Business Transformation for Founders & SMBs
Finance • Processes • Tech Systems
Simplix Advisory helps businesses fix broken processes, improve cashflow, and scale with smarter finance systems, ERP transitions, and automation.
Led by CA Rakesh Kumar — Chartered Accountant & Business Transformation Specialist
If this feels familiar…
Most businesses don't fail because of lack of sales.
They fail because of poor systems.
Cashflow & Working Capital Stress
Sales is growing, but bank balance is always low. Payments are delayed. GST and salaries create monthly pressure.
Broken Processes & Operational Chaos
Manual work, poor handoffs, no SOPs, no accountability, and repeated mistakes across departments.
Tech Upgrades That Don't Deliver
ERP and software implementations fail due to unclear processes, poor adoption, and weak reporting.
What we do at Simplix Advisory
We combine finance expertise, business process design, and technology execution to create measurable business outcomes.
Business Advisory
Fix cashflow, profitability, and execution gaps.
- Process redesign & SOPs
- Growth & scaling strategy
- Virtual CFO advisory
- Working capital improvement
Tech Solutions
Upgrade business operations using ERP, automation & dashboards.
- Finance transformation
- ERP transition & stabilization
- BI dashboards & KPI reporting
- AI automation for finance operations
Learning Hub
Learn business & finance the practical way.
- Blogs & case studies
- Free templates & checklists
- YouTube breakdowns
- Paid courses (coming soon)
A simple approach that delivers results
Diagnose
We identify leakage, bottlenecks, working capital gaps, and decision blind spots.
Design
We redesign processes, reporting, and systems to make the business scalable.
Deliver
We support implementation through teams, ERP/tech enablement, and dashboards.
What changes after transformation
Reality Checks for Business Leaders
No fluff. No jargon. Just real insights on ERP failures, transformation mistakes, and what actually works.
Meet CA Rakesh Kumar
I'm a Chartered Accountant and Business Transformation specialist with deep experience in ERP, finance systems, and process redesign. I work with founders and leadership teams to solve real business problems — cashflow stress, broken execution, and failed tech upgrades — and convert them into scalable systems.
Want to scale your business without chaos?
Let's identify the bottlenecks and build a system that supports growth.