Strategic CFO Services for Growing Businesses

At Himanshu A Trivedi CPA LLC, we provide comprehensive Chief Financial Officer (CFO) services to small and mid-sized businesses that need expert financial leadership without hiring a full-time executive. Our virtual and fractional CFO services are tailored to help your business navigate financial complexity, maximize profitability, and scale confidently.

Our CFO Services Include

  • Budgeting and Forecasting.
  • Cash Flow Management.
  • Strategic Financial Planning.
  • KPI and Performance Tracking.
  • Financial Modeling and Scenario Analysis.
  • Risk Management and Internal Controls.
  • Banking and Investor Relations.
  • Mergers, Acquisitions & Due Diligence.
  • Board Reporting and Stakeholder Communications.

Why Choose Our CFO Services?

  • Access to high-level financial expertise at a fraction of the cost.
  • Scalable support — from a few hours per month to full engagement.
  • Proven strategies to optimize operations and increase profitability.
  • Hands-on support with no long-term contracts.
  • Deep understanding of small business challenges and opportunities.

Who Benefits from CFO Services?

  • Startups seeking to build sound financial foundations.
  • Businesses preparing for fundraising or bank financing.
  • Companies facing rapid growth or restructuring.
  • Organizations looking to improve margins and cash flow.
  • Owners needing clear financial insights to drive better decisions.

Let Us Help You Grow Smarter

With our strategic CFO services, you get more than number-crunching — you get a trusted financial partner committed to your long-term success.

📞 Contact Us today to discuss how our CFO services can elevate your business.