Trust Account Risks, Red Flags, and Control Systems
Trust account issues rarely start with large errors.They begin with small gaps that go unnoticed. A delayed review, a missed
Shivangi Agarwal
Director (CA, CPA (USA))
Shivangi is a U.S.-certified CPA and Chartered Accountant with deep expertise in U.S. tax, financial reporting, and audit compliance. She has supported CPA and EA firms across sectors like real estate, SaaS, and healthcare. At SafeBooks, she leads global delivery, ensuring every remote accounting team meets U.S. standards with accuracy, discipline, and client-first execution.
Shivangi is a U.S.-certified CPA and Chartered Accountant with deep expertise in U.S. tax, financial reporting, and audit compliance. She has supported CPA and EA firms across sectors like real estate, SaaS, and healthcare. At SafeBooks, she leads global delivery, ensuring every remote accounting team meets U.S. standards with accuracy, discipline, and client-first execution.
Ecommerce Bookkeeping Mistakes Businesses Make
When Fast Growth Outruns Financial Clarity Many ecommerce brands grow fast, but their books do not keep up. Sales increase.
Ecommerce Accounting for Fees, Refunds, and Payment Processors
Why Your Revenue Is Not What You Think It Is In ecommerce, revenue is rarely as simple as the amount
Shopify Sales Don’t Match Bank Deposits
The Complete Guide for Store Owners Your Shopify dashboard may show strong sales, but the amount landing in your bank
How Restaurant Owners Should Track Food Costs and Profit Margins
If you only look at revenue, you miss the bigger story. Profit in a restaurant depends heavily on knowing your
Trust Accounting Basics: Why Client Funds Must Be Tracked Separately
Client funds are not business funds. That is the foundation of trust accounting, and getting it wrong can lead to
Financial Reports Every Nonprofit Board Should Review Monthly
A nonprofit board should not wait for year-end to understand the numbers. Monthly reporting gives leadership the clarity needed to
BOI Compliance After 2025 Updates: What CPA Firms Should Tell Clients
BOI compliance is no longer a universal filing exercise. After FinCEN’s 2025 interim final rule, most U.S.-created entities are exempt,
Form 5472 + Foreign-Owned U.S. Corporations: The $25,000 Penalty Trap
What Foreign-Owned U.S. Corporations Must Know $25,000. That is the starting penalty for failing to properly file Form 5472. For
The 2026 CPA Tech Stack: Consolidation, App Fatigue, and Strategic Decommissioning
The accounting profession in 2026 has shifted from rapid digital adoption to disciplined ecosystem design. For years, CPA firms followed