Financial Clarity & Profitability for Digital Agencies

CFO Services for $1M to $10M Agencies —  Without the Full-Time CFO Price Tag

 
 

Are you..

  • Making business decisions on gut instinct instead of data-driven insights

  • Anxious about cash flow surprises and the pressure of making payroll

  • Thinking about hiring someone but unsure if it’s the right business move

  • Suspecting you could be more profitable but lacking clarity on where you stand

  • Receiving reports from your bookkeeper but unsure what to do with them

It’s time to talk to a Fractional CFO.

Imagine having expert support around your finances and goals

When we work together, you can expect:

  • Clarity around your numbers and profitability

  • A future roadmap with projections to guide your growth

  • Guidance and sounding board while making important decisions

  • Cash flow that works for you—not against you

  • Achieving both personal and business goals—because they’re connected

Hi, I’m Radhika Sundar..

I’m passionate about helping CEOs get financial clarity and leverage it for smarter decision-making. I believe seven-figure businesses should have access to financial expertise and guidance tailored to their needs—just like larger corporations do.

As a CPA, my career at Deloitte and Visa Inc. inspired me to bring high-level financial strategy and best practices to smaller businesses, helping them to achieve both personal and business goals.

To provide a top-tier service, I work with a select group of clients, ensuring personalized attention and strong relationships.

I am based in Foster City, CA, and live with my husband and our identical twin daughters!

Testimonials

Packages

Our services are designed for businesses with at least $1M in annual revenue, with strong sales and solid operations that are seeking expert financial guidance. The monthly packages below are customizable to your needs.

Gold

$4500 - $8500/mo

I serve as your fractional CFO, providing financial clarity and guidance to help you make the right decisions for business growth.

    • Monthly CFO meetings

    • Financial Analysis

    • P&L Projections + Cash Flow Forecasting

    • Financial Leadership of AP/AR/Operations

    • Biweekly check-in calls

    • Bookkeeping (available as an add-on or we integrate with your bookkeeper)

Silver

$2500 - $5000/mo

A service level that provides clear financial insight into the future of your business, with fewer touchpoints than the Gold Package.

    • Quarterly or Monthly CFO meetings, based on your needs

    • Financial Analysis

    • P&L Projections + Cash Flow Forecasting

    • Bookkeeping (available as an add-on or we integrate with your bookkeeper)

Bronze

$1500+/mo

A service level that provides clean books and meaningful financials — to set the right foundation.

    • Initial Clean-up of books as needed.

    • Monthly Bookkeeping & Financial Statements — to accurately track your profitability.

    • Annual Financial Review Meeting with Radhika

Our Process

1

Complete Questionnaire

Your time is valuable. Start by filling out a quick form. This ensures we make the most of our Discovery call.

2

Discovery Call

We’ll learn more about you, your business, your needs, and ensure it’s a good mutual fit.

3

Customized Proposal

We’ll meet again to discuss personalized options and decide the best path forward to work together. And then off to the races!