We pair CFO-grade financial guidance with saasta.ai — software that automates the last mile of financial reporting, so your numbers turn into decisions.
From hands-on advisory to the software that delivers it — one team, end to end.
Fractional-CFO and financial-advisory support for businesses and non-profits.
Productized, customized financial reporting that connects your data and builds the report around your business.
Aggregators move and normalize your accounting data, then stop. saasta.ai delivers the last mile — the customized, forward-looking reporting you actually make decisions with.
◆ saasta.ai — our own product, in active development
Securely connect QuickBooks, Stripe, or Xero — no new system to learn.
We build each client's reporting to their accounts, structure, and needs — not a rigid template.
Dashboards, board packs, and close packages — shareable, exportable, on schedule.
Rasheed Advisory Group, Inc. is a California-based financial advisory firm serving frugal-minded businesses and non-profits. We believe CFO-grade reporting shouldn't require a finance team or enterprise budgets — so we built the software to prove it.
◆ Woman- & minority-owned small business
Rasheed Advisory Group is led by its two owners — the same people who do the work.
Shaheen sets the firm's strategy and leads Rasheed Advisory Group day to day. As the majority owner and controlling officer, she makes RAGI a woman- & minority-owned business. A serial founder, she also founded Soulful Studies, an education consultancy for homeschooling families.
Waheed runs operations and delivery, leading RAGI's financial-advisory engagements. He built and deployed the firm's software stack — including saasta.ai — turning advisory expertise into product.
Tell us about your reporting and advisory needs — we'll show you the last mile.
hello@rasheedadvisorygroup.comRasheed Advisory Group, Inc. · Hayward, California