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Service · 03

Fortune-500 financial strategy, without the full-time cost.

Senior-level financial leadership on a flexible retainer — for businesses that need a CFO’s judgement without a CFO’s salary. Forecasts your board can read, KPIs your managers can act on, and the financial narrative that turns numbers into decisions.

  • Board packBy day 15
  • Cash forecastWeekly
  • KPI dashboardLive
Overview

A trusted financial partner. Not a deck-deliverer.

Most outsourced CFO services hand you a templated PDF and disappear. Parista’s CFO pod sits in your Slack, joins your monthly review, and works through the trade-offs with your leadership team. Real partnership, on a budget that scales with your business — not your headcount.

Practice scope

What we deliver under CFO.

Each sub-practice is led by a US-trained reviewer and supported by a dedicated India-based team. Monthly retainer pricing.

CFO & Advisory sub-services

01Monthly retainer

Virtual CFO

Senior-level financial leadership delivered on a flexible retainer — embedded in your team, not parachuted in.

  • Strategic financial leadership and advisory support
  • Performance analysis and KPI tracking
  • Monthly and quarterly management reviews
  • Cost optimization and profitability analysis
  • Internal controls and process improvement
  • Coordination with your CPAs, auditors, and tax advisors
02Quarterly

Financial Planning & Budgeting

Plan, allocate, and control financial resources with discipline that holds up across a fiscal year.

  • Annual and multi-year budgeting
  • Operating and capital expenditure budgets
  • Budget vs. actual analysis with monthly commentary
  • Scenario planning and sensitivity analysis
  • Strategic financial modeling
  • Board and investor presentation support
03Weekly · Monthly

Cash Flow Management & Forecasting

Anticipate cash needs proactively. Surface gaps before they bite.

  • 13-week and 12-month cash flow models
  • Working capital management
  • Liquidity planning and risk assessment
  • Identification of cash gaps and funding requirements
  • Debt-planning and financing-discussion support
04Project basis

Advisory Support for Key Decisions

The judgement calls — pricing, valuation, audit-readiness, M&A — that don’t fit neatly into a recurring cadence.

  • Business valuation and financial due diligence
  • Pricing and margin analysis
  • Audit and fundraising readiness
  • Process automation and system optimization
  • Performance benchmarking

Want a CFO this Monday? Bring us one P&L.

Schedule a meeting
Why select Parista for CFO

Three reasons firms stay year over year.

Why select Parista for this practice

Reason 01Cost-Effective

Pay for the partner-level brain you need, scaled to monthly hours — not a $250k+ full-time package.

Transparent pricingFlexible engagementsFixed-fee pilots

Reason 02Reliable

Same CFO partner across reviews; same dashboard updated every month. A relationship, not a one-off engagement.

Same faces year over yearProactive commsWeekly WIP report

Reason 03Stringent Compliance

SOC 2-aligned data handling, segregation of duties enforced in models and dashboards, audit-trail by default.

SOC 2 alignedISO 27001 (in process)CCPA · SHIELD · GDPR
What clients say

Client quote

We needed a back office that thought like reviewers, not data entry. Parista's pod has been ours for two years — same faces, same WIP report every Monday.
MPManaging PartnerBoutique CPA Firm · NJ
Talk to a partner

Bring one workpaper. Thirty minutes. We'll tell you, plainly.

PRParista RupareliaCEO
hey@paristaglobus.com
Frequently asked

The questions firms ask before signing.

Frequently asked questions

  • How many hours per month do I get?
    Standard retainers run 20, 40, or 80 hours per month. We size in the scoping call based on your stage, monthly close complexity, and board cadence.
  • Can I see a sample board pack?
    Yes — we’ll share a redacted board pack from a comparable-stage client during the scoping call.
  • Do you replace our existing controller / accountant?
    No. We sit on top of your existing close — your controller still owns the books, our CFO pod owns the strategy and reporting layer.
  • When should a business hire an outsourced CFO instead of a full-time one?
    Typically up to ~$25M revenue or up to ~50 employees, an outsourced CFO is the better economic and judgement fit. Beyond that, a part-time-to-full-time transition often makes sense.
  • What KPIs do you typically track?
    Standard set: cash runway, gross margin by product/service line, burn rate, customer acquisition cost, lifetime value, A/R days, A/P days — plus a customized set tied to your operating model.
  • Do you support fundraising or M&A processes?
    Yes — financial due-diligence prep, data-room population, model build-outs, and management Q&A support are common project add-ons to the retainer.

Schedule a call

Get started

Want a CFO this Monday? Bring us one P&L.

Same-day fee estimate. Two-week paid pilot before any contract. Same delivery pod, year over year.

No contract until you see the work. Two-week paid pilot. Cancel any time.

Start a conversation

30 min
What happens next
  1. 01
    You send a message

    We reply within 4 business hours, US business days.

  2. 02
    30-minute scoping call

    No deck, no SOW theatre — bring one workpaper or one P&L.

  3. 03
    Same-day fee estimate

    Optional two-week paid pilot before any contract.

  • SOC 2 aligned
  • Reply in 4 business hours
  • NDA before any data
  • Cancel any time
Schedule a meeting