Leadership

Principle Owner

Pratik Shah

CPA

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.

 

Staff

Accounting Manager

Shivam Patwala

Bookkeeping Manager

Kristen Kannon
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