Full-Service Advisory Firm

Strategic Guidance That Goes Beyond the Numbers.

Your Partner for Growth, Clarity, and Long-Term Success.

Strategic Financial Advisory for Forward-Thinking Businesses

Virtue CPAs is a leading U.S.-based Financial and Business Consulting Firm dedicated to helping businesses and individuals achieve sustainable growth. As a new-age, forward-thinking firm, we started with a focus on tax and accounting services, building a foundation of trust through accuracy, compliance, and reliable support.

Over time, we expanded our expertise into cost segregation, valuation, and a wide range of advisory services. Today, Virtue CPAs is a full-service consulting partner, delivering strategic insights and customized solutions that address the evolving needs of our clients.

Our mission is to combine technical expertise with practical guidance to drive long-term success.

The Advisory-First Difference

Our service model is designed to support your business through its entire lifecycle. We are a "one-stop-Firm" built on a few key principles that set us apart.

Strategic Partnership

We go beyond the numbers to deliver forward-looking, growth-oriented strategic guidance. We aim to be your "committed partner for financial resilience and long-term success".

Technology-Led Excellence

We leverage "advanced, reliable technology and tools" to streamline financial operations, ensuring accuracy, saving time & supporting proactive decision-making across your lifecycle.

Scalable Global Talent

We provide access to a "diverse pool of global talent". This operational model allows us to deliver cost-effective and highly scalable services that grow in tandem with your business.

True Lifecycle Support

We support you at every stage — from entity formation and pitch-deck development to monthly accounting, CFO/controller services, and business valuation and succession planning.

1100+

Client Projects

100k

Hours Of Bookkeeping, Payroll & Tax Return Processing

25+

Years Of Work Experience

How We Deliver

How We Partner with You

Our advisory relationship is a process, not a product. We build a strategic framework designed for your success.

Foundation (Listen & Analyze)

We start by understanding your goals. We then implement flawless, technology-driven accounting and tax compliance to create a single source of truth for your finances.

Insight (Report & Advise)

We move beyond simple reports. As your fractional CFO or Controller, we provide proactive insights, explaining what the numbers mean for your business and its future.

Strategy (Partner & Grow)

We become your long-term strategic partner. We help you navigate complex transactions, optimize your tax position, plan for succession, and achieve your most ambitious goals.

A Leadership Team Built on Specialized Expertise

A full-service advisory firm is only as good as its advisors. Our firm's strength comes from our diverse and highly qualified leadership team. Their deep, specialized expertise is the engine that powers our strategic guidance across high-value domains.

Kevin Patel,
CPA

I'm passionate about creating meaningful connections and productive communities. With 15+ years of experience, I specialize in M&A, tax consulting, and business support. Let's grow together!

Rick Patel,
President

Rick Patel is an experienced accountant providing financial consulting to small and medium-sized businesses, specializing in financial planning, budgeting, cash flow management, and tax strategy optimization

Paul Vyas,
Business Consultant

Paul uses 11+ years of experience with global Fortune 500 companies to advise clients in various industries, focusing on accounting, tax compliance, and AI solutions. He enjoys spending time with family and listening to podcasts.

Jeet Chaudhary,
COO

Jeet leads accounting operations with a focus on efficiency, accuracy, and team performance, ensuring high-quality financial outcomes for clients.

Shubham Jain,
Accounting Operations Manager

Shubham drives the execution of core accounting processes, ensuring precision, compliance, and smooth team operations.

Parth Shah,
Registered Valuer (S&FA)

Empowering organizations with trusted valuation expertise. As a Registered Valuer (Securities & Financial Assets), I bridge numbers with strategy to create meaningful outcomes for investors, businesses, and communities

Kartik Jani,
Marketing Director

Helping businesses grow with strategic marketing. As a Marketing Director, I focus on brand building, organic growth, digital transformation, and performance-driven campaigns that create real impact.

Yamini Nayak,
Senior Tax Manager

Yamini specializes in complex tax strategies and compliance, delivering expert guidance to help clients navigate ever-changing regulations.

Aashi Kasliwal, EA
Senior Tax Manager

Aashi Kasliwal has 7 years of experience in individual and business taxation with CPA firms in the US. She is an Enrolled Agent.

Ganga Chitti,
Tax Senior

Ganga Chitti has over 5 years of experience in individual taxation, having worked with multiple CPA firms in the US. She holds a BCom in General Studies.

Dawn Polin, CPA
Business Advisor

Dawn Polin, CPA, applies 25+ years of tax expertise to optimize cost segregation for real estate assets. She holds accounting degrees from the University of Georgia and the University of South Florida.

Elias Gobble, CPA
Fractional CFO

Elias Gobble, CPA, brings 10 years of accounting experience across small businesses, government, and non-profits. He’s committed to white-glove service, clear communication, and delivering valuable insights that help clients improve profitability

Ankita Jariwala,
Principal

Ankita Jariwala is Principal at Virtue CPAs, overseeing client services and strategic initiatives. She brings extensive experience in accounting, tax, and advisory, helping clients navigate complex financial challenges.

A Leadership Team Built on Specialized Expertise

A full-service advisory firm is only as good as its advisors. Our firm's strength comes from our diverse and highly qualified leadership team. Their deep, specialized expertise is the engine that powers our strategic guidance across high-value domains.