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Because there are so many
ways to screw up a startup.

You Need Us!

You need us. Here’s Why:

You’re brilliant enough to develop a unique product or service.  Innovative thinking is among today’s most valuable assets, so that makes you kind of a big deal.  Since you’re such a smart cookie, you know you need a great team behind you.  Not every start-up can afford a CFO, but the investment structuring, equity / option allocation, spending and human resource decisions you make in the early stages of your business can make or break you.

If that last sentence made you yawn, you need our services more than you thought.

myStartUpCFO brings you all the CFO you’ll need. We help you navigate the financial facets of your business so you can avoid the epic fails that cause most start-ups to tank in their first year of business. Finance doesn’t have to equal boring. Setting your business up to succeed; building a framework designed to get you to your dream life faster – that’s exciting stuff.

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This isn’t just about bookkeeping and taxes. While you run the business, we run the company. A good CFO goes beyond maintenance of clean books. They are a true business partner giving you fact based business advice across the board — advising on business set up, setting up compensation structures, negotiating leases / business contracts, budgeting the precious money in the bank or the limited equity you have to give away to employees, telling you how to pitch your company to investors for the next round of funding, etc. myStartUpCFO brings you all the CFO you need, supporting your business where it’s needed the most, when it is needed the most. Some of our services include:

  • Establishing new companies: C Corp/S Corp/LLC
  • Setting up financial books
  • Maintaining accrual-based US GAAP compliant financial books
  • Day-to-day transactions: ledger entries, bank reconciliations, accounts payable/receivable
  • Keeping management, board of directors, and investors informed: financials that give a true sense of the business to C-level executives
  • Create custom dashboards; show meaningful financial and operational KPIs
  • Manage payroll, tax reporting
  • Negotiate/manage insurance, lease, vendor contracts
  • Year-end tax compliance at federal, state, municipal levels
  • Financial and business modeling/forecasting
  • Profit and loss analyses
  • Support fundraising and M&A processes
  • Coordinate audits and valuations
  • Sales compensation set-up
  • Equity budgeting/capital table projections and management
  • Cloud hosting of accounting system and processes
  • Virtual Office service to handle all incoming paperwork while you’re away
  • You get the idea…

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The Team

Sandeep Shroff
Sandeep Shroff

Co-Founder & CEO

Sandeep brings over 20 years of experience spanning finance, investment analysis, strategic planning and technology, including the last decade of leadership experience (as CFO) in fund raising ($100M+ aggregate raised) and strategic and tactical financial management. He has worked with dozens of start ups from pre-revenue to multi-million dollar revenue. He has grown companies from unfunded dreams to sales to Fortune 10 buyers.

As Co-founder at Gridstone Research, he played a leadership role in raising four rounds of funding and grew the company to ~350 headcount. At Infosys he led the US team responsible for investor relations and M&A activity. He was an integral part of the team that ran a very successful $1B+ secondary stock offering for Infosys.

Sandeep has a Master’s in Computer Science from Syracuse University and an MBA in Finance from the Haas School of Business at UC Berkeley.

Sudhir Pai
Sudhir Pai

Co-Founder & Partner - Tax

Sudhir has nearly 20 years of experience in the Finance, Tax and Accounting fields. Sudhir brings particular strengths to the area of informal business consulting, working closely with business owners and managers to analyze their operations and devising practical solutions for their needs. His extensive experience in the area of personal and business tax planning, helping individuals, and owners of closely-held, and VC funded businesses. At Infosys Technologies, he was responsible for Finance & Accounts related activities (including Capital Budgeting, Treasury, & Procurement), policy making, infrastructure, facilities, and country penetration.

Sudhir is a Certified Public Accountant (CPA), Fellow Chartered Accountant (FCA) from Institute of Chartered Accountants of India (ICAI), Enrolled Agent Admitted to Practice before the IRS, and Chartered Global & Management Accountant (CGMA).

Charles Stewart
Charles Stewart

CFO

Chuck is an experienced business leader with over 20 years of experience in establishing firm foundations for success through scalable business processes, budget controls and monitoring, cash flow management and the promotion of sales growth. Chuck has been a CEO, CFO, Finance and Operations Manager and played General Management Roles in the Telecommunications and Technology markets. Chuck is a CPA and has an MBA from Tulane University.

