About Us

Know More About - UB Solutions

Your Trusted Partner for Outsourced Accounting, Taxation, and Business Solutions

At UB Solutions, we are a team of seasoned professionals dedicated to providing top-tier outsourced accounting, taxation, and virtual CFO services. We proudly partner with CPA, EA, advisory, tax, and accounting firms across the United States, delivering customized financial solutions that meet their unique requirements.

Our mission is to empower our clients by streamlining their accounting processes, enabling them to focus on scaling their business. We understand that managing accounting functions can be complex and time-intensive. That’s why we offer end-to-end solutions that ensure your financial records are accurate, compliant, and up to date—helping you make confident business and tax decisions.

We are experts in leading accounting platforms such as QuickBooks, Xero, and R365, and we utilize cutting-edge tax software and cloud-based technologies to ensure efficiency, precision, and compliance in all financial operations.

At UB Solutions, we believe in building long-term partnerships based on trust and understanding. We take the time to learn about your business and align our services with your specific goals. Our commitment to delivering personalized service and responsive support is what sets us apart.

Let UB Solutions handle your accounting and financial needs so you can focus on driving your business forward. Contact us today to learn how we can help you save time, reduce costs, and achieve sustainable growth.

Our Team

Urvish Shah

Urvish Shah is a distinguished professional with an extensive academic background and a wealth of experience in finance, auditing, and corporate governance. He is a qualified Indian CPA, and has earned a Ph.D. Additionally, he has completed the Director’s Development Program from the prestigious Harvard Business School. Urvish Shah is also a published author, having written two books on Audit and Assurance for Indian CPA students, which have received nationwide circulation. With a passion for education, he has taught over 20,000 Indian CPA students across various subjects.

Currently, he serves as a Non-Official Director at the National Bank for Agriculture and Rural Development (NABARD) since December 2021. He has also been the Chairman of the Audit Committee at NABARD since August 2023 and a Member of the Executive Committee and HR Committee from June 2024. He contributes as an External Expert to the Investor Grievance Redressal Committee of the International Clearing Corporation (IFSC), India International Exchange (IFSC), GIFT City, since June 2022. His association with the Institute of Chartered Accountants of India (ICAI) includes being a Special Invitee to the Professional Development Committee for 2024-25 and a Co-opted Member of the Committee on Insolvency and Bankruptcy Code for the year 2023-2024.

Previously, Urvish Shah held the position of Independent Director at Gujarat Urban Development Company from 2015 to 2018 and served as a Finance Committee Member at Rastriya Raksha University from 2014 to 2018. His diverse professional journey showcases his expertise in auditing, financial management, and corporate governance, making him a highly respected figure in his field.

Raj Shah

Meet Raj Shah, a seasoned professional with a stellar five-year track record in the dynamic field of US tax. As a semi-qualified Public Accountant from India, Raj brings a unique blend of international perspective and technical prowess to the financial realm.

Having left his mark on multiple Big 4 firms, Raj is known for effortlessly adapting to new technologies, and ensuring the delivery of top-notch services. His innate ability to navigate the evolving landscape of financial technologies distinguishes him as a forward-thinking professional.

Raj’s core competency lies in his passion for aiding individuals and small business owners in Tax Preparation and Tax Planning. With a deep understanding of the nuances of US tax regulations, he has become a trusted advisor for those seeking expert guidance in maximizing their financial efficiency.

Beyond his technical acumen, Raj Shah is driven by a genuine commitment to helping clients achieve their financial goals. His love for leveraging cutting-edge technologies aligns seamlessly with his dedication to delivering quality services in the realm of Tax Preparation and Planning.

In every endeavors, Raj Shah exemplifies a perfect blend of expertise, adaptability, and a client-centric approach, making him an invaluable resource for individuals and small business owners navigating the intricacies of US tax.

Dishaan Shah

Dishaan Shah is an accomplished young professional with a remarkable academic and extracurricular profile. He holds the prestigious Guinness World Record as the youngest Chartered Accountant (Male) globally. His educational journey is equally impressive, having achieved an Association of Chartered Certified Accountants (ACCA) Affiliate status, securing AIR-2 and AWR-9 in Advanced Taxation. He earned a BSc in Applied Accounting with First Class Honours from Oxford Brookes University . Additionally, he has cleared CFA Level 1, scoring in the 90th percentile.

