About Services Industries Process Insights FAQ Contact Book a Discovery Call
Finance & Business Advisory

Finance that drives decisions — not just records transactions.

I help CPA firms, startups, real estate companies, and growing businesses build finance functions that are accurate, efficient, and built to scale — without the overhead of a full in-house team.

Chartered AccountantTop-ranked CA graduate
QuickBooks & Xero CertifiedAdvisor-level expertise
4+ Years RemoteSupporting US businesses
Multi-IndustryCPA firms, PE, real estate, startups
Professional headshot — replace with high-resolution photo (recommended: neutral background, business attire, 4:5 ratio)
About Me

Built on the numbers. Focused on what they mean.

I'm a Chartered Accountant and Nepal's top-ranked CA graduate, with four-plus years spent inside the finance functions of US accounting firms, private equity funds, and multinational businesses. My work has ranged from full-cycle bookkeeping and month-end close to financial modeling, due diligence, and cross-border transfer pricing research.

Along the way, one pattern stood out: the businesses that grow fastest aren't the ones with the most accountants — they're the ones whose finance function actually works. Clean books. Reports that mean something. Processes that don't rely on one person's memory.

That's the work I care about most. Not just recording what happened, but building the systems — in QuickBooks, Xero, Excel, and Power Automate — that tell you what to do next. Every engagement is approached the same way: strategic, detail-driven, and focused on giving you the clarity to make better decisions, faster.

Bookkeeping & Reconciliations Financial Reporting Process Improvement Power Automate Financial Modeling Transfer Pricing Research Business Analysis Workflow Automation
Services

Support that scales with your business

From day-to-day bookkeeping to Virtual CFO-level strategy, engage me for exactly the level of support your business needs today — and adjust as you grow.

Core Accounting & Bookkeeping

Bookkeeping

Accurate, up-to-date books in QuickBooks Online or Xero, managed on a schedule you can rely on.

Month-End & Year-End Close

Structured close processes that produce clean, review-ready financials every period.

Bank Reconciliation

Bank, credit card, and intercompany reconciliations kept current and error-free.

Accounts Payable

Bill entry, approval workflows, and payment tracking that keep vendors paid on time.

Accounts Receivable

Invoicing and collections support that keeps cash coming in predictably.

Payroll Support

Payroll processing coordination and reconciliation to your general ledger.

Transaction Categorization

Clean, consistent categorization that makes your reports actually usable.

Internal Controls

Practical controls that reduce error and risk without adding unnecessary bureaucracy.

Reporting & Advisory

Financial Reporting

Clear monthly financials that tell you where the business actually stands.

Management Reporting

Owner-ready reporting packages that highlight what matters, not just what happened.

Virtual Controller Support

Oversight of your accounting function — accuracy, timeliness, and process discipline.

Virtual CFO Support

Strategic finance leadership on a part-time basis — planning, analysis, and decision support.

Budgeting & Forecasting

Budgets and forecasts that hold up against reality and support real decisions.

Cash Flow Planning

Visibility into cash position today and where it's headed over the next 13 weeks and beyond.

Financial Analysis

Variance analysis and business performance reviews that explain the "why" behind the numbers.

Advisory Support

An objective finance perspective when you're weighing a major business decision.

Process & Automation

Business Process Improvement

Mapping and redesigning finance workflows to remove bottlenecks and manual rework.

Power Automate Solutions

Automated workflows that cut manual data entry and reduce approval turnaround time.

Financial Dashboards

Live dashboards that surface key metrics without opening a spreadsheet.

Excel Automation

Advanced Excel models and templates that replace hours of manual work with a formula.

SOP Development

Documented procedures so your finance processes don't depend on one person.

Specialized Support

CPA Firm Offshore Support

Dedicated capacity for CPA firms during busy season or year-round client work.

Real Estate Accounting

Entity-level and portfolio accounting built for real estate's reporting complexity.

Startup Finance Support

Investor-ready books and metrics from day one, scaled to fit an early-stage budget.

Industries

Experience across the sectors that need it most

Every industry has its own reporting quirks and compliance pressure points. Here's where I've built the deepest experience.

CPA Firms

Offshore bookkeeping and reporting capacity for client engagements.

Startups

Investor-ready financials and finance systems built to scale.

Real Estate

Property and portfolio-level accounting and reporting.

Construction

Job costing, WIP schedules, and project-level financial visibility.

Professional Services

Utilization, billing, and profitability reporting.

Technology Companies

SaaS metrics, deferred revenue, and investor reporting.

E-commerce

Multi-channel sales reconciliation and margin analysis.

Healthcare

Practice-level financial reporting and compliance support.

Hospitality

Revenue tracking and cost control across multiple locations.

Small Businesses

Reliable bookkeeping and the reporting owners actually read.

Why Work With Me

Finance support that thinks beyond the ledger

Strategic Thinking

I look past the transaction to what it means for the business.