James Han
James Han

CFO

James is a finance executive with operating experience to drive growth and effective resource allocation based on analytics and industry leading process and system. As a VP of Finance and Analytics at Lightspeed, LLC under Apollo Group, he oversaw finance and accounting, operational and organizational process, business model & monetization, valuation, capitalization and external funding.

James also served as VP of Finance for Apollo Group responsible for optimizing $400M in digital and offline marketing budget utilizing marketing analytics and media mix modeling, driving performance marketing responsible for 90% of corporate profits and developed enterprise wide sales and marketing process. Prior to Apollo, James served as finance lead in driving planning, budgeting and analytics for $500M division at Yahoo.

James has expertise and finance leadership experiences across all functional organization including marketing, sales, technology and multiple industries including internet, semiconductor, education and retail.

James holds a M.B.A. from Carnegie Mellon University.

John Kincke
John Kincke

CFO

John Kincke has almost 30 years of experience across financial accounting and reporting, treasury and cash management, business restructuring, turnaround and exit strategies, SOX compliance, and mergers and acquisitions. He has worked with more than 200 start-ups, from inception to IPO, across multiple industries.

As a consulting CFO, John has worked with clients in Austin, Dallas, Houston and Mexico, and helped them with day to day finance and accounting, budgeting, modeling, raising equity, and implementing ERP systems.

While acting as the CFO of a 5,200-employee healthcare company, John implemented cost cuts, and streamlined the payroll processes, resulting in savings of almost $1M per year. His other process improvements reduced working capital requirements for the company and helped it achieve a 10% increase in profitability over budgeted results.

Prior to this, as Director of Finance at the Mexican subsidiary of a large US food producer, John managed a successful implementation of SAP financials in 90 days. He also instituted cost reduction programs which resulted in company-wide savings of $5M per month.

Apart from these, John also has extensive experience providing consulting services to various industries: from software, retail, telecom, to oil and gas, as well as non-profits.

He has a Bachelors in Accounting from University of Houston, Texas, and an MBA from Rice University. John is fluent in Spanish, and has working knowledge of French and German.

Lucy Dathan
Lucy Dathan

CFO

Lucy brings on board more than 17 years of finance and management experience from tenures at world-renowned organizations such as the London Stock Exchange. Lucy was CFO at Trovix (sold to Monster Worldwide), Piczo (sold to Stardoll), Lexit Financial Group and First Tuesday. Lucy spent eight years at PricewaterhouseCoopers LLP and holds a B.S. in Commerce from Santa Clara University and is a CPA.

Rand Havens
Rand Havens

CFO

Rand Havens has over 20 years of experience as a hands-on manager of accounting services in small and large enterprises, a subject matter expert in accounting shared services, and as an analyst in the global outsourcing market.

Since 2012, Rand has provided interim CFO services to both startups and well-established companies in the Dallas area.  Prior to this, Rand worked with two of the largest companies based in India, Wipro and TCS, as a part of their respective sales forces. Rand has also written white papers for NelsonHall and HFS Research as part of his role as senior analyst for the business process outsourcing market. One of his responsibilities here was regularly interviewing the world’s largest providers of finance and accounting services.  

His interest in accounting processes began in 1999 at the shared service center for E&Y in the U.S.  He then continued this growth streak by creating a greenfield shared service center at Meritor, a Tier-1 automotive parts manufacturer in the Fortune 250.  He now enjoys bringing his knowledge of accounting technologies to organizations of all sizes.

Rand received a BBA in Accounting from the University of Texas at Austin and an MBA from the University of Texas at Arlington. He is a Certified Public Accountant and has presented at a number of conferences and events around the world. He now resides in Plano, Texas

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Office Locations

Texas Offices:

  • Plano, TX : 4512 Legacy Drive Suite 100, Plano, TX 75024
  • Irving, TX : 300 E Royal Lane, Suite 127, Irving, TX 75039

 

California Offices:

  • Fremont, CA : 38350 Fremont Blvd Suite 203, Fremont CA
Phone & Fax
Phone : (844)-CFO-CFO1 / (844)-236-2361

Fax :       (888)-482-0280

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