Questions, Answered Directly
For CPA and Accounting Firms
Q1: What exactly is a Centre of Excellence, and how does it differ from offshoring?
Offshoring is a model where you hire people at a distance and coordinate them
from your end. A Centre of Excellence is a structured, accountable practice
that embeds inside your workflow — with named professionals, agreed delivery
standards, and defined escalation paths. You do not manage the COE. You
receive the output of it. The distinction matters because the first model adds
management overhead; the second removes it.
Q2: How long does onboarding take?
Onboarding from signed agreement to first live delivery is fast and structured.
We set up access, align on your workflow, delivery formats, and communication
preferences, and begin promptly. There is no extended integration or pilot
period.
Q3: Which markets do you serve?
USA, United Kingdom, Australia, New Zealand, Canada, and UAE. For each
market, we maintain specific compliance expertise — IRS and AICPA standards
for the USA, HMRC and ICAEW for the UK, ATO and CPA Australia for
Australia, IRD and NZICA for New Zealand, CRA and CPA Canada for Canada,
and the Federal Tax Authority and DIFC frameworks for the UAE.
Q4: Who actually does my work?
Named, qualified professionals — led by the partner who heads that practice.
For US engagements, Hardik Pujara (CA, ACCA) is the accountable partner.
For Australian engagements, Abhay Thakkar (CA, CPA Australia). For international tax, Ajay Rotti (CA). Your work is not allocated to whichever resource
is available. It is assigned to the practice led by the appropriate partner
Q5: What software platforms do you work in?
We work inside your existing platforms. For most CPA firms, this includes
QuickBooks, Xero, Sage, IRIS, MYOB, Drake, Lacerte, or CCH — depending
on your market. We do not require you to change your stack. We fit yours.
Q6: Do you work with smaller CPA firms or only large practices?
We work with CPA and CA firms of all sizes. Whether you have a handful of
clients you need supported or a high-volume practice looking to build a structured India delivery model, the conversation starts the same way — understanding your workflow and what you need. There is no minimum size requirement.
Q7: Do you sign NDAs and data security agreements?
Yes. We work under your firm’s standard confidentiality and data handling
agreements. [CLIENT TO CONFIRM: specific certifications, ISO 27001 or
equivalent, to list here]
Q8: Can we scale up or down during tax season?
Yes. The COE model is designed for seasonal capacity management. [CLIENT
TO CONFIRM: specific terms for capacity scaling and notice period]
Q9: What does Australia NDIS and SCHADS support cover?
Our Australia practice includes dedicated NDIS provider compliance support —
pre-audit readiness reviews, documentation against NDIS Practice Standards,
SCHADS Award interpretation, and payroll compliance reviews for disability
service providers. This is led by Abhay Thakkar (CA, CPA Australia), who has
direct sector experience. See the dedicated NDIS/SCHADS page for full scope.
Q10: Are you a member of any professional associations?
Yes. Vaishvik JHS is a member firm of PrimeGlobal — the third-largest global
accounting association, with 300+ member firms across 112 countries. This
network provides access to cross-border referrals, technical resources, and peer firms across all our operating markets.
For Indian Businesses
Q11: How is Strategic Advisory different from the COE services?
The COE arm serves CPA and accounting firms internationally. The Strategic
Advisory arm serves Indian businesses — CFOs, promoters, and boards who
need partner-level thinking on transactions, capital events, and strategic decisions. Different engagement model. Different scope. Same quality standard.
Q12: What types of transactions do you advise on?
We advise on buy-side and sell-side M&A, pre-IPO structuring and readiness,
fundraising (equity and debt), family office transitions, and inbound investment
structuring. The relevant service pages provide detailed scope
Q13: What is a Fractional CFO engagement?
A Fractional CFO engagement provides 10-15 hours of partner-level CFO input per month — covering financial modelling, board and investor reporting,
strategic planning, and fundraising support. It is suited to businesses that need
CFO-level capability but not a full-time hire. Engagements begin with a scoping
conversation and a clear deliverable framework.
Q14: Do you work with early-stage businesses or only established mid-market firms?
Our Advisory practice is designed for businesses at a meaningful inflection point — capital events, ownership transitions, strategic growth decisions. If you are approaching a transaction, planning a fundraise, or need structured financial leadership, the right starting point is a conversation. We will tell you honestly whether our practice is the right fit.
Q15: Where are you based?
Our head office is in Ahmedabad, with a second office in Vadodara. Both are in
Gujarat. We maintain partner representation in the USA and UK. For Advisory
engagements with Indian businesses, client interactions are typically conducted
from Ahmedabad.