Attention to Detail

Trained through statutory audit — accuracy is non-negotiable.

Automation Mindset

If a process is repetitive, I look for a way to remove the manual work.

Reliable Communication

Clear updates, no jargon, and no surprises at month-end.

Process Improvement

I build systems that outlast any single engagement.

US Accounting Exposure

Years of hands-on work inside US-based firms and portfolios.

Problem Solving

Background across audit, private equity, and valuation work.

Finance Beyond Bookkeeping

The goal is always a decision made with more confidence.

How We'll Work Together

A straightforward process, start to finish

1

Discovery

A conversation about where your finance function stands today and where it needs to go.

2

Understand Business

A closer look at your systems, data, and reporting needs before proposing anything.

3

Design Solution

A scoped plan — tools, cadence, and deliverables matched to your business.

4

Execute

Clean implementation, with clear timelines and regular check-ins.

5

Continuous Improvement

Ongoing refinement as your business — and its reporting needs — evolve.

Testimonials

What clients say

★★★★★

"Our books went from a source of stress to something we actually trust. Month-end used to take two weeks — now it's done in three days."

Managing PartnerRegional CPA Firm
★★★★★

"We needed investor-ready financials fast. The reporting and the clarity we got made our fundraising conversations much easier."

Founder & CEOEarly-Stage SaaS Startup
★★★★★

"Finally, portfolio-level reporting that makes sense across every property. The automation work alone saved us hours every week."

Director of OperationsReal Estate Investment Group

Placeholder testimonials — replace with verified client quotes prior to launch.

Insights

Finance thinking, in plain language

Practical articles on bookkeeping, reporting, and automation — written for business owners, not accountants.

Cash Flow

How Small Businesses Can Improve Cash Flow

Practical levers owners can pull before cash becomes a crisis.

Read more →
Automation

Automation Opportunities for CPA Firms

Where offshore support and automation free up your best staff.

Read more →
Bookkeeping

Bookkeeping Mistakes That Cost Businesses Money

The recurring errors that quietly distort financial decisions.

Read more →
Startups

Financial KPIs Every Startup Should Track

The handful of metrics investors and operators actually watch.

Read more →
Operations

Month-End Closing Best Practices

A close checklist that shortens the cycle without cutting corners.

Read more →
Tax & Compliance

Transfer Pricing Basics

What growing multinationals need to know about intercompany pricing.

Read more →
Automation

Using Power Automate in Finance

Real workflows finance teams can automate this quarter.

Read more →
Process

Building SOPs for Finance Teams

Why documented process is the cheapest insurance your business can buy.

Read more →
FAQ

Common questions

How is pricing structured?+

Engagements are scoped around the hours and level of support you need — bookkeeping, controller-level oversight, or Virtual CFO strategy. You get a clear monthly quote before work begins, and you only pay for the support you actually use.

Do you work with businesses outside the US?+

My primary focus is US-based CPA firms and businesses, with deep experience in US accounting standards, tools, and reporting expectations. I'm happy to discuss fit for businesses operating internationally.

What accounting software do you work in?+

QuickBooks Online and Xero primarily, along with Sage and NetSuite. I also build supporting tools in Excel and automate workflows using Power Automate.

How is client data kept secure?+

All work happens within your existing accounting systems and access controls. I follow standard confidentiality practices and can sign an NDA before any engagement begins.

What's the difference between a bookkeeper, a controller, and a CFO?+

A bookkeeper records transactions. A controller ensures those records are accurate, timely, and well-controlled. A CFO uses that data for planning, forecasting, and strategic decisions. Many businesses need all three at different points — I can step into whichever level fits.

How long does onboarding take?+

Most engagements are ready to go within one to two weeks of the discovery call, depending on the state of your existing books and systems access.

Can you support us during a specific project, like a system migration or audit?+

Yes. Project-based engagements — QuickBooks/Xero migrations, clean-up projects, or audit preparation — are available alongside ongoing support.

How do we get started?+

Book a discovery call using the link below. We'll talk through your current setup, what's not working, and whether it's a good fit — no obligation.

Ready When You Are

Let's build a finance function you can trust.

Book a free discovery call and find out exactly where your finance function stands — and what it would take to make it better.

Contact

Start with a conversation

Tell me a bit about your business and where finance is falling short. I'll follow up within one business day.

Email

hello@sanchitbhandari.com.np (placeholder — confirm final inbox)

LinkedIn

linkedin.com/in/sanchitbhandari (placeholder — insert real profile URL)

Location

Remote — serving CPA firms and businesses across the United States.

Book Directly

Calendly embed placeholder. Replace with:
<div class="calendly-inline-widget" data-url="https://calendly.com/YOUR-LINK" style="min-width:320px;height:630px;"></div>
plus the Calendly widget script before </body>.

This form is a front-end placeholder — connect it to an email service (e.g., Formspree, a serverless function, or CRM webhook) before launch.