Accounting and Financial Services

Our Services

How We Add Value to Your Business

We provide full-service accounting and financial services to help individuals and companies make intelligent financial choices. Our team of professional CPAs and financial planners delivers expert guidance in financial planning, investment planning, business transactions, and regulatory compliance management.

Accounting Software Implementation

Accounting Software Implementation

Selecting the right accounting software is crucial to manage financial data effectively. Our professionals examine your business requirements, recommend the best accounting software, and assist with the installation process.

Business Valuations

Business Valuations

Understanding your business value is essential in planning, acquisitions, mergers, or selling. Our business valuation experts perform rigorous analysis with leading methodologies to assess financial well-being, market status, and opportunity.

Buying & Selling a Business

Buying & Selling a Business

When buying or selling a company, our finance and accounting service providers offer professional guidance. From structuring transactions and due diligence through tax planning, we navigate complexity with assurance.

Financial Planning

Financial Planning

Our financial accounting services specialize in personalized planning to accumulate wealth, minimize risk, and achieve financial security. We create strategic plans that harmonize with your financial goals for long-term success.

Mergers & Acquisitions

Mergers & Acquisitions

Merging or acquiring a company involves careful financial planning and analysis. That is why our CPA agency offers comprehensive due diligence, risk analysis, tax planning, and valuation services for a smooth and profitable transition.

Retirement Planning

Retirement Planning

Retirement planning needs a good plan. Our CPAs and financial advisors provide personalized retirement planning solutions, including tax-favored savings, investment management, and pension analysis for retirement security.

Pension & Profit Sharing Plans

Pension & Profit Sharing Plans

We help companies design and manage pension and profit-sharing plans that benefit employers and employees. Our team maintains compliance, maximizes tax savings, and helps provide competitive retirement benefits.

Investment Review

Investment Review

A balanced investment strategy is the key to long-term success. Hence, our finance and accounting services suggest strategies that are specific to your goals. We offer independent, fact-based analysis to maximize returns and minimize risks.

Make Appointment

Reliable Accounting & Financial
Services – Contact Us

Do you require professional investment management, business valuation, tax planning, or financial accounting services? Our qualified financial advisors and tax accountants can assist you in achieving long-term success.

    Testimonials

    What They Say About Us

    Here’s what our satisfied clients have to say about their experience working with our seasoned accounting and CPA consulting professionals.

    "We, at OM Group, Inc. have been working with Pandya, Kapadia, Bhatt & Associates for the past 20 years. This is an accounting firm that boasts great accounting experience and combines competency and dedication in their work. It's a pleasure to work with them."

      Shawn Beltran
      Shawn Beltran

      Accounting Team at OM Group, Inc.

      "Pandya Kapadia Bhatt & Associates CPAs LLC team has played a pivotal role in making our business finances simpler. Their accounting consulting services gave us a transparent view of our finances, enabling us to grow the business efficiently."

        Michael S.
        Michael S.

        CEO, Tech Solutions Inc.

        "As a high-net-worth individual, I needed a firm that understood complex wealth management and tax planning strategies. Their expertise in CPA consulting ensured I maximize my tax savings while staying fully compliant."

          Sarah L.
          Sarah L.

          Private Investor

          "What is unique about this team is that they bring a personalized touch. They took the time to understand our needs and developed personalized financial plans that saved us a huge amount of taxes."

            Lisa M.
            Lisa M.

            CFO, Healthcare Solutions Corp.

            Our Process

            3-Step Approach to Business Success

            Our accounting and financial services management strategy is focused on streamlining operations, achieving maximum compliance, and achieving maximum profitability.

            Evaluate & Strategize

            We begin by learning about your business and financial requirements. Our CPA agency performs a comprehensive review of the financial statements, cash flow, tax planning, and investment portfolios to create customized solutions.

            Implement & Optimize

            Second, we offer tailored finance and accounting services that include accounting software implementation, business valuation, financial planning, and risk management. We seek to improve financial efficiency and compliance and optimize business value.

            Monitor & Evolve

            As part of our accounting consulting services, we track and optimize strategies, following market fluctuations. Whether it is investment analysis, mergers & acquisitions, or retirement planning, we enable you to stay ahead with proactive financial insight.

            Have Questions? We’re Here to Help!

            Do you need accounting and finance services for your business objectives? Our experts at PKB & Associates CPAs LLC are available to assist you in your financial decision-making. Contact us today or complete our contact form.