Cloudit

Our Leadership Team

Sam Mazumdar


Founder/CEO


Daniel Guarin, EA, MST


COO- Finance & Accounting

Martin D. Eisenstein, Esq.


COO- Tax & Mergers

Tracey Ann Gordineer, EA, CFP

COO - Business Growth & Client Success

Steve Lott, MBA

COO - Business Development


Andrew Jindal

Co-Founder/COO - Operations

Sachi S. Mazumdar

COO FP&A and Fractional CFO

Chris R. Whalen

CPA Advisory Board - Taxation

Meet Our Experts

Anit - CAS Consultant

Controller - Information Technology

Nikita - CAS Consultant

Controller- CRM/Operations

Vinita - CAS Consultant

Controller - Human Resource

Jasleen - CAS Consultant

Controller - F&A Operations

Jyoti - CAS Consultant

Controller - Taxation

Smriti - CAS Consultant

Controller - Taxation

Ammie CAS Consultant

Sr. Controller - Taxation

Donna - CAS Consultant

Executive Assistant (CEO's Office)

Ayushi - CAS Consultant

Manager - F&A Operations

Suhani - CAS Consultant

Controller - Taxation

Snehal - CAS Consultant

Sr. Controller - Taxation

Angela - CAS Consultant

Manager- Client Success

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Sam Mazumdar

When it comes to leadership which is constantly demanding, Sam is the go-to person we have full confidence in bringing everyone on board to help us manage and play our critical roles in all our endeavours at CLOUDIT!

As the Founder and CEO of CLOUDIT, Sam brings his versatility, experience, knowledge and passion for numbers to our business. Sam is a highly accomplished entrepreneur, with outstanding success in providing outsourced accounting services across North America, Canada & UK. With such an extensive and wide-reaching career experience for one so young, Sam brings both a modern approach and an understanding of the traditional. He established CLOUDIT Automation & Accounting Services in 2017, with a vision to fully automate accounting practices for Accounting firms. Under his watch, Sam and his team has turned CLOUDIT from an exciting start-up to a cloud-based accounting giant in the USA.

Sam has the magic touch that can bring order to any accounting chaos. Sam’s approach goes beyond mere problem-solving; he focuses on creating strategies that are not just solutions but also catalysts for growth and efficiency. Through creativity and dogged determination, he has successfully deployed diverse accounting systems & procedures to leading corporates across industries, earning several commendations and a high reputation for consistency.

With over 21 years of experience in Accounting & Financial Services, he brings the precision and care of a professional while providing dedicated service to all of his clients. He started his career in the finance with IBM and then worked with Intuit’s pioneering project in developing the QuickBooks Online product. Subsequently, he assumed leadership positions in esteemed organizations, including Thompson Dunavant PLC (USA), Erinaceous Group PLC (UK), and LP North America Inc. Sam spearheaded the process of setting up the back-office accounting system for ZocDoc, which currently has 6 Million users on its portal with total funding of $223Million. His work to forge partnerships with other CPAs and accountancy firms has ensured that we can continue offering our clients the most trusted, comprehensive and hi-tech back-office solution.

Sam holds a Bachelor’s degree in Accounting, a Chartered Accountant background (CPA equivalent) and a MBA in Finance. His work ethic and his natural intellect make Sam the ideal leader for CLOUDIT as we continue to make a difference to the accountants world and practising CPAs across North America. When he’s off the clock, he loves listening to music and indulges in the pleasures of reading books.

Daniel Guarin, EA, CTC, MST

At CLOUDIT, we regularly deal with clients who are unsure if they follow the best practice at firms operations. When we need someone to assist, we turn to Daniel!

As a specialist in public and corporate accounting practices, Daniel is our go-to specialist when we need trustworthy insight on regulatory compliance. Daniel is our expert in ensuring companies meet all of their regulatory requirements – at CLOUDIT, Daniel is critical to our success.

Daniel is among the most experienced members of the CLOUDIT team. Having started his accountancy career in the United States Marine Corps, Daniel began his firm, Full Compliance, LLC, in 2006. Through Full Compliance, Daniel provided up-to-date insight to companies across the USA to ensure they complied with all state laws and industry regulations. From accountancy firms to Fortune 500 real estate agencies, Daniel brings exceptional expertise and know-how to his clients.

Danny is a respected team leader with expertise in client management, team coordination, and business consultation. A dynamic individual with a real passion for compliance, Daniel regularly acts as one of our most important team leaders and management specialists. His organizational skills and ability to stay focused under pressure are vital to our success at CLOUDIT.

Martin D. Eisenstein, Esq.

