Pritpal Kalsi

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former big four professionals audit risk management investment banking digital transformation financial transformation accounting wealth management m a advisory consulting financial services financial advisory clients ranging from emerging businesses to fortune 500 companies business consulting & services consulting services advisory services accounting solutions tax advisory erp implementation data governance managed services cybersecurity solutions corporate restructuring mergers & acquisitions financial reporting cloud accounting outsourced hr business valuation financial planning corporate tax compliance financial audits technology consulting data strategy & analytics oracle epm netsuite epm onestream software cost segregation internal audit services sox compliance fiduciary services community impact professional services employee benefits audits third party risk management contract compliance iso certification it audit services employee stock ownership plans expense management business development strategic planning client relationship management performance improvement change management training & support budgeting & forecasting cloud strategy financial workflow optimization technical expertise tax technology solutions m&a advisory asset management middle-market companies fortune 500 small & medium-sized businesses high-net-worth individuals personalized service strategic growth compliance operational efficiency client-centric approach tailored solutions industry expertise philanthropic initiatives national reach boutique firm customer satisfaction employee engagement diverse client base comprehensive solutions trusted advisor measurable results community involvement specialized practices entrepreneurial spirit long-term partnerships litigation support cybersecurity private equity healthcare manufacturing real estate hospitality education energy transportation retail capital markets investment management financial consulting management consulting b2b professional training & coaching legal services health care health wellness & fitness hospital & health care mechanical or industrial engineering leisure travel & tourism