Trusted Advisers

Your accounts & finances, finally
in expert hands.

WestBank Advisers brings clarity to accounts, tax and finance — so you can run your business with confidence, not confusion.

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100%
Partner-led service
Free
First consultation
<24h
Response time
🌙
We work while you sleep
🔒
Confidential & Compliant
📋
US & Global Tax Experts
📊
Bookkeeping & MIS
🤝
Founder-led, Personal Touch
5-Star Client Satisfaction
Core Services

Everything your business finances need

From day-to-day bookkeeping to complex tax strategy — comprehensive and covered.

📚

Accounts & Bookkeeping

Accurate, up-to-date books every month so you always know exactly where you stand.

📝

Tax Filing & Compliance

Federal, state and international tax returns — filed accurately and on time, every time.

📈

Financial Planning & MIS

Budgets, forecasts and management reports that help you make smarter decisions.

🏢

Business Setup & Registration

Entity formation, tax ID registration, and compliance setup from day one — anywhere in the world.

🔍

Audit & Assurance

Internal audits and financial reviews that keep your business audit-ready.

💬

Ongoing Advisory

Financial guidance whenever you need it — strategy, investment or restructuring.

View All Services in Detail
Why WestBank

We treat your business like we own it

Our owner-partners are hands-on in every engagement — supported by a qualified, experienced operations team. Every client relationship is led with care, accountability and deep professional expertise.

  • Direct access to qualified advisers, always
  • Transparent pricing — no hidden charges
  • Responsive within one business day, guaranteed
  • Confidential, compliant and fully accountable
  • Scalable support as your business grows
US
Federal & State Tax Experts
GAAP
Financial Reporting Standards
MIS
Monthly Reporting & Analysis
W/H
Withholding Tax Compliance

"We believe financial clarity is not a luxury — it's the foundation every business deserves."

— The WestBank Founding Partners

🌙

We work while you sleep

Operating through India, and overlapping US morning time, our team ensures your books are balanced, reports are prepared, and everything is ready before your business day begins. A shorter reporting cycle — delivered every morning, without fail.

Client Stories

Businesses that trust us

Real words from clients we've had the privilege of working with.

★★★★★

"WestBank sorted out two years of messy books and brought complete clarity to our tax situation. I finally understand my own financials — that's priceless."

RK
Russ G.
E-commerce Founder
★★★★★

"Their tax planning saved us significantly this year. They proactively reached out before the deadline — that's the level of care I was looking for."

SM
Rushi P.
Retail Business Owner
★★★★★

"From company registration to monthly accounts and annual filings — WestBank has been our backbone from day one. Highly recommend to any new business."

AP
Chirag B.
Startup Co-founder
✦ Something a little different

Meet our founders beyond Accounts & Finance

Our partners, a group of friends dedicated in the same field of work, are more than accountants — they're passionate about travel, tech, interiors and business design. When you're ready to explore, we're here for that too.

© 2025 WestBank Advisers. All rights reserved.

westbankadvisers.com

What We Offer

Our Services

Comprehensive financial and advisory services tailored for businesses of all sizes.

📚
01

Accounts & Bookkeeping

We maintain accurate, up-to-date financial records on a monthly basis. Includes ledger management, bank reconciliation and payables/receivables tracking — US GAAP or IFRS aligned.

Core Service
📊
02

Financial Planning & MIS

Monthly management information reports, cash flow analysis, budgeting and forecasting — presented in clear, actionable dashboards tailored to your business needs.

Advisory
🏛️
03

Federal & State Income Tax Filing

Individual and business income tax returns (1040, 1120, 1065 and more), estimated tax planning and refund tracking. We maximise compliance while identifying every legitimate saving.

Core Service
🏢
04

Business Setup & Registration

LLC, C-Corp, S-Corp and partnership formation, EIN registration, registered agent services, and multi-jurisdiction compliance setup — everything from day zero.

Startup
🔍
05

Audit & Assurance

Internal audits, financial reviews and agreed-upon procedures that keep your business investor-ready and lender-compliant across any jurisdiction.

Advisory
🔁
06

Withholding Tax Compliance

Payroll withholding, 1099/W-2 filings, non-resident withholding (FDAP, ECI), quarterly and annual returns — full withholding tax cycle management end to end.

Tax & Compliance
🧾
07

Sales Tax & VAT Compliance

Multi-state sales tax returns, nexus analysis, VAT filings and indirect tax compliance across US states and international jurisdictions — accurate and on time.

