You will get Financial Modelling in Excel / Google Sheet
Project details
I have create 100+ financial projection models for various industries like SaaS, Services, IT, Manufacturing, Professional Firms for various purposes like investor pitching, internal planning, project analysis, investor pitching etc.
Language
English, HindiPlan Format
ExcelPlan Purpose
Investors Roadshow, Loan Approval, Partnerships/Joint Ventures, Personal UseWhat's included
| Service Tiers |
Starter
$150
|
Standard
$300
|
Advanced
$400
|
|---|---|---|---|
| Delivery Time | 7 days | 5 days | 5 days |
Number of Revisions | 1 | 2 | 3 |
Executive Summary | - | - | |
Company Description | - | - | - |
Industry & Competitor Analysis | - | - | - |
SWOT Analysis | - | - | - |
Customer Analysis | - | - | - |
Tailored Marketing Plan | - | - | - |
Review & Critique | - | - | - |
Financial Forecast | |||
Investor List | - | - | - |
Outreach Email Copy | - | - | - |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$50 - $100
Additional Revision
+$50
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KS
Keval S.
Mar 2, 2026
Fractional CFO for IT Services & AI Solutions Startup
Pakshal is highly genuine and consistently gives practical, well-grounded advice. As a CFO, he brings strong financial leadership and clarity in decision-making. What sets him apart is his blend of finance and technology. He understands systems, tools, and workflow automation, and applies them to improve efficiency and controls. That mix of tech and finance makes him especially valuable for modern, growth-focused organizations.
About Pakshal
Fractional CFO | Zoho Books Certified Professional |Process Automation
Ahmedabad, India - 11:30 am local time
I help founders, SMEs, and growing businesses build stronger finance functions through a mix of Fractional CFO support, financial modeling, MIS reporting, dashboarding, business analysis, process improvement, and automation-driven systems.
My work is not limited to spreadsheets. I help businesses structure how finance actually runs, from reporting and controls to pricing, profitability, cash flow planning, and decision support.
My core areas include financial modeling, management reporting, Excel and Google Sheets tools, dashboards, budgeting, forecasting, cash flow management, profitability analysis, pricing systems, process design, automation, and business decision support.
I work especially well where finance and operations meet. That includes:
- MIS and management dashboards
- Pricing and costing systems
- Cash flow forecasting and planning
- Budgeting and profitability tracking
- Business process improvement
- Custom Excel and Google Sheets tools
- Automation of recurring reports and workflows
- Financial analysis for decision-making
- Structured trackers for operations, projects, and management review
- Support in building finance processes for growing businesses
I have worked on practical systems used in real business environments, not just presentation models. One example is a custom Management & Pricing Tool for an accounting firm, where I built an integrated solution covering cost structure, owner salary planning, service pricing, multi-currency quotations, dashboarding, and protected workflow design.
My strength is combining finance understanding, business practicality, and system thinking. I do not just deliver reports. I build tools and frameworks that help management take better decisions.
If you need someone who can support as a Fractional CFO, improve reporting, build custom finance tools, streamline processes, and bring more structure to business numbers, I would be glad to help.
Pakshal Patel
Steps for completing your project
After purchasing the project, send requirements so Pakshal can start the project.
Delivery time starts when Pakshal receives requirements from you.
Pakshal works on your project following the steps below.
Revisions may occur after the delivery date.
Requirement Analysis
We will review the requirement of client and plan the work.
Working & Iteration
We will start working on the project and will iterate as per the contract.