Sumeet Gautam

sumeet
Manager at Transcounts, specializing in E-commerce, Tech/SaaS, Non-Profit, Professionals, and Contractors industries.
sumeet

Sumeet Gautam

Fractional CFO & Controller

Specializing in E-commerce, Tech/SaaS, Professionals, and Contractors industries 

How Sumeet Helps Our Clients

Sumeet Gautam is a Chartered Accountant with over 10 years of experience in accounting, audit, and financial management. Since joining Transcounts in late 2024, he has supported small to mid-sized businesses across Canada and the U.S. in gaining clarity and control over their finances.

As a Fractional CFO and Controller, Sumeet works closely with founders and leadership teams to align financial operations with growth strategy. He specializes in financial and business modelling, helping businesses understand revenue drivers, gross margins, and unit economics to support smarter pricing, marketing, and scaling decisions. 

From a Controller and FP&A standpoint, he ensures strong financial governance and cash visibility through quality reviews of AP, AR, payroll, sales reconciliations, and cash management, using an event-driven approach tied to payment cycles and working capital movements. 

In his CFO role, Sumeet leads budgeting, forecasting, cash flow planning, profitability and break-even analysis, and strategic planning. He also works closely with banks, lenders, tax authorities, and advisors, serving as a trusted financial representative for the business. 

Beyond the Numbers 

Outside of work, Sumeet enjoys hiking, exploring emerging technologies like AI and blockchain, and experimenting with global cuisine. He stays current through leadership and business podcasts and strongly believes in lifelong learning and mentorship. 

His well-rounded interests reflect a balanced approach to work and life. Whether guiding clients through financial decisions or hiking on weekends, Sumeet brings clarity, curiosity, and dedication to everything he does—values that align closely with Transcounts’ client-first philosophy. 

What Clients Say About Working with Sumeet
"Working with Sumeet has given us clear visibility into our finances and cash flow, allowing us to make confident business decisions. He acts as a true strategic partner, connecting day-to-day financial operations with our long-term goals."
Fun Facts About Sumeet
  • Has more Excel templates than books (and he has a lot of books)
  • Weekend dream: trekking with a thermos of tea and zero phone signal
  • Favorite podcast topics: AI, leadership, and “how I built this” stories

Expertise At a Glance 

  • Business & Financial Modelling (Customers / Products / Profitability)
  • Revenue, Margin & Unit Economics Analysis
  • FP&A: Budgeting, Forecasting & Cash Flow Projections
  • Financial Controls & Process Quality Reviews (AP, AR, Payroll, Sales)
  • Pricing, Break-Even & Fixed vs. Variable Cost Analysis
  • KPI & Growth Metrics (CAC, LTV, ROAS, Churn Rate, Cash Burn Rate)
  • Year-end Compliance & Audit Support
  • Tools Expertise: QBO/Xero, Dext/Hubdoc, Amazon/Shopify/BigCommerce, FathomHQ/Syft-Analytics)
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