BOOKKEEPING · IT SERVICES STARTUP · NEW JERSEY
The founder who could sell anything except explain his own margins
- 12 months
- From guesswork to confident scaling
- Monthly
- Financial reports, delivered on schedule
- 100%
- Reconciliations automated
CROSS-BORDER ACCOUNTING · GLOBAL TAX · ADVISORY
XQUBE GLOBAL Tax and Accounting Inc. · Incorporated in the USA
The people who know your numbers should know your business.
XQUBE GLOBAL is a partner-led accounting, tax, and advisory firm built on dual expertise: Chartered Accountants who also qualified into the American system. We take on the financial side of your business the way a partner would, not the way a vendor would.
PROOF POINTS01/04
100
Years of combined work experience
CPA + CA
Qualified in both US and Indian systems
6
Countries of client experience
50
US states within our compliance reach
CHAPTER 01 — WHY GOOD BUSINESSES GET BAD ADVICE
Your bookkeeper, your tax preparer, and your advisor have never spoken to each other.
One firm keeps the books. Another prepares the returns. A third is called in when something goes wrong. Each holds a fragment of your financial picture, and nobody holds the whole thing.
The entity structure nobody questioned costs you at exit. The nexus nobody flagged becomes a notice. The credit nobody looked for goes unclaimed for four years.
None of it is negligence. It is the predictable result of expertise split across three parties who never compare notes.
CHAPTER 02 — HOW WE WORK
Expertise is not a service you buy. It is a relationship you build.
Most firms sell you hours. You submit documents, receive deliverables, and repeat the transaction next quarter. Nobody on the other side ever learns why your margins moved, why you opened in Ohio, or what you are trying to build.
We work the other way. The partner who scopes your engagement is the partner who reviews your file three years later. That continuity is what turns bookkeeping into advice, and a filing calendar into a growth plan.
CHAPTER 03 — EXPERTISE, HELD TOGETHER
Seven disciplines. One partner accountable for how they fit together.
Each of these is a specialism in its own right. What makes them worth more together is that the person advising on your entity structure is reading the same books as the person preparing your returns, and both report to the partner who knows what you are building.
Compliance
The work that has to be right every month: books, returns, payroll, sales tax.
Structure
The decisions that compound: entity choice, state footprint, cross-border architecture.
Counsel
The judgment layer: what your numbers mean, what a lender will ask, where the risk sits.
SERVICE 06 — INDIA · US CROSS-BORDER
Your US CPA doesn't file in India. Your Indian CA doesn't file with the IRS. You've been the bridge.
CHAPTER 04 — PROOF, NOT PROMISES
Three clients. Three messes. Three systems that now run themselves.
SALES TAX COMPLIANCE · FRANCHISE CHAIN · MICHIGAN, OHIO, INDIANA, KENTUCKY
Twelve sandwich shops, three states, and a different rulebook in every one
- 12
- Locations standardised onto one system
- 0
- Missed filings since engagement
- 0
- Penalty notices since engagement
MULTI-STATE TAX COMPLIANCE · ARCHITECTURE FIRM · 8 STATES
The architecture firm that was building tax nexus with every site visit
- 8
- States mapped and brought into compliance
- 1
- Unified compliance calendar replacing eight
- R&D
- Credits identified across multiple states
CHAPTER 05 — THE PEOPLE BEHIND THE NUMBERS
Three Chartered Accountants who refused to stop at one qualification.
XQUBE's founders are Chartered Accountants from India who went on to qualify and practice in the American system. A century of combined work experience across accounting, taxation, transfer pricing, and capital markets, on both shores, for clients in six countries.
They didn't build a call centre. They built the firm they would have wanted to hire.
THE QUBE
CA. Nilesh J. Panchal
Founder & President
B.Com · FCA · CPA · Dip IFR · DISA
CA. Ankit N. Shah
Founder & Vice President
B.Com · FCA · DISA · Dip. IB
CA. Kalpesh R. Desai
Evangelist & Senior Tax Strategist
B.Com · FCA · Ex-ICAI Council
CHAPTER 06 — HOW AN ENGAGEMENT BEGINS
No pitch deck. A diagnosis first.
Every relationship starts the same way: we look at what you have before we propose anything. Most prospective clients learn something in that first review, whether or not they engage us.
QUESTIONS WE ASK00/07
-
S·01How does this business actually earn: by client, by service line, by project?S·02Where do your people physically go, and how often?
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S·03What has triggered a notice or a penalty in the last three years?S·04Which economic nexus thresholds have you already crossed without registering?
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S·05Where will the owners be tax resident in five years?S·06Which filings has nobody clearly owned: FBAR, FATCA, transfer pricing documentation?
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S·07Where does cash actually get stuck in the operating cycle?
CHAPTER 07 — CHOOSE YOUR DOOR
Choose your door
DOOR 01 — FOR BUSINESSES
Growing US businesses
Owners between roughly $1M and $50M in revenue who have outgrown a part-time bookkeeper but cannot justify a finance department.
Start with a diagnosis
DOOR 02 — FOR CPA & ACCOUNTING FIRMS
CPA and accounting firms
Practices that need trained preparation capacity and a technical partner who works to their conventions, under their review and signature.
Explore the partnership
Tell us what’s not working.
Describe your business, your current setup, and the problem. We’ll come back with a specific proposal, not a capabilities deck.