Blog Content Overview
- 1 Virtual CFO
- 1.1 Streamline your startup's financial operations with our comprehensive Virtual CFO services. We handle everything from payroll and accounting to budgeting and tax compliance, allowing you to focus on scaling your business.
- 1.2 How can we help?
- 1.3 We Are Problem Solvers. And Take Accountability.
- 1.4 Trusted by
- 1.5 Connect with us
- 1.6 Our Process
- 1.7 Our Techstack
- 1.8 Insights
- 1.9 Get in Touch with Us
How can we help?
Accounting & Tax Compliance
We ensure that your financial records are accurate and compliant with all legal requirements. We manage your financial functions with precision, ensuring timely tax filings and reconciliations, so you can focus on growing your business.
- Meticulous management of profit and loss accounts.
- Regular monitoring of accounts receivable, payable, and cash flow.
- Compliance with GST, TDS, Income Tax, and Foreign Remittance (-15CA/CB) requirements.
- Timely filing of tax returns with necessary reconciliations, including GSTR-2B and 26AS.
- Prompt action on any tax notices or proceedings.
Payroll
Our payroll operations are smooth, accurate, and compliant with statutory requirements. We handle every aspect of payroll processing, from salary structuring to employee tax optimization, making sure your employees are paid correctly and on time.
- Timely and accurate payroll payouts.
- Salary structuring and resolution of employee payroll queries.
- Management of PF, ESIC, PT, and other payroll-related matters.
- Provision of Form 16 and monthly payslips.
- Training sessions to help employees maximize tax savings through accurate TDS declarations.
MIS & Budgeting
Our MIS & Budgeting services provide you with the financial insights needed to steer your business towards success. We help you track expenses, monitor business performance, and plan for future growth, ensuring you have the data to make informed decisions.
- Budgeting exercises to monitor and compare expenses with actuals.
- Comprehensive MIS reporting and ratio analysis for business trends.
- Cash Burn statements to track monthly cash usage and financial runway.
- Investor reporting and due diligence readiness for smooth funding processes.
- Implementation of financial technologies, optimization of chart of accounts, and SOP drafting.
Accounting & Tax Compliance
We ensure that your financial records are accurate and compliant with all legal requirements. We manage your financial functions with precision, ensuring timely tax filings and reconciliations, so you can focus on growing your business.
- Meticulous management of profit and loss accounts.
- Regular monitoring of accounts receivable, payable, and cash flow.
- Compliance with GST, TDS, Income Tax, and Foreign Remittance (-15CA/CB) requirements.
- Timely filing of tax returns with necessary reconciliations, including GSTR-2B and 26AS.
- Prompt action on any tax notices or proceedings.
Payroll
Our payroll operations are smooth, accurate, and compliant with statutory requirements. We handle every aspect of payroll processing, from salary structuring to employee tax optimization, making sure your employees are paid correctly and on time.
- Timely and accurate payroll payouts.
- Salary structuring and resolution of employee payroll queries.
- Management of PF, ESIC, PT, and other payroll-related matters.
- Provision of Form 16 and monthly payslips.
- Training sessions to help employees maximize tax savings through accurate TDS declarations.
MIS & Budgeting
Our MIS & Budgeting services provide you with the financial insights needed to steer your business towards success. We help you track expenses, monitor business performance, and plan for future growth, ensuring you have the data to make informed decisions.
- Budgeting exercises to monitor and compare expenses with actuals.
- Comprehensive MIS reporting and ratio analysis for business trends.
- Cash Burn statements to track monthly cash usage and financial runway.
- Investor reporting and due diligence readiness for smooth funding processes.
- Implementation of financial technologies, optimization of chart of accounts, and SOP drafting.
We Are Problem Solvers.
And Take Accountability.
Trusted by
Treelife has been a great help in opening our subsidiary in India. Reactive and very professional, they ensure the good management of this subsidiary. We are very satisfied with the work they are doing.
Chloe Degois
Lead Finance Ops, Partoo
Connect with us
Jitesh Agarwal
Founder
[email protected]
Jitesh Agarwal is the driving force behind Treelife, where he leads with a strong foundation in finance, overseeing key practices like VCFO, Finance, Tax & Regulatory, and GIFT City. Jitesh has successfully positioned Treelife as a trusted service provider in the startup ecosystem.
