Hire the Best Financial Management/CFO Professionals

As a licensed CPA with 20 years of corporate finance experience, including extensive tenure managing treasury operations and system implementations for major health systems, I eliminate financial blind spots for healthcare providers, including the solopreneurs. Standard bookkeeping looks backward. By combining deep healthcare Revenue Cycle Management (RCM) expertise with advanced data analytics (including SQL Server pipelines), I bridge the operational gap between your front-end EHR/billing systems and your back-end general ledger. I don't just clean up messy data; I turn it into predictable cash flow. How I Help Your Practice Scale: Forensic RCM Catch-Up & Clean-Up: Rapidly reconstruct multi-month backlogs, untangle corrupted QuickBooks Online data, and audit front-end scheduling integrations to resolve system-wide financial leaks. Predictive Revenue Modeling & Analytics: Go beyond the balance sheet. I use advanced database tools to build custom dashboards tracking provider utilization rates, chair efficiency, and allowable revenue projections based on multi-payer contract behaviors. Advanced Clearinghouse & Lockbox Reconciliation: Systematically map complex cash flows—including patient financing (CareCredit), multi-site point-of-sale volume, and delayed insurance clearinghouse deposits—to eliminate ghost accounts receivable. Multi-Entity & MSO Structural Controls: Design and implement precise charts of accounts for expanding clinical brands using the PC-MSO model, keeping intercompany balances and management fees pristine. Let's turn your clinical data into an actionable strategic asset. Press the "Invite to Job" or "Consultation" button to get started.

Need a sharp, CFA-level financial modeler to help you raise capital, forecast growth, and make smarter financial and investment decisions? You’re in the right place. I’m a performance-driven Finance professional with 10+ years of experience in financial modeling, forecasting, FP&A, budgeting, valuation, and corporate finance — helping founders, investors, and executive teams turn data into decisions that drive real results. With a background spanning Oil & Gas, SaaS, Manufacturing, Construction, Real Estate, and Asset Management ($1B+ AUM), I combine deep accounting and analytical expertise (IFRS, financial statements, ERP systems) with strategic financial leadership to deliver actionable insights, precise models, and decision-ready reports. ⚙️ What I Do I build clear, dynamic, and investor-ready financial models and reporting systems that help you take control of your numbers and plan with confidence: ✅ 3-Statement Financial Modeling — Integrated P&L, Balance Sheet & Cash Flow with charts, ratios, and scenario testing ✅ Valuation & Investment Models — DCF, IRR, NPV, payback, comps, and capital budgeting analysis ✅ FP&A & Budgeting Systems — Forecasting, cost optimization, and variance tracking dashboards ✅ Cash Flow Forecasting — Weekly, monthly, and 13-week rolling models for liquidity and runway planning ✅ KPI & Performance Dashboards — LTV/CAC, ROI, burn rate, margin tracking in Excel or Google Sheets ✅ Cap Table & Equity Modeling — Ownership dilution, fundraising scenarios, LP/GP waterfalls ✅ Scenario & Sensitivity Analysis — Base, bear, and bull cases to guide confident decision-making ✅ Management & IFRS Reporting — Investor, board, and audit-ready financial packages 🧠 Why Clients Hire Me ✔️ Strategic + Technical: I bridge accounting precision with investor-grade financial storytelling ✔️ Flexible & Scalable: Tailored solutions for startups, SMEs, and established enterprises ✔️ Industry Versatility: From SaaS and AI startups to multi-branch manufacturing and real estate firms ✔️ Proven Impact: Built dashboards that cut overhead by 20%, shortened month-end closes from 7 days to 5 hours, and helped clients avoid cash crunches months in advance 🌎 Industries I Serve SaaS, Tech & eCommerce Manufacturing & Construction Real Estate & Investment Firms Healthcare & Private Practices Traditional & Alternative Investments 📊 Results You Can Expect Accurate forecasts that attract investors and lenders Data-driven insights that optimize growth and profitability Clean, automated models that simplify complex decisions Financial clarity that lets you run your business like a CFO 📩 Let’s Talk If you’re looking for a trusted financial partner to help you understand your numbers, build investor-ready financial models, or take control of your financial strategy — send me a quick message. I’ll tell you exactly how I can help or point you in the right direction.

