Apeksha Jain, C.A.

Tax & Accounting Designer
What do you enjoy about working with businesses and business owners?

I love the independence of work and personal satisfaction with business owners. Most important is that every business has a different aspect and so the empathetical overview as a professional is very important, especially when you are working in finance and accounting field.

What’s one of your favorite customer stories?

When I was providing consulting services to one of my clients who had an import business, their refund from customs was stuck for a big amount. It was quite tough to get the refund and the documentation that time was  also very tough. I was able to get it done in a weeks’ time and then their refund was processed within a month. When that client received their refund check through customs, the first call he made was to me to thank me for this great effort.

If you had to spend $1,000 on something fun, what would it be?

I would like to go for a trek on Mount Kailash, and to take deep breath there and feel the positive vibes in and around that spot.

Background

Apeksha completed her MBA (finance) in 2005 and CA in 2008. She has also completed her Doctorate (Ph.D) in Management. She has combined 18 years of experience in Tax, Law, Accounts and Finance and in Research. As a professional Chartered Accountant, she has served with many financial advisory companies, tax consultants, and clients.