CFO SERVICES LLP

BACKGROUND

Please describe your company and position.

I am the Owner of Pooja clothing

Describe what your company does in a single sentence.

Pooja Clothing is a boutique clothing firm based in Nashik, offering stylish and high-quality apparel that blends modern trends with timeless comfort. We focus on delivering unique designs, premium fabrics, and exceptional customer service to fashion-conscious shoppers.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CFO SERVICES LLP to accomplish?

• Accounting

SOLUTION

How did you find CFO SERVICES LLP?

Online Search

Why did you select CFO SERVICES LLP over others?

• Pricing fit our budget
• Good value for cost

How many teammates from CFO SERVICES LLP were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

Key Deliverables – Accounting Services for me
Monthly:

Updated books of accounts (sales, purchases, expenses, payments)
Profit & Loss statement
GST filing and summary report
Bank reconciliation report
Customer & vendor outstanding (ageing) report
Expense summary & cost analysis
Quarterly (if applicable):

Quarterly GST returns (if under quarterly scheme)
Business performance review
Year-End:

Annual financial statements (P&L, Balance Sheet, Cash Flow)
Final GST reconciliation report
Support for income tax filing & coordination with auditors

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Measurable Outcomes from the Accounting Project:

100% timely GST filings with no penalties or late fees.
Accurate monthly Profit & Loss statements, helping me track business performance.
Clear view of outstanding payments, resulting in faster collections and better cash flow.
Bank accounts reconciled every month, ensuring no mismatches or missed entries.
Organised year-end financial statements, making tax filing smooth and hassle-free.
Improved cost tracking, helping identify and reduce unnecessary expenses.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

CFO Services LLP managed the work very efficiently. They delivered all reports, GST filings, and reconciliations on time every month without any follow-up needed. Whenever I had questions or needed extra information, they responded quickly and explained things clearly. Their approach was organised, professional, and flexible to my business needs.

What was your primary form of communication with CFO SERVICES LLP?

• In-Person Meeting
• Virtual Meeting

What did you find most impressive or unique about this company?

What I found most impressive about CFO Services LLP is their attention to detail and proactive approach. They don’t just record numbers—they help me understand my business finances better. Their reports are clear, they file everything on time, and they always keep me informed. I also appreciate their friendly communication and willingness to adjust to my business requirements.

Are there any areas for improvement or something CFO SERVICES LLP could have done differently?

Overall, I’m very satisfied with CFO Services LLP’s work. If I had to suggest one area for improvement, it would be to provide more visual, easy-to-read dashboards along with the reports. This would make tracking business performance even easier.

BACKGROUND

Please describe your company and position.

I am the Punjabi Dishes of a Cloud Kitchen

Describe what your company does in a single sentence.

I have a cloud kitchen

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CFO SERVICES LLP to accomplish?

• AUDITING

SOLUTION

How did you find CFO SERVICES LLP?

Online Search

Why did you select CFO SERVICES LLP over others?

• Close to my geographic location
• Pricing fit our budget
• Good value for cost

How many teammates from CFO SERVICES LLP were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

I engaged CFO Services LLP to provide comprehensive CFO services for my cloud kitchen business. The objective was to strengthen our financial systems, ensure statutory compliance, improve reporting accuracy, and support the business with strategic financial planning as we scale operations.

 Scope of Work Delivered by CFO Services LLP
a. Financial Planning & Analysis

Helped us build an annual budget and monthly forecasts.
Provided regular performance reviews, highlighting key variances.
Delivered profitability insights by outlet, product, and delivery platform.
b. Financial Reporting

Established a consistent monthly financial reporting structure:

Profit & Loss Statement
Balance Sheet
Cash Flow Statement
Key Business Metrics & Ratios
Created financial dashboards for easier visibility and decision-making.
c. Accounting Oversight

Reviewed and improved the accuracy of our bookkeeping process.
Standardized our accounting structure and ensured clean ledger maintenance.
Coordinated with our accountant to close books on time every month.
d. Audit Preparation & Support

Prepared all necessary documentation for the year-end financial audit.
Supported interactions with the external auditors.
Result: Clean audit report received with no major issues.
e. Taxation & Compliance

Ensured timely filing of GST, TDS, and income tax returns.
Set up a compliance calendar so no important dates were missed.
Guided us on tax-efficient practices relevant to the cloud kitchen sector.
f. Cash Flow Management

Built a cash flow model for weekly and monthly tracking.
Advised on managing inventory and vendor payments efficiently.
Helped maintain a healthy working capital position throughout.
g. Strategic Finance Support

Contributed to pricing strategies and margin improvement.
Provided financial input for evaluating new outlet expansion.
Built financial models for investor discussions and funding scenarios.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Financial Visibility
- Improved significantly with clear, timely reports.

Audit & Compliance
Fully streamlined with no delays or penalties.

Profitability
Gained better control over margins and operating costs.

Decision-Making
Supported with real-time financial data and strategic insights.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

CFO Services LLP has shown excellent project management throughout our engagement. They consistently delivered all agreed-upon items on time, including financial reports, compliance filings, and audit support. Their process was structured and well-organized, which helped ensure nothing was missed and deadlines were always met.

They were also highly responsive to our needs—whether it was addressing urgent queries, providing strategic financial advice, or adjusting deliverables based on business changes, their team was always available and quick to act. Overall, their support was reliable, timely, and well-aligned with the operational pace of our cloud kitchen business.

What was your primary form of communication with CFO SERVICES LLP?

In-Person Meeting

What did you find most impressive or unique about this company?

Hiring CFO Services LLP has brought professionalism, structure, and financial clarity to my cloud kitchen business. Their expertise has been instrumental in helping me make informed decisions, stay compliant, and prepare for future growth. I look forward to continuing this partnership as we scale further.

Are there any areas for improvement or something CFO SERVICES LLP could have done differently?

While our overall experience with CFO Services LLP has been highly positive, there are a few areas where minor improvements could enhance future collaboration:

Proactive Insights & Benchmarking:

Although financial reporting and analysis were consistently accurate and timely, receiving more industry-specific benchmarking or proactive suggestions (e.g., margin improvement ideas based on trends in the cloud kitchen space) would add even more strategic value.