Fractional CFO support, cash-flow visibility, and forecasting for US SMEs and US mid-market businesses from $500K to $150M. The finance partner that tells you what's next — without a full-time hire.
Each story walks through the problem, what we built, and what changed afterwards.
A multi-plant manufacturer with clean entity books but no consolidated cash view. Intercompany flows untracked; forecasting impossible. Outcome: a group-level 13-week forecast, intercompany elimination, and a weekly cash cadence run by their own team.
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A SaaS company heading into Series B where pipeline and invoicing never reconciled — ARR and MRR couldn't be calculated cleanly. Outcome: investor-ready ARR, MRR and churn dashboards, reconciled history, and a documented revenue policy.
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A seasonal distributor hitting the same cash crunch every cycle, with working capital tied up in inventory and extended terms. Outcome: a rolling seasonal cash model, a redesigned vendor-payment cadence, and months of runway recovered.
Read full success storyAll numbers are illustrative. Specifics shared on request, with client permission.
The advisors, founders, and finance leaders we partner with — in their own words.
“Anant is one of the few people I trust to tackle complex financial challenges, because he consistently delivers high-quality results. His expertise in FP&A, financial modeling, and Excel is exceptional.”
“I've personally used EasePro for financial modeling, valuation analysis, and beautifully designed decks. The work is always first class, very detail-oriented and highly professional — and most of all, they're just really great people to work with.”
“It's been a good addition to our firm. My recommendation to anyone is that this is a trusted relationship you can build — and you'll be pleasantly surprised.”
A bookkeeper records what happened. A tax CPA files what's owed. Neither tells you what's coming next — and the numbers show what that gap costs.
That gap is not a small thing. It is the difference between confident decisions and expensive guesses.
Logs what already happened. Accurate, necessary — and always looking backwards.
Keeps you right with the IRS. Built around filing deadlines, not your decisions.
Cash visibility, forecasts, and the financial decisions that move the business.
Every deliverable runs through a four-step internal review — prepare, review, refine, final — with a four-eye check before it leaves the firm.
Senior finance leadership delivered fractionally. Strategy, cash visibility, forecasts, decisions — without the $250K full-time cost.
Learn more →13-week rolling cash forecasts, working-capital diagnostics, weekly cash decision cadence. Built to be operated by your team after we leave.
Learn more →Annual budgets, rolling forecasts, monthly variance analysis, KPI dashboards. The planning function your CFO would build if you had one.
Learn more →Three-statement models, fundraise models, scenario analysis, lender-ready forecasts. Documented assumptions, reproducible methodology.
Learn more →Backlog cleanup, QuickBooks reconciliation, audit-ready trial balances. From "behind and worried" to "ready and clean" in weeks.
Learn more →Monthly board packs, MIS reports, KPI dashboards, investor updates — delivered by the 5th of every month, every month.
Learn more →Standardised reporting for funds and MNC groups. Apple-to-apple comparison, quarterly health checks, consolidated plus standalone monthly reports.
Learn more →Defensible valuations to internationally accepted standards. ESOP, exit, fundraise, partner buyout, estate planning — auditor-acceptance is the standard.
Learn more →Quality of earnings, due diligence support, deal structuring, post-acquisition integration. Built by professionals from leading global advisory firms.
Learn more →A simple, repeatable engagement process. No multi-month onboarding. No hidden surprises later.
30 minutes. You leave with a written recommendation.
A written diagnostic memo before anything is built.
Agreed deliverables and cadence. No minimum term.
Built through our four-step internal review.
Monthly leadership, or a clean exit with an operating manual.
Ninety seconds on who we are, the businesses we work with, and what to expect once an engagement starts.
We adapt the methodology to your dynamics — inventory cycles for retail, ARR for SaaS, multi-entity rollups for manufacturing, NAV reporting for real estate.
Templates and calculators we built for our own clients — now free to download.
One screen — the exact call your CFO would make this week.
Open calculatorCan you afford the bonus pool in cash — before you pay it?
Download freeThe rolling template lenders and PE firms expect.
Download freeVariance on revenue, cost, margin and cash — traffic-lit.
Download freeDSO, DPO, DIO — find where cash is actually stuck.
Open calculatorGross burn, net burn, runway — in 60 seconds.
Open calculatorLinked, balanced, validated — to lender and PE standards.
Download freeWe handle client financial data through a controlled Microsoft 365 Business environment, including SharePoint, Teams, endpoint security features, access controls, and data leakage protection controls. Client files are managed through secured cloud workspaces rather than uncontrolled local storage or informal file sharing.
Access is granted strictly on a need-to-know basis, limited to team members directly working on the engagement, and removed once the workstream or engagement is completed. We also follow internal confidentiality controls, restricted document sharing, and a four-eye review process before deliverables are shared externally.
Our data-handling practices are aligned with applicable client confidentiality requirements and relevant data protection expectations in the US and India. We also follow client-specific security protocols where required, including NDAs, approved communication channels, restricted access, and post-engagement access removal.
We already have a structured information security framework in place and are further strengthening it as part of our process towards obtaining ISO 27001 certification.
We usually start with a clarity call to understand your expectations, current challenges, available data, and the decisions you are trying to support.
If a call is not already scheduled, we generally try to arrange it within 24 to 48 hours, depending on mutual availability. Once the relevant access or information is shared, we typically complete a half-day assessment within the next 24 to 48 hours.
After that, we define the scope, priorities, timeline, and commercial arrangement. Once approved and the engagement letter is signed, we can start execution quickly.
We do not follow a long onboarding process. Our approach is simple: understand the issue, review the data, agree the scope, and start.
It depends on the scope.
Some engagements are handled on a project basis, such as custom financial models, reporting formats, templates, or one-time analysis. Ongoing finance support is usually structured on a month-to-month basis.
There is no mandatory multi-year lock-in. For ongoing monthly engagements, the first month is backed by a 30-day assurance — if it is not the right fit, we refund the first month.
Book a free 30-minute clarity call with a founder. We'll map your finance function, flag what's worth fixing first, and tell you whether EasePro is the right partner for the work.
Founders from global advisory firms, supported by an in-house trained team of finance professionals. Big Four-grade depth with our own standards for accuracy and data security.