We are proud to possess a talented team of expert Accounting, Tax, SMSF Administration, Paraplanning, and Loan Processing Back Office professionals with several years of industry experience. This makes our deliverables effective and of unmatched quality.

Walking side by side, our experts are adept at carving unique paths for clients per their requirements that help them attain milestones throughout.

Board Members

Vivek ShahFounder & Managing Director

A visionary entrepreneur, Vivek Shah, with his ambition and perseverance, has carved out a flourishing business empire in the realm of finance, accounting, assurance, taxation and advisory. A person with exemplary academic achievements, he has also created a mark in the business domain with his innate abilities. He has been in this industry for more than two decades and is a Colorado Certified Public Accountant (CPA), Certified Public Accountant (CPA) Australia and an ICAI India Chartered Accountant (CA). He has assisted clients with tax planning for flow-through entities as well as complex partnership transactions in diverse industrial sectors.

His impressive experience encompasses a wide range of industries, including hospitality, automotive, retail, and wholesale / distribution. An astute professional, he specializes in transactions involving corporate reorganizations and liquidations. He is the backbone of a skilled team that aims to help clients achieve long-term financial success for their ventures.

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