Presentation
Whether you are a startup navigating seed funding, a growing e-commerce brand, or an enterprise requiring a Fractional CFO, I bring Wall Street-level strategy and Silicon Valley-level automation to your business.
💡 HOW I CAN HELP:
📈 Fractional CFO, FP&A & Modeling
3-Statement, DCF, LBO & Amortization Modeling
Budgeting, Cash Flow, Runway & Variance Analysis
Valuation, Due Diligence & Pitch Deck Financials
Advanced KPI Tracking & MIS Reporting
📚 Accounting, Bookkeeping & Tax
Full-Cycle Accounting, Catch-ups & Cleanups
GAAP/IFRS Compliance & Financial Statements
Corporate Tax Planning, Strategy & Filing
Global Payroll & Cross-Border Business Setup
🚀 Startup & VC/PE Advisory
Cap Table Management & Unit Economics Analysis
R&D Tax Credit Optimization
Spend Management (Mercury, Brex, Ramp)
Non-Dilutive Financing Support
🤖 AI, Automation & Tech Stack
Cloud ERP Setup, Migration & API Integrations
Process Automation (RPA, IDP, OCR)
Agentic AI & ML for Financial Analytics
Custom Scripting: Python, SQL, Apps Script, VBA
📊 BI & Data Visualization
Automated Dashboards & Interactive Reporting
Power BI, Tableau, Looker Studio & Workspace
🏆 CERTIFICATIONS:
QuickBooks ProAdvisor: Bookkeeping, Enterprise, Online Payroll
Xero Partner: Professional, Specialist, Migration, Global Payroll
💻 TECH STACK:
Accounting: QuickBooks, Xero, Wave, Sage, Zoho, Odoo
ERP: SAP, Oracle, NetSuite, Dynamics
FinTech: Dext, Bill, A2X, Gusto
🤝 WHY ME?
I combine CA / CPA expertise with advanced data analytics to reduce overhead, eliminate errors, & provide crystal-clear visibility into your financial health. Let’s connect to streamline your finances and map out a strategic plan for growth!

