A US-credentialed CPA & CMA building cleaner books, sharper forecasts, and smarter finance systems for American small businesses.
Bookkeeping, fractional CFO services, and a growing shop of Excel templates — operating through a US LLC, serving founders in the US, UK, Australia, and New Zealand.
From cleanup engagements to fractional CFO retainers to packaged digital tools — every offering is scoped, fixed-fee where possible, and designed to make your numbers an asset, not an anxiety.
Months of messy books, miscategorized transactions, broken reconciliations — rebuilt to investor-grade.
Reconciliations, categorization, AP/AR, monthly close — delivered by the 10th of every month.
Desktop to cloud, system to system. Clean handover with chart of accounts redesigned for your business.
The rolling forecast every founder needs and most never build. Updated weekly, reviewed monthly.
Budgets, forecasts, KPI dashboards. Decks your investors don't have to redo. Numbers you'd stake your equity on.
Strategic finance partner. Pricing, unit economics, fundraising support, banker relationships.
Bespoke models for your specific business — built from scratch, fully documented, handover-ready.
Written process documentation so your books run without you in the loop every Monday morning.
There's a moment when "we have a bookkeeper" stops being enough. When you need numbers you can stake decisions on. That's the gap I fill.
I run a remote finance practice serving US, UK, Australian, and New Zealand businesses — combining the rigor of US CPA standards with the responsiveness of a senior partner who actually picks up the phone.
Over seven years, I've worked across healthcare, tech, consulting, and eCommerce — building 13-week cash flow models, leading system migrations from desktop to QuickBooks Online and Xero, and architecting FP&A frameworks that let founders see around corners.
My clients hire me when they need more than a bookkeeper but can't justify a full-time CFO. I operate through a US entity, deliver in US English on US business hours when needed, and run the back office like an operator — not a vendor.
Engage me the way you'd engage any American firm — through a US LLC, with US-format documentation, on terms that work for your accounting and tax workflow.
For American founders, the friction of hiring "offshore" is real — payment rails, contracts, accountability, tax paperwork. I removed all of it.
I operate through a Delaware-registered LLC with a US business bank account, an EIN, and the ability to issue clean W-9s and accept ACH or wire payments in dollars. From your books' perspective, I'm a vendor in Delaware — not a contractor in India.
That means your CPA expenses me as a domestic service provider, you issue a 1099 like any other vendor, and the engagement runs on US contract terms — NDA, MSA, SOW, all standard.
Note: For details on engagement terms or to verify credentials, request my firm packet during our intro call.
The same Excel models, dashboards, and SOPs I build for clients — packaged so you can implement them yourself in an afternoon. Free starter templates, premium toolkits, and full bundles.
Everything I'd hand a new founder on day one. 13-week cash flow model, monthly P&L dashboard, KPI tracker, board reporting template, and the SOP playbook that keeps it all running. Built in Excel and Google Sheets — fully editable, fully documented.
The exact rolling forecast I build for CFO clients. Plug in your numbers, see your runway.
Revenue, margin, runway, CAC, LTV — one view. SaaS, eCom, or services variants.
Plan vs actual budgeting with variance analysis. Departmental rollups included.
Simple invoice tracking for receivables and payables. Aging buckets, status flags.
15 SOPs covering reconciliations, accruals, reporting, and review. Word + Notion versions.
42-point diagnostic I run on every cleanup engagement. Daily / weekly / monthly tasks.
US GAAP-aligned COAs for SaaS, eCom, services, and trades. QuickBooks import ready.
True profitability per product. Pulls from A2X, deducts fees, ads, fulfillment per unit.
Match Amazon payouts to bank deposits. Fees broken out by category. FBA-ready.
A 40-page playbook for setting up clean US books from day one. COA, banking, sales tax.
5 templates: ARR tracker, cohort retention, CAC payback, runway model, board pack.
No long discovery decks. No surprise scope creep. A clean four-step rhythm that gets us from "hello" to "books I trust" — usually inside 30 days.
30 minutes. We talk about your business, what's broken in your books, and what success looks like 90 days from now. Free, no obligation.
I review your file, identify the gaps, and send you a fixed-fee proposal with timelines, deliverables, and exactly what I'll touch.
Cleanup, build, migrate, reconcile — whatever the engagement requires. Weekly check-ins. Slack or email for everything in between.
Either you take the wheel with clean books and clear SOPs, or we roll into a monthly retainer. Your call, every time.
42 checkpoints I run every cleanup engagement against — the same diagnostic I use to spot $10K+ errors in a QuickBooks file in under 30 minutes. Free PDF.
No spam. One welcome email, then maybe one tip per fortnight. Unsubscribe anytime.
30-minute call. No pitch deck, no hard sell. Just a real conversation about where your finances are today and the cleanest path to where you want them.