About us

CPA and Strategic CFO Advisor

Tom has been instrumental in setting up finance and accounting operations for numerous startups, often stepping in when founders were focused on validating their business concepts.

 

 

2024 - 2023: Engaged by a client to assess why a fire protection construction operation was unprofitable. Identified four key issues: overhauling estimating procedures, ensuring weekly change orders, shopping for competitive material pricing, and implementing weekly profit reviews. Result: Significant profitability improvements in early 2024.

 

 

2022: Hired by a cosmetic manufacturer with four entities and two manufacturing units in NY and NJ to review books, tax filings, and pursue R&D tax credits. Cleaned up books (2019-2021), amended tax filings (2019-2020), and engaged with ADP for R&D credits, generating substantial refunds.

 

 

2020-2021: Filed PPPs, EIDLs, and ERTCs during COVID-19, securing over $11 million in funding for clients.

 

 

2018: Assisted an elderly home care service with $4.8 million in revenue. Remodeled chart of accounts, established profit centers, cleaned up books, resolved payroll tax liabilities, and developed financial statements and KPIs. Aimed to expand to eight NJ counties and then to NY.

 

 

2016: For a $6 million wholesale food operation, identified incorrect tax filings for 2013-2015, and prepared amended returns, generating $460k in refunds and $350k in future tax savings.

 

 

2015: Provided Interim CFO assistance for a branding agency, revamped accounting records, developed KPIs, and prepared financial reviews, expanding the credit line from $300k to $2.5 million.

 

 

2011: Resolved a buyout dispute for an environmental construction entity, uncovering a fraudulent valuation by one owner's CPA, saving the successor owner $375,000.

 

 

2010: Provided interim CFO assistance for a website development and hosting company in NYC, which grew into a 75-person SAAS operation. Managed finances, coordinated with banks, auditors, and investors, and oversaw financial reporting and tax preparations until the company was sold in 2015.

You Do What You Do Best; We Take Care Of The Rest...!!!

Sagar Soni

Armed with a Bachelor of Commerce specializing in Accountancy and Taxation, Inter CA (Chartered Accountant) certification, and Enrolled Agent credentials, our CPA brings over eight years of dedicated experience in bookkeeping and taxation. He prides himself on staying at the forefront of industry trends and regulations, providing accurate and insightful guidance to clients. His passion lies in demystifying tax intricacies and delivering customized solutions that align with client's specific goals and needs.

Maulik Patadiya

With accreditation from the Institute of Chartered Accountants of India (ICAI) and a solid foundation in accounting and auditing through a Bachelor of Commerce degree. Specializing in US Taxation and Auditing for the last 6 years. His expertise extends to US tax returns and auditing, ensuring compliance and optimization for clients operating within US jurisdictions. With a commitment to accuracy and efficiency, he delivers comprehensive solutions that foster financial stability and growth. Helped many clients in ERTC and  PPP calculations who had been affected in their business from COVID-19. Beyond numbers, I strive to foster lasting relationships built on transparency, reliability, and mutual respect. By understanding the unique needs and goals of each client, I deliver results-driven solutions that drive sustainable growth and success.

Dhrumil Chhatriwala

"The individual is an MBA finance professional with a solid background in financial analysis, strategic planning, and business management. Having extensive experience in financial advisory services, they have demonstrated exceptional analytical skills, meticulous attention to detail, and a collaborative approach in their role at the CPA firm. Both clients and colleagues trust this individual to translate complex financial data into actionable insights. He is known for being a trusted advisor who is dedicated, hardworking, and passionate about making a positive impact in the industry.

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Our Values

At Our Firm, we pride ourselves on delivering exceptional service to our clients, guided by three fundamental principles: professionalism, responsiveness, and quality.

 

 

Professionalism:
Our firm stands as a leader in our region, harnessing the collective expertise, experience, and passion of our team to offer every client personalized and professional attention. Our unwavering standards, attentive service, and specialized staff set us apart, ensuring that each client benefits from the full breadth of our firm's expertise.
 
Responsiveness:
We are committed to being highly responsive, providing companies that choose us with dependable advice and prompt, accurate service. From comprehensive financial solutions for individuals to tailored services for businesses of all sizes and other entities, we are here to meet your needs. Explore our services page for a detailed overview. Our growth is driven by client referrals, a testament to the trust we've earned through our dedication and swift response times.
 
Quality:
The hallmark of our firm is our commitment to quality service. Our reputation reflects the exacting standards we uphold. As trusted advisors, our primary goal is to provide insightful advice that empowers our clients to make informed financial decisions. We continually enhance our technical expertise, financial acumen, and service delivery through ongoing professional education. Our dedication to excellence is evident in the high-quality service we provide and the enthusiastic endorsements of our clients.

 

 

We are here to address all your questions, as they play a crucial role in your tax and financial planning. Feel free to reach out to us anytime; we look forward to assisting you.