About Us

World business order has transformed by leaps and bounds over the last century. Businesses have emerged with complex processes thanks to evolving economies that need transactions to happen dynamically on the click of a button. Your accounting function and its reporting systems are one such aspect of business that require growing efficiencies and competencies and you need the right finance and accounts partners these days, more than ever before.

Welcome to CharterCPA – One of the largest virtual accounting firms that provides expert accounting, book-keeping, payroll management, taxation, business formation and advisory services in the United States. We take pride in our team as we place quality above everything else when it comes to servicing our clients.

At CharterCPA, integrity and commitment are the cornerstones of what we do. Our team members are focused, accurate and serve maintaining the highest standards of professionalism.

We are your Outsourcing experts and we virtually become your back office capable of managing your entire accounting function and its systems. We are specialists in handling various ERP, cloud accounting software and tools like QuickBooks, NetSuite Oracle, Sage, Xero, Zoho Books, SAP, JD Edwards, Bill.Com, Expensify, ADP, Trinet, JustWorks, Gusto, Namely, Insperity etc. We make your work systematic, organized and easy to analyse. Our Clients credit us for their fast growth as a result of the robust accounting systems, internal processes and controls set up by our virtual CFO and Controllers.

Client success is at the core of all our endeavours and we believe in being partners to their growth all the way. Our comprehensive range of offerings assures you leave all that non-strategic, administrative work to us and maintain your focus on customer acquisition and business expansion. Our expertise aids companies and its investors in getting critical financial information in a timely manner, helping strategic decision making.

Our clients are across the United States, in cities like Atlanta, Boston, Cambridge, Chicago, Dover, Edison, Hartford, Houston, Jersey City, Los Angeles, Miami, Newark, New York City, Orlando, Palm Beach, Philadelphia, Sacramento, San Diego, San Francisco, San Jose, Tampa, Washington DC, Wilmington etc. Our Clients are some of the fastest growing corporates in the North American region.

So control your people costs, say good bye to hiring, operational and infrastructure costs. CharterCPA has got your back as your full-fledged accounts department. Partner with us today and experience the difference!


Our vision is to offer expert, cost effective and time efficient solutions to our clients for their finance and accounting needs and be a partner in their value added growth. We envision to scale up our employee work satisfaction by nurturing their skills and providing them with opportunities to propel higher in our organization.


We endeavour to create an environment of Faith, Team work, Accountability and Transparency.

We aim at seeking Excellence, Creativity and Knowledge dissemination for our Clients to drive them towards valuable processes and profitability.

Our Bedrock Values – a 4D approach

Determination – for the work we do and the aspiration to do it right the first time

Dedication – for striving untiringly in search of the best for our clients and employees

Devotion – for working with unquestionable honesty and ethical conduct

Discipline – for working consistently to our abilities with a desire to up-skill always

Key People

Hardik Panchal

Founder & Director – Business Development

Hardik is the Director – Business Development at CharterCPA. Highly energetic and well-accomplished professional with a solid history of achievements in leading and growing organizations as well as people. With an MBA in Marketing from Nirma University, India and a Bachelors in Advanced Accounting from HL College, he worked with Adani Group managing their US business development for many years. He then invested and co-founded several companies in US and India in the fields of BPO, KPO, IT/ITeS, Recruitment and Financial Services. He has more than 16 years of experience in these industries, specifically developing US markets. He is based in our US office in Long Island, New York.


Gaurav J Mehta

Founder & Director – Global Delivery

Gaurav is the Director – Global Delivery at CharterCPA and spear heads our Global Delivery Center. He is an accomplished finance professional with 16 years of experience in the Finance and Accounts domain. He is a Chartered Accountant from ICAI, India and a Degree holder in Information Systems Audit (ISACA, USA). Gaurav is recognized for his excellent accounts management and facilitating decisive management reporting. He has diverse first-hand experience working in industries such as Chemicals, Steel, Information technology, Agriculture, Retail, Hospitality, and Travel. Gaurav is highly skilled at strategic planning, budget controls, and problem resolution. He has proven ability to improve operations, impact business growth, maximize profits through solutions in finance management, cost reductions, internal controls and process improvements. He has the calibre to build and lead highly efficient teams and train personnel. With initial career experiences working in multinational corporations such as Patni Computers (now Capgemini), Stemcor Group UK, Petrochem, UAE, etc. he has an enriched experience in general management, business planning, system technology design and implementation. He has over 8 years of work experience delivering Accounting, Bookkeeping, Payroll, Financial Reporting, Tax compliances, Business setup and advisory solutions for US Companies and individuals.


Chitra Mehta

Director – Customer Experience

Chitra is the Director – Customer Experience at CharterCPA and manages our Customer relationships. She is a Chartered Accountant from ICAI, India and a Masters in Advanced Accounting from HL College. Chitra has over 11 years of work experience in the Finance and Accounts industry and has worked with multinational corporations across various sectors. Over the years, she has developed a relationship oriented approach with CharterCPA clients and she assures that our services always remain aligned with our client goals and our deliveries are personalized to each customer’s organization culture.


Contact Us


3 Grace Avenue,
Great Neck NY 11021

+1 408 786 5358

+1 212 203 2419


Other Offices:

B-707 Titanium Heights,
Near Vodafone House,
Corporate Road, Prahladnagar,
Ahmedabad - 380 015 Gujarat, INDIA

+91 (79) 484 55045

+91 982 545 5045