Our team
All three began their careers at PwC and have spent more than fifteen years in Bookkeeping, audit, tax and advisory practice.
What drives us
Every person on this page reports to the same standard, regardless of which service they work on or which client they are assigned to.
A client file is never passed between an anonymous pool of preparers. It is worked by a named accountant, checked by a named manager, and signed by a named partner.
We take on what we can review properly. Growth that would mean stretching the review thin is growth we turn down.
Every file we touch belongs to your relationship with your client, not ours. That is the standard everyone here was trained to hold, going back to our partners’ years at PwC.
Partners
Currently leading US accounting and bookkeeping outsourcing for CPA firms.
Five years in PwC audit, then a decade auditing and managing bookkeeping for international clients across the world.
Currently leading cross-border financial reporting for subsidiaries of foreign multinational companies.
Began at PwC audit, then spent over a decade building the firm’s audit support practice across US GAAP, IFRS, and Ind-AS.
Leads tax, cross-border entry into India, and regulatory compliance.
Began at PwC audit and now helps foreign companies establish and stay compliant in the Indian market.
Management
Over five years in accounting, taxation and payroll for clients across the US, UK and Australia. She handles end-to-end bookkeeping on QuickBooks Online, Xero, Zoho Books and SAP, and works on federal and state returns, Schedule K-1, non-profit filings and multi-state compliance.
Nearly twelve years in audit and assurance, including seven and a half years across PwC, EY and KPMG, alongside experience supporting US CPA firms and global audit teams. His work spans US audit support, statutory and group audits, IFRS, US GAAP and ICOFR/SOX, and he has led audit teams and reviewed workpapers working closely with US onshore teams.
Over twelve years in risk advisory, internal audit and financial reporting, including a decade in practice and three years training with an RSM International member firm. His work covers internal audit, enterprise risk and controls, corporate governance and ICFR, evaluating governance structures and control effectiveness across a range of sectors.
Qualifications across the team
Next step
First calls are taken by one of our partners, not a sales team.
No obligation. A partner replies, not a sales team.
