ADEPTALLY

ADEPTALLY is a bookkeeping and consulting firm that provides outsourced bookkeeping and tax preparation services to our clients in the USA, UK and Canada. ADEPTALLY’s also provides financial consulting, financial planning, accounting and tax services to our individual, start-up and SMB (Small and Medium Business) clients in India.
Our vision is to provide scalable and technologically advanced business and personal finance solutions.

LEADERSHIP

Adit Shirvalkar

Founder, Adeptally
  • A Chartered Accountant and Certified Financial Planner by qualification.
  • Has working experience as an Accountant in banks and large consulting firms.
  • Has years of experience as a personal financial planner to the Indian clientele.
  • He is equally passionate about numbers and software technologies in finance.
  • Likes Jazz and Indian Classical Music.
  • Geeks out on Cricket, geography and economics.

VALUES

Integrity

We are straightforward and honest in all our relationships. We believe in being truthful about the services we provide, the knowledge we possess, and the experience we have gained.

Objectivity

We do not allow biases, conflicts of interest, or undue influence of others to override our professional judgments. We believe in handling differences of opinion constructively.

Confidentiality

We prohibit disclosure of client information to anyone without any legal or professional need to know, or for the personal advantage of any third-party.

Professional Behaviour

We comply with all relevant laws and regulations and avoid any action that discredits our professional standing.

Quality

We set fair client expectations upfront and set service processes to ensure that the quality of our deliverables is of reasonable quality.

Respect and Fairness

We encourage and value the diverse mix of people, viewpoints, talents, and experiences found at Adeptally. Our policies promote equal opportunity for all.