Wealthovation Global

CFO-level strategy.
Without the $200K salary.

Strategic financial leadership for businesses that have outgrown their bookkeeper but aren't ready for a full-time CFO. We bridge that gap with retained fractional CFO services that give you the clarity and confidence to scale.

Serving growth-stage businesses doing $500K – $20M across the US, India, UAE & Australia.

Chartered Accountant · ICAI
Grant Thornton Alumni
QuickBooks ProAdvisor
Xero Certified
10+ Years Experience
The Challenge

Why growing businesses struggle without this

01
📊

Decisions Without Financial Clarity

You're making pricing, hiring, and inventory decisions based on gut feel because your financial reports don't give you actionable insight. Monthly P&L arrives late, and when it does, it raises more questions than it answers.

CFOs spend 40% of time on forward-looking analysis — bookkeepers spend 0%
02
💸

Cash Flow Surprises

Revenue is growing but cash is always tight. You can't predict when you'll need a line of credit or when you can afford to invest. Payroll feels stressful even in profitable months.

82% of small businesses fail due to cash flow problems
03
📉

No Unit Economics Visibility

You know total revenue and total cost, but you can't answer: which product/service/channel is actually profitable after all costs? Which customer segment should we double down on?

Most businesses overspend on their least profitable products
04
🏦

Investor/Lender Readiness Gap

When a funding opportunity or loan application appears, you scramble to build financials. The books aren't investor-ready. The story the numbers tell isn't clear or compelling.

Deals fall through when financials can't support the narrative
What We Deliver

Built for businesses that take their numbers seriously

Financial Planning

Cash Flow Forecasting & Management

Know exactly when cash will be tight and when you can invest. We build rolling 13-week cash flow forecasts that update automatically with your actuals.

  • 13-week rolling cash flow forecast
  • Scenario modelling (best/worst/expected)
  • Working capital optimization
  • Seasonal cash planning for inventory-heavy businesses
  • Weekly cash position reporting
Decision Support

Unit Economics & Profitability Analysis

Understand your true margins by product, channel, customer segment, and geography. Stop subsidising unprofitable lines with profitable ones.

  • Contribution margin analysis by product/service
  • Customer acquisition cost (CAC) and lifetime value (LTV)
  • Channel profitability (Amazon vs Shopify vs wholesale)
  • Break-even analysis for new products or markets
  • Pricing strategy grounded in real cost data
Reporting

Board Packs & KPI Dashboards

Financial reporting that tells a story and drives action — not just numbers in a spreadsheet. Designed for founders, boards, and investors.

  • Monthly management accounts by the 10th
  • KPI dashboard with visual trends
  • Board-ready financial packs
  • Variance analysis (budget vs actual)
  • Quarterly business review presentations
Strategic

Growth Planning & Financial Modelling

Whether you're raising capital, planning an acquisition, or entering a new market — we build the financial model and strategy to support the decision.

  • 3-year financial projections
  • Fundraising financial models
  • Exit-readiness preparation
  • M&A due diligence support
  • New market / product financial feasibility
How It Works

From first call to clarity

01

Discovery Call

30-minute call to understand your business, growth stage, and financial pain points. No cost, no commitment.

02

Financial Diagnostic

We review your books and build a one-page financial health snapshot showing exactly where you stand and what's missing.

03

Engagement Kickoff

Clear scope, fixed monthly fee. We set up dashboards, reporting cadence, and your first 13-week cash flow forecast.

04

Ongoing Partnership

Monthly financials, CFO calls on schedule, strategic guidance as you grow. We become your finance team — not just a vendor.

Start Here

Ready to get your finances working for you?

Free consultation. No commitment. We'll tell you exactly what we'd do and what it would mean for your business.

Free consultation
Response within 4 hours
No junior handoffs