Fractional CFO Services

Puneet Sawhney

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Fractional CFO Services
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15,000
60 mins

Ongoing CFO-level support to drive growth, profitability, and financial discipline—without the cost of a full-time CFO. This is a retained, CFO engagement for businesses that need strategic financial leadership but do not require (or cannot justify) a full-time CFO.

With 25+ years of experience across financial controllership, FP&A, fundraising, tax structuring, and board advisory, I work closely with founders and leadership teams to bring financial clarity, control, and direction.

I act as your strategic finance partner, helping you scale sustainably while strengthening financial governance.

Scope of engagement - customized

1. Financial Strategy & Planning

Annual Operating Plan (AOP) & budgeting

Rolling forecasts and scenario planning

Profitability and margin improvement

2. Cash Flow & Working Capital Management

Cash flow forecasting & monitoring

Debtors, creditors & inventory optimization

Liquidity planning and banking alignment

3. MIS, Reporting & Governance

Monthly MIS & KPI dashboards

Board/Investor reporting

Financial controls and process discipline

4. Fundraising & Investor Support

Financial model building/review

Investor readiness & data room support

Debt/equity strategy and negotiations

5. Tax, Compliance & Risk Management

Direct & indirect tax oversight

Audit coordination (internal/statutory)

Risk identification and mitigation

6. Business Partnering

Working closely with CEO/CXO team

Strategic decision support

Cost optimization and growth initiatives

How it works:

  1. Book an initial consultation on Topmate
  2. We assess your business needs and gaps
  3. Define scope, cadence, and KPIs
  4. Start structured monthly engagement

Ideal for :

  1. Startups & growth-stage companies
  2. SMEs scaling operations
  3. Businesses preparing for fundraising
  4. Companies needing stronger financial discipline