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Passionate and Tech-freak Chartered Accountant with extensive experience in audit, bookkeeping and finance for more than 10 years, earlier associated with Ernst and Young (E&Y) for 2.5 years as a senior auditor. Believes in accuracy and effective communication beholding work ownership. Currently, devoted to providing invaluable support to CPA firms worldwide, corporates and small businesses. As the owner of an accounting and audit firm, our team of accounting, audit and finance specialists across various fields empowers us to support businesses of any type. Following services are provided by us - Auditing • Qualified Chartered Accountant (equivalent to US CPA) • NPO, Single, Yellow Book, Forensic Audits. • Expertise in the Working Papers by Checkpoint and Caseware. • Follows the regulations issued by the International Financial Reporting Standards (IFRS) and International Standards on Auditing (ISA). • Extensive knowledge and exposure in various sectors and GAAP including US GAAP, IFRS, UK GAAP. • Provide end to end audit services from audit plan to reporting including preparation of audit workpaper. Bookkeeping • Proficient in Xero, QuickBooks, Tally, Oracle and SAP • Expertise in complex accounting including leases, provisions etc • Preparation of financial statement as under various GAAP (US, UK, S. Africa , IFRS, Australia and New Zealand) • Preparation of cash flow for business, project management , Budgeting • Availability for 24*7 • Turn around time is less than 24 hrs • Proficient in clean up messy books • Setting up of charts of account • Advanced Excel is love. Virtual CFO • Timely and current financial reports for informed decision-making. • Valuation of shares including employee options, RSU and ESPP • Preparation of business cash flow and budget • Break even analysis. • Costing of project/service Other Key skills and services include: Specialized in M&A, Venture Capital, Private Equity and Project Finance deals with top-rated skills in Financial modeling, Pitch decks, Business Plans and Financial/data analysis, A quick snapshot of services provided: • Pitch Deck / Investor Deck / Presentations • Startup consulting, pro-forma projections and materials • Forecasting and TWCF cashflow analysis • DCF/Valuation Models • Business plans and market research • Financial models for real estate projects • Financial models at a fund level and also at portfolio level • Financial models for Leveraged Buyouts and mergers • Review/auditing of financial models I take pride in my work and I am only satisfied if you are as well. I build long term collaboration with my clients and help them in their necessary requirements. Proficient in handling corporate financial, Balance Sheet, Profit and Loss, Cashflows and even budgeting. Regards Sagar Agrawal

Accounting & Audit Professional | US, UK, Canada & Australia | QuickBooks, Xero, Zoho, Bill.Com, CCH, CaseWare, Advance Flow With over 5 years of progressive experience in accounting, bookkeeping, and auditing, I have successfully managed end-to-end financial operations for 30+ clients across the US, Canada, and Australia. My expertise spans a broad range of services, including bookkepping, accounts payable/receivable, bank reconciliations, payroll management, general ledger maintenance, invoicing, financial reporting, Quickbooks Cleanup and internal control testings. In the audit domain, I’ve led financial statement audits, Single audits, employee benefit plan (EBP) audits, and state compliance audits. I manage complete audit lifecycles from planning and risk assessment to substantive testing, controls evaluation, and final report issuance. I’m well-versed in audit analytics using tools like IDEA and Datasnipper, and in secure documentation workflows through Suralink. Academically, I hold an MBA in Finance from Amity University and am actively pursuing the US CPA. I bring strong technical acumen, attention to detail, confidentiality, and the ability to meet tight deadlines—all while delivering high-quality outcomes that support strategic decision-making and business growth. ✅ Core Services • Bank & Credit Card Reconciliations • A/P & A/R Management • Payroll & Tax Filings (Superannuation, HMRC, GST) • Monthly Reporting – P&L, Balance Sheet, Cash Flow • Budgeting, Forecasting & Variance Analysis • Financial Statement Preparation • Cleanup / Catch-up Projects • QuickBooks & Xero Setup and Maintenance • Journal Entries & Ledger Management • Internal Audit Support & Financial Controls 💡 Software Expertise • QuickBooks Online & Desktop • Xero • SAP, NetSuite, Wave, Zoho Books, SAGE • Bill.com, Stripe • Excel, Google Sheets, Trello, Slack, Zoom • Caseware, CCH Engagement and Advance Flow

