Fireside chat & Networking I Discussing the Fractional CFO Opportunity & How to build a thriving Practice
Estimates suggest 25,000–30,000 Indian businesses could need fractional CFO services.
For CAs and finance leaders, this could open up an entirely new career path.
Event details
📍 Location: Worli, Mumbai
📅 Date: 31st October Saturday
⏰ Time: 9:15 am–12:30 PM IST
🎟 Event fee: ₹2,199
We have two insightful fireside chats lined up
1. Transforming traditional CA Firm into a high-margin CFO Practice & The Investor Lens
How big is the Fractional CFO opportunity for CA Firms?
If your firm already offers audit, tax and compliance...how do you move into CFO services? Steps.
How do make this a meaningful revenue stream? Profit margin in this line of business?
Timeline to scale CFO Practice?
What founders and growth-stage companies look for when hiring fractional CFOs?
What due-diligence standard CA firms need to deliver to win big clients?
Investors be keen in investing in Advisory & Fractional CFO firms?
2. How do you Build & Scale a CFO practice?
Beyond your first client, how do you build a consistent pipeline of leads?
How do you win bigger clients and generate repeat business?
How do you define the scope of work when the CFO role can cover so many things?
Do you charge monthly retainers, project-based fees or a combination of both? What fee ranges are realistic?
Does every client need a senior CFO, or can a team deliver the work using a mix of full-time and part-time resources?
How do you maintain quality across multiple clients without being involved in everything yourself?
How do you build a team and grow beyond a founder-led practice?
How scalable is this model?
AI impact?
Speakers
CA Sameer Arora: ATMS & Co LLP I CFO services account for 60–70% of ATMS revenue
Sameer started his career as an articled assistant at Lakhani & Lakhani.
He eventually became a partner and went on to acquire the very firm where he began his career.
But here's the interesting part: Today CFO services account for 60–70% of ATMS revenue.
What can you learn? How can an existing CA firms turn CFO services into a major revenue stream?
Rajesh Mane: Co-founder & Managing Partner, Spotlight | Investor in 180+ startups including BharatPe, Shiprocket, Pixis
Early-stage investor with a decade of experience backing and working closely with startups.
Previously part of 100Unicorns and Venture Catalysts, supporting companies across technology and consumer sectors.
What can you learn? Investor’s perspective on what founders need to scale, where businesses need financial expertise.
CA Aloke Ghosh: Co-Founder at Finadvisors | ex Mahindra (CFO) | ex Apple (Director- Finance, India)
After 25+ years in senior finance roles (Apple, Mahindra, Epigamia), Aloke Ghosh and Francis Vidhayathil asked, “What’s next?”
In their mid-40s and early 50s, they started a fractional CFO firm.
Today, they work with leading startups, unicorns and established businesses.
CA Shilpa Desai: Partner CFO Bridge I Corporate CFO to fractional CFO
After working with Fortune 50 MNCs and large Indian businesses, Shilpa left her corporate CFO role and joined CFO Bridge in 2019.
Founded by Srinivasan Swamy in 2012, the business now operates across India, the US and the UAE.
What can you learn? The realities of moving from corporate finance to fractional CFO work.
Who should attend?
CA firm Partners/Founder looking to build a CFO services practice
Finance managers, Controllers & senior finance leaders exploring what's next / considering of working independently.
CAs looking to move beyond traditional practice.
Why attend?
Private, in-person roundtable (no conference-style presentations).
Learn from those who’ve built CFO businesses.
Exchange ideas with the right peers.
Discuss how to build and scale your own practice
About The InnerCircle by The Finance Story
The Finance Story brings news, career insights and industry opportunities to finance, tax and accounting professionals.
The InnerCircle takes these conversations offline through exclusive, in-person meetups where professionals connect with industry leaders, exchange experiences and explore new opportunities for their careers and businesses.
Find out more at www.thefinancestory.com
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