CPA | Fractional CFO | Bookkeeping | QuickBooks Pro Advisor | Xero Certified | Zoho | Odoo | Taxation | Financial Modelling | Financial Analyst | Financial Projections | Bookkeeping for Ecommerce | Bookkeeping for Real Estate | Bookkeeping for Construction | Bookkeeping for Short Term Rentals | Bookkeeping for SAAS | Bookkeeping for Medical Practice | Bookkeeping for Marketing Agency | Bookkeeping for DTC | Bookkeeping for Amazon | Bookkeeping for Shopify | I am a CPA qualified with an All India Rank 17th. Are you looking for a reliable CPA and accounting professional to manage your financial records with precision and accuracy? I specialize in comprehensive bookkeeping services, financial analysis and financial modelling and accounting solutions that help businesses maintain clean books and make informed financial decisions. Core Expertise: Bookkeeping and Accounting Services • Full-cycle bookkeeping and month-end closing processes • Accurate and timely financial reports and dashboards • Accounts payable and accounts receivable management • General ledger maintenance and financial record keeping • Bank reconciliation and credit card reconciliation • Chart of accounts setup and optimization • Transaction categorization and expense tracking • Payroll processing and payroll tax compliance • Sales tax preparation and filing • 1099 preparation and year-end financial reporting Financial Analysis and Reporting: • Financial statement preparation (P&L, Balance Sheet, Cash Flow) • Monthly, quarterly and annual financial reporting • Budget preparation and variance analysis • Financial forecasting and projection modelling • KPI tracking and dashboard creation • Management reporting and executive summaries • Cost analysis and profitability assessment • Break-even analysis and scenario planning Software Mastery • QuickBooks Online and QuickBooks Desktop (ProAdvisor Certified) • Xero accounting software implementation and management • Zoho Books migration, setup, customization, and training • Sage 50 and Sage Intacct bookkeeping solutions • Odoo ERP accounting module configuration • Wave accounting for small business bookkeeping • Software migration and data conversion services • Multi-platform integration and automation Financial Modelling and Projections: • Three-statement financial models (Income Statement, Balance Sheet, Cash Flow) • 3-year and 5-year financial projections • Cash flow forecasting and working capital analysis • Revenue modelling and growth projections • Startup financial models for fundraising • Investor-ready financial presentations • Sensitivity analysis • Business valuation support Industries Served: E-commerce, AI Software, SaaS, Real Estate, Construction, Professional Services, Healthcare, Retail, Technology Startups, Restaurants, Manufacturing, Consulting, Non-Profit Organizations, Property Management Countries Served: USA, Canada, UK, UAE, India, Australia Why Choose Me: ✓ Accuracy Guaranteed: Meticulous attention to detail ensuring error-free financial records and bank reconciliation ✓ Multi-Software Expertise: Proficient in QuickBooks, Xero, Zoho, Sage, Odoo, and Wave with seamless migration capabilities ✓ Timely Deliverables: Consistent month-end close completion and on-time financial reporting ✓ Proactive Communication: Regular updates and transparent project management throughout our engagement ✓ Scalable Solutions: From startup bookkeeping to enterprise accounting system implementation ✓ Clean Books Guarantee: Organized, audit-ready financial records that meet GAAP standards Ready to get started? Please feel free to discuss your project. Best Regards, Varshil Desai

Senior Accountant | Fractional CFO | Ecommerce, Real Estate & SaaS Financial Expert I am a Senior Accountant and Fractional CFO with 7+ years of experience helping businesses streamline their finances, improve profitability, and make data-driven decisions. I have worked with CPA firms, ecommerce brands, real estate companies, SaaS businesses, and service-based industries. My expertise includes full-cycle accounting, financial reporting, budgeting, forecasting, and cash flow management. I specialize in building accurate and clean financial systems, preparing daily/monthly P&L reports, and delivering actionable insights that support business growth. I have hands-on experience with tools like NetSuite, QuickBooks, Xero, Shopify, Amazon, and advanced Google Sheets, allowing me to manage multi-channel financial data efficiently. I don’t just record numbers, I analyze them, identify gaps, and help improve financial performance. I am highly detail-oriented, reliable, and committed to maintaining accuracy, consistency, and strong financial discipline in every project. If you’re looking for someone who can take ownership of your accounting and provide CFO-level insights, I’m here to help. Thank you

Fractional CFO support for SMBs mainly in CPG, and PE-backed operators who need senior finance leadership in their corner, financial models, monthly reporting, cash flow visibility, and the analytical work that drives real decisions. 💡 Where I add the most value: Finance Function Oversight - Own monthly and quarterly close quality and timing - Define KPIs and the reporting cadence that drives accountability - Design board and investor reporting packages - Bring discipline and rhythm to founder-led finance teams Capital & Strategic Finance - Advise on capital structure, debt, and fundraising decisions - Lead the financial narrative for investor and lender conversations - Set valuation logic and review modeling assumptions - Translate financial performance into strategic recommendations FP&A, Treasury & Decision Support - Govern the budgeting, forecasting, and variance cycle - Oversee cash flow, liquidity, and runway management - Advise on banking and treasury architecture - Partner with founders on pricing, margin, and unit economics 🏢 Industries I work in: CPG and e-commerce, senior living and assisted care, PE-backed operating companies, and technology and online marketplaces (I'm a Sr. Treasury Analyst at Upwork). I'm probably a strong fit if: - You need a financial leader to own the function, not another analyst to manage - You're heading into a lender, investor, or board conversation and need the numbers and the narrative right - You want financial reporting that explains the why and informs what to do next Send me a message and let's chat about what you're working on!

I work with businesses that need stronger financial visibility, better decision support, and practical strategic finance expertise. I am a CFA charterholder. My background includes experience across M&A, equity research, strategic analysis, and operational finance. I have supported businesses and investors with financial modeling, valuation, forecasting, cash flow planning, reporting, and broader business analysis. This allows me to approach projects with both an investor’s lens and an operator’s mindset. Areas I commonly help with include financial modeling, forecasting, budgeting, cash flow planning, profitability analysis, valuation work, and financial reporting. I also support businesses that want clearer insight into performance and more structure around financial decision-making. I aim to deliver work that is thoughtful, practical, and easy to use — not just technically sound, but genuinely helpful for making decisions. If you are looking for strong analytical support paired with real business judgment, I’d be happy to connect.