Surbhi is a seasoned accounting professional with over five years of experience supporting U.S.-based clients, including CPA firms and real estate investors. She specializes in strategic financial oversight, accurate reporting, and designing efficient workflows that reduce inefficiencies and improve cash flow visibility. A qualified Chartered Accountant from the Institute of Chartered Accountants of India (ICAI), she delivers customized solutions aligned with each client’s goals. Her expertise spans real estate accounting, wholesale distribution, transportation logistics, professional advisory firms, and owner compensation strategies. Known for her clear communication and proactive mindset, she provides recurring and project-based support with a hands-on approach. Clients value her ability to simplify complex processes and ensure timely decision-making through strong financial insight. Committed to continuous learning, she believes in building long-term relationships through trust, reliability, and results.
