Shubham R.

I’m a Certified Public Accountant (CPA) with over 10 years of experience in accounting, taxation, and financial advisory, including 6 years at Ernst & Young (EY). I currently support 80+ businesses with their accounting, bookkeeping, and tax requirements, and have successfully prepared 300+ tax returns across individuals and business entities. In addition to my CPA qualification, I am a CFA Level III candidate, which allows me to bring a deeper financial and analytical perspective—especially valuable for business owners looking beyond compliance and toward strategic growth. What I do best: Bank Reconciliation, Accounts Payable, Accounts Receivable Catch-up Bookkeeping, Clean-up Bookkeeping, Monthly Bookkeeping Financial Reporting, Cash Flow, GAAP Full-service accounting & bookkeeping (accrual-based, clean and audit-ready) US Taxation, Tax Preparation, Tax Filing Form 1040, 1040-NR, 1120, 1120S, 1065, 1099, W-2 IRS, PTIN, State Tax Returns Small Business Tax, Self-Employed, S-Corp, LLC Tax Financial statement preparation & review M&A support (due diligence, financial analysis, deal structuring) Cash flow forecasting & financial planning Payroll & sales tax compliance 🚀 Why Clients Work With Me Managed accounting & tax for 80+ U.S. businesses Prepared 300+ tax returns Ex-Big 4 (EY) experience – strong technical foundation Strong understanding of U.S. GAAP & tax laws Focus on accuracy, timeliness, and proactive communication Ability to handle complex, multi-entity structures Experience working with CPAs, law firms, and business owners 🏢 Industries Served Construction & Contractors Law Firms (Trust/IOLTA accounting) Restaurants & Retail E-commerce (Shopify, Stripe, Amazon) Professional Services Real Estate & Property Management Startups & Small Businesses 🧰 Tools & Software Expertise QuickBooks Online (QBO) / Desktop Xero Zoho Books Gusto / ADP Payroll Stripe, Shopify, Toast Clio (Law firms) Excel (Advanced financial modeling) 📊 Services Offered 🔹 Accounting & Bookkeeping Monthly bookkeeping (categorized, reconciled, clean books) Catch-up & clean-up work Bank, credit card & loan reconciliations Financial reporting (P&L, Balance Sheet, Cash Flow) 🔹 Tax Services Individual Tax Returns (Form 1040) Business Tax Returns (1120, 1120S, 1065) Tax planning & optimization Amended returns & IRS notices handling 🔹 Advisory & CFO Services Cash flow forecasting (including 13-week models) Budgeting & financial planning KPI reporting & business insights Strategic advisory for growth & profitability 🔹 M&A & Financial Analysis Due diligence support Financial modeling & valuation insights Deal structuring assistance Post-acquisition integration support 📈 Client Results Helped businesses clean up books with $1M+ discrepancies Reduced tax liabilities through strategic planning Built cash flow systems helping businesses manage liquidity effectively Supported clients in scaling operations with structured financial systems 💬 What You Can Expect Clear communication & quick turnaround Proactive problem-solving (not just data entry) Organized and audit-ready financials Long-term partnership mindset 🎯 Call to Action If you're looking for a reliable CPA who can handle your accounting, taxes, and financial strategy end-to-end, feel free to message me. I’d be happy to understand your business and see how I can help.