due.
Cash flow planning keeps daily commitments covered.
Larger orders need working capital
Materials, labour and overheads are paid before customers settle.
Proper planning prevents new orders from disrupting daily cash.
Outdated numbers delay decisions
Year-end accounts show the past, not what needs attention now.
Regular reporting keeps cash, costs and margins visible.
Small leaks reduce margins
Untracked expenses and weak approvals quietly reduce returns.
Clear controls keep spending visible and margins protected.
Compliance gaps create risk
Missed filings and incomplete records can trigger penalties and delays.
Organised documentation keeps the business prepared for review.
Funding depends on credible numbers
Lenders and investors expect reliable statements and realistic projections
Strong preparation makes the business easier to assess and fund.
Our Approaches
What We Do
01Financial Health Review
01
Financial Health Review
We assess revenue, costs, liabilities and financial practices to identify risks and set clear priorities.
02Financial Planning & Forecasting
02
Financial Planning & Forecasting
We turn business goals into budgets and forecasts to guide spending and prepare for future needs.
03Cash Flow Management
03
Cash Flow Management
We track receivables, payables and working capital to prevent shortfalls and meet commitments on time.
04Management Reporting
04
Management Reporting
We provide clear reports on cash, costs and margins to support timely business decisions.
05Compliance & Controls
05
Compliance & Controls
We organise records, filing schedules and approvals to reduce errors and keep requirements on track.
06Funding Readiness
06
Funding Readiness
We assess capital needs and prepare supporting documents to strengthen discussions with lenders and investors.
CFO Lite
Retainer Architecture
Tier 1
Foundation
₹75,000
+ Applicable GST
Tier 3
Benchmark
Growth CFO
₹1,25,000
+ Applicable GST
Tier 4
Strategic CFO
₹2,00,000
+ Applicable GST
Service
Foundation
Growth CFO
Strategic CFO
Monthly MIS
01
✓
✓
✓
Cash-flow monitoring
02
✓
✓
✓
Budget vs actual
03
✓
✓
✓
Receivables/payables
04
✓
✓
✓
Financial KPIs
05
✓
✓
✓
Forecasting
06
Basic
✓
Advanced
Scenario planning
07
—
✓
✓✓
Profitability analysis
08
Basic
✓
Advanced
Working-capital optimisation
09
Basic
✓
✓✓
Financial modelling
10
—
✓
✓✓
Funding readiness
11
Basic
✓
✓✓
Investor/lender reporting
12
—
Basic
✓
Strategic finance
13
—
✓
✓✓✓
Executive advisory
14
Basic
✓
✓✓
Quarterly strategy review
15
—
✓
✓
Finance Solutions
Stronger Finances
Ready for What’s Next
Improve cash visibility and financial discipline.
Build the credibility lenders and investors expect.
Pathfyndr delivers branding, strategy, technology and financial solutions that bring clarity and capability to every MSME on the path to sustainable scale.
