Surbhi Aggarwal
Founder & Financial Strategist @Purvis, Gray & Company, LLP ~ Certified Public Accountants
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WORK HISTORY
Founder & Financial Strategist @Purvis, Gray & Company, LLP ~ Certified Public Accountants
Gainesville, FL, US
I help business owners build solid financial systems and then use that data to make smarter business decisions. My clients range from startups getting their first real financial processes in place to established businesses wanting deeper insights from their numbers.What I do includes and goes beyond traditional bookkeeping—I look at cash flow patterns, profitability by segment, operational efficiency metrics, and help clients understand what their financial trends mean for their growth plans. My CFA and equity research background means I approach business finances the way I analyze public companies—looking for the real drivers of performance and value creation.
EDUCATION
The Institute of Company Secretaries of India
Company Secretary
National Institute of Securities Markets (NISM)
Series X-A: Investment Adviser (Level 1 ) Certification
ACCA
DipIFR
The Institute of Chartered Accountants of India
Chartered Accountant
CFA Institute
CFA, Finance, Level I cleared
The Institute of Chartered Accountants of India
DISA
ABOUT SURBHI AGGARWAL
Currently in tax practice with Purvis, Gray & Company in Gainesville, working across…
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