CFO Services for Solo Entrepreneurs & Agency Owners
Guiding Your Finances with Strength and Stability
Your Business, Your Numbers, Our Expertise
Hi Everyone, 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 Session Packages
50-Min Strategy Session
Strategic clarity in under an hour
A power-packed 50-minute session to tackle biggest financial or strategic challenge for solo entrepreneurs and agency owners.
Executive Strategy Session
In-Depth Executive Strategy Session
Two deep-dive sessions to turn your vision into a real workable forecasting and cashflow plan for your business.
Monthly Service Packages
Fractional CFO Services
Scalable CFO support that grows with your business needs
For established businesses needing advanced financial leadership.
CFO Lite Services
Expert financial strategy—small investment, full impact
For businesses seeking financial strategy without a full CFO commitment.
Concierge Bookkeeping Services
High-touch bookkeeping so you can focus on growing your business
For startups, freelancers, and small businesses needing streamlined financial tracking.
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!