CA PoonamPathak
Chartered Accountant · IICA Qualified Independent Director · Virtual CFO · Strategic Advisor
With 8+ years of experience in Company Law, Budgeting, Cash Flow Management, and Corporate Governance — partnering as a Virtual CFO to help businesses improve margins, manage finances effectively, and grow sustainably.
Chartered Accountant
8+ Years Experience
Top 40 FinFluencer 2024
FTLD, ICAI
Star Women Award
WIRC of ICAI
Josh Talks Speaker
Hindi
Independent Director
IICA Qualified
Virtual CFO Service Pillars
Comprehensive solutions for financial clarity, control, and growth.
Financial Strategy & Planning
Build a strong financial foundation with data-driven strategies and forward-looking insights.
- Business Financial Modelling & Projections
- Budgeting & Annual Operating Plans
- Cash Flow Forecasting
MIS & Management Reporting
Turn numbers into actionable insights with structured reporting systems.
- Monthly MIS Reports
- Unit Economics & Variance Analysis
- Investor & Board Deck Preparation
Cash Flow & Working Capital Management
Ensure your business always has the liquidity it needs to operate and grow.
- Receivables & Payables Management
- Working Capital Optimization
- Cash Burn Tracking
Fundraising & Investor Support
Prepare your business to attract and manage investments effectively.
- Financial Projections for Investors
- Pitch Deck Financials
- Valuation & Due Diligence Support
Compliance & Governance Oversight
Strengthen your financial systems and stay compliant with regulations.
- Accounting Review & Audit Readiness
- Internal Controls Design
- GST, Income Tax & ROC Oversight
Systems & Process Automation
Build scalable financial systems that grow with your business.
- Accounting Software Selection
- ERP Advisory & Implementation
- Financial Process Automation
Founder Advisory & Strategic CFO Support
Beyond numbers—we act as your financial thought partner.
- Financial Decision Support
- Expansion Feasibility Analysis
- Ongoing Financial Reviews
Merger & Acquisition (M&A) Advisory
Execute strategic growth, acquisitions, or exits with confidence through expert financial guidance.
- Target Identification & Deal Strategy
- Financial Due Diligence
- Business Valuation
Cost Control & Profitability Improvement
Identify opportunities to reduce costs and improve margins.
- Cost Structure Analysis
- Expense Optimization
- Pricing Strategy Advisory
Trusted by Clients Nationwide
What corporates, NRIs, and entrepreneurs say about working with CA Poonam Pathak.
“CA Ms Poonam Pathak is highly professional and very reliable when it comes to filing Income Tax returns. She handles the entire process smoothly and gives clear, practical advice for annual IT filing. Her guidance helps in proper tax.”
altamash khot
Local Guide
“I’ve been working with Poonam for the past two years. She is very professional and has strong knowledge of finance and related laws. She is reliable and easy to work with. I would definitely recommend her for any financial services you need.”
Mohit pandey
“I am very pleased with the service provided by Poonam for handling the TDS filing for both me and my husband. She and her team are professional, responsive, and patiently clarified all our doubts. The filings were completed on time.”
Ruchita Nirulkar
“My experience with CA Poonam ji was exceptionally smooth and hassle-free. She completed my ITR promptly and with great efficiency. I am extremely satisfied with her services and highly recommend that everyone choose Poonam ji as their Chartered Accountant.”
Infinity Studio
“The services rendered by CA Poonam Phatak are highly professional and efficient. The documentation and compliance aspects were well-managed, and queries were addressed with clarity. Thank you very much for your 360 degree approach resolving the issues.”
Sunil Kumar Sahoo
“I absolutely loved the way Poonam Ma’am first took the time to understand my needs and then allocated resources accordingly. She patiently walked me through every step of the process, making everything clear and smooth. Truly appreciate her professionalism and guidance.”
Vinay Patil
“CA Poonam has been a valuable partner for business as well as managing money matters for me and my wife. She and her staff has meticulously managed my otherwise scattered documents and ensured smooth filing. Thank you.”
Shashikant Pathdarshi
“Highly professional and knowledgeable CA. Explained everything clearly and handled my tax matters smoothly. Very responsive and reliable. Highly recommended!”
Inderpal Bajwa
Local Guide
“CA Ms Poonam Pathak is highly professional and very reliable when it comes to filing Income Tax returns. She handles the entire process smoothly and gives clear, practical advice for annual IT filing. Her guidance helps in proper tax.”
altamash khot
Local Guide
“I’ve been working with Poonam for the past two years. She is very professional and has strong knowledge of finance and related laws. She is reliable and easy to work with. I would definitely recommend her for any financial services you need.”
Mohit pandey
“I am very pleased with the service provided by Poonam for handling the TDS filing for both me and my husband. She and her team are professional, responsive, and patiently clarified all our doubts. The filings were completed on time.”
Ruchita Nirulkar
“My experience with CA Poonam ji was exceptionally smooth and hassle-free. She completed my ITR promptly and with great efficiency. I am extremely satisfied with her services and highly recommend that everyone choose Poonam ji as their Chartered Accountant.”
Infinity Studio
“The services rendered by CA Poonam Phatak are highly professional and efficient. The documentation and compliance aspects were well-managed, and queries were addressed with clarity. Thank you very much for your 360 degree approach resolving the issues.”
Sunil Kumar Sahoo
“I absolutely loved the way Poonam Ma’am first took the time to understand my needs and then allocated resources accordingly. She patiently walked me through every step of the process, making everything clear and smooth. Truly appreciate her professionalism and guidance.”
Vinay Patil
“CA Poonam has been a valuable partner for business as well as managing money matters for me and my wife. She and her staff has meticulously managed my otherwise scattered documents and ensured smooth filing. Thank you.”
Shashikant Pathdarshi
“Highly professional and knowledgeable CA. Explained everything clearly and handled my tax matters smoothly. Very responsive and reliable. Highly recommended!”
Inderpal Bajwa
Local Guide
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Strategic insights on cash flow, growth, profitability, and evolving regulations — powered by Virtual CFO expertise.
Ready to Take Control of Your Financial Future?
Turn financial complexity into structured, confident decisions with tailored Virtual CFO guidance focused on cash flow, growth, and long-term profitability.