You will get Fractional CFO and FP&A advisory with forecasting and management reporting
Rising Talent
Rising Talent
Project details
I provide Fractional CFO and FP&A support to help business owners understand their numbers, forecast cash flow, and make better financial decisions.
This is not only a spreadsheet or dashboard service. I review your financial reports, analyze performance, build forecasting and management reporting, and provide practical CFO-level recommendations based on your business situation.
Depending on the package selected, I can help with P&L and Balance Sheet review, cash-flow analysis, 13-week cash forecasting, budget vs actual reporting, EBITDA and margin analysis, working capital, cash runway, scenario planning, KPI dashboards, and financial action plans.
I can work with reports exported from QuickBooks, Xero, NetSuite, Excel, Google Sheets, CSV files, or PDF financial statements.
This service is useful if you want to answer questions such as: Can we afford to hire? When will cash get tight? Why is profit not converting into cash? Which expenses need attention? What should management do next?
You will receive clear financial insights, forecast support, management reporting, and advisory guidance tailored to your business.
This is not only a spreadsheet or dashboard service. I review your financial reports, analyze performance, build forecasting and management reporting, and provide practical CFO-level recommendations based on your business situation.
Depending on the package selected, I can help with P&L and Balance Sheet review, cash-flow analysis, 13-week cash forecasting, budget vs actual reporting, EBITDA and margin analysis, working capital, cash runway, scenario planning, KPI dashboards, and financial action plans.
I can work with reports exported from QuickBooks, Xero, NetSuite, Excel, Google Sheets, CSV files, or PDF financial statements.
This service is useful if you want to answer questions such as: Can we afford to hire? When will cash get tight? Why is profit not converting into cash? Which expenses need attention? What should management do next?
You will receive clear financial insights, forecast support, management reporting, and advisory guidance tailored to your business.
Industry
Agriculture, Arts & Design, Audio Services, Beauty & Cosmetics, Construction, Cybersecurity, Data Analytics, Ecommerce, Education, Energy, Fashion & Apparel, Financial Services, Gaming, Government & Public Sector, Legal, Lifestyle, Logistics & Supply Chain Management, Manufacturing & Storage, Marketing & Advertising, Media & Entertainment, Music, Nonprofit, Real Estate, Religion & Spirituality, Retail & Wholesale, Software, Sports & Fitness, Telecommunications, Travel & TourismTarget Country
WorldwideWhat's included
| Service Tiers |
Starter
$149
|
Standard
$399
|
Advanced
$749
|
|---|---|---|---|
| Delivery Time | 3 days | 5 days | 8 days |
Spreadsheet |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$99 - $299Frequently asked questions
About Mayur
AI Accounting & Finance Automation | QBO, Excel, Power BI
Rajkot, India - 5:51 pm local time
My focus is not only on bookkeeping. I review your daily accounting and finance tasks, understand how the current process works, identify repetitive manual steps, and help build practical workflows inside your existing system so your team can work faster, cleaner, and with better control.
Many clients want the benefit of AI but worry about accounting data security. I understand that concern. I do not believe in blindly uploading confidential financial data into public AI tools. My approach is to use AI carefully through controlled files, templates, redacted data, permission-based access, internal workflows, checklists, and human review. AI should support the accounting process, not create risk.
What I can help with:
AI Accounting & AI Finance Automation
• AI-assisted accounting workflows
• AI finance process improvement
• Daily accounting task automation
• Month-end close workflow automation
• Invoice, expense, and document review workflows
• AI-assisted reporting templates and variance explanation drafts
• SOPs, checklists, and repeatable finance processes
• Workflow design inside your existing tools and internal systems
QuickBooks, Accounting & Bookkeeping
• QuickBooks Online and QuickBooks Desktop support
• QuickBooks setup, cleanup, and optimisation
• Bank, credit card, loan, and balance sheet reconciliations
• Chart of accounts cleanup
• Transaction review and categorisation
• Month-end close support
• Financial statement preparation and review
• Accounts payable and accounts receivable support
• Payroll journal entries
• Catch-up bookkeeping and historical cleanup
• Xero, NetSuite, and Keeper support
CFO Reporting & Finance Advisory
• Monthly CFO reporting packages
• Excel and Power BI financial dashboards
• PowerPoint management reports and financial presentations
• Budget vs. actual analysis
• Cash flow forecasting and working capital review
• EBITDA, SDE, DSCR, margin, and add-back analysis
• Financial model preparation or review
• Business valuation support using multiples
• P&L, balance sheet, and cash flow review
• Due diligence and transaction-support schedules
• Board, investor, lender, or management reporting support
Tools I work with:
QuickBooks Online, QuickBooks Desktop, Microsoft Excel, Power BI, PowerPoint, NetSuite, Keeper, Xero, and AI tools for finance productivity, reporting, workflow automation, and process documentation.
I am especially useful when you need someone who understands accounting, can read financial data, and can also improve the system behind the work using AI and automation.
My goal is simple: clean books, better reports, safer AI use, and finance workflows that help your team complete recurring tasks faster without losing control of sensitive data.
Steps for completing your project
After purchasing the project, send requirements so Mayur can start the project.
Delivery time starts when Mayur receives requirements from you.
Mayur works on your project following the steps below.
Revisions may occur after the delivery date.
Review Business and Reports
I will review your business model, financial reports, accounting basis, reporting period, and the key decisions or questions you want the analysis to support.
Analyze Financial Performance
I will analyze revenue, margins, expenses, EBITDA, cash flow, AR, AP, working capital, profitability trends, risks, and reporting gaps.