Financial Leadership, Tailored to You
You’ve put everything into your business. Now let’s make sure your finances are built to match your ambition. Nevanna works alongside founders, small business owners, and nonprofit leaders to bring financial strategy and structure where it’s needed most — accessible, personal, and built around your specific goals.
01 — Fractional CFO
At a certain point, financial intuition isn’t enough. Growing businesses need someone who can read the full picture — across cash flow, margins, operations, and the horizon. Nevanna steps in as your dedicated fractional CFO — translating your financials into strategy, keeping growth sustainable, and giving you the kind of insight that turns numbers into decisions.
- Financial strategy and goal-setting tied to your business plan
- Cash flow forecasting, management, and scenario planning
- Monthly financial reporting and KPI dashboards in plain language
- Margin analysis and profitability review by service, product, or client
- On-call CFO support for decisions, lender prep, and growth planning
02 — CPA & Tax Services
Tax season shouldn’t be stressful. Nevanna’s CPA background means your taxes are handled with precision year-round — not scrambled at the deadline. Proactive planning, clean filings, and real representation when it matters.
- Business and individual tax strategy and planning
- Tax preparation and year-round compliance
- Financial statement preparation and review
- Accounting systems setup, training, and oversight
- IRS representation and audit support
03 — Strategic Financial Planning
Most businesses have data. What they’re missing is a plan. Nevanna builds financial models and multi-year roadmaps that tie your numbers to your goals — giving you a clear view of where you stand, what’s possible, and how to get there.
- Annual budgets and multi-year financial roadmaps
- Revenue and expense forecasting with real-time updates
- What-if modeling and risk scenario analysis
- Custom dashboards that show what actually matters to your business
- Performance benchmarking and growth opportunity mapping
Not Sure Which Service Fits?
Every business is at a different stage. In a 30-minute conversation, Nevanna will listen first, then tell you honestly where she can help and what that would look like — no pitch, no pressure.
Nevanna Sacks 