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Founder & Managing Adviser

Founder-Led Leadership. Hands-On by Design.

Experienced leadership remains closely involved in client communication, accounting workflows, quality review, and operational delivery.

Pooja Gupta, Founder and Managing Adviser of KAPV Advisers

Pooja Gupta

Founder & Managing Adviser

Founder Profile

KAPV Advisers

Pooja Gupta is the Founder & Managing Adviser of KAPV Advisers, bringing over 13 years of experience across accounting, bookkeeping, financial reporting, budgeting, forecasting, reconciliations, audit support, and outsourced accounting operations.

Her educational background includes an MBA in Finance, a Master's in CFA, and studies in Chartered Accountancy, providing a strong academic foundation across finance, accounting, and financial analysis.

For more than 7 years, she has worked closely with US-based CPA firms and businesses, supporting accounting workflows that require organized documentation, timely reporting, review-ready reconciliations, and tax-ready financial preparation.

Educational Background
MBA in Finance Master's in CFA Chartered Accountancy Studies
  • Bookkeeping Operations
  • Financial Reporting
  • Working Papers
  • Audit Support
  • Budgeting & Forecasting
  • Month-End Close
  • Tax-Ready Records
  • FP&A Coordination
Founder Involvement

Pooja remains actively involved in client communication, workflow supervision, quality review, and operational coordination—helping maintain consistent and accountable delivery across every engagement.

13+
Years of Accounting Experience
7+
Years Supporting US CPA Firms
100%
Founder-Supervised Engagements
Team Members
Khushboo, Senior Accountant

Khushboo

Senior Accountant

MBA from DCRUST. Four years of experience across accounts and finance-related processes, including payment processing, reconciliations, invoicing, and vendor coordination. Outside work: music, exploring new places, family and friends.

Ankit Raturi, Senior Accountant

Ankit Raturi

Senior Accountant

Close to five years of experience in bookkeeping and financial management. B.Com graduate with an E-Accounting certification; two years at KAPV Advisers. Currently manages end-to-end accounting for a U.S.-based client, including tax-ready books, large-scale payroll, client payment follow-ups, insurance requirements, and annual W-2/1099 issuance.

Priya Saxena, Junior Accountant

Priya Saxena

Junior Accountant

Four years of experience across accounting, bookkeeping, and financial operations, currently supporting U.S.-based clients with day-to-day accounting and finance requirements. Covers AP/AR, invoicing, bank and credit card reconciliations, cash-flow reporting, profitability analysis, and payroll coordination. Works extensively in QuickBooks and Excel.

Pooja Rani, Junior Accountant

Pooja Rani

Junior Accountant

B.Com from the School of Open Learning, University of Delhi. Five years of experience in the accounts field. Enjoys painting and continuous professional learning.

Ravi, Junior Accountant

Ravi

Junior Accountant

B.Com from DU SOL; High School Diploma in Business and Commerce from Motilal Nehru School of Sports. Focused on gaining deeper practical exposure across accounting, finance, and internal controls.

Dedicated professionals. Structured accounting support. Founder-supervised delivery.