About Us
Finarti Consulting
Executed | Consulting.Redefined
Backdrop
Founded in 2021, FINARTI Consulting is led by a team of highly skilled and seasoned professionals based in the USA, UK, and India. With a growing team of 120 people—one-third of whom are qualified CPAs, CAs, and MBAs—the firm brings decades of individual experience across diverse backgrounds and deep expertise in the following domains:
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CFO & Financial Planning & Analysis (FP&A) services
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Controllership covering Accounting, Taxation, Treasury, Risk & Compliance
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Finance & Digital Transformation
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Business Process Outsourcing & Shared Services
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Fund Accounting, Fund Reporting & Analysis, Portfolio Company Analysis
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Fundraising (Equity, Debt), Valuation, M&A, Divestitures, Exits
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Digitalization, Cloud and Database Strategy, AI/ML-based Solutions
Focus Market: Small & Medium Size Businesses (SMBs)
The team recognizes significant opportunities within small to medium-sized businesses (SMBs), particularly in the areas of finance and digital transformation that has the potential to deliver huge upside for the companies within a short timeframe. This is often due to challenges in finding the right transformation partner or/and a lack of awareness about the huge potential impact of such transformations. The team identifies the need for putting serious efforts to deliver tangible results within a short timeframe, enabling sustainable growth and a competitive edge.
The team seeks to bridge this gap by empowering businesses to achieve financial excellence and drive digital innovation eventually resulting in enhance valuation and branding.
Sector Expertise
Our expertise encompasses a diverse array of sectors, including
People & Execution
This isn’t just about consulting—it’s about people and execution. We are redefining the consulting experience by focusing on hands-on execution and delivering tangible, measurable value every step of the way.
At Finarti Consulting, we’re a dynamic team of forward-thinking Finance and Accounting leaders dedicated to driving profitable and sustainable growth. Through value-driven strategies, digital transformation, cross-functional collaboration, and innovative financial practices, we empower businesses to thrive in a competitive landscape.
Our core mission is to align financial and operational resources with overarching business strategies, fostering long-term success. Whether serving as a Fractional CFO, or Interim CFO, or overseeing financial operations, we bring unparalleled expertise to the table.
Our Team (Surat, India Office)
Our approach : 5-Steps Transformation Orbit
Finarti Transformation Orbit operates within a comprehensive 5 steps framework as below:
- Understanding the Mission, Vision, and Values of the client
- Creating Organizational Structures that align with both short and long-term goals
- Establishing Robust Systems and Processes that drive operational efficiency
- Creating effective Business Models covering Revenue, Margin, and Cash to drive sustainable growth, enhance financial performance, and ensure both liquidity and financial stability.
- Establishing Corporate Strategies ensuring a shared vision across the organization, effectively balancing short-term operational objectives with long-term value creation.
Through this holistic approach, Transformation Orbit ensures that every stage of the transformation process is thoughtfully designed and executed, guiding businesses toward enduring success and a competitive edge in an ever-changing market.
Our Approach: "3-in-a-Box"
Years of experience have taught us that success always comes down to people and keeping things simple.
No matter the size of a company—whether public, private, or across any sector—a structured approach can drive meaningful transformation. We call this the ‘3-in-a-box’ approach, a framework that mirrors the cycle of life: starting with creation, progressing through phases of growth, and ultimately reaching maturity, where intelligence and wisdom are delivered.
The ‘3-in-a-box’ approach simplifies complexity by ensuring each phase seamlessly supports the next. Together, these stages drive operational excellence and long-term success, regardless of a company’s size or industry.
We are not just your “accountant”—we promise to deliver all three boxes as a complete, integrated package to elevate your business performance. Our approach is designed to drive growth, enhance EBITDA, and optimize cash flow, ultimately leading to a higher Enterprise Valuation (EV).
Box 1: The Operating System capturing Business and Operation
This phase, also known as the “dancing field,” captures the essence of business and operations. It is where core processes such as sales, purchasing, delivery, and inventory take place—the birthplace of raw data. Key questions at this stage include:
- Are we capturing all transactions accurately and completely?
- Are we using the latest sector-specific platforms to optimize these processes?
This foundational phase lays the groundwork for the next two stages. Capturing all data with precision and accuracy is critical, as any gaps here can disrupt the flow of subsequent phases.
Box 2: The Accounting System, the world of General Ledger and Sub Ledger
Here, raw data transitions into a structured framework. Transactions are transformed into journal entries (JEs)—thousands of them daily—and these are then summarized into financial statements such as the Profit & Loss Account and Balance Sheet. This phase offers a snapshot of periodic performance and ensures legal and regulatory compliance, contributing to good corporate citizenship. Essentially, this stage converts raw transactions into meaningful financial outputs for both internal decision-makers and external stakeholders.
Box 3: Enterprise Performance Management (EPM) System
Also referred as Financial Planning & Analysis (FP&A), this is the phase of maturity and intelligence. Data from Box 1 and Box 2 converge here, making the quality of insights highly dependent on how well data was captured and processed in the earlier stages. This phase enables actionable intelligence, facilitating strategic decisions, short- and long-range planning, and analysis of actual results against budgets and industry benchmarks. It also supports competitive analysis and drives profitable growth and cash optimization. At this stage, the business evolves from chaos to clarity, achieving precision in decision-making.