Virtual CFO & Business Controls Guidance (SME Support)
Consultation and process support for SMEs needing stronger financial visibility, controls, monthly reviews, and growth-focused discipline.
Consult via Call / WhatsApp / Google Meet • Selected on-site support
Who This Service Is For
Owners who want better control over cash, margins, reporting, and team accountability without a full-time CFO setup.
What’s Included
Scope is tailored during consultation based on your business type, records, and requirement.
Included 1
Monthly review framework guidance
Included 2
Cash leakage/control checkpoint design
Included 3
Basic KPI and MIS rhythm support
Included 4
Owner-accounts communication process setup
Included 5
Process improvement roadmap
Documents / Information You May Need
- Current financial reports (if any)
- Business process flow
- Cash/bank control process
- Owner concerns list
- Reporting frequency
The exact requirement varies by case type, location, and current compliance status.
How Legarity Supports the Process
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Understand your requirement
We start with a quick discovery call to understand the issue, urgency, and support expectations.
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Checklist & readiness review
We identify the probable documents/information required and common mismatch risks.
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Guidance plan
You receive a practical step-by-step plan for documentation, process, and timelines (indicative only).
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Execution support & coordination
We continue support via WhatsApp/call/Meet and coordinate with qualified professionals where legally required.
Frequently Asked Questions
Is this an audit service?
No. This is management/process guidance and review support for internal decision-making and controls.
Can you work with our accountant?
Yes, the service is often most effective when implemented with your existing accountant/team.
Need help with this requirement?
Talk to Legarity for consultation, process guidance, and documentation support. Share your city, business type, and issue summary for faster routing.
PROCESS TRANSFORMATION
Before vs After: How structured guidance improves business execution
Illustrative improvement patterns relevant to Virtual CFO & Business Controls Guidance (SME Support). Actual results vary by business process maturity and team discipline.
Reactive & error-prone workflow
- Scattered documents across WhatsApp, Excel, and paper files
- Late entries and missing narration create mismatch risk
- No fixed review checkpoints for accounts/cash/stock
- Filing pressure builds near deadlines
Structured, review-ready process
- Clear checklist and responsibility mapping for each step
- HSN / ledger / document workflows standardized
- Review checkpoints improve accuracy before filing
- Faster coordination with qualified professionals (where applicable)
TRUST & DELIVERY EXPERIENCE
What clients value in a modern process-first support experience
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