CA and CFA Background · Financial Advisory for Growing Businesses

Your numbers tell
a story. We make
sure it's the right one.

Financial clarity for growing businesses and the firms that serve them. We don't just record your numbers — we find what's leaking, and work alongside you with the same urgency you bring every day.

Book a Free Discovery Call → Explore Services
Big 4 advisory background
CA and CFA background
QuickBooks ProAdvisor certified
Free discovery call
Gross Margin Recovery
Diagnostic
↑ Margin leakage surfaced and recovered
AR & Cash Flow
Tightened
Margin
Leakage identified
72hrs
Diagnostic turnaround
AR
Tightened & recovered
CFO
Investor-ready financials
72 hrs diagnostic turnaround· Big 4 advisory background· AI-assisted anomaly detection· CA and CFA background · QuickBooks ProAdvisor certified· EBITDA improvement specialists· Month-end close within 10 business days· Margin intelligence delivered monthly· Investor-ready financials· 72 hrs diagnostic turnaround· Big 4 advisory background· AI-assisted anomaly detection· CA and CFA background · QuickBooks ProAdvisor certified· EBITDA improvement specialists· Month-end close within 10 business days· Margin intelligence delivered monthly· Investor-ready financials·

Your books are
hiding the truth
from you.

Most growing businesses make critical decisions on incomplete, outdated, or misread financial data. That gap compounds quietly — until it doesn't.

01
Bookkeeping

Your books are always two weeks behind — at best

Transactions sitting uncategorised, bank recs months overdue, and a year-end panic that could have been avoided.

02
Bookkeeping

Invoices sent late, receivables left to age

Money you've already earned sitting on the AR report because there's no process to follow up. Working capital quietly strangled.

03
Margins & Profitability

You're quoting a margin that isn't real

Shipping, fulfilment, and platform fees sitting in the wrong column. Your true gross margin could be 10 points lower.

04
Margins & Profitability

Vendor contracts renewing on autopilot

Subscriptions unused, contracts above market rate, fees auto-renewing. A proper diagnostic surfaces what's leaking and where.

05
Cash Flow

Cash disappears without warning

Profitable on paper. Overdrawn at the bank. Without a rolling forecast, every month ends with a surprise.

06
Cash Flow

No visibility beyond next week

Hiring, inventory, and investment decisions made without knowing what the next 90 days look like.

Our Services

Everything you need —
none of the overhead.

We handle the numbers end to end. From keeping them clean, to making them mean something, to helping you act on what they show.

How We Use AI

AI-assisted.
Human-led.

We use AI as a layer of precision on top of experienced advisory judgment — not as a replacement for it. Faster detection, sharper insights, smarter finance function.

🔒 Your data. Always protected.

We never upload your financial data to public AI tools. All AI-assisted analysis runs through secure, private environments. Your books, your numbers, and your business information stay completely confidential — always.

🤖

AI-Assisted Anomaly Detection

Unusual transactions, duplicate entries, and miscategorised costs flagged automatically — before they distort your P&L or go unnoticed until year-end.

⚙️

Finance Workflow Automation

We review your finance workflows and identify where AI and automation can eliminate manual effort — saving you time and reducing the risk of human error.

🔒

Private & Secure by Default

Your financials are never shared with third-party AI platforms. Every insight is generated within a secure, confidential environment built for client data.

The Process

Three steps from messy to managed.

01

Discovery Call — Free

We spend 30 minutes understanding your setup and where the gaps are. No pitch. Just diagnosis. We tell you exactly what we'd look at first.

02

We get into your books

Secure access, fast onboarding. Within the first week we've reviewed your chart of accounts, identified the biggest issues, and set the engagement up properly from day one.

03

Monthly rhythm, ongoing

Every month: clean books, a written commentary, a review call, and a clear action list. You always know where you stand — and what to do about it.

Works with
QuickBooks Xero Zoho Books Stripe Shopify HubSpot

Ready to see what's
actually happening in
your numbers?

Book a Free Discovery Call →

What we do —
and how we do it.

Every service is delivered by a senior advisor. No junior handoffs. No support queues.

🏥

Books Health Diagnostic

Margin leakage · Cost structure · Vendor audit · 72hr turnaround

$249
Fixed-fee standalone engagement. No retainer required.
Delivered within 48 to 72 hours of access.
Book Diagnostic →

A focused deep dive into your financials. We identify where profit is leaking — misallocated costs, above-market vendor contracts, subscriptions that have outlived their use. The output is a prioritised, written action plan you can act on immediately.

