We partner with accounting firms
to help them succeed and prosper
CPA Innovations brings together scalability, technology, and process-orientation.
We enable accounting firms to provide a consistently high level of service to their clients while ensuring profitability.
Knowing that your back-office support is stable, scalable, and profitable, your firm can focus on high-value client services.
Our services address
the following challenges:
- Clients of accounting firms demanding more for their money
- Hard to find reliable and knowledgeable accounting staff
- The cost structure of resources makes it difficult to make margins
- Too much management attention on routine back-office tasks
- Automation and information technology pervading the industry
- Accounting processes draw attention away from high-value consulting and advisory services
CPA Innovations, LLC. (“CPAI”), was founded to help accounting and finance firms compete and maximize margins in this challenging environment. Teaming up with Chartered Accountants in India with a pedigree of tax and advisory experience with the top firms, CPAI provides a customized service to accounting firms and help ensure a significant margin improvement on the finance and accounting services they offer their clients.
Venkat Sharma is the Founder of CPA Innovations. He is also the Founder / Board member of Advantum Health. Mr. Sharma has a significant experience building technology-enabled businesses, successfully founding two enterprises. Mr. Sharma has sourced, negotiated, and closed over 15 acquisitions during his tenure with Advantum and iMedX. He was a member of the leadership team that took Acorn Information Services from start-up through a successful IPO. His prior corporate experience includes IBM and 3M. He serves on the boards of Advantum Health, The JJ Metta Foundation and Passport Health (as Vice-Chairman). Mr. Sharma earned a Bachelor’s degree in electrical and electronic engineering from Birla Institute of Technology and Science (India), and a Master’s degree in Management from Clemson University in South Carolina.
Rajeev has over 18 years of experience in strategy and financial management and heads India operations of CPA Innovations. He works closely with clients to build robust business processes, identify suitable cost-effective technology tools, and integrate operational and financial metrics. Rajeev is passionate about helping clients in Business Reporting and identifying the right KPIs mapping industry benchmarks. With a keen eye to eliminate redundancies in processes and resources, he also supports businesses in their growth phase by quickly hiring and training talent. Rajeev has published papers on financial management and is an avid reader of books on strategy and management. He is a member of The Institute of Chartered Accountants of India and lives in Hyderabad, India.
Murthy has 24 years of experience in building technology enabled business solutions. He is a passionate technologist and hands on expert in Artificial intelligence, Machine Learning, Mobile, Big data, Web Technologies, and cloud computing. He provided technology consultancy to major financial institutes in the world including JPMorgan Chase, Charles Schwab and Shinsei Bank in Japan. Murthy was also the head of software development for iMedX through its growth.
Murthy looks at technology from the customer’s business perspective to constantly enhance service delivery capabilities. He leverages his rich experience and helps to build innovative technology solutions to achieve competitive advantage.
Murthy earned his graduate’s degree from National Institute of Technology, Warangal and Master’s degree from the prestigious Indian Institute of Technology, Delhi.
Nathan is responsible for growing business relationships and ensuring client success in a modern, competitive environment. Prior experience as a Senior Assurance Associate with a Top 100 regional accounting and consulting firm.
Experience in providing assurance services, financial statement preparation, and assisting clients with unique business issues and challenges.
Venkat and Rajeev are supported by a highly qualified team of finance, accounting, and technology professionals.
Kenneth West is a senior finance executive with a proven track record of leadership. As a strategic CFO/COO with a strong operating background, he will help the company’s mission by helping with setting long-term strategy, deal-making, finance, and operations. He is known for his hands-on, lead-by-example style that fosters a culture of teamwork, shared mission, and dedication towards operational excellence. Kenneth has proven effectiveness in start-up/entrepreneurial as well as large corporate environments. He has served as CFO of Marvel Entertainment, Martha Stewart Living, as well as several smaller companies, some with operations in India. Prior to these roles, Ken was a senior manager in Ernst and Young.
Mark Carter has nearly forty years of experience as a Certified Public Accountant, management consultant, Chief Financial Officer, and Chief Executive Officer. Mark’s background and experience will be valuable for CPA Innovations to achieve its goals. He has held the position of Partner with Ernst & Young, BKD, LLP and Director/Shareholder of Dean Dorton Ford. He has extensive experience and expertise in the area of strategic planning, business development and growth, mergers and acquisitions, information technology and performance improvement. He brings extensive experience across many disciplines including strategy, revenue cycle, contracting, performance improvement, supply chain, technology, financial planning, and others.
David is currently the Executive Vice President and Co-Owner of Standard Oil of Connecticut, Inc., a supplier of heating oil in southwestern Connecticut, where he has worked since 1991. Prior to joining Standard Oil, Mr. Cohen served as Vice President of LRF Investments, Inc. from 1989 to 1991 and as Vice President of Shawmut National Corporation, NA, a New England bank, from 1987 to 1989. Prior to joining Shawmut, Mr. Cohen was Chief Financial Officer at Legal Sea Foods, Inc., a chain of sea food restaurants, from 1984 to 1987. David continues to invest as a limited partner in a couple of venture capital firms, and a few entrepreneurial companies. David is a past investor in iMedX, Venkat’s prior startup which grew to several hundred employees in India and the US. David holds a B.A. from Harvard College and an M.B.A. from Harvard Graduate School of Business Administration.
We employ multilevel safeguards to achieve very high level of Information security standards.
- Technical safeguards such as — Microsoft Virtual Desktops on Azure cloud (SOC2, HIPPA Complaint and confirming to ISO 27001 security standards and HITECH certified), Strict Access controls through Active Directory, Audit controls and Transmission security with 512-bit encryption.
- Administrative safeguards such as — Security Management Process, Assigned Security Responsibility, Workforce Security, Information Access Management, Security Awareness and Training, Security Incident Procedures, Contingency plan, Background Evaluation, Business Associate Contracts.
- Physical safeguards such as — Biometric Facility Access Control, Lock down Workstations in secured perimeter, Disabled Copy Paste access, and Media access controls such as, USB port blocking, no media access inside the secured perimeter.
Are you ambitious, hard-working and full of ideas? CPA Innovations provides a range of opportunities to work on exciting and challenging projects.
Our organization employs qualified and highly motivated professionals with a wide range of practical experience in Accounting, Finance, and Information technology.
Kindly send us an email at firstname.lastname@example.org with your updated resume and a cover letter.