OUR SERVICE

Fractional CFO

Access Expert Financial Guidance with CFO Services

Gain a strategic advantage with our Fractional CFO services, crafted to uncover growth opportunities and facilitate informed decision-making. With specialised offerings including financial valuation and detailed MIS reports, our solutions ensure your business thrives amidst competition.
Get Started

Begin your fractional CFO journey with us in just few steps.

1

Let’s get to know each other

Sign up and complete a simple form for us to understand you better such as your industry of operation, growth strategy and reporting requirements
2

We customise a plan as per your requirement

An account manager helps you identify the right package for your FP&A needs
3

Create your FP&A strategy

Your dedicated CFO meets you monthly to review the company’s financial performance, perform budgeted vs actual analysis and update the financial model

Service & Pricing

The pricing is customised for each client depending on their business volume, transaction size and specific requirements.

InRole assigns a dedicated CFO who prepares a financial model for your business, reviews the company's financial health, performs Budget vs Actuals analysis and shares strategic insights.
Ideal for-
  • Growing businesses with high volume transactions
  • Startups that want to raise external funding
  • Founders who want to create business / product strategy
  • Founding teams required to send investor reports
Services Included

Converts accounting data into easy-to-understand financial reports, covering everything-

  • Monthly MIS reporting
  • Product performance
  • Variance analysis
  • Financial projection
  • Budgeting
  • Business valuation
Get Started
Dedicated CFO
Industry-specific reporting
Ongoing professional support
Get Started

Benefits of Fractional CFO

Partner with a top-tier CFO team for expert guidance, insightful financial models, and strategic planning tailored to your business. Optimise cash management strategies to maximise efficiency, and elevate investor pitches with seasoned professionals to navigate fundraising confidently.

The Team

Tanvi Image

Tanvi Chopra

Chief Executive Officer
Tanvi is a chartered accountant with 10 years of experience in finance and accounting. She has previously worked with Deloitte and Ernst & Young.
Tanya Image

Tanya Ramchandani

Chief Operating Officer
Tanya has 8 years of experience in business operations. She handles all things operations and ensures customer success.
Amit Kumar image

Amit Kumar

Co-Founder
Amit comes with 20 years of experience in the field of technology. He has worked at Grab & Google and is an alumnus of Y-combinator.
Sanjeev Chopra Image

Sanjeev Chopra

Advisor
Sanjeev is a Chartered Accountant since 1974, has over 40 years of experience specialising in financial consultancy, particularly in collaborations, joint ventures mergers, and acquisitions
Vishal Bajaj Image

Vishesh Bajaj

Advisor
Vishesh boasts over 15 years of expertise in tax advisory, and regulatory matters across diverse sectors. He excels in assisting clients with financial compliance, international and domestic taxation

FAQs

We have (almost) all the answers
What does the CFO service entail?
InRole converts accounting data into easy-to-understand financial reports, covering everything from monthly MIS reporting, product performance, variance analysis, financial projection, budgeting and business valuation.
What is the price of the CFO services?
The pricing is customised for each client depending on their business volume, transaction size and specific requirements.
Who should purchase this subscription
  • Growing businesses with high volume transactions
  • Startups that want to raise external funding
  • Founders who want to create business / product strategy
  • Founding teams required to send investor reports 
What happens once I purchase the subscription?
Once you subscribe, you are assigned a dedicated CA who will prepare requisite MIS reports that will reach your mailbox every month.
What if I need more services such as accounting, tax filing, Foreign Direct Investment (FDI) or other advisory?
We offer services beyond those included in the Subscription Package on an as-needed basis. You can set up a call with an expert by emailing us on info@inrole.io to know more about our additional services.
Can I interact with the dedicated CA assigned to me?
Once you have purchased the subscription and your dedicated CA reaches out to you through email, you can interact with him/her over email or phone.
We recommend all information is shared on official email.
Can I cancel the subscription at any point?
Yes, you can cancel your subscription at any time. The reports will stop being generated in the month that the subscription is cancelled.
Can I buy an annual subscription instead of the monthly subscription offering?
Yes, you most certainly can! Just write to us at info@instaca.in with this specific requirement and we will offer you an annual subscription.
What software is used to prepare financial reports?
We do not tie you down to a particular software and use Google spreadsheets to keep your reports safe, accessible and easy to use. We sync with all accounting software solutions such as Tally, Zohobooks, QuickBooks, Xero.