01. Single-point-of-contact
Had SPOC on both sides which helped in expediting adoption of offshoring across different teams
What We Do
Client Accounting Services
Client Accounting Services
- Record-to-Report (R2R)
- Accounts Payable (AP)
- Accounts Receivable (AR)
- FP&A
- Payroll Processing
- Audit Support
- Financial Reporting
- Special Projects
- Controller as a Service
Financial Due Diligence
Financial Due Diligence
- Buy-side Diligence
- Sell-side Diligence
- Working Capital Projects
- Databook & Excel Support
- Vendor Assist Projects
- Closing Review
- SPA Advisory
Valuations & Modelling
Valuations & Modelling
- Business Valuation
- Tangible Asset Valuation
- Complex Securities
- PPA & Goodwill Impairment
- Financial Modelling
Audit & Assurance
Audit & Assurance
- External Audit
- Employee Benefit Plan (EBP) Audit
- Internal Audit
- SOC Audit (Type 1 & 2)
- SOX Audit
- Other Capabilities
Accounting Advisory
Accounting Advisory
- ERP Implementation
- Technical Accounting
- Data Analytics & Automation
- ESG (Environmental Social & Governance)
- Special Projects
US Tax Compliance
US Tax Compliance
- Business Tax (1120, 1065, 1120-S)
- Individual Tax (Expat/Inpat/HNI)
- Indirect Tax (Sales and use, and Other Indirect Taxes)
- International Tax Compliance
- Tax Consulting Services
GCC as-a-service
GCC as-a-service
- Team Set Up & Onboarding
- Process Documentation
- SLA/KPI Tracking
- Cross-Border Coordination
- Training & Quality Control
Client Case Study- Client Name
Client Britain, a top-100 ranked CPA firm in the US, had previously attempted outsourcing with several vendors but faced limited success. In search of a long-term, sustainable offshoring partner, they partnered with Windy Street, who now serves as their exclusive offshoring provider.
Key Metrics
| 50+ FTEs | Represents 10% of offshoring mix |
| 85%+ | professionals got promoted in the last 3 years |
| 95%+ | experienced professionals are from Big 4 |
| 15+ | inbound and outbound rotations |
| ~13% | average team attrition in the last 24 months |
What Has Worked Well
02. Gradual expansion
Start small and gradually expand; this avoids excessive hiring / team right-sizing
03. Emphasis on feedback
Onshore team managers are very disciplined in submitting feedback forms / attending feedback calls
04. Rotation opportunities
Helps in employee retention, developing personal relationships and expedites training process
05. Trust
Trust in Windy Street’s capabilities and leadership helped in avoiding conflicts and quick decision making
Flexible Model. Transparent Value.
| Criteria | Dedicated Team Model | Seasonal Support or On-Demand Model |
|---|---|---|
| Teaming Structure | A dedicated team that works as a seamless extension of your in-house team | Temporary resource allocation for busy season or specific projects; no continuity beyond scope |
| Pricing Approach | Fixed monthly cost per Full-Time Equivalent (FTE) | Fixed-cost per FTE for the busy season only or fixed-price per project or hourly. |
| Onboarding Timeline | Typically 30-90 days | Rapid onboarding – usually within 15 days; onboarding for busy season support may take 60 days |
| Engagement Commitment | Minimum commitment of 3 months | No long-term commitment beyond the busy season period or project scope |
| Team Selection | Full control – clients can interview and finalize team members | Not applicable – clients focus on outputs, Windy Street manages staffing internally |
| Best Fit Scenarios | Ideal for firms building long-term offshore delivery teams and seeking operational continuity | Best suited for firms who need support during busy season or only for specialized projects |
| Scalability | High scalability option; planning ahead is important | Scaling requires new project agreements; not designed for ongoing expansion |
| Key Considerations | Requires consistent work volume to ensure optimal team utilization | Plan early to secure resources for peak periods; senior-level or specialized skill-set availability may be limited |
| Summary | Your offshore team, full control | Specialized projects, rapid turnaround |
Meet Our Leaders
Bhavesh Agarwal
FOUNDER & DIRECTOR
Bhavesh founded Windy Street after working for several years in the U.S., with the goal of helping accounting firms work better with international teams and serve their clients more effectively.
Saurabh Aggarwal
Co-Founder & Director
Saurabh Aggarwal co-founded Windy Street and leads the Financial Due Diligence (FDD) division, focusing on buy-side and sell-side transactions across various industries.
Amit Khanna
Director
With over 16 years of experience in financial due diligence, Amit leads mid-market buy-side and sell-side healthcare deals at Windy Street. He previously supported U.S. healthcare transactions as a Senior Manager at a Big 4 firm.