Chintan Doshi
Principal Associate | VCFO
[email protected]
Chintan Doshi has over a decade of experience in accounting, corporate finance, and advisory roles. As the Principal Associate – VCFO at Treelife, Chintan leverages his extensive expertise in audit and assurance, due diligence, and corporate restructuring to support startups and established businesses alike.
Sanjukta Hait
Senior Associate | VCFO
[email protected]
Sanjukta Hait brings over 9 years of experience in accounting, taxation, and financial management to her role as a Senior Associate at Treelife. Specializing in guiding startups through critical growth phases, Sanjukta excels in financial planning, tax compliance, end-to-end payroll, and regulatory compliance.
Akash Kanojia
Finance Manager | VCFO
[email protected]
Akash Kanojia is a tax and accounting professional with extensive experience in corporate taxation, VAT/GST filing, and financial reporting. He holds a B.Com in Accounting and Finance and is pursuing an MBA in International Finance. Akash is also an ACCA finalist and holds an LLB, showcasing his diverse expertise in both finance and law.
Jitesh Agarwal
Founder
[email protected]
Jitesh Agarwal is the driving force behind Treelife, where he leads with a strong foundation in finance, overseeing key practices like VCFO, Finance, Tax & Regulatory, and GIFT City. Jitesh has successfully positioned Treelife as a trusted service provider in the startup ecosystem.
Chintan Doshi
Principal Associate | VCFO
[email protected]
Chintan Doshi has over a decade of experience in accounting, corporate finance, and advisory roles. As the Principal Associate – VCFO at Treelife, Chintan leverages his extensive expertise in audit and assurance, due diligence, and corporate restructuring to support startups and established businesses alike.
Sanjukta Hait
Senior Associate | VCFO
[email protected]
Sanjukta Hait brings over 9 years of experience in accounting, taxation, and financial management to her role as a Senior Associate at Treelife. Specializing in guiding startups through critical growth phases, Sanjukta excels in financial planning, tax compliance, end-to-end payroll, and regulatory compliance.
Akash Kanojia
Finance Manager | VCFO
[email protected]
Akash Kanojia is a tax and accounting professional with extensive experience in corporate taxation, VAT/GST filing, and financial reporting. He holds a B.Com in Accounting and Finance and is pursuing an MBA in International Finance. Akash is also an ACCA finalist and holds an LLB, showcasing his diverse expertise in both finance and law.
Our Process
Introductory Call
Treelife SPOC will be introduced with client and understand business operations
Onboarding Questionnaire
Client is sent a checklist for knowledge and data transfer from existing service provider or internally
Recurring Documents
Treelife will setup the accounting, payroll systems with the assistance of the client for future use
Processing Information
Client to share all details from the checklist, ongoing invoices, employee details through the cloud or otherwise
Delivering Information
Treelife to process all the data on a recurring basis and provide the requisite reports to the client
Our Techstack
Bookkeeping
Data Management
Payment Vendors
Payroll Management
Insights
FDI & ODI Swap following Budget 2024
Following the recent budget announcement, which aimed to simplify regulations for Foreign Direct Investment (FDI) and Overseas Investment (ODI), the Department of Economic Affairs has amended the FEMA (Non-debt Instruments) Rules 2019. A significant aspect of this amendment is the introduction of a new provision that enables FDI-ODI swaps. We have curated a slide below to […]
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Challenges in Overseas Direct Investment (ODI)
Blog Content Overview1 Key challenges and recommendations2 Conclusion While ODI offers opportunities for persons resident in India to expand their market reach in bona fide businesses, access new resources, and achieve economies of scale, it also comes with significant challenges that can affect the success of such investments. Key challenges and recommendations ● Identification of […]
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Unlocking Financial Literacy: 10 Key Financial Terms You Should Know
At Treelife, we believe that financial literacy is the cornerstone of business success. Understanding key financial concepts can empower you to make informed decisions and drive your business forward. We’ve created this post to help you get familiar with 10 essential financial terms that every professional should know. Swipe through to enhance […]
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Get in Touch with Us
Contact Us
Mumbai | Delhi |
Bangalore | GIFT City