When we need to bring in an experienced mastermind in accounting merger & acquisitions, we look to Martin. He is a critical cog in our success in every facet of our firm!

Martin is the specialist you will hear from if you need information on any aspect of business operations, business valuations, business growth and investment opportunities. He is a veteran in dealing with the risk and reward of any move that a business might make, and we cherish his understanding of legal and accounting issues within the business world.

Martin is a CPA and an Attorney at Law and brings years of expertise in accountancy, tax consultation, and business services. Martin operates Martin D. Eisenstein CPA & Attorney At Law, a company based in Secaucus, New Jersey. He provides bespoke services to his clientele, from tax strategy planning and preparing tax returns to personal wealth management and business marketing strategy development.

Apart from providing his expertise, Martin regularly focuses his time on enjoying chess games and participating in regular aquatic exercises. He is also deeply knowledgeable about The Beatles and regards them as the greatest musical group.

Tracey Ann Gordineer

Tracey Ann Gordineer brings a unique blend of financial expertise, tax knowledge, and behavioral insight to her role in providing tax and accounting services. A graduate of the University of Georgia, she completed the CERTIFIED FINANCIAL PLANNER™ (CFP) program at Oglethorpe University and holds a Master’s in Social Work from the University of Central Florida—reflecting her deep interest in how financial decisions intersect with behavior, relationships, and emotions.

Tracey is an Enrolled Agent (EA) and a National Tax Practice Institute Fellow, having completed the rigorous three-year program through the National Association of Enrolled Agents (NAEA). She previously served as President of the Georgia Association of Enrolled Agents and as a Director on the NAEA Board.

Raised in Atlanta, Tracey Ann began her career in real estate and later served as a manager for a Fortune 500 risk management firm. Her desire to deliver comprehensive, fiduciary advice to individuals and businesses led her into the fields of tax, accounting, and investment management. With personal experience managing family and small businesses, she is especially passionate about helping entrepreneurs and business owners reach their financial and operational goals.

Outside of work, Tracey enjoys ballet, running, tennis, and a good book.

Steve Lott, MBA

As one of our most distinguished gurus in finance and business development, Steve is often called ‘The Finance Guy’ for his incredible understanding of numbers!

Andrew Jindal

A seasoned professional with over two decades of experience in the advisory field, currently stands as the Co-Founder and Director at CLOUDIT (India Operations).

Sachi S. Mazumdar

Is a seasoned financial professional with over 19 plus years’ experience.

She showcased her leadership in financial planning and strategic decision-making and CFO advisory. As the COO- Chief Operating Officer (FP&A) at CLOUDIT, she commands a senior executive role overseeing the Financial Performance Improvement department. She is a qualified MBA in Finance from ISB (Business School)

During her prior tenure she worked in various fortune 500 organizations including Big4’s like KPMG, Credit Suisse, GE (General Electric) and HSBC. Her strategic contributions were instrumental in guiding CxO-level executives, offering insightful recommendations, and conducting comprehensive risk analyses. Her role as Vice President-Group Finance at Credit Suisse further emphasized her seniority and influence in driving change, fostering innovation, and ensuring transparent financial reporting for the entire organization.

She has consistently demonstrated her ability to implement change mechanisms, establish strong financial controls, and enhance corporate performance management. Her proficiency in stakeholder management is a testament to her ability to build and nurture relationships with executives, board members, and investors.

An advocate for fact-based decision-making and possessing an entrepreneurial spirit, Sachi’s leadership is marked by a commitment to lifelong learning, client focus, and driving growth.

Chris R. Whalen, CPA

When we need to bring in a trusted CPA to help manage our client’s taxation and workload, Chris is someone who we believe in. His experience and know-how are vital to everything that we do! 

Chris is an expert in income tax and regularly assists businesses across North America in tax strategy planning, personal wealth maximisation, and business marketing strategy development. He is a rounded expert in all things to do with taxation, accountancy, and business services. As a Certified Public Accounting and Business Advisory owner, Chris can make complex financial decisions seem simple.

A specialist in various aspects of the financial world, we love partnering with Chris because he brings so much knowledge about the financial industry forward. We can trust his insight and expertise on all matters of financial and business planning, as he has the credibility and the credentials to give us information and understanding that we can trust. 

On top of being a highly successful business owner and financial guru, Chris is also a respected author. He has written various books, including ‘Be The Chocolate Milk’. A regular speaker and expert guest on Fox TV, Chris brings a wit and a charm to what is often a very serious industry. If you like working with a serious professional who can still keep things light and friendly, Chris is the expert you need.

