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About us

Our Story

How it all Began!

As we worked in the accounting field, we couldn’t ignore the gap that was growing between large corporations and small businesses. Large firms had the advantage of advanced, data-driven insights that guided every decision, helping them grow, stay competitive, and maximize profits. In contrast, small and medium-sized businesses were often left with just basic bookkeeping—essential but not enough to unlock their true potential.

This realization sparked a deep desire in us to level the playing field. We knew that if smaller businesses had access to the same powerful insights and strategic guidance, they could thrive in ways they never thought possible. So, we decided to bring that experience to the businesses that need it most. Advizora is a U.S.-based accounting firm dedicated to helping small and medium-sized businesses across the country manage their finances with precision.

By combining our expertise in accounting and business analytics, we now offer tailored, data-driven reports that give small businesses the clarity and confidence they need to make smarter decisions and grow their bottom line.

Our mission is simple: to empower every business, no matter the size, with the insights and tools they deserve. We believe in their potential and are dedicated to helping them succeed.

Mission

Our mission is to empower small and medium-sized businesses with the same advanced accounting and data-driven insights that large corporations rely on. We provide tailored, actionable reports that help businesses make smarter decisions, drive growth, and boost profitability. Through expertise, transparency, and personal accountability, we aim to help every business thrive.

Vision

Our vision is to be the trusted partner for businesses of all sizes, providing them with the tools and insights they need to grow. We aim to democratize access to high-level financial intelligence, enabling small and medium-sized businesses to make informed decisions that drive success. We envision a world where every business, no matter its size, has the power to unlock its full potential.

The Minds Behind the Mission

Our team is the foundation of our success. With over a decade of combined experience in accounting, taxation, and business analytics, we bring a unique blend of expertise and dedication to every client we serve.

Yukti Banka

Chartered Accountant, CPA Equivalent, Master of Science in Accounting, University of Illinois Urbana-Champaign

With more than 10 years of experience, Yukti has worked with numerous U.S.-based firms, offering expertise in both bookkeeping and taxation. Her deep knowledge of U.S. accounting practices, paired with her strategic approach to financial management, makes her a trusted advisor for businesses looking to optimize their financial operations.

Umang Sajnani

Chartered Accountant, CPA Equivalent, Master of Science in Accounting, University of Illinois Urbana-Champaign

Umang brings over 10 years of experience in accounting and taxation, having worked at one of the Big 4 firms, PwC. His proficiency in both bookkeeping and taxation, coupled with his experience working with global clients, ensures that businesses receive top-tier financial solutions that are both effective and compliant.

Ayush Banka

Software Engineer, Master of Science in Business Analytics, University of Illinois Urbana-Champaign

With a background in business analytics, Ayush combines data-driven insights with a strong understanding of business operations. His expertise helps small and medium-sized businesses make strategic decisions based on actionable financial data, leading to improved profitability and growth.