Accurate books, compliant taxes, and peace of mind , that’s what I deliver. Tax Filing ,Instant High Quality Returns, US Reviews, Audits and Compilation I am Licensed CPA (Montana) and Chartered Accountant (India), member of two leading global accounting bodies, Ex-EY and Registered Valuer. With over 10 years of experience in U.S. tax and accounting services, I specialize in cross-border tax transactions and have extensive experience servicing businesses across various industries, including real estate, hospitality, e-commerce, retail, non-profit organizations (NFPOs), and universities. I am passionate about solving complex tax issues and providing effective solutions for my clients. I take pride in delivering high-quality services at competitive prices, helping business owners navigate their accounting and tax challenges with ease. My expertise includes a wide range of accounting and financial services, such as tax planning, compliance, bookkeeping, payroll, 1099 reporting, and audit, review, and compilation services. I work closely with corporate groups, accountants, and bookkeepers, gaining valuable insights into various aspects of finance, inventory control, and financial strategy. I focus on U.S. tax planning, compliance, and preparation for individuals and businesses involved in cross-border transactions, particularly regarding U.S. expat filings, state tax planning, real estate, and multi-jurisdictional tax issues. I prepare individual 1040 forms, partnership returns, corporate 1120 and 1120-S returns, as well as compliance for IRS Form 5472, 5471, nonprofit forms 990/990EZ, and 1099 filings. Additionally, I provide entity formation, S Corporation elections, payroll processing, and compliance services for both new and existing companies. My accounting and bookkeeping services cover general bookkeeping, bank reconciliation, accounts payable and receivable, month-end entries, balance sheet reconciliation, budgeting, cash flow forecasting, financial reporting, and management report preparation. I am proficient in various accounting software, including Xero, QuickBooks Desktop, QuickBooks Online, NetSuite, MYOB Pro Series, Lacerte, Drake, MyTaxPrep, CCH Axcess, and TurboTax. Whether you’re a startup, an established business, or an individual seeking reliable tax and accounting support, I offer customized solutions designed to help you save time, stay compliant, and grow confidently.

Your Expert CA: Accounting, Bookkeeping, Business Planning, Business Process Improvement, Internal Auditing, Financial Statements Auditing, Tax, and Forensic Accounting Services ✨ Welcome Future Clients! ✨ Are you in search of a multifaceted financial expert who can elevate your business? Your search ends here! With over 5 years of dedicated experience, I bring a comprehensive skill set to meet all your accounting and financial needs. ✨ Why Choose Me ✨ When you hire me, you’re not just getting a CA—you’re gaining a strategic partner committed to your financial success. My full range of services includes: ☆ Expert Accounting & Bookkeeping: Ensure your financial records are accurate, up-to-date, and in compliance with all regulations. I handle everything from day-to-day transactions to complex financial reporting. ☆ In-Depth Financial Analysis: With my keen analytical skills, I provide you with the insights needed to make informed business decisions, identify opportunities for growth, and mitigate risks. ☆ Preparation of Financial Statements: I deliver clear and precise financial statements that reflect your business’s true financial position, aiding in transparency and trust with stakeholders. ☆ Business Process Improvements: I evaluate and enhance your current processes to increase efficiency, reduce costs, and improve overall operational performance. ☆ Robust Internal Controls: Safeguard your assets and ensure compliance with established policies and procedures. My robust internal control systems are designed to prevent fraud and errors. ☆ Tax Incentive Maximization: I help you navigate the complex tax landscape to maximize incentives and deductions while ensuring full compliance with tax laws. ☆ Development of Accounting Policies & Procedures: I create comprehensive manuals that standardize your accounting practices, ensuring consistency and reliability across your organization. ✨ My Experience ✨ My professional journey has equipped me with a wealth of knowledge and skills across various roles such as Accountant, Bookkeeper, Business Analyst & Planner, External Auditor, Internal Auditor, Tax Professional, Compliance Auditor, Environmental Management System Auditor, and Forensic Accountant. ✨ What Sets Me Apart? ✨ ☆Proven Track Record: I have a history of delivering impactful results that drive business success. ☆Unwavering Commitment: My dedication to accuracy and excellence ensures top-quality service. ☆Customized Solutions: I tailor my services to fit your unique business needs, providing personalized attention and support. ☆Proactive Approach: I identify and resolve financial challenges before they become major issues, ensuring your business remains on a steady path to success. Let's transform your financial landscape together! Partner with me, and watch your business thrive with solid financial foundations and innovative strategies. Ready to get started? Let’s connect and make your financial goals a reality. Invite to Bid

