FP&A and board reporting
Budgets, rolling forecasts, scenario models and monthly board packs.
Fractional CFO–CIO Services
A seasoned CFO and CIO in your corner, without the full-time cost.
Board-grade leadership that owns both your numbers and the systems that produce them.
Why it matters
Growing businesses outgrow their finance set-up long before they can justify a full-time CFO and CIO.
- Month-end numbers arrive weeks too late to act on
- Revenue is growing, yet cash is always tight
- Tally, POS, e-commerce and Excel each tell a different story
- Lenders and investors want board-grade reporting and controls
What we cover
Two leadership roles, one accountable partner.
Working capital and treasury
Cash conversion, banking relationships, liquidity and forex.
Controls, audit and compliance
Internal controls, statutory audit, Ind AS, GST and capex governance.
Data, BI and dashboards
One source of truth across POS, e-commerce, OMS and finance.
ERP, automation and AI adoption
ERP selection and rollout, automated reconciliations, practical AI use-cases.
IT governance and cyber-security
Access controls, risk and audit readiness, led by a certified information-systems auditor.
Working with us
Flexible by design. Accountable by default.
Retainer · ongoing
Fractional CFO–CIO
A senior leader embedded for a set number of days each month.
- Monthly MIS, board pack & forecast
- Bank, auditor & investor interface
- Team mentoring and hiring
Project · 8–16 weeks
Transformation sprint
A focused programme to fix a specific problem, fast.
- Finance function & close reset
- Working-capital release
- Data layer, dashboards & automation
Interim · full-time
Interim CFO
Hands-on leadership through a critical moment.
- Fundraise, IPO or M&A execution
- Turnaround & cash management
- Cover between permanent hires
Diagnose
We study your numbers, systems and goals and show where value is being lost.
Weeks 1–2Design
A focused roadmap with priorities, owners and KPIs.
Weeks 2–4Deploy
We build alongside your team: reporting, controls, dashboards and automation.
Weeks 4–12Deliver
We stay accountable, month-end after month-end and board meeting after board meeting.
OngoingHighlights from our Managing Partner’s CFO roles before BalancePro:
- +80 bps gross margin and store break-even 4+ months faster at Reliance Digital
- 8 days off the cash cycle at Croma, funding expansion without new debt
- Two credit-rating upgrades and a lower cost of capital
- 31% post-audit IRR on capital-efficient rollouts at Walmart
Ready for board-grade finance, on your terms?
Tell us where you are today and where you want to be in 24 months.