VK
Vikas Kapoor
CEO, Series-B SaaS · Bengaluru
Google
Their MIS is my board pack. Zero re-work — I forward the deck directly to my investors every month.
Verified Client
CFO-grade monthly reporting with P&L, BS, Cash-Flow, KPI dashboards & variance analysis — delivered by the 10th.
Written commentary from a qualified CA, not just numbers on a page. Used by 300+ Indian startups, SMEs and D2C brands to run monthly board reviews and investor updates.
Per month · CA reviewed · Board & investor pack included
If any of these describe your business, this service is either mandatory or strongly recommended.
Seed to Series-C startups needing monthly board packs, investor updates, cash-runway tracking and unit-economics dashboards for VC/growth reporting.
Businesses ₹5cr–₹500cr turnover needing multi-BU P&L, cost-centre analysis, working-capital dashboards and CFO-grade decision support.
Shopify/Amazon brands tracking channel-wise P&L, CAC by channel, blended CAC, RTO/ROAS, contribution margin per SKU and inventory turns.
SaaS businesses needing MRR/ARR waterfall, gross/net revenue retention, magic number, CAC payback and Rule of 40 reporting.
Manufacturers needing per-unit cost, plant-wise P&L, capacity utilisation, working capital cycle and inventory holding-cost analysis.
Project-based businesses tracking billability, utilisation, project margins, retainer revenue recognition and account-wise profitability.
Portfolio companies with mandatory investor reporting cadence, covenants tracking, quarterly management commentary and KPI-based valuation triggers.
Regulated entities needing AUM, GNPA/NNPA, cost-to-income, capital adequacy tracking and RBI-compliant management reporting.
Keep these handy — most clients complete document sharing in under 10 minutes. Upload securely on WhatsApp or via our dashboard.
Every document is stored on encrypted servers, accessible only to your assigned CA.
A modern, fully digital workflow — no office visits, no paperwork chaos.
60-min call to map your business model, existing reporting gaps and decision-maker needs. We design a customised KPI dictionary and MIS template signed off by management.
We integrate books (Zoho/QB/Tally), Google Analytics, Shopify/Amazon, Razorpay, Ads platforms — into one automated data warehouse for monthly refresh.
By the 10th of the next month, we deliver P&L, BS, Cash Flow, KPI dashboard, variance analysis and written commentary — signed off by a qualified CA.
60-min video call with your CA to walk through numbers, discuss red flags, agree action items and align on next month's focus areas.
For funded startups: monthly investor update draft, quarterly board pack and support during due diligence, term-sheet negotiations and fundraise cycles.
We help sellers, freelancers and D2C brands register GST for the marketplaces they invoice on.
Brand names shown are for illustration of businesses commonly served — no official partnership implied.
A premium experience usually reserved for big firms — at startup-friendly pricing.
From D2C founders in Bengaluru to consultants in Chennai — we deliver financial reporting & mis with CA supervision across 28 states and 8 UTs.
Every MIS is designed and signed off by a qualified CA with CFO experience — not junior analysts. Board-ready, investor-ready, decision-ready.
Strict SLA — books closed by 7th (with our accounting service), MIS delivered by 10th, review call by 15th. Every month, no exceptions.
SaaS gets MRR/ARR/NRR. D2C gets CAC/LTV/RTO. Manufacturing gets OEE/capacity. Every KPI dictionary is custom-built for your model.
One named CA-CFO + backup analyst on a private thread — typical response within 4 working hours.
Every MIS includes a rolling 13-week cash-flow forecast — the single most important report for runway management.
Monthly investor-update template drafted for your review — one WhatsApp forward and your VCs are up to date.
Analytics software (Zoho Analytics / Power BI) billed by vendor separately. Everything else bundled.
A CA-authored, plain-English guide to management reporting, board packs, unit economics, cash-flow forecasting and choosing the right MIS partner.
MIS is a structured monthly reporting pack that translates raw accounting data into decisions. Where statutory financial statements (published annually under Companies Act) look backward, MIS looks forward — using P&L, Balance Sheet and Cash Flow together with KPIs, variance analysis and written commentary to answer three questions: What happened? Why did it happen? What should we do next?
