Sanjuana Lowe, Co-founder and Dushyant Lowe, Founder, and Managing Partner"Unlike other CPAs, we look at a client's holistic financial picture, both from a business and personal perspective, as small businesses have a deep-rooted connection with their owners," says Dushyant Lowe, founder, and managing partner.
Establishing Nitya with his wife and co-founder Sanjuana Lowe, Dushyant understood that many businesses required holistic accounting and tax services that assist business owners in managing their financials to achieve their goals and objectives that they work so hard for. Leveraging the extensive experience of its team of financial and high-level strategic business advisors, CFOs, and controllers, the firm assists clients in advanced-level strategies, such as structuring their businesses better while designing and implementing short and long-term financial strategies. Nitya offers managed accounting and tax services that include advanced tax planning to take advantage of the federal, state, and local strategies that work to put their clients' hard-earned dollars back into their businesses that can be used for growth. Nitya makes money management easier by fusing an efficient process, the right tools, and advanced technologies.
This holistic approach toward managing finances and claiming tax benefits begins with a well-established onboarding process where the team meets with the client to understand their financial goals and pain points.
Through constant communication, the firm establishes the responsibilities of each party and provides timelines for deliverables, increasing transparency throughout the process. By outlining its obligations and establishing a framework for deliverables, Nitya engages the client by creating an environment of trust and collaboration to allow them to thrive and not worry if their books or taxes are in order.
"We are not only equipped to handle their challenges as business owners but constantly coach and provide comprehensive advice regarding their financial situation because running a business is a 24/7 job," says Sanjuana.
Always a call away, the team of CPAs at Nitya ensures clients are aware of their financial situation through timely emails and updates. This constant interaction allows business owners to focus on business marketing and stakeholder engagement.
Unlike other CPAs, we look at a client's financial picture, both from a business advisory and personal perspective as small businesses have a deep-rooted connection with the owners
A case study that elucidates the competence of Nitya's practical accounting and tax services is its interaction with a client who wanted to maximize their tax benefit. They expected more productivity from their previous accountant and approached Nitya. Gaining a thorough understanding of their tax structure through constant interaction during the onboarding process, it designed a tailored strategy incorporating all the tax codes associated with them. Adhering to this planning session, it saved the client approximately USD 400,000 in federal and state taxes in the first year itself. Impressed by its customer-centric services and transparent communication, they have etched a long-term partnership with Nitya.
Following a standardized process, its CPAs operate as a part of the client's team, assisting them at every step to improve their financial health. In addition, Nitya constantly engages with bankers, financial planners and advisors, and management experts who are brought in on a case-by-case basis to help clients specific needs.
