$3M – $20M Revenue Companies
Scaling businesses face critical financial decision points every day. Without CFO-level oversight, growth can become chaotic, expensive, and unsustainable. Sound familiar?
No clear financial roadmap for scaling
Investor meetings without board-level reporting
Key decisions without real-time financial data
Finance operations consuming founder bandwidth
Understand your business, challenges, and financial goals
Review current systems, reporting, and identify gaps
Design custom CFO engagement and priority initiatives
Execute strategy, deliver reporting, drive growth
COMPANIES SUPPORTED
COMBINED EXPERIENCE
CLIENT RETENTION
Pratik Trivedi is a CPA-qualified Virtual CFO helping small and medium businesses across New Zealand and Australia take control of their finances and grow with confidence. With over 18 years of experience across commercial, not-for-profit, and public sector environments, Pratik delivers the financial leadership your business needs — without the cost of a full-time CFO.
From cash flow management and budgeting to board reporting and financial strategy, Pratik works as a trusted partner to business owners and leadership teams turning over up to $20M — giving you clear numbers, better decisions, and a finance function that actually works for your business.
CPA Qualified
18+ Years Experience
100+ Businesses Supported
Average profit margin improvement
business supported
Runway visibility increase
Faster monthly close
George M
Director – Super Foods
Ltd
Financial strategy that drives profitable growth
