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
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 | Accounting-as-a-service | Dedicated Team Model | On-Demand Model |
|---|---|---|---|
| Teaming Structure | Windy Street manages resources internally to deliver agreed outputs | A dedicated team that works as a seamless extension of your in-house team | Temporary resource allocation for specific projects; no continuity beyond scope |
| Pricing Approach | Fixed monthly fee per entity/location or per deliverable – predictable recurring cost | Fixed monthly cost per Full-Time Equivalent (FTE) | Hourly billing or fixed-price per project |
| Onboarding Timeline | Typically 15-45 days (depends on process complexity and tech integration) | Typically 30-90 days | Rapid onboarding – usually within 15 days |
| Engagement Commitment | Minimum commitment of 3 months | Minimum commitment of 3 months | No long-term commitment beyond the project scope |
| Team Selection | Not applicable – clients focus on outputs, Windy Street manages staffing internally | 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 seeking predictable recurring accounting for their portfolio companies without staffing commitments | Ideal for firms building long-term offshore delivery teams and seeking operational continuity | Best suited for short-term, ad hoc, or specialized project-based work |
| Scalability | High scalability option; depends on process standardization and tech integration | High scalability option; planning ahead is important | Scaling requires new project agreements; not designed for ongoing expansion |
| Key Considerations | Requires clear scope and timelines; pricing may adjust with entity count or transaction volume | Requires consistent work volume to ensure optimal team utilization | Requires advance planning for resource allocation |
| Summary | Recurring outputs, fixed fee, no staffing | Your offshore team, full control | Specialized advisory 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.
Siddharth Agarwal
Director
With over 12 years of experience and 75+ M&A deals, Siddharth leads key financial due diligence engagements at Windy Street. A Chartered Accountant, he brings deep cross-sector and cross-border expertise to buy-side and sell-side transactions.
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.
Neha Singal
Associate Vice President
Neha Singal, a Chartered Accountant with over 12 years of experience in FP&A, R2R, and financial management, is part of the leadership team at Windy Street. She brings deep expertise in accounting, reporting, and process excellence, with prior experience at Genpact, Deloitte, and Serco Global Services.
Leena Mudgal
Associate Vice President
Leena is a Chartered Accountant and Commerce graduate from Delhi University with over 13 years of experience in accounting, financial management, and business operations. At Windy Street, she leverages her expertise from previous roles at Genpact and in industry to strengthen financial processes and support global client engagements.
Insights that drive smarter decisions
Blog
General Outsourcing
Secure Workflows: Protecting Data in Global Outsourced Operations
18 December 2025
General Outsourcing
What Makes a Great Offshore Partner? Red Flags and Green Flags for CPA Firms
12 December 2025
Client Accounting Services
Building Stakeholder Trust Through Transparent Financial Reporting
2 December 2025
Case Studies
Visit Resources
Frequently Asked
Questions
Do you have experience working with PE-backed companies and their reporting needs?
Yes, we have extensive experience supporting PE-backed companies with a range of services, including financial modelling and client accounting solutions such as bookkeeping and MIS reporting. For example:
1. We assisted a large U.S.-based franchise operator in preparing a financial model to support debt refinancing efforts.
2. We provide ongoing bookkeeping and reporting services to a PE-backed company in the U.S. with over 300 locations.
These examples illustrate our capability to address the complex financial and reporting requirements typical of private equity-backed businesses.
Can you support both cash and accrual basis accounting?
Yes, we offer tailored support for both cash and accrual basis accounting methods, ensuring alignment with the specific needs and preferences of each client.
Can we scale the team quickly during high-deal volume periods?
We recognize the inherent volatility of the M&A market and offer an on-demand engagement model that allows clients to scale resources flexibly without long-term commitments. To support this approach, we maintain a pool of experienced deal professionals specializing in Financial Due Diligence, Valuations, and Modelling who are not assigned to any specific client. During peak deal periods, we can rapidly expand your team by leveraging this on-demand resource pool. Additional considerations related to this model can be discussed in detail to tailor the solution to your needs.
How does Windy Street support startups and small businesses with bookkeeping?
At Windy Street, we offer customized bookkeeping solutions designed to help startups and small businesses maintain precise financial records, ensure regulatory compliance, and enable informed decision-making to support their growth trajectory.
Can you assist with due diligence and financial modelling for acquisitions?
Absolutely. Our transaction advisory team comprises over 50 professionals specializing in Financial Due Diligence, Valuations, and Financial Modelling. More than 90% of our team members have Big-4 backgrounds, with an average of over five years of relevant experience in the U.S. market. We offer comprehensive, end-to-end financial due diligence and modelling support delivered seamlessly from India.
