About Us

My whole reason for starting this business is that accountants were doing work at the wrong level - You need to focus on what the client values in order to have a more successful firm.

Vipul Sheth, Founder

Our Story

When I was growing up, my parents had the best accountant, someone who brought them critical analysis, business experience and truth. He was there to navigate all the difficult paths for them. This is what an accountant is supposed to do and our job at AdvanceTrack is to make sure that you have the time to do more of that.

Because my parents had help from their accountant, they were more successful. This meant I was afforded more opportunities in life. There are lots of people out there whose lives are better, because of their accountant.

We want everyone to be able to be an accountant that doesn’t just do a set of accounts, but is someone who changes lives.

Values

We value your partnership with us. As you are investing in the process with AdvanceTrack, we encourage you to bring your whole team on your journey.

We promise to always be honest, truthful and clear with you along the way.

The following values are what we live by:

Clarity

From the moment you join
AdvanceTrack, we’ll be clear about what you can expect from us as well as what
we expect from you.

We’ll tell you which path we believe is the
best one for your firm and we’ll keep
communicating along the way.

Honesty

We’ll tell you the truth and we
encourage you to do the same with your clients.

We’ll let you know what’s working and what isn’t and we’ll help you make any needed changes.

Take Risks

If you fail, fail fast. Perhaps you’ve been putting things off because you think you’ll have to jump through 10 hoops to get there. What if it only takes you 2 hoops?

If you keep putting it off, someone else will create the same product or service before you do.

Our Process

Discovery

We start with a Discovery Call, which allows us to find out more about your practice, and answer any questions. Once that’s out of the way, we’ll agree the work and send out a contract.

Onboarding

Once you’re ready to dive in, we’ll get your practice set up with our system, all with a dedicated person to help provide ongoing support. This is the first step in beginning to do more of the work you love.

Training

We’ll provide ongoing training to ensure you get the most of out of the system. Our goal is to continue to provide education for you on the value of outsourcing and what it can do for your practice.

Meet our founder

Vipul Sheth, Chartered Accountant

Our system sets us apart

Years ago, we saw where the accounting industry was going and custom built a project management system for outsourcing that even at the time was second to none. Today, it continues to set us apart in the outsourcing world.