Virtual CFO
Traditional Finance Methods Are Holding You Back Embrace Data-Driven Decision Making Now!
The Power of a Virtual CFO
Strategic Financial Leadership – Without Full Time Cost
Get C-suite expertise without hiring an in-house CFO.
Cost Optimization & Profitability
Streamline expenses while maximizing profits
Regulatory & Compliance Oversight
Ensure VAT, ZATCA, Corporate Tax, and WHT complianc
Data Driven Decision Making
Turn numbers into actionable strategies for growth
Power BI Dashboard and Analytics
Gain deep insights into financial performance through interactive dashboards
Scattered Fina Powe Scalability & Flexibility ncial Data
Get high-level financial expertise without the cost of a full-time CFO
Who Should Choose
Startups & SMEs:
Early-stage businesses with growing complexity.
Lack structured financial systems and planning.
Require budgeting, forecasting, and strategic guidance.
Not ready to hire a full-time CFO.
Virtual CFO offers flexible, affordable financial leadership
Global/Remote Businesses:
Operate across countries like KSA, UAE, India.
Need localized compliance for VAT, ZATCA, Corporate Tax.
Require consolidated financial reporting across entities.
Must align with different statutory and labor regulations.
Virtual CFO ensures seamless compliance and centralized reporting
Businesses Seeking Funding:
Preparing for investors, loans, or strategic partners.
Need accurate financial models, valuations, and investor presentations.
Must demonstrate financial health and scalable potential.
Require due diligence-ready documentation and analysis.
Virtual CFO helps present a strong financial story
Growing Manufacturing/Trading Firms:
Dealing with rising operational and inventory complexities.
Need visibility into cost structures and profit margins.
Require setup of procurement, production, and financial
workflows.
Facing challenges in managing working capital efficiently.
Virtual CFO implements cost controls and inventory
finance models
Benefits
Full Compliance Coverage
VAT, WHT, Corporate Tax, and ZATCA e Invoicing—compliance without stress
Timely & Accurate Reporting
Regular financials, reconciliations, and MIS for clear decision-making
No Visa, Housing, or HR Costs
Avoid expenses for visa, accommodation, insurance, and employee benefits.
Cloud-Based & Real-Time Access
Monitor your financials securely from anywhere using cloud platforms
CFO-Led Virtual Finance Team
Get a Virtual CFO with a support team that works like your in-house finance department—remotely managed but fully integrated
Affordable & Flexible Plans
Pay monthly for what you need—no long term employee commitments
Audit-Ready Documentation
All records are maintained in an organized, retrievable format for audits
Direct Communication Channels
Engage with your finance team over WhatsApp, email, or secure portals
Our Methodology
Internal Audit Team
Conducts internal control checks, reviews accounts, Compliances and provides recommendations to improve financial integrity
Data Engineers & Developers
Extract and structure organizational data to develop comprehensive data analytics reports and interactive Power BI dashboards
Financial Analysts:
Analyze reports generated by the audit and data teams, providing critical insights for strategic decision-making
Ongoing Support
We conduct monthly or quarterly review meetings to align financial strategies with business objectives, ensuring continuous growth
Virtual Accountant
Cut Accounting Costs by 60% – Without Compromising on Quality
Why Virtual Accountant
No In-House Accountant
Lack of professional expertise, delayed entries, unstructured records
Manual & Delayed Reporting
Reports not aligned with realtime decisions
Non-Compliance
Missed GOSI, VAT, Zakat, and tax filing deadlines leading to penalties
No Qualified or Educated Accountant
Local staff may lack technical or professional accounting background
Lack of Financial & Regulatory Knowledge
Business owners unaware of tax laws, accounting rules, and deadlines
Scattered Financial Data
Documents sent via WhatsApp, emails, paper — no centralized system
Who should choose Virtual accountant
SMEs
Save cost while staying compliant
and receiving financial advisory.
No need for full-time staff.
E-commerce
Handle thousands of orders and payments with automated
bookkeeping, advisory, and
reconciliation.
Startups
Focus on product and growth;
we handle finance, investor
reporting, budgeting, and
advisory.
