Overview of CA Services in a Virtual CFO Model
CapEasy's Virtual CFO model delivers end-to-end financial governance without the cost of hiring an in-house CFO. Our CA services function as an integrated arm of your finance team, ensuring that your statutory and financial reporting requirements are met seamlessly.
This is ideal for
- Startups and MSMEs with growing compliance complexity
- Founders looking for structured financial control
- Companies preparing for funding, audits, or tax scrutiny
Importance of CA Services
Function | Value |
|---|---|
Tax Compliance | Avoid penalties and late fees through accurate and timely return filings |
Regulatory Adherence | Complies with GST, Income Tax, and Companies Act requirements |
Financial Accuracy | Enables informed decision-making through timely, correct reporting |
Investor Confidence | Clean, CA-reviewed books signal professionalism and due diligence readiness |
Cash Flow Monitoring | Tracks payables, receivables, and burn to avoid shortfalls |
Audit Preparedness | Maintains structured documentation to support statutory audits |
Documents Required for CA Services Onboarding
- PAN, TAN, and Certificate of Incorporation
- GST Registration (if applicable)
- Income Tax login credentials
- MCA/ROC login credentials
- Bank statements and sales/purchase invoices
- Previous year's financials
- Payroll and expense records
- Any outstanding tax notices or assessments
Stage-Wise Scope of CA Services
Business Stage | Typical CA Support |
|---|---|
Incorporation | PAN/TAN, GST, accounting system setup, compliance calendar |
Early-Stage Revenue | GST/TDS filings, ROC returns, IT returns, bookkeeping |
Scaling Phase | MIS reports, board-ready financials, audit support |
Investor-Funded | Cap table advisory, valuation alignment, share issuance and ESOP compliance |
Our Process
1. Consultation & Assessment
- We assess your compliance status, financial systems, and reporting needs.
2. Document Collection & Setup
- Onboarding includes access setup for government portals, ledgers, and reporting systems.
3. Monthly/Quarterly Operations
- Regular tax filings, bookkeeping, and reconciliations are handled by our CA team.
4. Periodic Review & Advisory
- Strategic sessions on tax planning, cost control, and compliance health.
5. Annual Filing & Audit Preparation
- Timely closure of books, financial statements, and audit support.
Why Choose CapEasy for CA Services?
- Qualified CA professionals embedded through a structured Virtual CFO framework
- Sector-specific compliance support for startups, MSMEs, and growing companies
- Timely tracking of due dates and filings via centralized dashboards
- Integration with other services like fundraising, valuation, and grant application
- Fast turnaround and reliable execution