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Chartered Accountant 5+ Years Experience Startup & SME Specialist India · UK · Canada · UAE

Fractional CFO for Startups & Growing Businesses

Beyond Numbers. Built for Growth.

Financial clarity, investor-ready reporting and strategic finance support — so you can scale your business with confidence, not guesswork.

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5+
Years in Practice
50+
Clients Served
4
Countries
₹200Cr+
Transactions Advised
CA Yojit Mehra — Fractional CFO
Yojit Mehra
Fractional CFO & Strategic Finance Partner
Kolkata, India
Who We Work With

Built for Ambitious Businesses

We partner with founders, operators and business owners who want more from their finance function than just compliance.

🚀
SaaS Startups
ARR modelling, investor-grade reporting, burn rate management and runway planning for software companies at every stage.
Fundraise Ready →
🛒
D2C Brands
Unit economics, working capital optimisation, margin analysis and EBITDA improvement for consumer brands scaling fast.
Margin Focused →
🏭
Manufacturing Businesses
Product costing, capacity planning, MIS reporting and cash flow management for manufacturers seeking financial visibility.
Operations Driven →
🏠
Family-Owned Businesses
Business structuring, succession planning, profitability analysis and compliance management for family enterprises.
Legacy Building →
💰
Funded Startups
Board reporting, investor dashboards, financial controls and CFO-level oversight for VC and PE-backed companies.
Investor Ready →
🌍
International Companies
India entry strategy, offshore bookkeeping and cross-border finance support for businesses in UK, Canada and UAE.
Global Reach →
Sound Familiar?

Are You Facing Any of These Challenges?

Most founders hit these roadblocks between ₹1Cr and ₹50Cr revenue. You don't have to navigate them alone.

💸
Unpredictable Cash Flow
You're profitable on paper but always tight on cash. No visibility into future cash positions or liquidity risk.
🌫️
Lack of Financial Visibility
You're making decisions based on gut feel, not data. Monthly numbers arrive weeks late and mean very little.
📊
Investor Reporting Requirements
Your investors want professional dashboards and reports. Your current setup can't produce them fast enough.
📋
Compliance Burden
GST, TDS, ROC, income tax — the compliance calendar never stops. One slip can cost you dearly.
🎯
Fundraising Preparation
You're approaching investors but your financial model, data room and projections aren't investor-grade yet.
📉
Profitability Concerns
Revenue is growing but margins are shrinking. You don't know which product lines, channels or customers are profitable.
🗺️
No Financial Roadmap
You're operating without an annual budget, financial targets or a strategic plan built on numbers that make sense.
📈
Scaling Challenges
Growth is creating complexity your finance function can't keep up with. The systems that got you here won't get you there.
Let's Solve This Together →
"
The best finance function doesn't just report what happened — it shapes what happens next.
— Yojit Mehra, CA
5+
Years in Practice
50+
Clients Served
4
Countries Served
CA
ICAI Qualified
About Yojit Mehra

A Finance Partner Who Thinks Like a Founder

"The best finance function doesn't just report what happened — it shapes what happens next."

I'm a Chartered Accountant with over 5 years of experience working at the intersection of finance, strategy and business growth. My practice is built on one conviction: that founders and business owners deserve CFO-level financial thinking, not just someone to handle their returns.

Before building my independent practice, I developed deep expertise in financial due diligence, business restructuring and financial analysis — giving me a rare combination of strategic insight and technical rigour that most compliance-focused accountants simply don't offer.

I work with startups, SMEs and growing businesses across India, UK, Canada and UAE — as a true finance partner, embedded in your business, invested in your success.

Financial Due Diligence
Fractional CFO Services
Financial Modelling
Startup Advisory
MIS & Dashboarding
Budgeting & Forecasting
Business Restructuring
Fundraising Support
🇮🇳 India 🇬🇧 United Kingdom 🇨🇦 Canada 🇦🇪 UAE
What I Do

Strategic Finance Services for Growing Businesses

Every service is designed to drive business outcomes — not just produce paperwork. Advisory-first. Compliance-backed.

