top of page



Financial services businesses throughout the world are increasingly using third parties to carry out activities that the businesses themselves would normally have undertaken. In other words in highly competitive Financial Services environment, regulatory requirements and accounting changes share "top priority" status with customer satisfaction and risk management. Industry research and surveys demonstrate financial firms outsourcing significant parts of their regulated and unregulated activities.


Bhatia & Co, Inc CPAs have expertise in offering financial services outsourcing solutions enabling financial institutions to achieve operational efficiencies while allowing them to focus on core business activities such as increasing assets under management, creating wealth, ensuring regulatory compliance and expanding customer relationships. We have team of highly skilled professionals including, Certified Public Accountants (CPAs), Chartered Accountants (CAs) and MBAs with outstanding background and experience.


We add value to our financial institution clients' operations, boosting efficiencies while reducing operating cost of business. Our financial services outsourcing solutions covers most of the major industry segments.


End-to-End Solutions


We offer organizations a variety of Financial Services. Some key services include:


  • Portfolio Accounting and Reporting

  • Business Process Outsourcing

  • Accounts payable

  • Financial reporting

  • Asset accounting & management

  • Financial analysis

  • Stock option accounting

  • Documentary compliance 

  • Pension accounting & reporting

  • Inventory accounting

  • Budgeting

  • Accounts receivable

  • Tax Returns

  • Cash disbursements

  • Credit and collection

  • Cash application

  • Billings

  • Bank & other reconciliation

  • Regulatory reporting

  • General Accounting


We collaborate with Financial Services clients in a variety of engagement models, based on their requirements.

For full range of Business, Corporate and Taxation services that we offer please visit website of Bhatia & Co, Inc CPAs


bottom of page