Rakesh Bhalani
Co-Founder @ Oakwood Advisory | Certified Public Accountant | CA Trusted offshore partner for US CPA firms | Bookkeeping, tax prep support & month-end close
- Role
- Co-founder at Oakwood Advisory
- Location
- Surat, GJ, IN
- LinkedIn followers
- 500 followers
About Rakesh Bhalani
I am a Qualified Chartered Accountant (CA) and Certified Public Accountant (CPA) specializing in delivering backend accounting, bookkeeping, and U.S. tax support to CPA firms, accounting practices, and businesses across the United States.As the Co-Founder of Oakwood Advisory, I help U.S. firms scale efficiently by managing their complete backend operations—ensuring accuracy, timely delivery, and seamless workflow integration. Our team supports firms with bookkeeping, month-end close, tax preparation, review tasks, and compliance activities so they can focus on client advisory and growth.I am proficient in leading accounting and tax software, including:QuickBooks Online, QuickBooks Desktop, Xero, Tally, Wave, NetSuiteand U.S. tax platforms such as TurboTax, Drake Tax, ProSeries, Lacerte, and TaxAct.My U.S. tax experience includes preparation and review of 1120, 1120S, 1065, 1040, 1099, and related filings.Core Areas of Expertise:• Backend bookkeeping & accounting services for U.S. firms• Month-end close & financial statement preparation• U.S. tax preparation, review & compliance• Budgeting, forecasting & management reporting• Audit assistance & documentation• Financial modeling, Excel automation & data analysisI am committed to strengthening financial systems for firms and businesses through accurate reporting, reliable backend processes, and clear financial insights that support strategic growth.
Experience
Co-founder
Jan 2024 — Present · Surat, IN
Education
American Institute of Certified Public Accountants (AICPA)
CPA, Accounting
The Institute of Chartered Accountants of India
Chartered Accountant, Accounting and Finance
Veer Narmad South Gujarat University, Surat
Bachelor of Commerce - BCom, Business Administration and Management, General
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