Elite India-based bookkeeping and CFO advisory for US and Canadian CPA firms. Accurate books. 5-day delivery. Your branding. Your clients never know we exist.
Everything from day-to-day bookkeeping to strategic CFO advisory — all white-labeled, all delivered under your brand.
Complete month-end close including AP, AR, bank reconciliations, journal entries, and fully reviewed trial balance. Delivered in 5 business days.
P&L with prior-month and prior-year comparison, Balance Sheet, Cash Flow Statement, AR/AP Aging, and a plain-English management narrative.
Bill processing, vendor payments tracking, invoice management, collections follow-up, and aging report monitoring. Keep your clients' cash cycles clean.
Months or years behind? We clean up messy books fast — regardless of volume or complexity. No backlog too large. Fixed-fee pricing on request.
Strategic financial leadership for your clients' businesses — budgeting, forecasting, KPI dashboards, cash flow modeling, fundraising prep, and board-level reporting. CA-led, Big 4-trained. Priced at a fraction of a full-time CFO.
Monthly management accounts with commentary, variance analysis, department-level P&Ls, and custom KPI tracking. Boardroom-ready, every month.
Year-end workpapers, depreciation schedules, trial balance tie-outs, and organized work files delivered to your review desk. US (1120/1065/Schedule C) and Canada (T2/T1).
US payroll (Gusto, ADP-compatible) and Canadian payroll (Ceridian/Payworks-compatible). ROEs, T4s, W-2s, payroll reconciliations, and remittance schedules.
Technical accounting support, chart of accounts optimization, internal controls review, month-end close SOP design, and audit-readiness preparation.
From first call to first deliverable — a frictionless onboarding designed for busy CPA firms.
15-minute discovery. We learn your workflow, your software stack, and your client volume. No pitch, no pressure.
We close one real client file for free. No contract, no card. You review the deliverable before committing to anything.
NDA signed, engagement letter executed, accountant access granted. We match your existing formats exactly.
Month-end packages delivered in 5 business days. Monthly check-in call. Your clients see only your brand.
Flat monthly rate per client file. No hidden fees. No lock-in. Cancel or scale anytime.
All plans include a free 30-day trial on your first client file. No credit card required to start. Cancel anytime.
Every India-based bookkeeping service looks the same until you see the work. Here is what actually makes us different.
Our team is led by an ICAI Chartered Accountant with experience at KPMG, Grant Thornton, and Deloitte. The same discipline that drives Big 4 accuracy — at a fraction of Big 4 cost.
Every deliverable goes out under your firm's name, in your format, with your branding. Your clients will never know Certa Finance exists. We are your silent back office.
We are not just data-entry operators. We understand GAAP, ASPE, accruals, deferrals, revenue recognition, and working paper standards — the same way your CPA does.
Mutual NDA before the first file. Encrypted portals only. No data stored after delivery. Data Processing Addendum available. Full PIPEDA compliance for Canadian engagements.
Our SLA is 5 business days from when you send us the source documents. Our actual average is 3.2 days. We track and report our delivery metrics to you every month.
You will never deal with a ticket queue or a rotating team. The same qualified person handles your account every month, knows your clients, and is reachable directly via WhatsApp or email.
We let the work speak. Here is what partners and principals at US and Canadian accounting firms have told us.
"I was skeptical — I'd tried offshore bookkeeping twice before and both times were disasters. Certa Finance is a completely different category. The work is technically accurate, the delivery is ahead of schedule every single month, and my clients have no idea anyone else is involved. It's genuinely freed up 15 hours a week for me to focus on advisory work that actually moves the needle."
"Their month-end package is better than what our own senior staff was producing. The management narrative alone saves me an hour each month. I've already referred two other CPA firms."
"The CFO advisory service is remarkable. My client got a full budget model, cash flow forecast, and board deck in two weeks — at a price I could actually pass through. The CA background really shows."
"We onboarded 8 client files in the first month. Every single one was delivered on time, correctly formatted to our house style, and without a single error on review. That has never happened with any offshore team before."
"The free trial was what sold me. I gave them my messiest client — six months behind, horrible records. They came back in 4 days with clean books, reconciled, and a summary of every adjustment they made. I signed up the next morning."
"What stands out is the communication. Questions are answered within hours, not days. I feel like I have a senior team member on call, not an overseas vendor I'm waiting on. The technical quality is Big 4 level."
Certa Finance was founded by Adarsh Kathotia, a Kolkata-based Chartered Accountant (ICAI, 2022) who spent three years in Big 4 and Big 6 advisory at KPMG, Grant Thornton, and Deloitte before recognizing a fundamental gap in the market.
Small and mid-size CPA firms in the US and Canada were turning away work — not because they lacked skill, but because they lacked capacity. Hiring a full-time US bookkeeper cost $65,000+ per year. Existing offshore vendors delivered generic, low-quality work that created more review time than it saved.
Certa Finance was built to be different: CA-led, technically rigorous, white-label by design, and structured to feel like an extension of your own team — not a vendor relationship.
Statutory audits, internal controls, and financial reporting for listed and private companies
Financial due diligence, vendor due diligence, and working capital analysis for M&A transactions
Management accounts, FP&A support, and client advisory for growth-stage businesses
Built to serve US and Canadian CPA firms with Big 4-quality bookkeeping at accessible pricing
Signed before any data is shared. US-law governed. Breach notification included.
All files via encrypted portals (ShareFile, Google Drive restricted, or your existing system).
Data Processing Addendum available for Canadian engagements. Full PIPEDA compliance.
All client data deleted/returned after delivery. No data stored beyond the engagement term.
Join CPA firms across the US and Canada who have reclaimed their time, expanded their capacity, and grown their revenue — without hiring a single person.
30-day free trial · No credit card · No contract · Cancel anytime