🧭
Fractional CFO Services
Senior-level financial leadership on a part-time basis. All the strategic impact of a CFO at a fraction of the cost — perfect for startups and SMEs that need executive finance thinking without the full-time hire.
  • Monthly financial review & board reporting
  • Cash flow management & runway planning
  • KPI design and performance tracking
  • Fundraise readiness & investor liaison
  • Business planning & scenario modelling
📊
Financial Modelling
Investor-grade financial models built for real decisions — whether you're pitching to VCs, planning an acquisition or managing growth.
  • Three-statement integrated models
  • DCF & valuation models
  • 3–5 year startup projections
  • Sensitivity & scenario analysis
🖥️
Virtual CFO Services
Ongoing finance partnership combining strategic oversight with day-to-day financial management — your outsourced finance function.
  • Full financial oversight & reporting
  • Bookkeeping & accounts management
  • Tax planning & compliance coordination
  • Monthly management accounts
📈
MIS & Dashboard Reporting
Real-time business intelligence using Power BI, Tableau and Excel — so you always have decision-ready data at your fingertips.
  • Custom Power BI & Tableau dashboards
  • Monthly MIS design & delivery
  • Revenue, margin & cost analytics
  • Automated variance commentary
🎯
Budgeting & Forecasting
Structured planning that turns ambition into measurable targets — annual budgets, rolling forecasts and working capital plans.
  • Annual budget preparation
  • Rolling 13-week cash forecasts
  • Budget vs actuals tracking
  • Department-level cost analysis
🚀
Fundraising Support
End-to-end financial support for your fundraise — from model build to data room to investor Q&A support.
  • Investor-ready financial model
  • Data room creation & management
  • Financial narrative for pitch deck
  • Cap table & dilution analysis
🔍
Due Diligence Support
Financial due diligence preparation and independent business reviews — ensuring your financials withstand the most rigorous investor scrutiny.
  • Financial due diligence preparation
  • Independent business reviews
  • Quality of earnings analysis
  • Working capital normalisation
💼
Business Advisory
Strategic business advice grounded in financial reality — helping you make better decisions on pricing, expansion, structuring and capital allocation.
  • Business structuring & incorporation
  • Pricing & margin strategy
  • Expansion feasibility analysis
  • Business plan preparation
📋
GST & Tax Advisory
Full-spectrum GST and income tax services — accurate, timely and strategic. We manage your compliance so you can focus on growth.
  • GST registration & return filing
  • Income tax returns & planning
  • TDS compliance & filing
  • Tax structuring & optimisation
🇬🇧
UK Offshore Support
Dedicated remote finance support for UK-based businesses — bookkeeping, management accounts and year-end support at India rates.
  • Bookkeeping on QuickBooks / Xero
  • Monthly management accounts
  • Payroll processing support
  • Year-end accounts preparation
🇨🇦
Canada Offshore Support
Finance and accounting support for Canadian businesses looking to reduce costs with a trusted India-based finance partner.
  • Bookkeeping & accounts maintenance
  • Financial reporting support
  • CRA compliance assistance
  • Management reporting packages
🇦🇪
UAE Offshore Support
Accounting and financial support for UAE-based businesses and Indian businesses with UAE operations — VAT, reporting and more.
  • UAE VAT compliance support
  • Bookkeeping & reporting
  • Financial statement preparation
  • Cross-border advisory support
Discuss Your Requirements →
The Difference

Traditional Accountant vs. Strategic Finance Partner

Most businesses are paying for compliance and getting nothing more. Here's what a strategic finance partner actually delivers.

Capability
Traditional Accountant
CA Yojit Mehra
Strategic Financial Planning
✗
✓Annual & rolling plans
Monthly Business Insights
✗
✓MIS with commentary
Cash Flow Forecasting
✗
✓13-week & quarterly
Investor Readiness Support
✗
✓Models, data rooms, decks
KPI Design & Monitoring
✗
✓Business-specific KPIs
Live Dashboards & Reporting
✗
✓Power BI / Tableau
Growth & Profitability Advisory
✗
✓Margin & pricing strategy
Decision Support
✗
✓Scenario & what-if analysis
GST & Tax Compliance
✓
✓Compliance + optimisation
Results That Speak

Work That Made a Difference

A selection of engagements that show the depth and impact of a strategic finance partnership. Client details are confidential.

Fractional CFO · SaaS Startup
Helping a B2B SaaS Startup Close Its Series A
The Challenge
A Kolkata-based SaaS company had strong product traction but no CFO, no investor-grade financials and a data room request from a lead investor with a 3-week deadline.
What We Did
Built a complete three-statement financial model, restructured the chart of accounts, created 5-year projections and organised a full investor data room. Served as interim CFO through the due diligence process.
₹4CrRound Closed
18 DaysData Room Delivered
MIS & Reporting · Manufacturing
Real-Time Margin Visibility for a Multi-Location Manufacturer
The Challenge
A mid-size manufacturer across 3 locations had no consolidated view of margins by product line. The owner was making pricing decisions based on year-old data and gut instinct.
What We Did
Designed a Power BI dashboard pulling live data from Tally. Delivered SKU-level margin visibility, location-wise P&L and automated weekly MIS to management. Identified two underperforming product lines immediately.
+14%Margin Improvement
3 DaysMonth-End to Insight
Fundraising Support · D2C Brand
Investor-Ready Financial Model for a Pre-Series A D2C Brand
The Challenge
A fast-growing D2C brand was approaching investors for a pre-Series A round but had no financial model, no unit economics analysis and no clear narrative around profitability path.
What We Did
Built a comprehensive bottom-up financial model with unit economics, channel-level P&L, working capital analysis and 4 funding scenarios. Supported the founding team through 3 rounds of investor Q&A.
₹6CrTarget Round Size
12 DaysModel Delivered
Service Packages

Structured Engagements. Real Value.

