Vinayak Velpula, CPA provides strategic accounting, fractional CFO services, and specialized financial support for law firms and businesses across San Jose and the San Francisco Bay Area.
Vinayak Velpula, CPA provides strategic accounting and CFO support for Bay Area businesses with 18+ years of experience. Services include fractional CFO (financial modeling, cash flow management, KPI tracking, board reporting), monthly bookkeeping (transaction categorization, reconciliation, financial statements), and law firm accounting (IOLTA compliance, 3-way trust reconciliation, practice management integration with Clio/MyCase).
The firm serves startups, law firms, and growing SMBs in San Jose and the Bay Area.
18+ years of accounting and finance experience
CPA credential with higher standard of accuracy and ethics
Silicon Valley experience understanding tech and startup pace
Tech-forward approach using modern financial stacks (QBO, Gusto, Brex, Ramp)
Direct access to dedicated CPA, not junior associates
Specialized law firm accounting with IOLTA expertise
Proactive partner - shapes future, not just reports past
Services
Fractional CFO Services
Executive-level financial leadership for startups and growing businesses at a fraction of CFO cost. Includes financial modeling, cash flow forecasting, KPI tracking, and board reporting.
Accurate, timely, and tax-ready financial records with transaction categorization, bank/card reconciliation, monthly financial statements, AP & AR management, payroll recording, and sales tax compliance.
Specialized accounting for legal practices with strict IOLTA compliance, trust accounting, and practice management integration. Includes 3-way trust reconciliation, client cost tracking, and partner compensation.
Vinayak Velpula, CPA offers fractional CFO services, monthly bookkeeping, and specialized law firm accounting with IOLTA compliance.
How long has Vinayak Velpula been in business? +
Vinayak Velpula, CPA has 18+ years of experience in accounting, finance, and business advisory.
What is Vinayak Velpula's tagline? +
Vinayak Velpula's tagline is 'Transforming Numbers Into Clear, Strategic Decisions'.
Where is Vinayak Velpula, CPA located? +
Vinayak Velpula, CPA is located at 1494 Pitman Ave, Palo Alto, CA 94301 and serves San Jose and the Bay Area.
How can I contact Vinayak Velpula, CPA? +
You can reach Vinayak Velpula, CPA at (650) 658-6669 or [email protected].
What makes Vinayak Velpula's law firm accounting special? +
Vinayak Velpula specializes in IOLTA compliance, 3-way trust reconciliation, and integrates with legal practice management software like Clio and MyCase. He provides proactive tax strategy specifically for cash-basis law firms.
