CFO Services for Solo Entrepreneurs & Agency Owners
Guiding Your Finances with Strength and Stability
We take the load off your shoulders so you can concentrate on what matters most
Hi, I am Priya…
About Me
I am a Certified Public Accountant (CPA) with 16+ years of accounting and financial leadership experience. I led finance and accounting functions from advanced start-ups, small and mid-size businesses to Fortune 100 company including Quadient, Zillow, National Cardiovascular Partners/Fresenius, Rebellion Photonics, Honeywell, Guardian Bikes and Percept. Successfully led the acquisitions of Mortech by Zillow and Rebellion Photonics by Honeywell and led post-acquisition integrations at Quadient, Zillow and Honeywell.
With a passion for guiding entrepreneurs and CEOs, I specialize in helping companies grow their profitability while ensuring their families' financial futures are secure. Over the years, I’ve worked with dynamic leaders to align business growth with personal legacy planning.
Born and raised in Kolkata, India and studied at the University of Calcutta, Georgia Institute of Technology and Harvard Business School. Lived in Washington DC area, Atlanta and Lincoln before choosing Houston, Texas as home.
Our Services
Strategy Sessions
A CEO-level conversation strategy sessions designed to move your business forward. Perfect for founders and decision-makers ready to step into their next stage with clarity and confidence.
Monthly Services
Your financial co-pilot for smarter business decisions. With ongoing financial reviews, strategic planning, and proactive advice, our monthly services empower you to lead with clarity and stay ahead of the curve.
Strategy Sessions
50-Min Strategy Session
Strategic clarity in under an hour—tailored to your toughest challenge.
A power-packed 50-minute session to tackle your biggest financial or strategic challenge.
Executive Strategy Session
Two deep-dive sessions to turn your vision into a real workable forecasting and cashflow plan for your business.
Serious Strategy, Real Results Eight hours of focused collaboration split into two sessions, built to give you the clarity, structure, and game plan to move from chaos to clarity—fast.
Monthly Services
Fractional CFO Services
Scalable CFO support that grows with your business needs
For established businesses needing advanced financial leadership.
Executive-Level Insight, On Your Terms - Gain strategic financial leadership without hiring full-time. Our Fractional CFO package includes forecasting, cash flow planning, and performance analysis—perfect for growth-minded businesses.
CFO Lite Services
Expert financial strategy—small investment, full impact
For businesses seeking financial strategy without a full CFO commitment.
Your financial co-pilot for smarter business decisions and roadmap to sustainable financial growth. With ongoing financial reviews, strategic planning, and proactive advice, CFO Lite package empowers you to lead with clarity and stay ahead of the curve.
Concierge Bookkeeping Services
High-touch bookkeeping so you can focus on growing your business
For startups, freelancers, and small businesses needing streamlined financial tracking.
Effortless financial management tailored to your business. With precision bookkeeping, clear reporting, and proactive support, our concierge service delivers peace of mind and polished numbers—so you can lead with clarity and confidence.
Contact us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!