CPA & Accounting
“Explaining it twice to two advisors who don’t talk to each other
is exactly the problem we were built to end.”
US compliance.
India fluency. One team.
What We Do
US Taxation
CFO-as-a-Service
Cross-border Structuring
US Taxation
Most India-origin US businesses overpay tax. No one ever held both sides of the equation.
Federal income tax, multi-state filing, Delaware franchise tax, estimated quarterly payments, R&D credits, and transfer pricing compliance for cross-border IP — one engagement, one team. The specific complexity for Indian-American founders: income in two countries, entities in two jurisdictions, compensation structures that most US accountants encounter once or twice in a career.
Most firms say “we’ll coordinate with your India CA.” We do not coordinate — we know the India side directly. FEMA, RBI remittance guidelines, India entity compliance. Nothing falls into the gap between advisors. We also file retrospective corrections where prior accountants missed structuring opportunities. The leakage we find in a first-year review is consistently material.
$25M SaaS founder — dual income, two entities, cross-border IP licence. Tax liability reduced 34%. Zero penalties across 3 filing years.
100%
CPA-credentialed team
34%
avg tax liability reduction
Zero
compliance penalties
48hr
avg response time
CFO-as-a-Service
Board-grade financial thinking. Without the $400,000 salary.
Monthly and quarterly reporting to investor and board standards. US GAAP compliance, ASC 606 revenue recognition for SaaS, deferred revenue treatment. Cash flow forecasting and covenant compliance for debt facilities. Audit readiness and data room preparation for Series A through C.
This is not bookkeeping. We work with your bookkeeping function or recommend a partner. Our engagement is the CFO layer — judgement, interpretation, investor-grade output. For growth-stage businesses: we build the financial architecture for the next capital event while running the current reporting cycle.
$40M India–US SaaS — no internal CFO, Series B in process. Full GAAP, board package, investor data room in 8 weeks. Series B closed at target valuation.
Series A-C
audit-ready delivery
8 wks
to first board package
ASC 606
revenue recognition
100%
partner-led every month
Cross-border Structuring
Delaware on one side. India on the other. One team that understands both.
Entity structuring for India-US operations: Delaware C-Corp, LLC, India private limited, liaison and branch offices, wholly-owned subsidiaries. Transfer pricing policy and documentation — the most consistently missed compliance item for cross-border SMBs, and the one with the highest IRS and Indian tax authority penalty exposure.
Remittance structuring under FEMA and RBI guidelines. IP ownership and royalty structures between entities. We do not coordinate with a separate India advisor — we are the India advisor. Most founders who come to us have made one structuring mistake already. We correct the existing structure or build the right one from the start.
12 cross-border structuring engagements in 18 months. Average tax leakage corrected: $180,000. Zero retrospective penalty exposure on corrected structures.
$180k
avg leakage corrected
FEMA/RBI
compliant remittance
Transfer pricing
documented + defensible
Both jurisdictions
partner-led every month
India-US SaaS, $40M ARR — $190K tax leakage corrected,
Series B closed.
$190K
tax leakage corrected in year one
Frequently Asked Questions
Our US tax and GAAP advisory team is 100% CPA-credentialed. For cross-border engagements, our India-side delivery is handled by CA professionals who are part of the Advait delivery model — not an external referral.
If your business has material India operations, the gap between your US CPA and your India CA is where most of the structuring and compliance risk lives. Very few US CPAs understand FEMA, RBI, and Indian entity compliance. Advait closes that gap.
Businesses between $5M and $100M in revenue where cross-border complexity, growth-stage capital structure, or investor reporting requirements make partner-level CFO engagement worthwhile.
Yes. We have managed IRS correspondence, audit responses, and state tax disputes, including cases involving cross-border transfer pricing positions.
We partner with specialist bookkeeping and payroll providers rather than offering it in-house. Our engagement is the CFO and compliance layer above that. We will recommend and coordinate with the right partner.