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.

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.

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.

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 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 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.

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.

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 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.