Our Clients
We serve small to medium-sized businesses
For small businesses or those with few to no FP&A employees, we manage the numbers so you can operate your business. We build the financial models, perform financial analysis, and walk you through the financial reporting. You'll get a clear picture of your financial performance compared to projections and we'll help you plan and adjust for the future. You choose how often you need the service (e.g, monthly, quarterly).
For medium sized businesses or those with an FP&A team, we help your team gain efficiencies where needed to increase productivity and morale. We also provide support with your financial operations when your team is over capacity.
We offer project management and process development and improvement services for all clients.
FP&A = Financial Planning and Analysis
Our Approach
Focus on the client
We first seek to understand our clients’ unique situation including strengths and challenges, and then tailor a plan to address immediate and short-term needs while building a strong foundation for long-term success.
Our Process for new clients
for CFO services
for projects and process services
for projects and process services
Initial consultation (free)
Collect and review existing financial data, engage relevant internal stakeholders as needed
Prepare financial output and analysis
Present and share insights
Recommend and discuss next steps
for projects and process services
for projects and process services
for projects and process services
Initial consultation (free)
Deep dive into project/existing process, engage relevant internal stakeholders as needed
Execute project, develop plan for new/improved process
Present final output
Recommend and discuss next steps
Experienced, Organized, and Transparent
When you hire Shynvi, you get an experienced professional who will get acclimated to your business needs very quickly. We want your experience to be seamless. We handle the heavy lifting and ensure the communication channels remain open. We see each project through completion and are determined to provide you with five star service.