Financial Expertise · Scalable Solutions
Allegria Services — scalable finance solutions from bookkeeping to boardroom strategy

ALLEGRIA
SERVICES

Finance Solutions That Grow With You

From bookkeeping to boardroom strategy — scalable finance solutions for every stage of growth.

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Service Offerings

Choose the tier that fits your current stage — and scale seamlessly as your business grows.

Tier 1
Core

Bookkeeping, bank reconciliations, and basic financials — the solid foundation every business needs.

Tier 2
Essentials

Core plus management reporting and quarterly accrual adjustments (cash-to-GAAP bridge) for growing visibility.

Tier 3
Complete

Full accounting cycle, monthly close, GAAP reporting, and compliance — comprehensive financial management.

Tier 4
Performance Suite

Complete plus budgeting, forecasting, and KPI dashboards (FP&A lite) for data-driven leadership.

Tier 5
CFO On-Demand

Fractional CFO services, strategic finance, fundraising support, investor reporting, and advisory board engagement.

Add-On
Payroll +

Payroll setup, processing, and compliance filings — seamlessly integrated with your existing tier.

Add-On
Tax Assistance

Outsourced tax coordination & support — 100% managed on your behalf.

Roshni Dasgupta — CEO Allegria Services, Fractional CFO and Finance Transformation Leader, Dallas Fort Worth
Education
MBA, FinanceCornell University
MS, AccountingUniversity of Kentucky
BS, Operations & Information ManagementUniversity of Connecticut

Roshni
Dasgupta

CEO · Allegria Services

Fractional CFO · Finance Transformation Leader · Strategic Advisor

With 26+ years of CFO and finance leadership experience, Roshni has guided micro businesses, start-ups, and midsized companies through scale-up, stabilization, optimization, and strategic growth. She pairs financial rigor with practical execution. Her multi-functional background gives her the unique ability to understand diverse priorities and provide financial solutions with a broader, cross-organizational perspective.

Core Areas of Expertise
Financial Leadership & Strategy
  • Strategic planning, budgeting, forecasting & KPI development
  • Business valuations, feasibility studies & growth roadmaps
  • Cross-functional leadership during growth or restructuring
Accounting & Compliance
  • US GAAP, IFRS, ASC 606, lease accounting, month-end close
  • Cash-to-GAAP conversions & year-end financials
  • Manufacturing, tech, construction & consulting models
Financial Operations & Process
  • AP/AR, payroll, billing, inventory & vendor management
  • Commission structures & complex fee calculations
  • Scalable, audit-ready processes for lean teams
Reporting & Analytics
  • Board decks, bank reporting & executive flash reports
  • Descriptive, predictive & prescriptive analytics
  • KPI dashboards & performance metrics
Working Capital & Treasury
  • Cash management, credit & collections, AP automation
  • FX/commodities hedging & loan management
  • Banking relationships & payment workflows
Integrations & Audit
  • ERP deployments: SAP, SAGE, NetSuite, Hyperion, Concur
  • Process streamlining post-integration
  • Internal audits & external audit coordination
Tax & Entity Support
  • Sales tax, franchise tax, payroll taxes, 1099s, W-2s, K-1s
  • Entity structuring & operating agreements
  • Multi-entity management & tax planning
Fundraising & Boardroom
  • Investor readiness, clean financials & pitch decks
  • Buy/sell side due diligence; PE & VC experience
  • Data-driven boardroom alignment & storytelling
Industry Experience
TechnologyBioPharmaManufacturingDistributionConstructionClinical ResearchFamily OfficesTruckingProperty ManagementMedical ServicesDiagnosticsProfessional ServicesConsulting

Why Allegria

Financial Clarity at Every Stage

Clean books, timely reporting, and proactive oversight — so you always know where your business stands.

Operational Rigor Without the Overhead

A full suite of enterprise-level financial experts — without hiring internal staff. Not just a singular bookkeeper.

Strategic Insights, Not Just Reports

We translate numbers into actionable direction — turning your financial data into competitive advantage.

"We bring you a full suite of enterprise-level financial experts — without the overhead of hiring internal staff."

Experience
26+ Years
Approach
Hands-On
Coverage
End-to-End
Advisory
Proactive

Our Commitments

Every engagement is guided by the principles that define how we work with every client.

Integrity in Every Dollar

Consistent Communication

Custom-Tailored Stack

Tech-Enabled Excellence

Hands-On Support, Not Passive Advisory

Let's Talk

Ready to bring financial clarity and strategic insight to your business?

Call or email to schedule an exploratory discussion.

Send a Message

Central Time (CT) — Roshni will confirm availability.

Your message goes directly to roshni@allegriasvcs.com

Message Sent!

Thank you for reaching out. Roshni will be in touch with you shortly to confirm your meeting.

Contact Details

"Call or email to schedule an exploratory discussion — no commitment required."