joyce roberts
Accounting / Bookkeeping
&
Tax Services Solutions
CPA Auditor, we’re not your typical accounting firm. We’re financial architects who understand that technical founders need more than bookkeeping they need systems that scale with their ambitions.
From pharmaceutical research to medical technology to SaaS, we serve founders who demand precision, consistency, and the confidence to explain their numbers to any investor.
Services
What I do
#1
Bookkeeper
Precise, timely, and tech-enabled bookkeeping that keeps your finances organized and audit-ready.
- Monthly reconciliations
- Accounts payable/receivable
- Financial statements
- Bank reconciliation
Process Optimization
Realign your finance team and processes to close faster and make smarter decisions.
- Close acceleration
- Team alignment
- KPI development
- Reporting automation
#2
Tax Preparation
Strategic tax planning and preparation that minimizes liability while ensuring full compliance.
- Corporate tax returns
- Tax planning strategy
- Quarterly estimates
- Compliance review
Fractional CFO
Strategic financial leadership without the full-time cost. Perfect for growing companies.
- Strategic planning
- Investor relations
- Board reporting
- Financial modeling
#3
Financial Advisory & Audit Services
Thorough audit preparation and support that gives stakeholders confidence in your numbers.
- Audit preparation
- Internal controls
- Documentation review
- Audit support
Design and implement the systems, processes, and tools that form your financial backbone.
- System selection
- Process design
- Tool integration
- Workflow automation
Our Value
What Drivers Us
Every engagement is guided by principles that ensure you get consistent, reliable, and scalable financial infrastructure.
Precision
Every number tells a story. We ensure yours tells the right one accurately, consistently, every time.
Process- Oriented
We build systems, not band-aids. Our structured approach creates repeatable excellence that scales with you.
Innovation
We leverage modern technology and fintech tools to bring next-generation efficiency to your finance function.
Client Success
Trusted by Technical Founders
From early-stage startups to scaling enterprises, our clients trust us to build financial systems that grow with them.
“Banis CPA played a key role in elevating our finance operations. Arad quickly implemented short- and long-term solutions tailored to our needs. Within weeks, we had a predictable close process and clear, investor-ready financials.”
Nikolina Gateva
CFO, ORA Graphene Audio
Audio Technology
Coming from a research background, I value clarity and structure. Arad fit right into our disciplined team while quickly understanding the scientific context we were operating in.
François Ravenelle, PhD
CEO, Inversago Pharma SaaS
“The consistency and precision is unmatched. Our audit prep that used to take weeks now takes days. The ROI speaks for itself.
Galina Gharibian
President, Gal Gharibian Creative Copywriting
TRUSTED BY
Companies We’ve Worked With