Margin leakage identification across cost lines

Vendor and subscription audit

Prioritised action plan delivered in writing

True gross margin calculated with full cost allocation

📊

Monthly Bookkeeping & Reconciliation

Bank reconciliation · Categorisation · AR aging · Monthly close

The foundation of everything. Clean, current books delivered within 10 business days of month-end. Every transaction categorised correctly. Every bank account reconciled. AR aging monitored so receivables don't quietly compound.

Monthly close within 10 business days

Bank reconciliation across all accounts

Chart of accounts management and cleanup

AR aging monitoring with structured reporting

QuickBooks, Xero, or Zoho — setup and management

Monthly review call to walk through the books

📈

Monthly KPI Dashboard & Financial Commentary

Plain English reporting · Variance analysis · Action list

Your P&L, but with the story told. Every month you receive a written commentary explaining what changed, why it changed, and what you should do about it. Numbers that actually mean something.

Custom KPI dashboard built around your business model

Plain English commentary — no jargon, just clarity

Variance analysis — what changed and why

Written monthly action list with next steps

Margin and EBITDA tracking month over month

Monthly advisory call included

💰

Cash Flow Forecasting

13-week rolling · 12-month model · Scenario planning

Know what your cash position will be in 4, 8, and 13 weeks — always. A rolling forecast updated every month, with best, base, and stress-case scenarios so you can make hiring, inventory, and investment decisions with real visibility.

13-week rolling cash forecast updated monthly

12-month model with scenario planning

Best, base and stress-case scenarios modelled

Seasonal and peak planning built in

🔍

Margin & EBITDA Diagnostic

Cost structure · Vendor audit · Profit leakage · 72hr turnaround

A focused, 48–72 hour deep dive into your financials. We identify where your business is leaking profit — misallocated costs, above-market vendor contracts, subscriptions nobody uses — and deliver a prioritised action plan with a clear EBITDA improvement roadmap.

Full cost structure review and reallocation

Vendor and subscription audit

EBITDA improvement roadmap delivered in writing

True gross margin calculated with full cost allocation

📋

AR / AP Management

Invoicing · Collections · Payment scheduling · Working capital

We handle the full receivables and payables cycle. Invoices prepared and dispatched on time. AR followed up systematically. AP managed to protect working capital without straining supplier relationships.

Invoice preparation and dispatch

AR aging with structured follow-up sequences

AP management and payment scheduling

Working capital cycle optimisation

📑

Fractional CFO Advisory

Financial modelling · Investor reporting · Board pack · Strategic cost review

When you need more than reporting — you need a senior finance mind in your corner. We support businesses preparing for investment, managing board stakeholders, building 3-year financial models, or needing a strategic layer on top of the operational finance work.

3-year financial model with scenario and sensitivity analysis

Investor and board reporting — presentation-ready

Fundraising support — data room prep, investor Q&A

Quarterly EBITDA and cost structure review

🤖

AI & Automation Assessment

Anomaly detection · Workflow automation · Secure & private

We use AI as a layer of precision on top of experienced advisory judgment. AI-assisted anomaly detection flags unusual patterns in your books before they become problems. We also review your finance workflows and identify where automation can eliminate manual effort — saving time and reducing error risk. Your data never leaves a secure, private environment.

AI-assisted anomaly detection in your books

Finance automation audit — find what can be streamlined

Secure by default — data never shared with public AI tools

Human-led judgment on every AI-flagged finding

Book a Free Discovery Call →

Built by advisors who've
sat on both sides
of the table.

ProfitX Advisory was founded to give growing businesses access to the quality of financial thinking reserved for large corporates.

A Message from the Founder

Over a decade of advisory work across Big 4 engagements, international corporate finance, and EBITDA improvement programmes taught me one thing clearly: the gap between what large businesses have access to and what growing businesses actually get is enormous.

I watched organisations with hundreds of millions in revenue receive precise, proactive financial intelligence — while the people running growing businesses were squinting at spreadsheets at 11pm trying to figure out why their cash balance didn't match their P&L.

The bookkeeping was done. The compliance box was ticked. But no one was genuinely in it with them.

That's what ProfitX Advisory is for. Not just to record your transactions — but to be the finance partner who actually understands your business, sees the problems before you do, and works alongside you with the same urgency you bring to your own work every single day.

We take a small, deliberate number of clients because this only works when we're fully invested in each one.

— Akhilesh Gera, Founder, ProfitX Advisory

CA and CFA Background | Big 4 Consulting Experience

Akhilesh Gera
Akhilesh Gera
CA and CFA Background | Big 4 Consulting Experience | Financial Clarity & Margin Improvement Specialist
📅 Book a call directly ✉ akhilesh@profitxadvisory.co

Let's find out what
your numbers
are hiding.

Book a time directly below — free, no obligation.

Questions first?

Reach out directly — we respond within one business day.

✉
⏱
Response Time
Within 1 business day