OUTSOURCE. GROW. PERFORM.

Replace Your Finance Team:
Without Losing Control!

CFOSME builds and manages your entire finance function — combining accounting operations, real-time reporting, and CFO-level insights into one scalable system.

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0%
Cost Savings vs In-House
0
Day 5 Close
0%+
Accuracy AP, AR & GL
0x
Scalability Without Hiring
Corporate finance team meeting
Revenue Growth+34.5%
Compliance100%
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Trusted by growing US businesses  ·  Platforms we work on

ABOUT CFOSME

More Than Accounting —
Your Finance Partner

CFOSME is a finance operations and advisory partner for growing businesses that need more than accounting and bookkeeping. We design, build, and manage finance functions that deliver real-time visibility, faster closes, and decision-ready insights — without the cost and complexity of an in-house team.

We manage core accounting, reporting, and finance processes while working alongside management teams to ensure accuracy, continuity, and control across the finance function. Our team combines qualified finance professionals, structured processes, and modern accounting platforms to deliver consistent outcomes across complex and growing organizations.

We combine AI, automation, and finance expertise to transform manual processes into intelligent, scalable operations.

Who This Is For

We work with organizations that need reliable finance operations, real-time financial visibility, and the ability to scale — without building a large in-house team.

  • US-based SaaS and growth-stage companies ($20mn–$200mn revenue)
  • Funded startups preparing for scale, audits, or investor reporting
  • Multi-entity or multi-location businesses with increasing operational complexity
  • Teams that need real-time financial visibility — not just delayed monthly reports
WHAT WE OFFER

Our Service Pillars

End-to-end finance capabilities designed to replace complexity with clarity — and transform your finance function into a strategic growth engine.

Data & Systems

Seamlessly migrate your finance operations to cloud platforms, integrate APIs, and maintain a secure digital document archive.

Core Pillar

Strategic Planning & Forecasting

Drive smarter decisions with dynamic rolling forecasts, scenario & stress testing, and margin & pricing analysis.

Compliance & Governance

Ensure regulatory deadlines are met, internal controls are standardized, and risks are proactively managed.

Reporting & Insights

Turn financial data into actionable intelligence with real-time KPI dashboards, monthly MIS packs, and deep-dives into unit economics.

Advisory & Partnership

Receive CFO-level guidance, optimize capital and cash flow, and plan a long-term growth roadmap in partnership with our experts.

OUR SERVICES

End-to-End
Finance,
Built for Growth.

We take complete ownership of your finance function — eliminating the need to build and manage an internal team. From daily transactions to CFO-level strategy, every layer is covered.

 US GAAP Aligned  Audit-Ready Books  Day 5 Close  Real-Time Visibility
01

Finance & Accounting Operations

Complete ownership of day-to-day finance operations — accuracy, consistency, and compliance at every stage of your business cycle.

Day 5 month-end close guaranteed
99%+ accuracy across AP, AR & GL
Zero tolerance compliance controls
10x scalability without hiring

Accounting & Bookkeeping (US GAAP)

Accurate ledger maintenance, reconciliations, and transaction management to ensure reliable financial records at every stage of growth.

General LedgerReconciliationsUS GAAP

Record-to-Report (R2R)

End-to-end general ledger management, fixed assets accounting, intercompany accounting, and financial consolidation with full audit trails.

GL ManagementFixed AssetsConsolidation

Procure-to-Pay (P2P)

Vendor master management, invoice processing, approval workflows, and timely payment execution with 3-way matching and AP aging visibility.

Vendor ManagementAP Processing3-Way Match

Order-to-Cash (O2C)

Customer billing, Cash Application, credit control, collections management, and revenue recognition support to maximize cash flow and minimize DSO.

BillingCollectionsRevenue Recognition
02

Reporting & Financial Insights

Transforming financial data into clear, actionable intelligence that supports faster and better business decisions — not delayed monthly printouts.

