Since 2007, Finsmart has built one of the most experienced offshore accounting teams serving CPA firms and businesses across the US, UK, Europe, and UAE. Meet the people who make it possible.
Leadership Team
Finsmart's leadership brings together decades of accounting, technology, and operations expertise. They set the standards that every team member upholds with every client engagement.
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.
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.
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.
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.
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.
Adding a seat means more than adding one person. It brings a complete support structure built to keep your seat performing over the long run.
Your day-to-day accounting professional. Handles the actual work according to your instructions and your firm's processes.
Oversees your onboarding, monitors delivery performance and acts as the operational bridge between your firm and Finsmart.
An expert escalation layer for complex accounting matters, technical questions or unusual client situations. At no additional charge.
Why Our Team
Finsmart was founded on a single premise: accounting firms deserve dedicated professionals who work inside their systems, under their brand, and on their terms.
Every professional goes through a multi-stage vetting process covering technical skills, software proficiency, English communication, and client-readiness.
Finsmart professionals are trained to US GAAP standards and familiar with IFRS requirements for UK and EU clients.
QuickBooks, Xero, Sage, NetSuite, Bill.com, FreshBooks - professionals arrive pre-trained on the tools your firm already uses.
Every Finsmart team member signs a full confidentiality agreement before accessing any client data.
Client Stories
"One of the things my internal team has appreciated is that the Finsmart team has always felt like a part of our team. They're included in our meetings, collaborate seamlessly, and bring efficiency and productivity that we truly value. Every interaction reflects commitment, respect, and partnership."
Elizabeth Bergen
Owner · CPA Firm, USA
"Finsmart has been a great partner to our firm. Their team integrates seamlessly into our operations, and Manjiri, in particular, takes such good care of us—she's diligent, proactive, and truly feels like part of our team. I love working with Finsmart and recommend them wholeheartedly."
Alicia Hoffman
CPA, USA
"Working with Finsmart felt like having a dedicated extension of my own team. Their communication was steady, their execution was thorough, and they handled a complex, three-year cleanup project with precision and professionalism. I felt confident every step of the way—they truly make you feel like you're in good hands."
Susan Cook
Owner · CPA Firm, USA
"I was skeptical about offshore bookkeeping at first. What I didn't expect was how seamlessly Finsmart integrated with our workflow and how little training was required. We now have four dedicated Finsmart team members supporting our clients across restaurants, nonprofits, and small businesses—with accuracy and security standards I genuinely trust."
Kellie Porter
Owner · Arrow Bookkeeping, USA
"Finsmart has noticeably improved the efficiency of our office. The onboarding was straightforward and communication has been clear throughout. Our team can now focus on delivering higher-value work to our clients, knowing the bookkeeping is handled consistently and professionally."
Kellie Work
Accounting Specialist · Collins & Ganley P.C., Pittsburgh PA, USA