For a modern Indian business, MIS is the difference between running blind and running with a compass. Every funded startup, growth SME and D2C brand needs it — not once a year, but every month, delivered on a strict timeline, with a qualified CA signing off on the interpretation.
| Aspect | Statutory FS | MIS |
|---|---|---|
| Purpose | Compliance, disclosure | Decision-making |
| Audience | Regulators, tax, banks | Management, board, investors |
| Frequency | Annual | Monthly (some weekly) |
| Format | Schedule III of Cos. Act | Custom, business-specific |
| Includes KPIs | No | Yes — CAC, LTV, MRR, etc. |
| Includes forecasts | No | Yes — 13-week cash, annual budget |
| Written narrative | Notes (compliance) | Commentary (decision-oriented) |
Revenue, COGS, opex, EBITDA, PAT — monthly and YTD, compared against previous month, previous year, budget and forecast. Variance > 5% flagged with narrative.
Assets, liabilities, equity as on month-end — with debtor/creditor ageing, working-capital movement, DSO/DPO and current ratio.
Operating, investing, financing flows — the only report that shows real liquidity. Direct method preferred for management use.
Weekly cash inflows and outflows for the next 13 weeks — updated monthly. Essential for runway management.
Business-specific 6–10 metrics on a single page. SaaS: MRR, ARR, NRR, GRR, CAC, LTV. D2C: CAC by channel, contribution margin, RTO, ROAS. Manufacturing: OEE, capacity utilisation.
0-30, 31-60, 61-90, 90+ days ageing for customers and vendors — with top-10 concentration and action items.
One-page written narrative from your CA — what changed, why, what to watch, and 3 recommended actions.
| Business Type | Key KPIs |
|---|---|
| SaaS | MRR, ARR, NRR, GRR, CAC, LTV, CAC Payback, Magic Number, Rule of 40 |
| D2C / E-commerce | CAC (blended + channel), Contribution Margin per Order, RTO %, ROAS, Repeat Rate, LTV |
| Manufacturing | OEE, Capacity Utilisation, Cost per Unit, Working Capital Days, Inventory Turns |
| Services / Agency | Utilisation %, Billability, Project Margin, Revenue per FTE, DSO |
| Retail Chain | Sales per sq ft, Same-store growth, Inventory turns, Gross Margin ROII |
| Fintech / NBFC | AUM, GNPA, NNPA, Cost-to-Income, NIM, Capital Adequacy |
A P&L can show profit while your bank balance falls. A 13-week rolling cash-flow forecast is the only tool that predicts a cash crunch 8 weeks before it hits — giving you time to raise debt, chase collections, defer vendors or cut costs.
Virtual CFO scope includes: monthly MIS design + review, cash-flow forecasting, budgeting & annual planning, fundraise support (deck, model, DD), banker/investor negotiations, unit economics improvement, KPI-driven leadership, board reporting and quarterly business reviews. Typical retainer: ₹25k–₹1.5L/mo depending on scope.
| Business Stage | Financial Partner |
|---|---|
| Pre-revenue | Bookkeeper + external CA |
| ₹1–5 cr revenue | Bookkeeper + MIS partner |
| ₹5–50 cr revenue | Virtual CFO (fractional) + team |
| ₹50+ cr revenue | Full-time CFO + Virtual CFO oversight |
A P&L variance of ₹20L means nothing without explanation. Every MIS must include narrative — why the variance, what caused it, what to do next.
Tracking vanity metrics (page views, sign-ups) instead of unit economics (CAC, LTV, contribution margin) leads to over-optimism and delayed correction.
MIS that only reports actuals is bookkeeping. Real MIS forecasts cash, revenue and KPIs for the next quarter.
MIS delivered after the 15th of the next month is stale — decisions have already been made without data.
Copy-paste MIS from another business model is worse than no MIS. Every dashboard must be custom-designed.
Search or filter by category. Still unsure? A senior CA replies on WhatsApp within minutes.
15-minute call · Zero obligation · Get an MIS design, KPI dictionary and Virtual CFO scope before you pay a rupee.
No. The statutory cap is ₹1.5 lakh per financial year across all your PPF accounts.
via PPF CalculatorYes — every retainer includes P&L, balance sheet snapshot and an MIS dashboard.
via Accounting & BookkeepingYes — including unit economics, cohort revenue, burn and runway dashboards.
via Financial ReportingYes — cap table, valuation hygiene, due-diligence pack and investor MIS.
via Advisory ServicesContent refreshed against the latest CBIC / CBDT / MCA notifications and portal changes.
Chartered Accountant · ICAI Member · 12+ years in Indian tax & compliance