Vinayak I.
CFO Advisory | Controllership | Accounting Automation | SaaS
Fractional CFO | CPA | SaaS Finance, FP&A & Accounting Automation Are you a founder who needs a finance leader but is not ready for a full-time CFO? I help startups and growing businesses build scalable finance functions, improve profitability, automate accounting processes, and make better strategic decisions. I am a CPA (Canada) and CA with 10+ years of finance experience, including 5 years in banking, 5 years as a Financial Controller in Canada, and extensive experience advising growth-stage companies through my CPA firm, VinBooks CPA Professional Corporation. My focus is helping companies move from reactive accounting to proactive financial management. Areas where I can help: ✓ Fractional CFO Advisory • Financial strategy and decision support • Cash flow forecasting and runway management • Budgeting, forecasting and scenario analysis • KPI dashboards and management reporting • Board and investor reporting support ✓ SaaS & Technology Finance • ARR, MRR, churn and SaaS metrics reporting • Revenue recognition (IFRS 15 / ASC 606) • Deferred revenue management • Subscription billing workflows • Chargebee, Stripe and SaaS accounting optimization ✓ Finance Operations & Automation • Month-end close optimization • Accounting process design • Internal controls and SOP development • Workflow automation using modern finance tools ✓ Accounting Systems Expertise • QuickBooks Online • NetSuite • Xero • Wave • Stripe • Chargebee • Ramp • Bill • Shopify • Salesforce integrations Industries I have supported: • SaaS and technology companies • E-commerce businesses • Professional services • Construction • Healthcare and telehealth • Manufacturing and CPG • Non-profit organizations What clients can expect: ✓ Executive-level financial insight ✓ Accurate and timely reporting ✓ Clear communication ✓ Practical solutions designed for growth Whether you need a part-time CFO, a finance transformation project, or help building scalable accounting operations, I can help you create a finance function that supports your next stage of growth. Let’s discuss how I can help your business make smarter financial decisions.
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $6.2k
Billed in all: $18,675$19k
$772 in the last 6 months
Across 17 contracts
Earnings, last 30 days
Skill rankings: Top 12% in Tax Refund Submission
Ranked by MRR among everyone on Upwork with the skill.
- #5Tax Refund Submission42 freelancers · 🇨🇦 #2Top 12%🇨🇦#2 of 5
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- #108Tax Return779 freelancers · 🇨🇦 #6Top 14%🇨🇦#6 of 37