Qualified Professional behind every set of books.
Elevate Financial Solutions is a two-partner accounting practice supporting US businesses. Both partners are Chartered Accountants (CA/CPA) and hold Master's level accounting qualifications, bringing professional training and practical experience to the work behind the numbers.
Trained to look beyond the numbers.
Accounting is more than recording transactions and producing reports. Our professional training and experience have taught us to understand how a business operates, identify what does not look right and help ensure the financials accurately reflect the business.
Before founding Elevate, both partners spent years supporting US clients through KPO and accounting operations, preparing and reviewing financial records, resolving reconciliation differences and delivering accurate month-end financials to firm deadlines.
That experience shapes the work a client receives today. We read the numbers in the context of the business, and when something does not make sense we investigate it rather than post it and move on.
The people behind your financial clarity
Two Chartered Accountants, both with 5+ years in accounting and finance, who look after the books themselves.
CA Pankti Goyal
Pankti is a Chartered Accountant with 5+ years of experience in accounting and finance, with a strong focus on small businesses and their unique financial needs. She specializes in maintaining clean, accurate and well-organized financial records, with close attention to detail.
Pankti takes a client-focused approach, working closely with business owners to bring structure, clarity and consistency to their finances. Her commitment to accuracy, reliability and professionalism means clients can depend on well-maintained financials and a consistently high standard of service.
CA Namit Sultania
Namit is a Chartered Accountant with 5+ years of experience in accounting and finance, including work with US CPA firms and clients across diverse industries. He specializes in clean-up and catch-up accounting, ongoing bookkeeping, and reliable financial reporting.
Namit takes a business-first approach to accounting — looking beyond the numbers to bring clarity to financials and support sustainable business growth. His work is built on accuracy, reliability and professionalism, helping clients make informed financial decisions with confidence.
Expertise you can put to work.
Three areas where our professional background shows up in the work we deliver for clients.
Accounting & bookkeeping
Bookkeeping through the full accounting cycle, reconciliation, accruals and adjusting entries, month-end close and financial statement preparation, with the accounting judgment to know when something needs a second look.
Industry familiarity
Experience across real estate, e-commerce, home services, hospitality, retail, construction and professional services, so the workflow is shaped around how your business actually operates. See industries →
Software fluency
Comfortable in the accounting, property management, commerce and payroll platforms US businesses run on, and happy to pick up whatever you already use. See platforms →
An extension of your team.
Good accounting support is as much about communication as it is about debits and credits. Our approach is deliberately simple.
What we hold ourselves to.
Six principles that shape how we take on and deliver every engagement.
- 01Accuracy
Reliable financial information starts with accurate, well-maintained books. Everything else we do depends on getting that part right.
- 02Integrity
We handle every client's financial information with honesty and confidentiality, and we say what we find rather than what is easiest to hear.
- 03Accountability
We take ownership of our work and raise anything that needs attention early, while there is still time to do something about it.
- 04Clarity
We turn complex accounting detail into reporting a business owner can read, understand and act on without a translator.
- 05Client Partnership
We aim to become a reliable extension of our clients' businesses rather than a service that only processes transactions.
- 06Professionalism
Agreed deadlines are met, messages are answered promptly, and the work is held to the standard our qualifications demand.
Want to know if we're the right fit?
A short conversation is usually enough to tell. Book a free consultation and we'll walk through where your books stand.