OUR SERVICE
Fractional CFO
Access Expert Financial Guidance with CFO Services
Gain a strategic advantage with our Fractional CFO services, crafted to uncover growth opportunities and facilitate informed decision-making. With specialised offerings including financial valuation and detailed MIS reports, our solutions ensure your business thrives amidst competition.
Get Started
Begin your fractional CFO journey with us in just few steps.
1
Let’s get to know each other
Sign up and complete a simple form for us to understand you better such as your industry of operation, growth strategy and reporting requirements
2
We customise a plan as per your requirement
An account manager helps you identify the right package for your FP&A needs
3
Create your FP&A strategy
Your dedicated CFO meets you monthly to review the company’s financial performance, perform budgeted vs actual analysis and update the financial model
Service & Pricing
The pricing is customised for each client depending on their business volume, transaction size and specific requirements.
InRole assigns a dedicated CFO who prepares a financial model for your business, reviews the company's financial health, performs Budget vs Actuals analysis and shares strategic insights.
Ideal for-
- Growing businesses with high volume transactions
- Startups that want to raise external funding
- Founders who want to create business / product strategy
- Founding teams required to send investor reports
Services Included
Converts accounting data into easy-to-understand financial reports, covering everything-
- Monthly MIS reporting
- Product performance
- Variance analysis
- Financial projection
- Budgeting
- Business valuation
Get Started
Benefits of Fractional CFO
Partner with a top-tier CFO team for expert guidance, insightful financial models, and strategic planning tailored to your business. Optimise cash management strategies to maximise efficiency, and elevate investor pitches with seasoned professionals to navigate fundraising confidently.
The Team
Chief Executive Officer
Tanvi is a chartered accountant with 10 years of experience in finance and accounting. She has previously worked with Deloitte and Ernst & Young.
Chief Operating Officer
Tanya has 8 years of experience in business operations. She handles all things operations and ensures customer success.
Co-Founder
Amit comes with 20 years of experience in the field of technology. He has worked at Grab & Google and is an alumnus of Y-combinator.
Sanjeev Chopra
Advisor
Sanjeev is a Chartered Accountant since 1974, has over 40 years of experience specialising in financial consultancy, particularly in collaborations, joint ventures mergers, and acquisitions
Vishesh Bajaj
Advisor
Vishesh boasts over 15 years of expertise in tax advisory, and regulatory matters across diverse sectors. He excels in assisting clients with financial compliance, international and domestic taxation
FAQs
We have (almost) all the answers
InRole converts accounting data into easy-to-understand financial reports, covering everything from monthly MIS reporting, product performance, variance analysis, financial projection, budgeting and business valuation.
The pricing is customised for each client depending on their business volume, transaction size and specific requirements.
- Growing businesses with high volume transactions
- Startups that want to raise external funding
- Founders who want to create business / product strategy
- Founding teams required to send investor reports
Once you subscribe, you are assigned a dedicated CA who will prepare requisite MIS reports that will reach your mailbox every month.
We offer services beyond those included in the Subscription Package on an as-needed basis. You can set up a call with an expert by emailing us on info@inrole.io to know more about our additional services.
Once you have purchased the subscription and your dedicated CA reaches out to you through email, you can interact with him/her over email or phone.
We recommend all information is shared on official email.
We recommend all information is shared on official email.
Yes, you can cancel your subscription at any time. The reports will stop being generated in the month that the subscription is cancelled.
Yes, you most certainly can! Just write to us at info@instaca.in with this specific requirement and we will offer you an annual subscription.
We do not tie you down to a particular software and use Google spreadsheets to keep your reports safe, accessible and easy to use. We sync with all accounting software solutions such as Tally, Zohobooks, QuickBooks, Xero.
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