Fractional CFO · Accounting · HR Services · Taxes · Investor Relations · Equity Mgmt

Your executive finance team, without the overhead.

Finance leadership, delivered personally.

Sriji provides CFO advisory, accounting, HR services, Taxes, Investor Relations and Equity management to startup technology and health-tech companies — empowering founders to streamline operations and focus on growth.

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Founded
2018 · Lake Forest, CA
Specialization
SaaS · Health-Tech · Equestrian
Services
CFO · Accounting · HR · Tax · IR · Equity
Team
CFO · Controller · Accountants · AI · HR
Founded 2018 · Lake Forest, CA
Who we are

Finance clarity that frees you to build.

We transform financial chaos into clarity — then manage every process, month after month, so founders can focus entirely on growth.

Sriji was built to give small and growing companies access to a full G&A team — CFO, Controller, Accountants and HR — at a fraction of the cost of full-time hires.

Our expertise spans across SaaS, health-tech and equestrian industries, where we help optimize financial operations, manage cash flow, and scale sustainably. We combine cutting-edge financial software with deeply personalized service — automating bookkeeping, ensuring accuracy, and delivering real-time insights so your leadership team can focus on strategy.

Shital Patel
Shital Patel
CEO & Fractional CFO

Highly effective financial executive with more than 25 years of experience in finance, operations, and human resources. Demonstrated track record of transforming financial operations, enhancing internal controls, and driving growth — leading to several successful acquisitions that generated substantial returns.

What we do

A full finance & HR team, on demand.

From daily bookkeeping to board-level strategy — we handle the financial complexity, so you don't have to.

01
Outsourced CFO & Accounting

Strategic planning, financial oversight, monthly closes, cash flow management, and CFO-level advisory. From daily bookkeeping through board-level presentations — we handle the full finance function so you can focus on growth.

02
Human Resources

Strategic HR planning, compliance management, payroll, benefits, employee relations, and HR technology. We help you build a strong, engaged team and a thriving company culture from day one.

03
Investor Relations & Board Decks

Compelling investor decks, board presentations, and financial materials tailored to your stakeholders. Clear, effective communication with current and potential investors — showcasing your growth story and strategic vision.

04
Compliance, Audits & M&A

Agreement drafting, cap table management and SEC audits. End-to-end M&A support including data rooms, due diligence, and pre/post-merger guidance.

How we work

Simple, structured onboarding.

We get up to speed fast and integrate cleanly — so you see value from day one, not month three.

1
Assessment

In-depth review of your current financial processes, systems, and gaps to build the right foundation.

2
Onboarding

Account access, system integration, and historical data handover — clean and thorough.

3
Optimization

Internal controls, custom KPI tracking, compliance protocols, and streamlined workflows.

4
Ongoing support

Monthly reporting, board meetings, investor relations, HR management, and strategic advisory.

The team

Senior talent, fractional cost.

A dedicated team of experienced professionals across finance, accounting, HR, and technology — ready to scale with your business.

SP
Shital Patel
CEO & Chief Financial Officer
AP
Amisha Patel
Controller
HS
Harneet Singh
Senior Accountant
MN
Maria Nobida
VP of Finance
MR
Maricela Rodriguez
Office Manager
KP
Kalpesh Patel
AI Engineer
SP
Shrey Patel
Bookkeeper
Get in touch
Currently accepting new clients

Ready to bring on your finance team?

Whether you need full fractional CFO support or just clean books — let's talk about what Sriji can do for your company.

✉
shital@srijifinancial.com
Schedule a call