Financial Management Advisory

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Business Advisory & Structuring

Financial Management Advisory

Strategic financial management support — budgeting, cash flow planning, working capital optimisation, fundraising advisory, and financial performance improvement.

What is Financial Management Advisory?

Strong financial management is the foundation of a sustainable, growing business. Yet many SMEs and mid-market companies lack the in-house financial expertise to manage cash flow effectively, optimise working capital, plan for growth, and make informed capital allocation decisions. The result is cash crunches, missed growth opportunities, and suboptimal returns.

AccentTax Consulting provides strategic financial management advisory — acting as a trusted financial partner for businesses that need CFO-level expertise without a full-time CFO. We help you understand your financial position, plan for the future, and make better financial decisions.

At a Glance

Who is this for

SMEs and mid-market companies needing CFO-level financial guidance, businesses preparing for fundraising, companies facing cash flow challenges

Governed by

Indian Accounting Standards (Ind AS) | ICAI Guidelines | RBI Regulations (for lending) | SEBI Regulations (for listed entities)

Estimated timeline

Initial financial assessment: 1–2 weeks | Ongoing advisory: monthly retainer

Our fee

Request a quote

Why Choose This Service?

Key advantages of engaging AccentTax Consulting for Financial Management Advisory.

Cash Flow Clarity

13-week and annual cash flow forecasts — know your cash position before it becomes a crisis.

Performance Insights

Monthly management accounts with KPI dashboards — understand what's driving your business performance.

Working Capital Optimisation

Reduce debtor days, optimise inventory, and improve creditor terms — freeing up cash trapped in the business.

Fundraising Readiness

Financial models, investor presentations, and data room preparation for debt or equity fundraising.

How It Works — Our Process

Simple, transparent, and fully managed by our team.

1

Financial Health Assessment

We assess your current financial position — P&L, balance sheet, cash flow, working capital, and key ratios.

2

Priority Identification

We identify the highest-priority financial management issues — cash flow, working capital, profitability, or fundraising.

3

Financial Model

A comprehensive financial model built — P&L, balance sheet, cash flow, and scenario analysis.

4

Management Reporting

Monthly management accounts and KPI dashboards set up — giving you real-time visibility into performance.

5

Ongoing Advisory

Monthly advisory sessions — reviewing performance, addressing issues, and planning for the next period.

We handle everything — you just provide documents.

Documents Required

Financial statements for the last 2–3 years
Monthly management accounts (if available)
Bank statements for the last 6–12 months
Existing financial models or budgets
Details of existing debt and credit facilities
Business plan and growth projections

Don't have all documents ready? Contact us — we'll guide you step by step.

Send Documents on WhatsApp

Estimated Timeline

Initial assessment: 1–2 weeks | Financial model: 2–3 weeks | Ongoing: monthly retainer

Ongoing financial management advisory is available on a monthly retainer — typically 8–16 hours per month.

Professional Fee

Request a personalised quote

All fees exclude 18% GST. Transparent pricing, no hidden charges.

Frequently Asked Questions

What is the difference between financial management advisory and Virtual CFO?
How do you help with working capital management?
What financial models do you build?
How do you help with fundraising?
What KPIs should I be tracking for my business?

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Ready to get started?

Our team responds within 1 hour.