Trusted By
Our Key Differentiators
Dedicated Team
We assign a dedicated team to each account. In case of staff unavailability, our standard backup process guarantees that another professional accountant is ready to handle your account.
Prepare for tax season with ease
Our accounting experts keep you on top of finances year-round, avoiding last-minute stress. Smoothly file taxes on time with our support for a hassle-free tax season.
Communication
Our experts excel in communication, responding promptly and using clear language that sets them apart from others.
Around The Clock
Our offshore experts are available 24/7 for prompt issue resolution and uninterrupted accounting services with faster turnaround time.
Consulting Assistance
Our accounting experts not only handle accounting but also provide consulting assistance for strategic business growth, solving complex issues and optimizing opportunities to streamline and secure your business.
Advanced Tech for Accounting
Our experts’ advanced technological knowledge gives accounting firms a competitive edge, improving financial performance, reducing costs, and providing training and support for a seamless transition.
Unlike generic outsourcing providers, we specialize exclusively in accounting and tax firms. Our founder’s global experience with brands like Harley Davidson, Decathlon, and L’Oreal has shaped a service tailored specifically to the accounting industry.
What Our Clients Say
Meet Our Founder
Shobhit Agarwal
Founder & Managing Partner
Shobhit is a seasoned marketing professional with over a decade of experience. Before founding Advance Finserv in 2016, he assisted global brands like Harley Davidson, Decathlon, and L’Oreal in setting up their operations in India.
His expertise in operations and global workforce management led him to create Advance Finserv, connecting accounting and tax firms with highly skilled offshore professionals. Shobhit’s unique approach has helped over 100 firms scale efficiently while maintaining quality and client satisfaction.
His vision is to help accounting firms streamline their operations, reduce costs, and focus on growth and client relationships while the Advance Finserv team handles the back-office expertise.
ACCA Professional
Tax Partner (US)
Audit and Tax Partner
Co-Tax Partner
Audit and Tax Partner
Audit and Tax Partner
Tax Assistant
Tax and Audit Assistant
Accounting Assistant
HR Manager
Marketing Manager
Frequently Asked Questions
Advance Finserv provides a wide range of accounting services including bookkeeping, financial reporting, tax preparation, payroll processing, accounts payable/receivable management, and financial analysis tailored specifically for CPA firms.
We follow strict data security protocols, including end-to-end encryption, secure servers, multi-factor authentication, and regular security audits. Additionally, our team is trained to adhere to confidentiality agreements and industry compliance standards such as GDPR and HIPAA.
We are experienced with leading accounting software like QuickBooks, Xero, Sage, FreshBooks, NetSuite, and other custom ERP systems to match your firm’s needs.
Our standard turnaround time varies depending on the complexity of the task. For routine bookkeeping, we deliver within 24-48 hours. For complex financial reporting or tax preparation, we provide clear timelines upon request.
We maintain open communication via email, Slack, Microsoft Teams, or other preferred platforms. Our dedicated account managers ensure seamless coordination and timely updates.
Our pricing is flexible and depends on the volume of work, complexity, and service requirements. We offer hourly rates, fixed monthly packages, or customized pricing based on your firm’s needs.
Our onboarding process is streamlined and includes an initial consultation, data migration, software integration, and process documentation. We assign a dedicated point of contact to ensure a smooth transition.