CPA, Accounting & Financial Services
Core CPA and accounting work: a dependable financial record, financial statements prepared to the applicable standard, and reporting that supports management and external users.
CPA & Accounting detailCPA · Advisory · Finance Technology
Financial clarity with the judgment to act on it.
Anpu Rajaratnam PC is a CPA and financial advisory practice, combining accounting and financial expertise with CFO-level insight, management and strategic advisory, finance technology, and business-focused AI and automation.
CPA-led · Established 2007 · CPA licensed in North Carolina and Colorado
- CPA & accounting
- Tax planning & compliance
- CFO & financial management
- Strategy & execution
- Finance technology
- AI & intelligent finance
- Fractional CFO
The practice
A CPA firm built for how businesses are actually run today.
Owners and executives rarely need only a statement produced. They need to understand what the numbers mean, where margin is created or lost, how cash behaves through the year, and which operational changes will hold.
The practice is organized around that reality: CPA, accounting, and financial reporting work performed to the applicable professional standard, then extended into CFO and financial management advisory, business performance, strategy and execution advisory, finance technology and digital transformation, and business-focused AI and automation where it creates measurable value.
About the firmCapabilities
Seven principal service areas
Engagements are scoped individually and often combine core CPA and accounting work with forward-looking advisory, technology, and automation support.
Tax Planning & Compliance
Business and individual tax preparation, compliance, and planning — federal and applicable multi-state — for sole proprietorships, partnerships, S corporations, C corporations, and their owners and executives.
Tax detailCFO & Financial Management Advisory
Financial leadership applied to planning, cash, and performance — connecting the accounting record to the decisions in front of leadership.
CFO Advisory detailBusiness Performance, Strategy & Execution Advisory
Finance-informed advisory that connects strategic priorities to measurable performance, disciplined decisions, and accountable execution — not generic management consulting.
Strategy & Execution detailFinance Technology & Digital Transformation
Finance technology defined and applied as an accounting discipline: establish the control, prove the data, then modernize the system that carries it.
Finance Technology detailAI, Automation & Intelligent Finance
Applied intelligence in finance and accounting, introduced where it is measurable and reviewable, with human oversight retained over judgment.
AI & Automation detailFractional & Executive Advisory Services
Fractional and virtual CFO support for organizations that need financial leadership on a recurring basis without a full-time executive appointment.
Fractional CFO detailTechnology, applied carefully
Modern finance capability, held to a professional standard.
Digital transformation work is treated as an accounting discipline: define the control, prove the data, then automate the routine.
- 01
Credibility before novelty
Every engagement starts with sound accounting, clean data, and defensible numbers. Technology is applied on top of that foundation, never instead of it.
- 02
Advisory that reaches the decision
Analysis is only useful when it changes what you do next. Work is framed around pricing, margin, cash, capital, and operating choices.
- 03
Responsible use of automation and AI
Automation is introduced where it is measurable and reviewable, with human oversight retained over judgment, disclosure, and compliance.
How engagements begin
A deliberate, low-friction start
- Step 1
Consultation
A focused conversation about your structure, reporting cadence, financial leadership needs, and current pressure points.
- Step 2
Assessment
A review of financial records, reporting, controls, and finance systems to identify accuracy, timing, and capability gaps.
- Step 3
Defined scope
An engagement letter covering recurring accounting and reporting work, advisory support, or a targeted improvement project.
Scope, timing, and fees are agreed before work begins.
Start with a focused conversation
A short consultation to understand your numbers, your reporting rhythm, and where advisory or technology support would make the most difference. Inquiries are typically answered within one to two business days.