NiveX — Fractional CFO & Advisory
Engagement & Advisory Pricing
Structured financial leadership, delivered on your terms. Choose the engagement model built for where your business stands today — and where it’s headed next.
Two ways to work with us
Engagements are scoped to your needs. Every partnership is senior-led, automation-first, and built for institutional rigor.
Package One
Startup & SME Package
Ambitious startups and growing SMEs needing institutional-grade financial foundations without full-time overhead.
Key Deliverables:
- Financial Modeling & Valuation Support: Dynamic, investor-ready models built to back your funding rounds or strategic pivots.
- Cash Flow Management: Aggressive runway tracking, burn-rate optimization, and rolling cash flow forecasts.
- Monthly Financial Reporting & Dashboards: Clean, visual, automation-first performance dashboards delivered on time.
- Financial Reporting Preparation: Finalized, board-ready balance sheets, P&L statements, and cash flow reports.
- Bookkeeping Review & Guidance: Senior oversight of your ledger health to ensure absolute transaction accuracy.
- Process Setup: Design and implementation of robust internal controls, modern software stacks, and automated workflows.
- Compliance Oversight: Proactive management of local taxation, corporate filings, and regulatory frameworks.
- Audit Support: End-to-end preparation, clean documentation, and direct auditor liaison to make year-end stress-free.
Package Two
US CPA Firm Collaboration
US-based CPA firms looking to optimize margins, eliminate capacity bottlenecks, and scale delivery seamlessly.
Why Partner with NiveX (India Hub):
- Senior-Led Infrastructure: Every engagement is directly supervised by seasoned finance professionals with deep global expertise—no junior handoffs.
- Automation-First Delivery: We optimize your clients’ data workflows using modern cloud tools for faster turnaround and audit-ready precision.
- Scalable Capacity: Instantly expand operational leverage during busy seasons without local hiring friction or high overhead costs.
- Comprehensive Backend Capabilities: From complex financial modeling and deep bookkeeping reviews to complete financial statement preparation.
- Flexible Partnership Models: Fully customizable engagement structures offering white-labeled or co-branded delivery to fit your workflows.
Trusted by ambitious companies across India and the US