Anit - CAS Consultant

Nikita - CAS Consultant

Vinita - CAS Consultant

Jasleen - CAS Consultant

Jasleen Daswal is qualified Chartered Accountant with PG in Mass Communication, She brings over 9 years of accomplished experience in the specialized domains of accounting and taxation. Possessing strong management skills and strategic financial decision-making are a hallmark of her expertise. In the intersection of numbers and narrative, she navigates complexities with precision. Committed to surpassing objectives, her unique skill set aligns seamlessly with the pursuit of financial success.

Jyoti - CAS Consultant

Jyoti Gupta is a Chartered Accountant by profession. She is a part of senior management at CLOUDIT. She is accomplished with 12+ years of experience in the core US Accounting and taxation field in large tax firms. She holds the certificate of Quickbooks Proadvisor. At CLOUDIT, She heads the Department of Business Tax Returns and ensures meeting the Tax deadlines. She has the attention to detail expected of a Senior TaxAccountant.

Smriti - CAS Consultant

Smriti Shah is a Certified Project Management Professional and a result-oriented Senior Manager in US Tax, with nearly 12 years of experience in the US taxation industry (Individual / Global Mobility). Her expertise includes managing teams and projects focused on delivering US tax returns. Before joining CAS, Smriti spent about 9 years at a Big Four firm specializing in US taxes. She has strong experience in global employer policies, tax equalizations, handling Notices and managing foreign compensation reviews. She has also worked with various companies’ leadership teams on change and implementation management, streamlining processes to enhance efficiency and productivity.

Known for her adaptability to new client setups, Smriti is a reliable team player dedicated to building high-performing teams. She has collaborated with cross-cultural and cross-functional teams in the US, Canada, Singapore, Germany, the UK and China, ensuring seamless client experiences. Passionate about sharing knowledge and fostering a collaborative environment, Smriti is committed to continuous learning and professional growth. She also holds a Diploma in Fine Arts and is a dedicated artist.

Amardeep K Bhogal (Ammie) – Sr. Controller- U.S. Taxation

Donna - CAS Consultant

Ayushi - CAS Consultant

Suhani- CAS Consultant

Suhani Bapna is a qualified Chartered Accountant, equivalent to a Certified Public Accountant (CPA), possessing over six years of extensive experience in accounting, auditing, taxation, balance sheet analysis, account reconciliations, and consultancy services.

Currently, she holds the position of Team Lead at CloudIT, where she is responsible for overseeing the bookkeeping operations of U.S. clients, ensuring effective and transparent communication throughout the process.
Suhani exhibits a meticulous attention to detail and holds an unwavering commitment to upholding the highest standards of financial reporting and compliance. Her exceptional communication and interpersonal skills facilitate the cultivation of a collaborative work environment, empowering team members to excel and pursue professional development.

In addition to her Chartered Accountant qualification, Suhani has earned a Bachelor of Commerce (BCom) degree, providing her with a solid foundation in business principles, economics, and accounting. This academic background has effectively paved the way for her further specialization in the field. Suhani’s creativity also extends beyond her professional endeavors, as she possesses a passion for art and craft, continually exploring new techniques and styles through her imaginative pursuits.

Snehal - CAS Consultant

With 5 years of experience in the Finance & Accounting domain, I bring a strong passion for accounts and a solution oriented approach to my work. I specialize in cloud based platforms, with in depth expertise with QuickBooks Online (QBO) and working knowledge of Xero. I am skilled in reviewing financials with precision and ensuring accurate, insightful reporting.

I thrive on engaging with clients – understanding their needs, solving challenges and building trusted relationships. My focus is always on combining technical expertise with practical thinking to help business make confident, informed decisions.

Angela - CAS Consultant

Angela brings over 15 years of professional experience across various roles, departments, and industries, offering a dynamic blend of expertise in human resources, customer service, sales, and marketing. Known for her passion for creating meaningful client relationships, she thrives on working closely with customers to align on goals, solve challenges, and deliver results with purpose and precision.

With a strong commitment to excellence, Angela is always seeking ways to make processes more efficient and effective, leveraging her love for technology and innovation to simplify tasks and drive growth. Her deep curiosity and dedication to continuous learning fuel both her professional development and personal evolution, allowing her to adapt across industries and stay ahead in a rapidly changing digital landscape.

Having worked in fast-paced, client-facing roles, she understands the power of communication, strategic thinking, and trust. Whether she’s building marketing campaigns, supporting sales growth, or improving customer experiences, Angela approaches her work with enthusiasm, care, and a solutions-first mindset.

Outside of work, she enjoys spending quality time with her loved ones, traveling the world, and exploring the beauty and culture of every country. These experiences inspire her creativity and reinforce her belief in the value of connection, both in life and in business.