+91 8851260877 | +91 8447655068 connect@saarthifi.com Ram Nagar Extn. Shahdara, Delhi-110032

Our offerings

Eleven service lines organised into three buckets. Each one is scoped around a defined deliverable, an owner and a measurable outcome — not an open-ended retainer.

Pillar I

Strategic Finance & Performance Analytics

Bridging financial management and business intelligence to drive profitability and support decisions — the CFO capability, delivered at the scale you need it.

Virtual CFO & Strategic Advisory

Financial planning, budgeting, forecasting, cash flow planning, working capital management and management decision support — led by a Chartered Accountant, priced for your stage.

  • Annual operating plan and rolling forecast
  • 13-week cash flow and working capital review
  • Monthly management review pack and board reporting
Outcome: a finance function that forecasts instead of reporting after the fact.

Intelligent Insightful Dashboards

Custom executive dashboards that convert raw transactional data into the small set of numbers leadership acts on — refreshed automatically, reconciled to the books.

  • KPI definition workshop and metric dictionary
  • Automated data pipeline from ERP or accounting system
  • Role-based views for board, function heads and operations
Outcome: one agreed version of the numbers, available on demand.

Performance & Profitability Analytics

Deep-dive analysis of product margins, cost structures and the key drivers behind performance — so pricing, mix and cost decisions rest on evidence.

  • Product, customer and channel-level contribution analysis
  • Cost allocation review and overhead absorption logic
  • Variance bridges linking plan to actual outcome
Outcome: clarity on which parts of the business actually earn money.

Automated Accounting Operations

Modernising the finance back office through automated accounting, reconciliations and MIS reporting — reducing close time and eliminating avoidable manual error.

  • Bank, vendor, customer and inter-company reconciliation automation
  • Month-end close checklist with owners and cut-off discipline
  • Standardised MIS pack issued on a fixed calendar
Outcome: a faster, cleaner close with fewer post-close adjustments.
Pillar II

Process, Controls & Governance

Robust process architecture that manages risk and holds up to institutional scrutiny — designed to be run by your team, not only by consultants.

Business Process & SOP Design

Mapping standard operating procedures, operating models, policies and internal workflows so that responsibility, sequence and control points are explicit.

  • End-to-end process maps for order-to-cash, procure-to-pay and record-to-report
  • Delegation of authority and approval matrix
  • Written SOPs with control references and escalation paths
Outcome: a business that runs on process rather than individual memory.

ICFR & Risk Control Frameworks

Design, implementation and independent evaluation of Internal Financial Controls over Financial Reporting — protecting assets and supporting the board's assertion.

  • Risk and control matrix aligned to financial statement assertions
  • Design and operating effectiveness testing
  • Deficiency evaluation and remediation tracking
Outcome: a control framework the auditor can rely on and management can defend.

Internal Control & SOX Compliance

End-to-end Sarbanes-Oxley readiness — scoping, documentation, continuous control testing and remediation, run to a defined annual calendar.

  • Scoping, materiality and significant account determination
  • Narratives, flowcharts and walkthrough documentation
  • Quarterly testing cycles with evidence retention
Outcome: a compliance programme that runs predictably instead of in year-end panic.

SOX Audit & ITGC Reviews

System audits, IT General Control reviews and regulatory gap assessments covering access, change management, operations and data integrity.

  • User access review, segregation of duties and privileged access
  • Change management and program development controls
  • Backup, job scheduling and incident management review
Outcome: IT controls that support — rather than undermine — the financial audit.
Pillar III

Technology & Growth Advisory

Automation and growth support for businesses moving into their next stage — from first structured systems to transaction readiness.

Technology & IT Advisory

IT governance, technology assessment, ERP advisory, digital workflow design and process automation — selected on fit, not on vendor preference.

  • Current-state technology and data assessment
  • ERP selection support and implementation oversight
  • Workflow automation for approvals and finance operations

SME & Growth Support

Strategic startup support, licensing, registrations, finance fundamentals and scaling frameworks built around where the business actually is.

  • Entity structuring, registrations and statutory setup
  • Chart of accounts, accounting policy and first controls
  • Scaling framework for headcount, process and reporting

Strategic Growth Advisory

Due diligence, merger and acquisition financial and control checks, investor readiness and founder advisory through the transaction cycle.

  • Buy-side and sell-side financial due diligence support
  • Data room preparation and quality of earnings review
  • Investor reporting structure and covenant tracking
Engagement Models

Three ways to work with us

Structure follows the problem. We will recommend the model that fits, and say so if a smaller engagement is the right starting point.

Model 01

Diagnostic Review

A defined two-to-four week assessment producing a gap report, a prioritised action list and an indicative implementation plan.

Model 02

Project Implementation

A fixed-scope build — SOPs, control framework, automation or dashboard — with agreed milestones, handover and training.

Model 03

Ongoing Retainer

Continuing Virtual CFO, compliance or control testing support on a fixed monthly calendar with partner review.

Not sure which bucket you need?

Describe the problem in a sentence or two. We will tell you which service line fits, what it would involve, and what it would not cover.