A complete finance department. Without the headcount.
Bookkeeping, MIS, treasury hygiene, payroll and full compliance — owned end-to-end, on a fixed retainer, with a dedicated relationship manager.
The exact scope of work.
- All bookkeeping, monthly closes and statutory finalisation
- Monthly MIS pack with P&L, balance sheet, cash flow and commentary
- Vendor payments calendar and treasury hygiene reviews
- Payroll, PF/ESI, professional tax and TDS — fully managed
- GST, ITR and ROC compliance filings
- Quarterly review calls with leadership and ad-hoc advisory access
Built specifically for these business profiles.
Funded startups (Seed–Series B)
Need investor-grade reporting without hiring a 4-person finance team.
Growing SMEs (₹5–100 Cr)
Have outgrown a part-time CA and a freelance accountant, but a CFO hire is 18 months away.
Founders running operations
Founders who currently spend 8–10 hours a week on finance work that isn't theirs to do.
Outcomes — not deliverables.
Every engagement is measured against the result it produces, not the volume of work performed.
A monthly MIS pack delivered by day-7, every month, with commentary leadership can act on.
All statutory filings — GST, ITR, ROC, TDS, PF, ESI — closed inside FinEdge's internal calendar, not the statutory one.
A clean audit trail and reconciled books that hold up under investor or lender due diligence.
8–10 founder hours per week reclaimed for the work only the founder can do.
How we work, step by step.
Diagnostic
Two-week review of current books, filings, and finance processes.
Transition
Migration to FinEdge's stack and calendar — typically 4–6 weeks.
Steady state
Monthly close, MIS, filings and treasury reviews on a fixed cadence.
Strategic review
Quarterly leadership call to align reporting with business priorities.
What clients ask before signing.
How is this different from hiring a CA on retainer?
A retainer-CA typically handles filings only. FinEdge owns the entire finance function — books, MIS, treasury, payroll and compliance — under one contract with one accountable lead.
What size of business is this built for?
Most clients are between ₹2 Cr and ₹100 Cr in annual revenue. Below that, Accounting & Bookkeeping plus GST is usually sufficient.
How long does transition take?
Typically 4–6 weeks. Backlog clearance, if needed, runs in parallel as a separate time-boxed engagement.
Will my existing finance staff be replaced?
Almost never. We integrate with existing AR/AP and admin staff and take ownership of the technical and compliance layers above them.
What if I need a CFO eventually?
We hand over a clean, documented finance function. The first CFO hire walks into a system that works, not a clean-up project.
Your financial data is treated like a liability on our own books.
NDA before any data exchange
Every engagement begins with a signed non-disclosure agreement — before a single ledger, return or invoice is shared.
Named team only
Your account is owned by a CA-led team you can name. No junior interns, no rotating handlers, no offshore handoffs.
Encrypted document exchange
Financial documents move through access-controlled, encrypted channels. Email attachments are not our default — secure portals are.
ICAI-registered practice
Lead engagements are signed off by ICAI-registered Chartered Accountants. GST work is owned by certified GST Practitioners.
India-hosted infrastructure
Client books, working papers and supporting documents are stored on India-resident, access-controlled infrastructure.
Quarterly access reviews
Internal access lists are reviewed every quarter. Departing team members lose access on the same business day.
Ready for finance that runs itself?
Book a 30-minute discovery call. No commitment. No pitch. Just clarity.