Real-time KPI dashboards, daily updated
MIS packs delivered by Day 5
Unit economics by product & channel

Monthly MIS & Management Reporting

Customized profit and loss statements, balance sheets, and cash flow reports with meaningful commentary delivered by Day 5 every month.

P&LBalance SheetCash FlowCommentary

CFO Dashboards & KPI Tracking

Real-time visibility into key metrics, performance drivers, and growth indicators — interactive dashboards with drill-down capabilities, updated daily.

Real-TimeKPIsDrill-DownBoard Packs

Variance, Margin & Unit Economics Analysis

Deep-dive analysis to understand profitability by product, customer, or channel — with root cause commentary and clear strategic recommendations.

Variance AnalysisMargin Deep-DiveUnit Economics
03

Compliance & Audit Readiness

Ensure your finance function meets every regulatory standard and is permanently audit-ready — not just scrambling before each annual review.

100% clean audit opinions across clients
Zero compliance failures to date
SOPs standardized across all entities

Process Standardization

Streamlined workflows, documented SOPs, and structured approval processes to maintain consistency, reduce errors, and support scale.

SOPsApproval WorkflowsControls

Audit & Regulatory Compliance

Built-in internal controls and reporting aligned with US GAAP, ensuring smooth external audits, zero audit findings, and proactive regulatory adherence.

US GAAPInternal ControlsAudit Support
04

Strategic & CFO Advisory Support

Beyond operations — CFO-level guidance to help leadership teams plan, prioritize, and scale with confidence. Strategic thinking, not just task execution.

Dedicated virtual CFO aligned to your goals
13-week rolling cash flow forecasting
Capital & funding readiness support

Virtual / Fractional CFO Services

Ongoing financial leadership aligned with business strategy and growth objectives — a dedicated CFO who understands your business inside out, without full-time cost.

Virtual CFOStrategic GuidanceBoard Reporting

Forecasting & Scenario Planning

Rolling forecasts, stress testing, and predictive modelling to prepare for multiple growth paths — helping leadership stay ahead of every scenario.

Rolling ForecastsStress TestingScenario Planning

Cash Flow & Capital Optimization

Working capital management, cash planning, and advisory support for funding rounds or expansion decisions — maximizing financial efficiency at every stage.

Working CapitalCash PlanningFunding Readiness

Ready to hand off your entire finance function?

Book a free 30-minute consultation — we'll map your current gaps and show you exactly what a transformed finance function looks like.

Book Free Consultation   View Process
THE CFOSME DIFFERENCE

What You Actually Get

Unlike traditional outsourcing firms, we operate as a finance partner — not just a back-office processor.

Regular Finance Function CFOSME
Records transactions Drives decisions
Monthly reports Real-time dashboards
Compliance focus Growth focus
Static accounting Dynamic finance engine
Task execution CFO-level thinking
Back-office processing Finance partnership
Manual processes AI & automation-powered

Real-time dashboards

Not monthly reports delivered a week late.

Unit economics visibility

Understand profitability by product, customer, or channel.

CFO-level thinking

Strategic guidance, not just task execution.

Decision-ready insights

Financial data structured to drive action, not just compliance.

Day 5 close

Standardized processes that eliminate close delays permanently.

US GAAP alignment

Audit-ready books at every stage of your growth.

OUR PROCESS

Our 4-Step Finance
Transformation Roadmap

A structured, proven methodology that takes you from scattered finance operations to a high-performing, real-time finance function — with zero disruption to your business.

