Sugam S.

I'm Sugam Sharma, a California CPA (licensed since 2021) who helps startup founders and business owners reduce taxes, clean up their books, and gain CFO-level clarity without hiring a full-time finance team. As a CPA with 100 engagements and 200+ hours of bookkeeping, accounting, and tax work delivered on Upwork, I combine audit-level accuracy with CFO-level strategy so you're not just compliant, you're optimized. If you're scaling, raising capital, or unsure where your money is going, I fix your numbers and your strategy so you can make smarter decisions with confidence. I'm an AICPA-honored tax strategist and Elite-tier QuickBooks ProAdvisor with hands-on experience as the sole accountant at a VC-backed startup (Series B → C). 💡 What You Get (From a CPA, Not Just a Bookkeeper): - Clear, accurate financials you can trust - Lower tax liability through proactive CPA-led tax planning - Real visibility into cash flow, burn rate, and runway - Investor-ready financials and reporting - Fewer surprises, more control over your business 🎯 Who I Work Best With: - Startup founders (SaaS, tech, ecommerce); Real Estate (investors, agents, property managers) - VC-backed or bootstrapped companies - Businesses scaling beyond early stages - Founders preparing for fundraising or exit 🔧 What I Do as Your CPA & Bookkeeper: 🧾 CPA Tax Strategy & Compliance: - Tax planning (entity structuring, §199A, R&D credits, advanced strategies) - Federal & state tax returns and corporate tax compliance - Sales/use and multi-state compliance 📊 Bookkeeping, Accounting & Financial Systems: - Monthly bookkeeping and accounting (QuickBooks Online, Xero, Wave) - Bank reconciliation, accounts payable, and chart of accounts cleanup - Catch-up and QuickBooks cleanup work 📈 Fractional CFO Support (CPA-Level Insight): - Cash flow forecasting and burn rate analysis - Budgeting and KPI tracking - Investor-ready reporting and financial insights 🏢 Entity & Operational Support: - LLC/Corp formation, maintenance, and filings - Franchise tax and compliance - AP/AR workflows, vendor management, and finance ops support 📈 Results I Deliver: - Reduced client tax liabilities through advanced CPA tax strategies - Built clean, investor-ready financials for fundraising - Improved cash visibility and extended runway - Turned messy books into reliable systems across 100 projects ⭐ Why Clients Choose This CPA: - Former auditor + startup operator (real execution, not just theory) - I quantitatively test tax strategies to ensure real savings - Clear communication and fast turnaround - Fewer handoffs, more ownership and accountability 🏆 Credentials: - Active Certified Public Accountant (CPA) – California, licensed 2021 - AICPA Honored - Elite-tier QuickBooks ProAdvisor - Wolters Kluwer Staff Training Tax Series - IRS PTIN & e-File Authorized - Attest Designation 📩 Let's Work Together: Ready to tighten your books, reduce taxes, and gain real financial clarity from a licensed CPA? Send me a message with: - Your business model - Monthly revenue range - Biggest financial challenge I'll point you in the right direction and let you know exactly how I can help. Let's Connect! Thanks, Sugam Sharma, CPA