Vibhor Jain
Vice President
Vibhor leads cross-border valuation and investment banking engagements at Windy Street, supporting M&A transactions across global markets. His work spans the US, EMEA, and APAC regions.
Avnish Gupta
Vice President
Having worked with Genpact, AXA, RBS, and Infosys, Avnish brings nearly 17 years of expertise in accounting, reporting, and audit. He oversees accounting and reporting initiatives at Windy Street.
Saurabh Kalra
Vice President
Saurabh is a Cost Accountant, MBA, and IFRS-certified professional with expertise in finance transformation, reporting, and compliance.
Mohit Goyal
Vice President
At Windy Street, Mohit leads audits for both listed and private clients, drawing on his background at PwC and EY. He also has experience across sectors including technology, real estate, and financial services.
Monika Mishra
Associate Vice President
Monika brings 11+ years of expertise in U.S. tax compliance, financial analysis, and regulatory reporting, with a strong foundation from her tenure at Deloitte and SG Analytics. She also oversees scheduling along with handling complex consolidation, operating partnerships and Private Equity returns.
Abhimanyu Wadhwa
Associate Vice President
With deep specialization in sales and use tax, Abhimanyu has handled thousands of registrations and VDAs during his time at Deloitte and PwC. At Windy Street, he works on complex compliance matters, notice handling, and tax recovery processes.
Insights that drive smarter decisions
Blog
General Outsourcing
Secure Workflows: Protecting Data in Global Outsourced Operations
18 December 2025
GCC as-a-service
The Future of Outsourcing for CPA Firms: Why GCCs Will Lead the Way
15 December 2025
General Outsourcing
What Makes a Great Offshore Partner? Red Flags and Green Flags for CPA Firms
12 December 2025
Case Studies
Visit Resources
Frequently Asked
Questions
Do you offer a pilot or demo engagement before full onboarding?
Yes, we offer pilot or trial engagements to help clients evaluate our capabilities before full-scale onboarding. The duration and scope of the pilot may vary based on the nature of the services, specific work expectations, and the availability of Windy Street team members.
What are the working hours of your offshore teams, and do they align with U.S. time zones?
Our offshore team members typically operate during standard business hours in India, from 10:00 AM to 7:00 PM IST. To support effective collaboration with U.S.-based teams, availability is extended until approximately 10:00 PM IST, which aligns with midday in the Eastern and Central U.S. time zones.
This working model ensures 3–4 hours of overlap with U.S. teams in Eastern and Central time zones, enabling smooth communication and coordination. For teams in Mountain and Pacific time zones, we are happy to accommodate early morning or late evening IST meetings based on mutual availability and team preferences.
Please note that we do not offer coverage for full U.S. business hours (i.e., overnight shifts in India), as we prioritize sustainable working conditions, employee well-being, and long-term retention.
What is the typical call cadence or communication rhythm with client teams?
At Windy Street, we recommend daily communication between client teams and our offshore team members to ensure alignment and responsiveness. While email remains a key channel, we strongly encourage the use of Microsoft Teams or Zoom for more effective collaboration, enabling real-time discussions, screen sharing, and stronger relationship-building.
Our standard communication rhythm includes:
Daily Touchpoints: Regular communication between individual team members to address ongoing tasks, questions, and deliverables.
Weekly Check-ins: Scheduled calls between team leads (Managers or Senior Managers) and onshore client teams to review project progress, upcoming priorities, team availability, and operational updates.
Monthly Leadership Meetings: Strategic discussions between Windy Street and client leadership, typically covering key metrics through a Management Information System (MIS) report. Topics include team performance, utilization, hiring plans, feedback, and the broader offshoring strategy.
This structured cadence ensures transparency, accountability, and a high level of engagement across all levels of the team.
How do you ensure confidentiality and compliance with NDAs and security protocols?
Windy Street adheres to strict confidentiality and data protection standards. No client information is shared with third parties without a fully executed Non-Disclosure Agreement (NDA), in accordance with our internal data security protocols.
Under the terms of our client agreements, the client retains exclusive ownership of all work product globally. Windy Street is also contractually bound by multiple confidentiality provisions within these agreements.
All client work is performed exclusively by Windy Street employees—not contractors—each of whom has passed a third-party background check and is subject to rigorous confidentiality obligations, including restrictions related to the purchase or sale of securities.
We are happy to provide additional details to support your security evaluation upon request.
Can we interview or approve offshore staff before onboarding?
Yes. As part of our hiring and onboarding process, clients have the opportunity to interview and approve offshore team members before they are assigned to their engagement. This ensures alignment with your expectations in terms of skills, experience, and team fit.
