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Advance Finserv

3.8/5 • Glassdoor rating


Advance Finserv offers accounting outsourcing and staffing services to accounting firms in US and Canada. We provide flexible engagement models that are customized to meet the unique needs of each firm. Our services help firms streamline operations, reduce costs, and improve service offerings.
For accounting firms that need staffing solutions, Advance Finserv provides skilled professionals who are well-versed in accounting and tax-related tasks. We offer onboarding, training, and management services to ensure that the staff meets the firm’s expectations and delivers high-quality work.
Overall, Advance Finserv is committed to helping accounting and tax firms achieve their business goals and succeed in a competitive marketplace. We provide reliable and cost-effective solutions with a strong focus on quality and customer satisfaction

What Advance Finserv offers its clients

Bookkeeping and tax preparation services for accounting firms

How Advance Finserv outshines the competition

Our experts excel in communication, responding promptly and using clear language that sets them apart from others.
Our offshore experts are available 24/7 for prompt issue resolution and uninterrupted accounting services with faster turnaround time
We assign a dedicated team to each account. In case of staff unavailability, our standard backup process guarantees that another professional accountant is ready to handle your account.
Our accounting experts not only handle accounting but also provide consulting assistance for strategic business growth, solving complex issues and optimizing opportunities to streamline and secure your business.

Advance Finserv company structure

We are a venture of advanced informatics, which is a very large outsourcing firm established in 1998 with a strength of more than 600 employees. Advance Finserv was started in 2016 because we wanted to expand into other verticals.

Sample highlight service offering of Advance Finserv

3 or more seats for $999 each


D1070 New Friends Colony , 110025, Delhi, Delhi

Public or Private


Seats or staff



$1mil - $10mil

  • Financial Services
  • Payroll
  • Recruiting Staffing



Shobhit Agarwal

Year Founded


Countries of fulfillment
  • Canada
  • New Zealand
  • United States
  • Finance & Accounting
  • Outsourcing Consultancy
Contact information

+1 888-777-1848

About Advance Finserv: Review and comparison

Advance Finserv specializes in providing accounting outsourcing and staffing services to accounting firms in the US and Canada. It offers flexible engagement models tailored to the specific requirements of each firm. 

With its comprehensive range of services, Advance Finserv assists companies in optimizing their operations, reducing costs, and enhancing their service offerings. Their expertise enables accounting firms to streamline their processes and improve their clients’ services.

Advance Finserv Outsourcing

Advance Finserv is a comprehensive service provider catering to bookkeeping, payroll, and tax requirements. Its accounting back office is headquartered in New Delhi, India. 

With a client base spanning the USA, Canada, New Zealand, Ireland, and Australia, Advance Finserv offers professional and amicable accounting services to businesses of all types.

Advance Finserv’s BPO services and pricings

Advance Finserv services in USA include:

  • Individual (1040/1041) – Advance Finserv is responsible for gathering and organizing their clients’ essential financial information and documents. This includes W-2 forms, 1099 forms, and other income and deduction records. 
  • Corporation (1120/1120s) – Advance Finserv conducts a thorough review of corporations’ financial records and transactions.
  • Partnership (1065) – Advance Finserv conducts a meticulous review of partnerships’ financial records and transactions. 
  • NPO (990/990EZ) – Advance Finserv thoroughly reviews an organization’s financial records and transactions. 
  • Bookkeeping service – Advance Finserv’s bookkeeping service is comprehensive and includes the following features:
    • Recording transactions accurately
    • Reconciling bank and credit accounts
    • Reconciling payroll, sales taxes, and loan accounts
    • Ensuring books are reconciled with third-party records
    • Preparing 1099 forms
    • Making month-end journal entries and adjustments
    • Conducting month-end close and financial reporting
    • Performing inter-company reconciliation and preparing consolidated financial statements
    • Maintaining and preparing all necessary records, reports, and files in an organized manner.
  • Accounts receivable and Payable services – Advance Finserv collaborates closely with its clients to effectively oversee the invoicing and payment processes. They aim to ensure accurate recording of all invoices and bills and to facilitate timely receipt or issuance of payments.
  • Payroll services – Advance Finserv offers comprehensive payroll services designed to assist businesses in effectively managing employee payroll and ensuring compliance with US payroll regulations. 

Advance Finserv services in Canada include:

  • Individual tax return (T1)
  • Corporation (T2)
  • Review engagement letter
  • Financial statements reporting packages
  • Entering the trial balance
  • Preparation of financials
  • Bank and credit card reconciliation
  • Bookkeeping (All Industries)
  • AR And AP
  • Payroll

Advance Finserv BPO’s pricing

The hourly rates for services provided by Advance Finserv range from $8 to $15, depending on the complexity of the task and the required resources. 

  • No initial payment required – Upon signing the engagement letter, Advance Finserv initiates the commencement of the designated work. Once the work is successfully completed, they promptly provide the client with a timesheet for review and approval. 
  • 15 Days credit – Advance Finserv follows a monthly client billing cycle. At the end of each month, clients will receive a comprehensive invoice encompassing all the services rendered throughout that particular month. 
  • Pay Via PayPal, credit card, or bank transfer – Advance Finserv prioritizes client convenience and flexibility by offering various payment options. Clients can pay through PayPal, for which Advance Finserv sends a secure payment link. 

How Advance Finserv outshines its competition

The team of experts at Advance Finserv demonstrates exceptional communication skills, consistently delivering prompt responses and effectively conveying information in clear language. This quality distinguishes them from others in the field.

Advance Finserv’s offshore experts are available 24/7, ensuring continuous client support by swiftly resolving issues and providing uninterrupted accounting services. 

Their commitment to round-the-clock availability results in faster turnaround times, facilitating efficient and timely service delivery.

Each client account is assigned a dedicated team of professionals at Advance Finserv. In the rare instance of staff unavailability, the company has implemented a reliable backup process. 

This process guarantees that another skilled and experienced accountant can handle the client’s account, ensuring a seamless workflow and uninterrupted service provision.

Beyond their expertise in accounting, Advance Finserv’s accounting professionals offer valuable consulting assistance. They actively contribute to clients’ strategic business growth by addressing complex issues and identifying optimization opportunities. 

Their insights and guidance aim to streamline and fortify clients’ business operations, enhancing efficiency and security.

Key executives

Shobhit Agarwal (Founder)

Shobhit Agarwal boasts a wealth of experience as a seasoned marketing professional, accumulating over a decade of industry expertise.

Having assisted prominent companies like Harley Davidson, Decathlon, and L’Oreal in establishing their operations in India, Shobhit Agarwal’s track record showcases his proficiency in facilitating successful business setups.

In 2016, he took the entrepreneurial leap and founded Advance Finserv. This innovative venture links accounting and tax firms, connecting them with offshore accounting and tax professionals.

Given Shobhit’s extensive knowledge and experience, accounting firms particularly benefit from his expertise, especially in organizing processes and streamlining operations.

His insights and guidance can greatly enhance the efficiency and effectiveness of accounting firms’ practices.

Advance Finserv reviews and comparisons

Advance Finserv gained a total rating of 5.0 stars from Google, signifying high satisfaction and positive client experiences.

This outstanding rating reflects the commitment of Advance Finserv to delivering top-notch services and exceeding client expectations.

Advance Finserv’s contact information

Advance Finserv’s main headquarters is located in:

D1070 New Friends Colony , 110025, Delhi, Delhi

Further, you may virtually reach out the company through the following contact information:

Facebook N/A

In addition, you may email them at [email protected] or call +1 888-777-1848.


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