Sharan Kalsi

Account Manager

I am a CIMA qualified accountant with a background in Private Equity.

I am a CIMA qualified accountant with a background in Private Equity. I work with SMEs to track their Revenue, Profit & Cash and help them with confident decision making.

Having worked in large corporations I saw an opportunity to take the best practice of well run finance departments and apply them to SMEs on a full time or part time basis.

I’ve been involved in lots of exciting projects, including:

  1. Setting up Finance Departments
  2. Business Sale/Exit/Disposal readiness
  3. Audit Ready Balance Sheets with Risks & Opportunities Register
  4. Improving Month End processes
  5. Finance Transition & Transformation projects
  6. Finance Restructure/Process Improvement

Meet our Advisors