Are your current accounting practices falling short of your needs?

– Profit Maximization
– Cost Minimization
– Tax Strategizing
– Personalized Attention

Prithi Daswani, CPA understands what you’re facing.

We combine empathy and imagination to find right-sized accounting solutions for your business. You get straight-talk without judgement, and you get with peace of mind knowing you are in the hands of caring experts that are passionate about helping clients.

Do any of these sound like you?

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Overwhelmed trying to keep up with your Company’s finances?

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Showing income yet cash flow is lacking?

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Trying to expand, invest, obtain loans but have no clue where to start?

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Confused with the everchanging Federal and State tax laws?

The good news is there is a solution!

It may simply be time to level up to a Fractional CFO or a Virtual CFO (vCFO)

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Maintain updated financials on a regular basis with customized reporting and KPIs tailored to suit your need.

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Take advantage of tax strategies as they come available and avoid year-end tax surprises.

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Understand your cashflow and strategize on how to maximize profits while minimize costs.

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Apply for SBA Loans and Bank Funding with Confidence and Guidance.

With a vCFO, you can recognize a lot of the advantages of having a full-time CPA or Chief Financial Officer without the cost of adding another C-level to your staff.

And, by doing it this way, you can replace surprise accounting fees with predictable fixed fees.

Makes a lot of sense, right?

See How We Help

We embrace fearlessness.

With Prithi Daswani CPA, don’t expect a traditional accounting firm. Expect to be heard. Understood. And sometimes even challenged. Sometimes the best strategies come from being informed and brave and creative enough to explore the boundaries of what’s possible. We Identify and implement innovative solutions alongside you and your team.

Book a Consult

Meet Your Partners

Prithi Daswani

Certified Public Accountant

Tiffany Stahlheber

Senior Accountant

Tammy Mason

Director of Accounting

Sherwin Davis

Executive Office / Financial Coordinator

Janice Alvarez

Director of Client Relations

Zoe Trinh

Senior Accountant

We’re Always Learning. So You Can, Too.

Increasing costs, inflation, and rising interest rates have you concerned? Confused about what accounting services are right-sized for your company? You’re not alone. Give us a follow on our blog, or sign up to receive emails when we post new articles. We’ll keep them short and sweet (we know how busy you are).

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