About us

About Our Firm: Pratik Shah, CPA

At Pratik Shah, CPA we are passionate about helping businesses and individuals achieve their financial goals. Our team of experienced individuals provides a wide range of services, from Accounting, CFO Services, Consulting, and Tax Planning & Preparation. We believe in building strong relationships with our clients and taking the time to understand their unique needs. We are committed to providing personalized service and clear communication, so you can always stay informed about your financial situation.

Our Mission​

To deliver exceptional accounting and tax services with reliability and accuracy. We build strong, lasting relationships with our clients through personalized service, and help them achieve their financial goals and navigate financial complexities.

Our Vision​

We aspire to lead in accounting, known for expertise and client success. Our aim: empower clients with informed financial decisions through proactive planning and insightful guidance, ensuring a secure future and a legacy of prosperity.

Core Values​

At our firm, we are guided by core values that shape every aspect of our operations. Integrity, excellence, and transparency are everything we do. We believe in accountability, professionalism, and a commitment to continuous improvement.

Client-Centric Approach​

Our clients come first. We prioritize understanding their goals, challenges, and aspirations, tailoring solutions to meet their needs. Our aim isn't just to meet expectations but to surpass them, ensuring utmost client satisfaction.

Pratik (Patrick) Shah, MBA, CPA, is a seasoned professional with a wealth of expertise in corporate accounting and finance spanning over 18 years. With a solid foundation in corporate accounting coupled with years of specialized experience in corporate finance, Mr. Shah brings a comprehensive understanding of financial intricacies and strategic planning to the table.

Mr. Shah is not only proficient in traditional accounting practices but also tech-savvy, adept at leveraging cutting-edge financial tools and technologies to streamline processes and drive efficiency.

Having earned an MBA and achieved CPA certification, Mr. Shah takes a practical approach, enabling him to deliver tailored financial solutions that meet the diverse needs of clients across industries.

With a commitment to excellence and a passion for helping businesses thrive, Mr. Shah provides unparalleled services and strategic guidance to empower clients to achieve their financial goals with confidence.

Tailored Solutions for Industry-Specific Challenges

Understanding the nuances of your industry is key to our approach. Let us help you manage your industry-specific challenges with expertise and precision.

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