Xoolo Financial Services is your strategic finance partner for navigating scale, strategy & compliance.

We specialize in consulting CFO services, transaction support, and financial advisory to help growth-oriented businesses stay investor-ready, and make data-driven decisions.

Over the past decade, we’ve supported:
~Transaction advisory for fundraises exceeding $250 million
~Strategic financial planning and investor reporting for over 60 founders, CFOs, and CXOs
~End-to-end support across due diligence, legal compliance, bookkeeping, MIS reporting, tax advisory, and related functions.
~We act as an extension of the leadership team—integrating financial intelligence into both everyday decisions and long-term strategy.

Our 30+ member team of Chartered Accountants and finance professionals brings deep expertise across:
~Tech-enabled bookkeeping & financial operations
~Accounting setup and migration (Zoho, QuickBooks, Tally, etc.)
~Monthly closes, reconciliations, payables, receivables, and cash tracking
~Custom MIS dashboards for internal and investor use
~Transaction support & strategic finance
~Equity/debt raise support and deal documentation
~Financial and legal due diligence
~M&A, investment structuring, and post-deal integration
~Compliance management & controller-led reporting
~GST, TDS, Income Tax, ROC filings, and regulatory support
~Audit readiness, statutory coordination, and secretarial documentation
~Scalable finance support for growing businesses
~Budgeting & forecasting
~Financial models and investor data rooms
~Unit economics and multi-entity reporting

Xoolo

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