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CFO

Business Advisory

Free Consultation By Expert

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Introduction

Whether challenging or favourable economic conditions, every business strives to be smart, flexible, creative and forward thinking. CFO Services being one of the top Business Advisory firms in Mumbai, provides deep technical knowledge and extensive industry experience. This helps us to assist clients in addressing business issues that goes beyond providing traditional audit services. Our highly-qualified business Advisory team develops and offers tailored, innovative and comprehensive solutions for specific client business needs that may not require the expression of opinions based on professional standards. CFO services offers a full range of services to help clients tackle challenges faced in business.

Who should hire an Outsourced CFO ?

Startups, small to mid-sized businesses, and fast-growing companies should hire an outsourced CFO when they need expert financial strategy, budgeting, fundraising support, or improved cash flow—without the expense of a full-time CFO. Ideal for scaling, fundraising, or navigating complex decisions.

Creative Freedom & Financial Excellence

More than 2k+ clients

Fund Raising

Figuring out various sources and actually raising funds are two different aspects. We at CFO services will analyze all the possible sources that will help you raise maximum funds from the selected sources.

Multitasking in customer service
Benefits Virtual CFO
Business Strategy

A good strategy helps in tackling various hurdles and challenges you might face in your business. CFO services offer you a strong and on-point plan of action to put your business in top gear.

Preparation of Business Plan

A business without a plan isn’t a business at all, is it?

Planning is the prime factor in setting up a business. CFO services will help you get a strong plan so you can run your business efficiently. We believe “Failing to Plan is Planning to Fail”.

Growth Mentoring:

We know there is an opportunity to grow. No matter what your business is.

We at CFO services offer you persistent mentoring in terms of company growth and ensure your business doesn’t miss any opportunity to go skywards.

If you want to grow your business but you’re not sure how to make it happen, get in touch with us right away!

Introduction & Implementation of Budget Mechanism:

A well-examined and working budget mechanism designed by CFO services, helps in diverting the funds in the right direction effectively and ensures it is optimized to the fullest.

Startup Advisory:

  • Helping you select your constitution
  • Helping you act as your sounding board for your business idea
  • Helping with setting up with revenue & business model for startups

So, if you are looking for the best Business Advisory firms in Mumbai, you are in the right place.

What our clients says?​

Clients met financial goals and gave positive feedback.

The ATMS team pursues the “customer first” approach in handling all matters with zeal as they are suitably supported and motivated by the senior management of ATMS. The senior partners at ATMS are just a phone call away, should the need arise for them to be involved

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Girish Koulgi Noble Pharmaceuticals

The only parameter in consulting field that works as litmus test for the work done by service provider is providing other clients and people in similar need the reference of such wonderful team and I can proudly say that we have referred the team and their work to few other organisation

47
Pratik Shah Tax Technology Managed Services

The whole team is knowledgeable & very approachable. They are accurate, fast to respond and nothing is ever too much trouble for them

67
Samir Lakhani Crew Business Systems

Accounting & Finalisation is the backbone of all businesses and we are proud to have a strong backbone and a guiding force. With this our success stays guaranteed

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Smita Bhanushali MRK Foods Pvt. Ltd.

Business Advisory Services – FAQs

What does your Business Advisory services include?

Our Business Advisory practice focuses on improving the financial and strategic health of your business. Core offerings include:

  • Business planning and growth strategy
  • Funding support (pitch deck, financial models, investor Q&A)
  • Profitability and margin improvement plans
  • Organisational restructuring and readiness
  • Financial feasibility and break-even analysis
  • KPI dashboard setup and monitoring
  • Working capital and cash cycle advisory

Can you help make my business investor-ready?

Yes. We work with promoters and founders to make their business funding-ready, including:

  • Cleaning up books
  • Preparing pitch decks and valuation models
  • Structuring the cap table
  • Setting up MIS reporting systems
  • Addressing investor queries during due diligence

Do you only provide financial advice or help with execution too?

We offer advisory with execution. From drawing out a strategy to implementing dashboards, preparing investor materials, or mentoring your internal finance team—we stay hands-on until things are delivered.

What kind of businesses benefit most from your business advisory services?

Our services are best suited for:

  • Startups preparing for funding
  • SMEs aiming to scale or expand
  • Businesses looking to streamline operations
  • Promoters seeking external capital or exits
  • We tailor our services to both high-growth businesses and those in need of turnaround support.

Do you assist with investor meetings and follow-ups?

Yes. Beyond pitch decks, we help rehearse investor conversations, anticipate questions, and follow up with financial clarifications, sensitivity analyses, and investor-specific data sets post-meeting.

Can you benchmark our performance against industry standards?

Yes. We benchmark margins, costs, revenue models, and valuation multiples based on your sector and business model. This helps clients identify blind spots and unlock growth opportunities.

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Request a callback from us for more inquiry, by filling out the details asked ahead

    Enquire Now

    At your convenience, we will be happy to schedule a complimentary consultation to discuss your needs and business challenges.