Your Extended Financial Team, Trusted by CPAs and Businesses Across the U.S.

Beyond Books Global Solutions, a CPA-led firm, provides expert bookkeeping, tax, CFO, and property management services—ensuring accuracy, meeting deadlines, and supporting confident business growth.

Beyond Books offers CPA-led financial and property services.

Your Extended Financial Team, Trusted by CPAs and Businesses Across the U.S.

Beyond Books Global Solutions, a CPA-led firm, provides expert bookkeeping, tax, CFO, and property management services—ensuring accuracy, meeting deadlines, and supporting confident business growth.

Beyond Books offers CPA-led financial and property services.

Our Services

At Beyond Books, we provide more than outsourced deliverables—we deliver partnership. Our services are designed to seamlessly integrate with your operations and help you scale with quality, speed, and control.

Beyond Books partners to help you scale with speed, quality, and control.

Bookkeeping Services

We offer clean, consistent, and fully reconciled books on a monthly or quarterly basis. Our team can manage ongoing bookkeeping, handle catch-up and clean-up tasks, and work within your preferred accounting software to keep everything audit-ready and organized.

Tax Preparation & Review

Our CPA-led team supports preparation of federal and state tax returns for individuals and businesses—including Forms 1040, 1040-NR, 1041, 1065, 1120, 1120S, 990, International Compliances forms, Payroll returns, Sales Tax returns and 1099 filing.

Tax Planning Services

We believe in proactive planning. Our tax strategies help your clients minimize liabilities, optimize deductions, and plan for the future. We assist CPA firms and small businesses with projections, timing strategies, and tax-efficient decision-making throughout the year.

CFO & Advisory Services

Our virtual CFO services bring financial clarity to growing businesses. From budgeting and cash flow forecasting to profitability analysis and KPI tracking, we help clients understand the story behind the numbers and make decisions that drive sustainable growth.

Company Incorporation & Structuring

We guide entrepreneurs through entity formation and compliance—from choosing the right structure (LLC, S-Corp, Partnership) to filing and registration. Our approach aligns legal setup with long-term tax efficiency and operational needs.

Property Management Services

We offer comprehensive virtual property management solutions tailored for real estate investors, landlords, and property managers. Whether managing STR, MTR, or LTR properties, our services ensure operational efficiency and tenant satisfaction.

Leasing & Marketing:

Rental listings, virtual showings, application processing, and lease prep.

Maintenance & Turnovers:

Inspections, work order management, vendor coordination, and repairs.

Tenant Management:

Rent reminders, service requests, lease renewals, and communication.

Operations:

Utility setup, Reolink monitoring, system reporting, and platform support (AppFolio, Buildium, LeadSimple).

Additional Support:

SOPs, inbox management, onboarding, and automation solutions.

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About Us

A True Extension of Your Financial Team

At Beyond Books Global Solutions, we don't believe in one-size-fits-all support. We operate as an extended team for CPA firms, EAs, bookkeeping practices, and businesses across the United States—offering personalized, high-quality financial services that strengthen your capacity and client relationships.

Founded by a licensed CPA with over five years of experience in U.S. accounting and taxation, our team brings a deep understanding of compliance, accuracy, and operational efficiency. We don't just lighten your workload—we add strategic value at every step. From bookkeeping to tax preparation and advisory services, we work behind the scenes so you can stay in front of what matters most.

MEET OUR LEADERSHIP

Why Choose Us?

The Beyond Books Advantage

Scalable Solutions

We deliver flexible services that grow with your firm's evolving needs.

Expert-Led Support

CPA-led expert teams ensure your firm gets accurate and consistently reliable results.

Back-Office Efficiency

We manage the operational load so you can focus on client growth.

Focus on Advisory

We strategically free up your time to focus on high-value client advisory services.

Software Used by Us

We are proficient in a wide range of industry-leading tools to deliver seamless, high-quality services

QuickBooks QuickBooks
Xero Xero
Drake Drake
CCH Axcess CCH Axcess
UltraTax UltraTax
Buildium Buildium
Proconnect Proconnect
TaxDome TaxDome
Financial Cents Financial Cents
Lacerte Lacerte
Caseware Caseware
Frosystem Fx Engagement Prosystem Fx Engagement
R365 R365
ATX ATX

Meet Our Leadership Team

At Beyond Books Global Solutions, our strength lies in the leadership and expertise of our founding team. Each leader brings deep industry insight, proven execution, and a shared commitment to delivering exceptional value to our clients across the globe.

Beyond Books is led by experts delivering global value.

Ajit Shah, CA

Mentor

With over three decades of professional experience, Ajit Shah is a seasoned Chartered Accountant who has built a reputation for excellence in accounting, auditing, taxation, litigation support, and strategic advisory services.

His vast knowledge spans multiple industries, and he has successfully represented clients before Indian tax authorities in complex, high-stakes matters—achieving favorable resolutions through sound strategy and deep subject-matter expertise.

As the founding force behind our India operations, Ajit has played a pivotal role in shaping a practice rooted in trust, technical proficiency, and client-centric service. Today, he serves as a mentor and visionary leader, actively working to replicate this legacy in the firm's expanding U.S. operations.

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Sarthi Shah, CA, CPA

Partner

Sarthi Shah is a dual-qualified Chartered Accountant and licensed U.S. CPA, bringing over five years of experience in U.S. accounting, tax compliance, and financial reporting.

He has worked with Big 4 and mid-sized accounting firms, where he specialized in serving small businesses, high-net-worth individuals, and corporate entities with diverse and complex tax requirements.

With hands-on expertise in day-to-day bookkeeping, financial close processes, tax return preparation, and payroll administration, Sarthi is known for his technical precision and proactive problem-solving approach. As a key driver of our U.S. practice, he is committed to building scalable processes, maintaining service excellence, and nurturing strong client relationships through transparent communication and timely delivery.

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Nidhi Shah, CA

Partner

Nidhi Shah is a Chartered Accountant with more than five years of specialized experience in U.S. accounting and taxation.

She has served as a trusted resource for CPA firms through her work at offshore offices of top-tier U.S. accounting firms, gaining deep exposure to federal and state-level tax structures and compliance systems.

Her professional journey includes managing intricate tax filings for individuals, partnerships, and corporations, along with full-cycle accounting and bookkeeping services. Nidhi is also a strong believer in operational excellence—she plays a central role in team training, workflow optimization, and quality assurance. Her commitment to continuous learning, team leadership, and high service standards makes her an integral pillar of our firm's client success framework.

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Request a Call Back

Schedule a free consultation with our experts to discuss your business needs and how we can help.