His professional exposure includes an academic research internship at BlueCraftAgro Pvt. Ltd. and a project analyzing the reasons behind the failure of most mergers and acquisitions, with a specific focus on Reliance’s acquisition of Future Retail. He possesses strong skills in management, accounting, communication, and problem-solving, positioning him as a well-rounded individual and a team member.

Why us?

Key Benefits of Offshore Accounting Teams for US Firms

Cost Savings

Leveraging offshore accounting teams can lead to substantial cost reductions due to lower labor costs compared to the US. This allows firms to cut operating expenses while boosting overall profitability.

Improved Efficiency

Offshore professionals are often highly skilled and specialized in accounting processes. Their expertise enhances operational efficiency, minimizes errors, and ensures timely financial reporting—saving valuable time for US firms.

Scalability

Offshore teams offer the flexibility to scale resources up or down based on business demands. This adaptability enables firms to manage client workloads efficiently without the complexities of permanent staffing changes.

Increased Capacity

Outsourcing accounting functions increases a firm’s capacity to handle more clients and projects. This allows firms to expand their business without investing in additional office space or hiring full-time employees.

Access to Specialized Skills

Offshore teams often possess niche expertise that may be scarce locally. This access to specialized knowledge empowers US firms to diversify their services and deliver greater value to clients.

24/7 Operations

Operating in different time zones, offshore teams can enable round-the-clock workflows. This ensures faster turnaround times, supports tight deadlines, and enhances client satisfaction through continuous operations.

Our Workflow

Ensuring Seamless Accounting Support

We start with an in-depth consultation to understand your business, accounting requirements, and any challenges you may be facing. This allows us to assess whether our services align with your needs and ensure we are the right fit for your business.

Following a positive assessment, we present a detailed proposal and engagement letter outlining the scope of work, project timeline, fees, and terms of service. This ensures both parties are aligned before work begins.

Upon signing the engagement letter, we initiate the data collection process. This involves gathering financial statements, bank statements, invoices, receipts, and other relevant documents. We utilize secure file-sharing platforms to guarantee data confidentiality and security.

After data collection, we onboard your business onto our accounting system. This includes setting up accounting software, configuring the chart of accounts, linking bank feeds, and ensuring accurate data entry for a smooth transition.

Throughout our engagement, we maintain regular communication to ensure your accounting needs are consistently met. We provide periodic financial reports, performance updates, and remain available to address any queries or concerns.

By following this structured workflow, we ensure the delivery of accurate, efficient, and high-quality outsourced accounting services tailored to your business needs.

IT Infrastructure & Security Measures

At UB Solutions , we prioritize the security and confidentiality of client data through robust IT infrastructure and stringent security protocols. Our key measures include:

  • Advanced Technology Setup:

    Workstations and systems equipped with the latest configurations to ensure optimal performance and security.

  • VPN Protection

    Secure access to client servers through VPN, ensuring encrypted and safe data transmission.

  • Restricted Device Usage

    External plug-in devices (e.g., USB drives) are disabled to prevent unauthorized data transfers

  • On-Site Operations

    100% on-premises work policy; remote work (WFH) is strictly prohibited

  • Centralized Control

    System administration is managed centrally, ensuring consistent oversight and monitoring.

  • Access Control

    Functional access is granted strictly on a need-to-know basis, limiting exposure to sensitive client data.

  • Firewall Protection

    Internet browsing is restricted through firewall configurations to prevent unauthorized access to external websites.

  • Licensed Software

    All accounting, tax, and support software is licensed and regularly updated to ensure security compliance.

  • Secured Workstations

    Systems are password-protected, with multi-layer authentication where applicable.

  • System Audits

    Regular internal audits are conducted to identify and address any security vulnerabilities.

  • Printing Restrictions

    Printing of client documents is restricted to minimize the risk of physical data breaches.

  • Multiple LAN Networks

    Segregated network environments enhance data protection and minimize cross-network threats.

  • Website Access Control

    Access to potentially harmful or non-work-related websites is restricted.

  • Automatic Data Backup

    Data backup systems operate automatically to safeguard against data loss due to system failures or cyber incidents.

  • Regular Security Updates

    Systems receive timely security patches and updates to protect against emerging threats.

These measures collectively ensure that our IT infrastructure remains secure, reliable, and capable of safeguarding the confidentiality and integrity of client data at all times.

Need Help?