I am a generalist due to my varied academic pursuits and practical experience. Following best describes my practice:

Clientele

Unlike most CAs, I have a small number of indivual and corporate clients. This allows me to provide highest level of service.

Analytical bent

I have strong analytical skills. Most of my work involves higher-than-normal level of complexity and expertise. I have experience in special projects for corporate clients requiring research, analysis followed by implementation and staff training.

Expertise There is a prevalent notion that sole practioners do not have the depth of expertise available in larger firms. This is not wholly true. Where necessary, I draw upon the best experts in the field of taxation, accounting, law, investment and estate planning - often partners with national firms. This results in a quasi-large firm environment, but at a much lower cost.

Services

  • Financial statements
  • Taxation
  • Estate planning
  • Part-time controllership
  • Family Office Services to High Net Worth individuals and families
  • Systems implementation
  • Special consulting projects
These are described in greater detail in the Services Section