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Vinayak I.
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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.

🇨🇦Milton, Canada$70/hr100% JSS5.00 (9)Since Mar 2025

Earnings and projects

MRR
$1k

Last 6 months ÷ 6

World#46,960 / 412k
🇨🇦Country#774 / 7,134
Revenue, last 30 days
$1.4k

Last 6 months: $6.2k

World#32,237 / 412k
🇨🇦Country#548 / 7,134
Total earnings
$17k

Billed in all: $19k

World#151,579 / 412k
🇨🇦Country#2,767 / 7,134
Per project
$1.2k

$772 in the last 6 months

World#113,107 / 412k
🇨🇦Country#2,056 / 7,134
Projects, last 6 months
8
0% fixed100% hourly
World#24,500 / 412k
🇨🇦Country#383 / 7,134
Projects in all
15

Across 17 contracts

29% fixed71% hourly
World#161,378 / 412k
🇨🇦Country#2,858 / 7,134

Earnings, last 30 days

$18.7k+$1.4k earned in the last 30 daysBilled in all, before Upwork's fee · drag across the chart to see what was earned in any stretch
$17k$18k$19kOct 9Oct 24Nov 8

Skill rankings: Top 12% in Tax Refund Submission

Ranked by MRR among everyone on Upwork with the skill.

  1. #5Tax Refund Submission42 freelancers · 🇨🇦 #2Top 12%
  2. #21Taxation156 freelancers · 🇨🇦 #3Top 13%
  3. #40Tax Strategy181 freelancers · 🇨🇦 #2Top 22%
  4. #72Tax Planning & Advisory383 freelancers · 🇨🇦 #2Top 19%
  5. #82Tax Accounting516 freelancers · 🇨🇦 #3Top 16%
  6. #87Financial Projection635 freelancers · 🇨🇦 #6Top 14%
  7. #97US Taxation459 freelancers · 🇨🇦 #3Top 21%
  8. #108Tax Return779 freelancers · 🇨🇦 #6Top 14%