Overview - Finance and Accounting Services

Taking into consideration the volatile dynamics of our global economic system, it has become a precondition for every business to consolidate their non-core financial services to ascertain a competitive edge. Today, CFOs and CPAs across the globe seek out accounting outsourcing firms that can assist them in reducing the company’s operating costs, increasing profits and establishing benchmarks for superior governance and conformity to regulations. That is exactly why most of them outsource accounting services to a third-party company. We, at Task Advisory, fully grasp this compelling requirement of businesses and provide an extensive range of accounting back office services at competitive costs.

We understand your industry, your business and you, we can help you understand and manage even the most subtle changes in your business to optimize your bottom line. We'll take all aspects of your goals into account – personal and business, including the emotion that is tied to making decisions – and bring not just what you asked for, but what you and your business actually need.

We have the expertise and institutional knowledge necessary to guide you through even the most precise shifts in your business. And we speak in a familiar way no matter who you are, what language you speak, or where your business is located. So we feel “OUR PASSION IS YOUR PROSPERITY”.

Why Outsource…

Accounting Has Changed
The accounting industry is changing, and accounting Partners and Directors are faced with a choice. Either become a “Firm of the Future” or face a slow but inevitable death.”

Price Pressure

Due to advances in cloud accounting technology, clients expect to pay less for compliance and administrative services.

Capacity Crunch

There aren't enough hours in the week to get through the procedural work and still leave enough time for high margin strategic work.

Talent Crisis

Attracting and retaining qualified accountants is hard, and wage costs are high, causing margins to be squeezed on lower-value jobs.

Intense Competition

Your competitors used to be based across town. Now they may be based across the country, or even across the globe.

“The answer to these challenges lies in adding a highly-qualified offshore team who can perform your administration and compliance tasks for around 1/3 the cost, freeing up your local team to truly add value to your clients’ future business plans.”

Why to Outsource Bookkeeping and Accounting?

We get it. When you do a search for "accounting services near me," you're looking for a local accounting professional who can tackle complicated business needs. But with today's technology and tools, you're able to connect with the best. We're able to handle large, complex accounting tasks as well as meet over video chat to discuss your business. Now, you can get all of the relationship advantages of a local accountant plus the expertise, talent, and tools of one of the best accounting services in the country.

The Accounting Outsourcing Movement

Outsourced accounting services in the USA were clunky ten years ago. When we started in 2008, the technology wasn't there to support virtual relationships. But things have changed! That's why so many businesses have hired an outsourced accountant instead of an in-house team. In the 2018 Client Accounting Services Survey (CAS), Bill.com and CPA.com asked 1,700 different businesses what they thought of outsourced accounting services.

Here's the Survey Revealed:

Accounting outsourcing is no longer a trend - it's how the best accounting services are being provided. That's a bold statement, but here's why it's true: They have access to resources that are unavailable at a local level. How? Staff is the biggest factor. The best accounting firms hire talent virtually. This gives them access to a nationwide pool of talent. If you can only hire people in your local city, you're limited.


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Why Us

Every client is different, every situation is unique. Businesses turn to us for a number of reasons. However, quite often, it distills down to one word: Trust. From the way our clients trust us, the way we care about our people, to the way we handle business and bring in desired outcomes, we are exceptional.

Outsourcing provides an instant access to the competence that your business craves. You will barely notice the difference between your in-house team and ours. You will only see your business growing and reaping profits. Our expertise and longevity signifies that we have processes and solutions that our clients can rely on.

Our Team


CA Charmi Shah

( FCA, M.Com. )

CA Rajat Shah


Kashyap Patel