Global Firms
Unified accounting and advisory across geographies like UAE, India, KSA
Real Estate & Construction Firms
Project costing, financial
review, and strategic advisory
Freelancers
Hassle-free invoicing, tax return filing, and expert support for
financial decisions
Your Remote Finance Department – All in One
-
Compliance & Tax -- File GST, VAT, Zakat on time with expert accuracy. No more missed deadlines or penalties.
-
Forecasting & Budgeting -- Track cash flow, plan budgets, and make confident financial decisions.
-
Accounting & Bookkeeping --Recording transactions, managing ledgers, and reconciling bank statements with precision
-
Access & Support-- Daily communication through WhatsApp, Cloud portals, and Zoom meetings for seamless support.
-
Advisory Expert --insights on taxation, compliance planning, entity structuring, financial decisions, and risk mitigation.
-
Reports & Dashboards --Get P&L, Balance Sheets, and KPI dashboards to guide decisions. Visual insights via Power BI.
Our Simple 4-Step Workflow
Initial Setup
1.Collect business documents, define scope, select accounting tools (e.g., Zoho, QuickBooks, ERPNext). 2.Advisory begins with process mapping and financial goal setting
Daily/Weekly Operations
1.Client sends invoices, receipts, and bank data via WhatsApp, email, or portal. 2.Virtual accountant records, classifies, and reconciles transactions
Reporting & Review
1.Monthly reports (P&L, balance sheet, tax summary) delivered via cloud dashboard or PDF. 2.Custom Power BI dashboards for real-time analytics. 3.Advisory on financial performance and planning
Ongoing Support
1.Regular check-ins via Zoom/Teams. 2.Advisory on cash flow, compliance alerts, budgeting, and strategic financial decisions.
Transform brands Our Technology innovation
Accounting Software
Zoho, ErpNext, QuickBook, Atacc
Whatsapp Group
WhatsApp for file tracking
FCG Portal/ Dropbox Link
FCG Portal for file uploading, file log, work status check
Power BI
Power BI fro reporting (Pro Plan
Accounts Review
Clean Books. Confident Decisions. Complete Compliance.
Why Accounts Review
-
Prevent Costly Mistakes-- Identify and correct errors before they snowball into audits, penalties, or financial misstatements.
-
ZATCA & VAT Compliance --Ensure VAT, Withholding Tax, and e-Invoicing are aligned with Saudi regulations—avoid notices and penalties.
-
Audit Readiness --Be always prepared for external audits, Zakat filings, or investor due diligence—no last-minute chaos.
-
Better Financial Control -- Gain clarity on cash flow, outstanding payables/receivables, and profit trends with monthly insights.
-
Support In-House Teams-- Acts as a second layer of review for businesses relying on bookkeepers or junior accountants.
-
Peace of Mind --Focus on growing your business while we ensure your numbers are right, and your compliance is intact.
Who should choose Accounts Review
01
SMEs
Often have in-house or freelance accountants but lack expert review for accuracy and compliance.
02
Retail Chains & Traders
Deal with high volume transactions needing frequent reconciliations and VAT compliance.
03
Startups
Require financial oversight for investor reporting, budgeting, and tax readiness.
04
Businesses Filing VAT/WHT in KSA
Need monthly checks to avoid ZATCA penalties and ensure accurate VAT/WHT treatment.
05
Service Providers (e.g., Clinics, Firms)
Revenue recognition, expense classification, and WHT deductions need periodic validation
06
Companies using ERP/Zoho/QuickBooks
These tools still need human validation of entries, reconciliations, and output reports.
07
Entities Preparing for Zakat or Tax Filing
Helps clean books ahead of ZATCA submissions or external audits.
08
Multi-Branch or MultiEntity Firms
Consolidated review to ensure uniformity and correctness across all locations or business units.
Services Included
-
Ledger Scrutiny
-
ZATCA e-Invoice Review (for higher plans)
-
Bank & Ledger Reconciliation
-
VAT & WHT Compliance Checks
-
Monthly/Quarterly MIS Reports
-
Review Call with Recommendations