Core Service
👥
08

Payroll Processing

End-to-end payroll computation, payslip generation, federal and state payroll tax filings, W-2/1099 issuance and full statutory compliance — handled seamlessly.

HR & Payroll
?

Not sure what you need?

Book a free 30-minute discovery call. We'll assess your situation and recommend exactly what makes sense — no obligation, no jargon.

Book a Free Call →
How It Works

Simple, clear process

01

Free Consultation

We understand your business in a 30-min call.

02

Custom Proposal

Clear, itemised proposal with transparent pricing.

03

Onboarding

We collect documents and set up your accounts cleanly.

04

Ongoing Support

Regular reporting, filings and advice — your finance team.

✦ Beyond Finance

Our founders have more to offer

Travel planning, Software implementation support, Interior consulting, Business management and more — passion-led, personally delivered.

© 2025 WestBank Advisers. All rights reserved.

westbankadvisers.com

Our Story

About WestBank Advisers

A boutique advisory firm founded by professionals who believe great financial guidance should be personal, clear and accessible.

Our Foundation

What drives everything we do

🔭

Our Vision

To be the most trusted financial partner for growing businesses — one that simplifies complexity, builds confidence, and enables lasting prosperity for every client we serve.

🎯

Our Mission

To deliver accurate, timely and insightful financial services that empower business owners to make better decisions — with full clarity, zero jargon, and complete peace of mind.

⚖️

Our Values

Integrity above all. Transparency in every interaction. Accountability to every commitment. And genuine care for the people and businesses we work with — not just their books.

The Team

Your advisers, not just your accountants

WestBank Advisers is founder-led. The people who pitch for your business are the same people who do the work.

WB

Founding Partner

CA · US CPA · Finance & Audit Lead

Chartered Accountant and US CPA with additional certifications in financial modelling and payroll processing. Over a decade of total experience, with 7+ post-qualification years specialising in internal audits, management consultancy, and cross-border financial advisory.

WB

Founding Partner

CA · MBA · Accounting & Reporting Lead

Chartered Accountant with an MBA and 7+ years of proven experience in end-to-end accounting management across varied industries. Deep expertise in management reporting, financial analysis, and audit support for clients ranging from startups to established enterprises.

WB

Founding Partner

Inter-ICWA · MIS & Client Operations Lead

14+ years of hands-on experience in client management, costing and MIS reporting. A pioneer in integrating AI tools into accounting workflows — helping clients get faster, smarter reporting while keeping operations lean and efficient.

Our Approach

The WestBank difference

📞 Direct Access

You always speak to a partner. Your questions deserve experienced answers.

💡 Proactive Advice

We flag issues, opportunities and deadlines before they become problems.

📄 Clear Pricing

Transparent, itemised quotes upfront. No surprise bills, no hidden fees.

🔒 Confidential

Your financial information handled with strict professional discretion.

⚡ Responsive

We respond within one business day. Because your business doesn't wait.

📈 Growth Focused

We think ahead so you can scale with confidence, not just stay compliant.

🌙

We work while you sleep

Our team operates through India, overlapping US morning hours — so when your business day starts, ours is hitting its stride. Your books are reconciled, your reports are prepared, and your deliverables are ready waiting when you wake up. No delays. No backlogs. Just a shortened reporting cycle that keeps your business always one step ahead.

🕔 Active to Connect: 5:00 AM – 1:30 PM EST  ·  Mon – Fri
✦ More than just advisers

Our founders have passions beyond Accounts & Finance

Travel, Tech, Interiors, Business ops — our partners and team brings a rich set of skills to help you with more of life's decisions beyond work.

💻 Software Support ✈️ Travel Planning 🏠 Interiors & Construction ⚙️ Business Ops

© 2025 WestBank Advisers. All rights reserved.

westbankadvisers.com

Reach Out

Let's Talk

Fill in the form and we'll be in touch within one business day. First consultation is always free.

Send us a message

Working Hours

  • Monday – Friday 5:00 AM – 1:30 PM EST
  • Saturday – Sunday Closed for work, Open for passion

⚡ Response within 24 hours, guaranteed

🌙 We Work While You Sleep

We operate through India, overlapping US morning time — so your books are done, reports are ready, and deliverables are waiting for you each morning. A shorter reporting cycle, every single day.

Our Promise

Every inquiry receives a response within 24 hours. Your first consultation is always free — no commitment required.

© 2025 WestBank Advisers. All rights reserved.

westbankadvisers.com