Choose an engagement model built for where you are — and where you want to go. All packages include direct access to CA Yojit Mehra. Pricing shared on discussion.

Package 01
Startup Finance Package
For early-stage startups getting their finance foundation right
  • Company incorporation & GST registration
  • Monthly bookkeeping & accounts
  • GST & TDS compliance
  • Annual ROC filings & ITR
  • Financial statements preparation
  • Email & WhatsApp support
Enquire Now
⭐ Most Popular
Package 02
Growth Advisory Package
For businesses scaling past ₹1Cr revenue needing financial clarity
  • Everything in Startup Finance
  • Monthly MIS report with commentary
  • Cash flow forecasting & tracking
  • Annual budget preparation
  • Quarterly strategy call with CA
  • Tax planning & optimisation
Get Started →
Package 03
Fractional CFO Package
For funded startups and SMEs that need CFO-level thinking on retainer
  • Everything in Growth Advisory
  • Full financial model & projections
  • Live Power BI / Tableau dashboard
  • Board & investor reporting
  • Monthly CFO review call
  • Priority WhatsApp access
Enquire Now
Package 04
Enterprise Finance Partner
For larger businesses needing a fully outsourced senior finance function
  • Everything in Fractional CFO
  • Dedicated finance team support
  • Due diligence & M&A support
  • Business restructuring advisory
  • Offshore team coordination
  • Custom SLA & reporting cadence
Discuss Scope

All packages are customised to your business. Pricing discussed during consultation based on scope and business size.

Client Voices

What Founders & Business Owners Say

★★★★★
"
Yojit fundamentally changed how we think about our finances. Before him, we were flying blind. Now we have a live dashboard, monthly MIS and a financial model that actually helps us make decisions. He thinks like a co-founder, not a CA.
RK
Rahul K.
Co-Founder, SaaS Startup · Bengaluru
★★★★★
"
When we needed to prepare for our Series A, Yojit was exactly the person we needed. He built our financial model in 10 days, organised our data room and was on the call with investors helping us field financial questions. Absolute professional.
PS
Priya S.
Founder & CEO, D2C Brand · Mumbai
★★★★★
"
We were spending a lot on our UK accountant. Yojit now handles all our bookkeeping, management accounts and reporting. The quality is the same — the cost is 60% lower. And he's far more responsive than our previous firm ever was.
JM
James M.
Director, Consulting Firm · London, UK
Free Founder Toolkit

10 Numbers Every Founder Must Track Monthly

Most founders track revenue and bank balance. The ones that build sustainable businesses track 10 specific numbers that predict success. Download the free guide.

💰
Cash Runway & Burn Rate
📊
Gross & Net Margins
🔄
Working Capital Cycle
📈
Revenue per Customer
🎯
Customer Acquisition Cost
⚡
EBITDA & Free Cash Flow

+ 4 more critical metrics revealed in the free toolkit

Download Free Founder Toolkit
Get the free guide + a bonus financial health checklist. No spam, ever.
🔒 Your information is safe. We never share your data.
Insights & Resources

Finance Clarity for Founders

Practical thinking on financial strategy, fundraising and business growth — written for founders, not accountants.

CFO
Fractional CFO
June 2025
When Does a Startup Actually Need a Fractional CFO? (And What It Costs to Wait)
Most founders hire finance help after their first major mistake. The data shows you need strategic finance thinking much earlier — here's the inflection point.
Read Article →
MIS
Reporting
May 2025
5 MIS Metrics Every SME Owner Must Track Monthly
Most businesses track revenue. The best ones track the 5 numbers that actually predict growth and catch problems early.
Read →
₹Model
Financial Modelling
April 2025
What Investors Actually Look for in a Financial Model
A financial model isn't just projections — it's a test of how deeply you understand your own business. Here's what matters.
Read →
Let's Talk
Book Your Free CFO Consultation
A focused 30-minute call to understand your business, identify your biggest financial gaps and explore how a strategic finance partner could help you grow faster.
📱
Phone / WhatsApp
+91 85868 59986
📧
📍
Office
15 Ballygunge Park Road,
Kolkata – 700019, West Bengal
💼
Send an Enquiry
We respond within 4 business hours. The first conversation is always free.
🔒 Strictly confidential. We never share client information.