Suma Financial

Startups move fast, and financial missteps can stall growth. I specialize in helping AI, fintech, and cleantech founders navigate the complexities of financial planning, fundraising, and scaling operations.

With years of experience in startup finance, I bring a data-driven approach to help founders make informed financial decisions. Whether you’re preparing for a funding round, managing burn rate, or optimizing pricing strategies, I act as your strategic partner to ensure financial stability and long-term growth.

📩 Let’s connect – [Contact Me]

Services

Service Overview

Discover how Suma Financial transforms your SaaS business with tailored CFO and bookkeeping services designed to drive growth and efficiency.

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Strategic Financial Insights

Gain actionable financial strategies that empower your SaaS company to make data-driven decisions and achieve sustainable growth.

Streamlined Operations

Optimize bookkeeping processes to ensure accuracy, save time, and unlock valuable insights for smarter business planning.

Strategic CFO Solutions for SaaS Growth

Explore essential services tailored for SaaS companies.

Tailored Budgeting

Precise budget plans to optimize financial performance.

Cash Flow Insights

Detailed cash flow analysis to ensure sustainable growth.

Profitability Metrics

Focused metrics to track and enhance profitability trends.

Revenue Forecasting

Comprehensive projections to support long-term goals.

Expert Fractional CFO Services for SaaS Companies

Discover what our clients say about Suma Financial’s tailored solutions and impeccable service.

The team at Suma Financial transformed our financial operations, making everything seamless and stress-free.

Jordan Patel

SaaS Founder

Suma Financial’s expertise and dedication exceeded our expectations, delivering flawless results every time.

Avery Collins

Operations Director

I couldn’t have asked for a better partner in achieving financial clarity and efficiency for our business.

Morgan Lee

CEO