Strategic Books. Optimized Tax. Scalable Growth.
Meet the Founder
Dhwani Shah, CPA
US CPA • CA (India) • MBA - IIM Calcutta • Ex-McKinsey & Co.
Dhwani is a licensed US CPA and Chartered Accountant with years of experience navigating the complexities of domestic and global tax. Her background at McKinsey & Company and IIM Calcutta allows her to uniquely apply high-level problem-structuring and data-driven forecasting to the technical complexities for her clients.
THE APPROACH:
Dhwani operates on a Client-First, Transparent model. She specializes in engineering logical & structured paths, and explains the "how" and "why" behind every strategy, ensuring founders maintain total, informed control over their business.
OUR USPs
Industries We Serve
Infrastructure & Logistics
Real Estate | Construction | Logistics
Technical Rigor: Solving for capital-heavy project accounting, revenue recognition, complex asset depreciation, and intricate cost-structuring.
Technology & SaaS
IT | SaaS | Deeptech | Education
Strategic Focus: Managing recurring revenue models and R&D credits with the financial agility required for rapid global scaling.
Consumer & Hospitality
Restaurants | Retail | E-Commerce | Beauty
Unique Logic: Optimizing high-volume transaction flow and unit-level profitability through rigorous inventory and revenue reconciliation.
Healthcare & Social impact
Restaurants | Retail | E-Commerce | Beauty
Regulated Oversight: Ensuring total compliance within specialized fiduciary frameworks and audit-sensitive medical or grant reporting.
Industrial & Franchises
Manufacturing | Gas Stations | Franchises
Operational Precision: Engineering lean financial foundations for multi-unit operations, supply chain complexities, and franchise royalty compliance.
Our
Solutions
ANCHOR
FOUNDATIONAL ACCOUNTING & COMPLIANCE
- Audit Ready Financials & Consolidated Financials
- Individual Tax Returns & Domestic Business Taxation
- Payroll, Sales Tax & other Operational Compliance
- Entity Formation & Governance
- Cloud ecosystem & Architecture
ARCHITECT
TAXATION & FRACTIONAL CFO
- US-India-UK Cross-Border Reporting & Planning
- FEMA & Regulatory Strategy
- Transfer Pricing & Nexus Analysis
- Fractional CFO & Strategic FP&A
ACCELERATE
STRATEGIC GROWTH & AI TRANSFORMATION
- Capital Readiness & M&A Advisory
- Automation & AI Transformation Solutions
- ESG Strategy & Sustainability Layering
- Management Consulting & Strategic Optimization
- Brand Architecture Definition & Market Positioning
Our Products
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US - UK - India: Our Specialization Triangle
We specialize in simplifying global expansion and protecting your profits as you grow across borders.
01
GLOBAL TAX & TREATY ENGINEERING
Eliminating double-taxation & maximizing Foreign Tax Credits through DTAA optimization & income allocation.
02
CAPITAL MOBILITY & FUND REPATRIATION
Structuring seamless movement of cash across borders via repatriation strategies to protect liquidity.
03
ASSET PROTECTION & GLOBAL DISCLOSURE
Ensuring transparency & compliance in cross-border asset ownership, including FATCA, FBAR, and PFIC .
04
STRATEGIC RISK & NEXUS MANAGEMENT
Mitigating Permanent Establishment (PE) risks & managing transfer pricing to avoid accidental tax exposure.