Finsmart accounting leadership team in Pune office

About Finsmart About Finsmart

18 Years Building the World's Most Trusted Accounting Teams

Founded in Pune, India in 2007. Serving CPA firms, SMBs, and enterprises across the US, UK, Europe, and UAE.

Founded 2007 300+ Active Clients 200+ Professionals 4 Global Regions 100+ CPA Firms

Our Story

From Pune. Trusted Worldwide.

Finsmart Accounting was founded in 2007 by Shalaka Joshi, an entrepreneur with deep financial expertise who grew up around international business through her family's Electronica Group. She recognised that businesses, multinational companies setting up in India and Indian entrepreneurs, were struggling with accounting and compliance, and that traditional CA firms lacked the structure for timely, global-ready financial reporting. Finsmart was her answer.

The next leap came when Shalaka partnered with Maanoj Shah, serial entrepreneur and founder of 10-CFO, with CXO experience across hospitality, technology, healthcare, and consulting. Together they engineered the Accounting Seat: a plug-and-play model giving CPA firms and corporate finance teams access to pre-vetted, pre-trained accounting professionals. No shared pools, no vendor friction. Just a dedicated seat inside your practice.

What started as a firm of 40 now stands at 200+ professionals serving 300+ clients, including 100+ CPA and accounting firms, across the US, UK, Europe and UAE. Every phase of that growth was driven by one belief: the best way to support an accounting firm is to become part of it.

Finsmart team in Pune
Pune, India: Global HQ
Founded
Finsmart Accounting Launched
Started as a 3-person bookkeeping firm in Pune.
2007
2012
First 50 Clients
US CPA Firm Focus Established
Pivoted to serving US CPA and accounting firms exclusively.
10 Years
Reached 100 Team Members
Expanded service lines to include AP, AR, CFO services.
2017
2022
Global Reach
Serving USA, UK, Europe & UAE
First clients in the UAE and expanded UK operations.
Today
200+ Professionals, 500+ Client Firms
Recognised on G2, Clutch, and CPA Practice Advisor.
2025

What Drives Us

Our Mission & Vision

Two sentences that have guided every Finsmart decision since 2007.

Our Mission
Accelerate Every Accounting Firm We Serve

Finsmart exists to give accounting firms and CPA practices the dedicated professional talent they need to grow, without the overhead, risk and complexity of full-time hiring. We do this by making our people an extension of your team, not a vendor standing outside it. Our mission is to deliver work that your clients trust under your brand, at the speed your firm demands.

Our Vision
To Be the Accounting Backbone Behind the World's Best Firms

We believe the future of accounting is hybrid: the best firms in the world will pair their senior partners and advisors with highly skilled offshore professionals who handle the execution layer. Finsmart's vision is to power that model, to become the trusted talent infrastructure behind accounting firms in every major market, so great practitioners can focus on what only they can do: advising clients and growing their practice.

Core Values

The Principles Behind Our Work

Four values guide every hire we make, every client we onboard, and every deliverable we produce.

Dedication

Every professional we place is 100% yours. No shared pools, no juggling clients. Your firm's work gets their full attention, every single day.

Transparency

Published pricing. Clear contracts. No hidden fees. We believe you should never have to ask a question you shouldn't need to ask.

Precision

Accounting is a discipline of exactness. We hold our professionals to the same standards your clients hold you to: accuracy, timeliness, and clean books every month.

Partnership

We are not a vendor. Our 99% client retention rate exists because we treat every engagement as a long-term relationship, not a transaction.

300
Clients
100
CPA & Accounting Firms
200+
Team Members
9+
Years Client Retention
7+
Countries Served

Leadership

The Team Behind Finsmart

Shalaka Joshi

Shalaka Joshi

Founder & Director of Operations

With over 15 years in US accounting operations, Shalaka built Finsmart from the ground up—creating a firm that blends Indian accounting talent with American business precision. She oversees all delivery teams and client satisfaction.

Founder Operations Est. 2007
Maanoj Shah

Maanoj Shah

Co-Founder & Director of Growth

Maanoj leads strategic partnerships and business development. His deep understanding of CPA firm workflows has shaped Finsmart's service model into one of the most trusted offshore staffing solutions in the US.

Co-Founder Growth Strategy
Kshitij Pathak

Kshitij Pathak

Head of Operational Excellence

Kshitij architects the processes and quality systems that keep Finsmart's delivery consistent at scale. He introduced the ISO-grade review workflows now standard across all client engagements.

Operations Quality Process
Sharvari Gandhi

Sharvari Gandhi

VP US Taxation

A licensed EA with expertise spanning individual, partnership, and corporate tax returns, Sharvari leads Finsmart's US tax practice and ensures every return meets the highest compliance standards.

Tax EA Compliance
Chirag Patel

Chirag Patel

Head of Marketing

Chirag oversees Finsmart's brand, digital presence, and growth marketing. He combines deep accounting-industry knowledge with modern inbound strategies to connect CPAs and SMBs with the right staffing solutions.

Marketing Brand Digital

About Us

About Finsmart FAQs

The Accounting Seat Model is a staffing approach where you hire a fully dedicated accounting professional, not a vendor. The professional works exclusively for your firm, uses your tools (QuickBooks, Xero, your email), follows your processes, and reports directly to your team. You manage them like an in-house hire, without the overhead.
Finsmart guarantees onboarding within 7 business days. Our professionals are pre-trained in major accounting software and US GAAP standards, so they can integrate into your workflow without a long ramp-up period.
Yes. Finsmart's white label accounting service allows CPA firms and accounting practices to offer full-service bookkeeping and accounting to their own clients under the firm's brand, with Finsmart professionals working behind the scenes.
Finsmart professionals are trained across all major platforms including QuickBooks Online, QuickBooks Desktop, Xero, Sage Intacct, NetSuite, Bill.com, Gusto, ADP, and most US tax software. They work in your existing tech stack. No migration required.
Yes. Finsmart serves clients in the United States (primary market), United Kingdom, Europe, and the UAE. Services are tailored to local accounting standards and compliance requirements in each region.
Most offshore accounting providers use shared talent pools, hide pricing behind consultation calls, and ask you to adapt to their proprietary platforms. Finsmart does the opposite: you get a fully dedicated professional who works only for your firm, in your own software, following your processes. Our pricing is published upfront. No consultation is needed to see what a seat costs. And because we specialise exclusively in accounting, bookkeeping and tax, the expertise runs deep.
Finsmart publishes pricing upfront with no consultation required. A dedicated bookkeeper seat starts at $20 per hour or $2,400 per month. Senior accounting professionals start at $25 per hour or $3,200 per month. Tax preparation specialists start at $3,200 per month. All seats are fully dedicated - your professional works exclusively for your firm.
Finsmart Accounting was founded in 2007 in Pune, India, by Shalaka Joshi and Maanoj Shah. With 19+ years of operations, the company has grown from a team of 40 professionals to 200+ accounting, bookkeeping and tax professionals serving clients across the United States, United Kingdom, Europe and UAE.
Finsmart serves two main client segments. First, CPA and accounting firms that need white label bookkeeping, tax preparation and accounting capacity under their own brand. Second, SMBs and growing businesses that need outsourced bookkeeping, accounts payable, accounts receivable, financial planning and analysis, and offshore accounting support.

Need One Seat or Broader Capacity?

Let's identify where capacity is constrained and build the right solution - whether that starts with one Accounting Seat or grows across multiple roles.

Founded 2007
300+ Clients
Published Pricing
Cancel Anytime