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CA · FP&A Professional · Finance Consultant

I help businesses build
financial clarity
and grow with confidence.

From investor-ready financial models to cash flow forecasting and business performance analysis — I turn complex financials into decisions that move the needle.

8+
Years FP&A
50+
Models Built
CA
Qualified
Akshay K Kothari
Akshay K Kothari
CA · FP&A Consultant
About

Finance expertise that drives real decisions

I’m Akshay K Kothari — a Chartered Accountant and FP&A specialist with 8+ years of experience across corporates, startups, and SMEs. Most recently at Landmark Group, I built financial systems that power better decisions at scale.

I founded this practice to bring institutional-grade financial intelligence to startups and growing businesses who deserve more than spreadsheet chaos.

Chartered Accountant (CA) Top professional credential in financial and accounting practice
Landmark Group — FP&A One of the Middle East’s largest retail and hospitality conglomerates
8+ Years in Finance Budgeting, forecasting, modelling & business performance analysis
Tools & Expertise
Excel (Advanced) Financial Modelling Cash Flow Forecasting Budgeting & Planning Power BI Variance Analysis Management Reporting Startup Finance 3-Statement Models Unit Economics DCF Valuation Board Reporting
What I Do

Consulting Services

Structured offerings designed to solve specific financial challenges — execution-focused, not generic advice.

01
Financial Modelling
Investor-ready, dynamic financial models for fundraising, M&A, or strategic planning. Tailored to your business, never a template.
3-StatementDCFScenario Analysis
02
Budgeting & Forecasting
Monthly and annual planning systems your team can actually use — aligned with goals, not just last year’s numbers.
Annual BudgetRolling ForecastsCash Flow
03
Business Performance Analysis
Uncover what’s driving — and dragging — your profitability. Variance deep-dives, KPI dashboards, actionable recommendations.
KPI DashboardsVarianceMargins
04
Startup Financial Strategy
Runway modelling, unit economics, and investor-facing financials. Get your numbers ready before you walk into that room.
RunwayUnit EconomicsInvestor Prep
05
CFO-on-Demand
Fractional CFO support — monthly reporting, board packs, and strategic finance leadership without the full-time cost.
Board PacksMISStrategy
06
Management Reporting
Transform raw data into decision-ready reports. Power BI dashboards and executive summaries that speak clearly to leadership.
Power BIMIS ReportsExec Decks
Ideal Clients

Who I Work With

If you’re in one of these categories and need financial clarity, we’re probably a great fit.

Startups
Pre-seed to Series B founders needing models for fundraising or runway clarity.
SMEs
Small and medium businesses needing structured budgeting and financial control.
Finance Teams
Internal teams needing a specialist to augment capacity or build better systems.
Founders
Non-finance founders who need their numbers understood, modelled, and presented.
Regional Businesses
India & GCC companies expanding and needing FP&A infrastructure to scale.
How I Work

The Process

Simple, structured, and results-focused. Every engagement follows the same rigorous four-step process.

Discovery Call
30 minutes to understand your business, financials, and what you need to achieve.
Financial Diagnosis
Deep-dive into your existing numbers, gaps, and opportunities. Identify the real problem first.
Build & Model
Create the model, forecast, or report — built to your exact context, not a generic template.
Implement & Support
Walk through outputs, hand over documentation, and support your team in using the deliverables.
Selected Work

Projects & Results

A sample of problems solved across industries. Details anonymised where required.

Retail
Financial Model for Retail Expansion
5-year financial model for a chain planning a 12-store expansion, including store-level P&L, working capital, and investor return scenarios.
Secured ₹15Cr in growth financing
SaaS Startup
Series A Investor-Ready Financials
Complete 3-statement model, unit economics dashboard, and investor narrative for a B2B SaaS company ahead of their Series A fundraise.
Deck shortlisted by 3 VC firms
Manufacturing
Budgeting System Rebuild
Replaced a broken annual budgeting process with a driver-based rolling forecast. Reduced budget cycle time and improved forecast accuracy.
40% faster budget cycle
F&B
Break-Even & Margin Analysis
Full margin analysis for a restaurant group. Identified 3 loss-making SKUs and a pricing gap costing 8% gross margin.
Gross margin improved by 8 points
E-commerce
Cash Flow Crisis Intervention
13-week cash flow model during a liquidity crunch. Identified ₹80L receivables gap and restructured payment terms to stabilise operations.
Business stabilised within 6 weeks
Conglomerate
Management Reporting Overhaul
Redesigned monthly MIS reports at group level, consolidating 8 business units into a single executive Power BI dashboard.
Board pack time cut by 60%
Free Finance Tools

Quick Calculators

Instant financial calculations — no signup, no email. Just useful numbers.

ROI Calculator
Calculate return on investment for any business initiative.
Return on Investment
Break-Even Calculator
Units needed to cover all costs each month.
Units to break even per month
Startup Runway Calculator
How many months can your startup survive at current burn?
Months of runway remaining
Finance Insights

Articles & Guides

Practical finance thinking for founders, SME owners, and finance teams.

Forecasting
Budget vs Forecast: Why Most Finance Teams Get This Wrong
A budget is a target. A forecast is a prediction. Confusing the two is costing businesses more than they realise.
5 min read · Read now →
Startup Finance
5 Financial Mistakes Startups Make Before Series A
From ignoring unit economics to building models backwards — five errors that quietly kill funding rounds.
7 min read · Read now →
KPIs
10 Finance Metrics Every Founder Must Track
Gross margin, burn multiple, CAC payback — explained simply, with benchmarks you can actually use.
6 min read · Read now →
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Book a Free
30-min Consultation

Whether you need a financial model, budget system, or a second opinion on your numbers — let’s talk. No sales pitch, just honest advice.

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