Phase 01
Discovery

Discovery & Assessment

  • Map your current finance processes
  • Identify gaps in data, controls & efficiency
  • Define KPIs aligned to your business goals
Clear visibility into inefficiencies & improvement areas
Phase 02
Setup

Setup & Integration

  • Configure ERP and accounting systems
  • Integrate banking, CRM & operational tools
  • Implement SOPs and approval workflows
A streamlined, connected finance ecosystem
Phase 03
Go-Live

Go-Live & Stabilization

  • Enable real-time transaction processing
  • Establish reconciliation & control mechanisms
  • Launch dashboards and management reports
Accurate, real-time financial visibility
Phase 04
Growth

Optimization & Growth

  • Build forecasting and predictive models
  • Analyze performance and cost drivers
  • Support strategic decision-making
Finance function becomes a growth enabler
  PRICING & ROI
FLEXIBLE PRICING

Save 30–50% vs.
Building In-House

Pricing is structured around your transaction volume, entity complexity, and reporting scope. Most clients see ROI within the first quarter — while gaining significantly better financial visibility and control.

Get Your Custom Quote 
30–50%
Cost savings vs. in-house finance team
Q1
Most clients see full ROI within first quarter
Day 5
Guaranteed month-end close from day one
SOC 2 Certified
Your Data is Secure
24/7 US Timezone Support
US GAAP Aligned
No Lock-In Contracts
SUCCESS STORIES

CASE STUDIES

Real results from real businesses. See how we've transformed finance operations for companies like yours.

LEADERSHIP

Meet the Team

Our leadership team brings together decades of hands-on experience across finance, accounting, strategy, and global operations — giving clients both the depth and seniority they need at every stage of growth.

Sachin D.

Sachin D.

Founder & CEO

Chartered Accountant and Law Graduate with 29+ years of professional experience. Expert in Strategy, Finance, Compliance, Accounting and Legal with extensive fundraising background.

StrategyFinanceComplianceFundraising
Ramakanth Bhat

Ramakanth Bhat

Business Head — Finance & Accounts Outsourcing

Seasoned F&A leader with 25+ years of experience in building, scaling, and transforming global finance operations. Driving process excellence and delivering scalable, future-ready finance solutions.

F&A OperationsProcess ExcellenceGlobal Delivery
OUR PRESENCE

Our Offices

Strategically located delivery centres to serve clients across time zones with US overlap.

Corporate Office

Corporate Office

Chandak Chambers, 7th Floor

Andheri Kurla Road

Mumbai, India 400069

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FAO Excellence Centre

WorkHub, Baner Business Bay

7th Floor, Pashan-Sus Road

Baner, Pune, India 411021

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FREQUENTLY ASKED

Common Questions

Everything you need to know before getting started with CFOSME.

Growing and mid-market businesses that need reliable finance operations, clear reporting, and the ability to scale without building a large in-house team. We are particularly well-suited to US SaaS companies, funded startups, and multi-entity businesses in the $20mn–$200mn revenue range.

Yes. Our processes are aligned with US GAAP and built for audit-ready and management-level reporting.

Through secure cloud platforms, controlled access, standardised workflows, and strict confidentiality protocols across every engagement.

You get a dedicated point of contact, aligned working hours with US time-zone overlap, and structured reporting and review cycles.

After a short discovery phase, onboarding typically begins within a few weeks, depending on the scope.

READY TO START?

Next Steps & Way Forward

1

Schedule a Discovery Call

30-minute consultation to understand your finance challenges and objectives.

2

Receive Custom Proposal

Detailed solution design with scope, timeline, pricing, and expected ROI.

3

Pilot Engagement

Start with a 3-month pilot to demonstrate value before full commitment.

4

Go Live & Transform

Full deployment with ongoing optimization and strategic support.

Not Ready to Talk Yet?

Download our free Finance Function Diagnostic

  • Identify gaps in your current close process
  • Benchmark your reporting speed against industry standards
  • Pinpoint where manual processes are creating risk

Download Free Diagnostic

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SOC 2 Certified
24/7 Support
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Ready to Upgrade Your Finance Function?

Talk to our finance expert team and see how CFOSME can help you close faster, reduce costs, and build the financial visibility your business needs to scale.

Discover Your Cost-Saving Potential in Just 30 Minutes