𝗦𝘁𝗿𝘂𝗴𝗴𝗹𝗶𝗻𝗴 𝘄𝗶𝘁𝗵 𝗺𝗲𝘀𝘀𝘆 𝗯𝗼𝗼𝗸𝘀, 𝗽𝗮𝘆𝗿𝗼𝗹𝗹 𝗶𝘀𝘀𝘂𝗲𝘀, 𝗼𝗿 𝘁𝗮𝘅 𝗱𝗲𝗮𝗱𝗹𝗶𝗻𝗲𝘀? You’re not the only one - many business owners find accounting tasks overwhelming and time-consuming. That’s exactly where I can help. I support small businesses, startups, and U.S. taxpayers by keeping their bookkeeping organized, their financials accurate, and their compliance on track. I’m 𝗔𝗷𝗶𝘁𝗮, a 𝗖𝗵𝗮𝗿𝘁𝗲𝗿𝗲𝗱 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗮𝗻𝘁 (𝗖𝗣𝗔 𝗘𝗾𝘂𝗶𝘃𝗮𝗹𝗲𝗻𝘁), listed in the 𝗜𝗥𝗦 𝗗𝗶𝗿𝗲𝗰𝘁𝗼𝗿𝘆, and currently pursuing the 𝗘𝗻𝗿𝗼𝗹𝗹𝗲𝗱 𝗔𝗴𝗲𝗻𝘁 (𝗘𝗔) license. I bring over 𝟭𝟬+ 𝘆𝗲𝗮𝗿𝘀 of experience in bookkeeping, financial reporting, payroll, compliance, and U.S. tax support. My assurance background gives me a strong foundation in accuracy, controls, and structured processes. 𝗛𝗼𝘄 𝗜 𝗖𝗮𝗻 𝗛𝗲𝗹𝗽 • QuickBooks Online Cleanup & Setup Organizing messy books, fixing old data, setting up clean workflows, and preparing accurate, reliable financials. • Monthly Bookkeeping & Reporting Accurate reconciliations, monthly statements, cash flow updates, and decision-ready reports. • Payroll Management (Gusto, QuickBooks Payroll, ADP) Setting up payroll, monthly processing, and ensuring compliance. • Sales Tax & Compliance Preparing reports, reconciling data, and ensuring timely filings. • U.S. Tax Support (1040, 1120S, 1065, 1099) Year-end bookkeeping support, preparation assistance, 1099 filings, W-9 management, and clean tax-ready books. 𝗪𝗵𝘆 𝗖𝗹𝗶𝗲𝗻𝘁𝘀 𝗪𝗼𝗿𝗸 𝗪𝗶𝘁𝗵 𝗠𝗲 • 10+ years of experience across bookkeeping, compliance, and reporting • Audit-strong mindset from assurance background • Clear communication and dependable turnaround • Structured, organized workflows that reduce errors • Practical, easy-to-maintain systems for business owners I aim to give businesses clarity, confidence, and peace of mind, whether they are catching up on overdue books or looking for consistent monthly support

Stop letting compliance block your enterprise sales deals. You have built a great product, but your biggest prospects enterprises, healthcare providers, and banks won't sign the contract until they see your ISO 27001 certificate or SOC 2 Type II report. You don't need a checklist or a template library. You need a strategic partner who can fast-track your audit readiness so you can focus on closing deals. I am a Fractional CISO and Lead Auditor specializing in turning compliance into a competitive advantage for high-growth startups and established enterprises. I don't just "write policies"; I architect the security infrastructure that builds trust with your customers. 🚀 THE "AUDIT-READY" BLUEPRINT I integrate seamlessly with your team (Slack/Teams) to deliver: SOC 2 & ISO 27001 Readiness: From Gap Analysis to Final Audit in 12-16 weeks. Automated Compliance (Vanta/Drata): I configure your Vanta, Drata, or Secureframe instance to automate 80% of evidence collection, saving your engineers hundreds of hours. AI Governance (ISO 42001): Future-proof your AI products against the EU AI Act and NIST AI RMF. Vendor Risk Management: I handle those 100-question security questionnaires from your clients so you don't have to. 🏆 WHY CLIENTS HIRE ME 100% Audit Pass Rate: I have guided 50+ companies through successful external audits. Commercial Focus: I prioritize controls that unblock revenue without slowing down your dev team. Certified Expert: Lead Auditor for ISO 9001, 27001, 14001, 45001. 🛠 TECH STACK Governance: Vanta, Drata, Sprinto, Secureframe. Cloud: AWS, Azure, Google Cloud (GCP). Frameworks: ISO 27001:2022, SOC 2 Type I & II, HIPAA, GDPR, ISO 42001 (AI). 🗣 WHAT CLIENTS SAY "Heena didn't just get us certified; she helped us close a $2M deal with a Fortune 500 bank by handling the security diligence personally." — CEO, FinTech Series B Next Step: If you have an audit deadline approaching or a sales deal stuck in security review, click the "Invite" button. Let's get you audit-ready.