US-Focused  ·  Offshore Accounting Partner

Reliable accounting support for CPA firms and growing businesses.

We handle the day-to-day bookkeeping, reconciliations, and cleanup so your team can focus on higher-value work — without disrupting your current workflow.

Get in Touch See How We Plug In

From messy to clean, usable financials — without disrupting your current workflow.

Financial Overview — Nov 2024 CASH POSITION $84,320 ↑ 12.4% vs last mo. AR OUTSTANDING $21,450 3 invoices pending AP DUE $9,870 Due this week Reconciliation Status ✓ Chase Business Checking Reconciled ✓ Amex Corporate Card Reconciled → AR Aging Review In Review Month-end close progress 94% ✓ Books clean & tax-ready
Where we usually step in

We typically come in when things are
mostly there — but not quite right.

Books updated but not fully reconciledEntries exist but numbers don't tie back cleanly when reviewed.
Month-end keeps getting pushedIt never quite closes — and the backlog quietly grows.
Things have fallen behind over timeMonths of transactions sitting unreconciled and waiting.
Numbers don't fully tie back when reviewedDiscrepancies surface during review with no clear resolution.
Cleanup needed before tax or fundingFinancials aren't in a state ready for review or submission.

We focus on turning "mostly there" books into "ready-to-use" financials.

What We Do

Core accounting services,
done with precision.

We keep scope focused so we can do each thing properly — not spread thin across too many areas at once.

Routine Bookkeeping

Daily and weekly transaction posting, coding, categorisation, and ledger reviews — consistent and structured every month.

Ongoing
Bank & Credit Card Reconciliations

Catching breaks, tying to statements, and matching every transaction to its source — fully reconciled every period.

Monthly
Catch-up & Cleanup Work

Historical corrections, reclassifications, and fixing prior-period issues — methodically bringing overdue books up to date.

Project-Based
AP / AR Support & Pre-Tax Prep

Organising payables and receivables, and preparing books for tax season or review — no loose ends left open.

Ongoing & Seasonal

Softwares we work with

qb
intuit
QuickBooks.
xero
xero
How We Fit In

Built to plug into CPA
and in-house teams.

Align with your existing workflow and tech stack — no forced overhauls, no disruption to what's already working.

Take care of the recurring accounting grind so your team can focus on review, advisory, and higher-value work.

Start small → get alignment → then build from there — no pressure to scale until it makes sense for both sides.

Communication kept simple and direct — no jargon, no noise, just clear updates and clean output.

How a typical engagement starts
1
Share a small scope
You share a defined, limited piece of work — nothing overwhelming.
→ Clearly scoped
2
Pilot work
We do the work. You see how we operate, our quality, and our communication style.
→ Low risk
3
Refine & formalise
We align on workflow, format, tools, and expectations together.
→ Both sides aligned
4
Scale support
If it's working, we expand. If not, no pressure — we part well.
→ Grow together
How We Work

Our working principles

1
Start with a clearly defined scope

No ambiguity about what's included. Every engagement begins with clarity on both sides.

2
Focus on consistency, not just completion

Accurate books held over time matter more than a one-time fix. We build habits, not just outputs.

3
Keep communication straightforward

Direct updates, clear status, no unnecessary back-and-forth or jargon-heavy reports.

4
Stay aligned with your workflow

We adapt to how you work — your tools, your cadence, your review preferences.

About Us

Our Background &
Expertise

Our focus is not just on processing transactions, but on delivering accurate, timely, and review-ready financials that integrate seamlessly into existing workflows.

We typically support with:
  • Bookkeeping and day-to-day accounting
  • Bank and credit card reconciliations
  • Accounts Payable (AP) and Accounts Receivable (AR)
  • Month-end and year-end close support
  • Financial reporting and MIS
  • Books finalization for tax filing and audit support
What differentiates our approach:
  • Partner-led delivery and supervision
  • Strong foundation in accounting, audit, tax, and compliance
  • Structured processes and review systems
  • Clear and consistent communication

We understand that offshore support is not just about cost — it is about reliability, accountability, and ease of working together.

Professional accounting only – no audit services.
Vicky Jain
Managing Director, Clavis Advisors Private Limited
Education: Chartered Accountant India
Licenses & Certifications:
QuickBooks Online Certification Level 1 – Intuit
QuickBooks Online Level 1 Certified
Audit-first mindset
Month-End Checklist
All bank accounts reconciled
Credit card statements tied out
AP / AR reviewed and balanced
Trial balance reviewed
Prior period items cleared
Books ready for CPA review ✓
Let's Talk

Start small → get alignment → then build from there.

We're currently building our US-focused work and looking to collaborate where there's a practical fit. Happy to explore if there's something relevant on your side.

Get in Touch
Contact Us

Let's start the conversation.

Clavis Advisors Private Limited
Offshore Accounting Partner for US CPA Firms & Businesses
Key Contact
Vicky Jain — Managing Director
Phone / WhatsApp
+91 81289 98848
Address
304, Ambience, Besides Commerce Six Road,
Near Metro Station, Vijay Cross Road,
Navrangpura, Ahmedabad, Gujarat 380009
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