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Co-Founder

Vatsal Shah

A Fellow Member of the Institute of Chartered Accountants of India (ICAI), Vatsal possesses an experience in multiple spheres including general functions in the field of auditing, bookkeeping, budgeting, litigation support, and tax management along with the specialized functions including finance and banking.

An approachable professional with over 9 years of experience in the finance and bookkeeping industry, Vatsal has aced the art of recognizing the challenges businesses face in managing their finances. His support and guidance to the clientele through these complexities, makes the process as smooth and understandable as possible. Vatsal’s expertise have proven invaluable to our global clients across the US, UK, Australia, and Canada.

Under Vatsal’s expertise, the team strives to be proactive in its approach, ensuring timely responses and guidance, particularly regarding crucial deadlines, thereby enhancing client satisfaction. Vatsal also has a degree in Diploma in System Audit (DISA) and his rich experience helps the firm cater to global clients with ease.

bookkeeping is the meticulous process of recording financial transactions, ensuring accuracy and organization in business records. It serves as the foundation for insightful financial analysis and decision-making.

Effective team leading of bookkeepers by Vatsal lays the groundwork for businesses to track expenses, monitor cash flow, and maintain compliance with regulatory standards, providing a clear financial snapshot for informed decision-making. Vatsal has a tech-savy approach. seamlessly uses workflow management softwares like asana, jetpack, clickup. He is Quickbooks certified ProAdvisor.

Integration of third-party software with bookkeeping systems streamlines processes, enhancing efficiency and accuracy. By seamlessly incorporating tools like CRM or inventory management software, Vatsal optimizes workflow and minimizes manual data entry.

When it comes to budgeting, Vatsal’s expertise empowers businesses to allocate resources strategically. By forecasting income and expenses, businesses can set realistic financial goals and navigate economic fluctuations with confidence.

Vatsal’s support extends to assisting CPAs with tax filing, ensuring compliance with regulations and maximizing deductions. Through meticulous record-keeping and adherence to tax laws, businesses benefit from optimized returns and minimized liabilities.