The Business Behind Your Business

Coast to Coast Services

CPAs, bookkeepers, virtual CFOs, quants, BI analysts, developers, marketing professionals, grant writers, and business advisors; serving clients in every U.S. state.

Contact Regent Hill Client Portal Investor Portal

Why Regent Hill

A Nationwide Network
Serving clients nationwide through CPA mobility, reciprocity, and federally authorized tax representation.
Virtual CFOs and Quants
The CEO, a mathematician, specializes in what traditional virtual CFOs don't: quantitative finance. Leverage customer behavior models, Monte Carlo simulations, scenario analysis, optimization, and other methods to make smarter business decisions.
Technology & Automation Services
Mobile app and website development, cloud migration, email and workplace setup, AI integration, data collection, analytics, dashboards, and much more.
Grant Writing for Nonprofits
Federal and private grant research, proposal writing, program design, and budget creation tailored to mission-driven organizations.
Exceptional Client Care
Your success is our success. We regularly provide free add-on services to our clients with monthly retainers.
Attorney and Financial Planner Directory
We connect clients to our estate, business, and tax attorneys, as well as Certified Financial Planners and other professionals within our network.

Need Immediate Help?

Speak directly with a Regent Hill partner. From individuals and small nonprofits to international advisory groups working with Fortune Global 500 executives — we've been there, and there's a solution.

Call: (774) 397-3606

All Services

Business, Nonprofit, & Individual Services

Choose a category.

Business Accounting Services

Domestic Tax Prep: business tax returns (partnership, S-corp, C-corp), multi-state, payroll, sales/use, and amended returns
Bookkeeping: general ledger, accounts payable/receivable, bank and credit card reconciliations, payroll, depreciation, amortization, financial statements, and 1099s
International Tax Prep: cross-border structuring, transfer pricing, and VAT/GST
Working Capital Solutions: securing lines of credit, term loans, factoring, and other unsecured bank loan options
Attestations
Forensic Accounting

Nonprofit Accounting Services

Nonprofit tax returns (Form 990) and amended returns
Bookkeeping: general ledger, accounts payable/receivable, bank and credit card reconciliations, payroll, depreciation, amortization, financial statements, and 1099s
Annual budgets and restricted grant tracking
Outsourced assistant treasurer services

Individual Accounting Services

Domestic tax returns: Form 1040 and all related schedules, including sole proprietorships, rental properties, investments, and self-employment income, multi-state, and amended returns
International tax compliance: FBAR, FATCA, and expatriate/inpatriate matters
Retirement planning
College planning and FAFSA assistance
Bill tracking and budgeting

Startup Virtual CFO Services

Investor outreach and reporting
Pitch deck development
FP&A: budgeting, forecasting, cash flow management, scenario modeling, pricing optimization, unit economics, and profitability analysis
Banking and lender relations
M&A support
Partnership and referral agreements

Quant Consulting

For Banks, Hedge Funds, and Portfolio Managers

Financial algorithms in C++/Python/VBA
Financial risk model development (e.g., Monte Carlo)
Quantitative trading systems development
Derivative pricing models (Monte Carlo, finite difference, Longstaff-Schwartz, Black-Scholes)
EVA modeling
Code maintenance and debugging

Nonprofit Development

Grant writing (100% of our proposals have been funded to date)
Entity formation and registration, EIN assignment, and tax-exempt status registration
Licensing paperwork, charters, board governance, bylaws, partnership agreements, and MOUs
SAM.gov registration and federal grant navigation
Web and social content, tangible ads, event planning, SEO, email campaigns, lead generation, and CRM setup
Mobile app and website creation, email and workplace setup, IT support, and AI automation

Business Development

Entity formation and registration, EIN assignment, and licensing paperwork
Operating agreements, referral agreements, and partnership agreements
Market expansion and M&A strategy
Web and social content, tangible ads, event planning, SEO, email campaigns, lead generation, and CRM setup
Mobile app and website creation, email and workplace setup, IT support, AI automation, and POS system setup

Business Intelligence and Business-Community Relations Services

Open-source intelligence (internet, news, social media, and public record analytics)
Human intelligence (interviews, conversations, and surveys)
Market intelligence (industry reports, economic data, sales trend and demand patterns)
Dashboards (Power BI, Tableau), data mining, KPI tracking, and predictive modeling

Our People

Meet the Team

Priya Atiyolil

Founder/Chief Executive Officer

Financial Mathematician (Quant) and vCFO
Business Intelligence Consultant
Grant Writer and Nonprofit Finance Professional
Former Vice Chair of the Town of Warren's Finance Committee
Pursuing Series (SIE/7/66) and CPA licenses
BS Applied Mathematics, Biomedical Engineering, UMASS Amherst | MS/MS Financial Mathematics, Electrical and Computer Engineering, Johns Hopkins University

Justin Kratzmeyer

Chief Financial Officer

16+ years of accounting experience
Former Manager, Jackson Hewitt Tax Services
Owner of Kratzmeyer Enterprises
QuickBooks ProAdvisor

Sumit Gupta

Chief Technology Officer

Computer Engineer and FinTech Professional
Business Intelligence Consultant
Legal Liaison Officer for National Banks in India
Third-Party Risk Management Consultant in the USA
BE Computer Engineering, Mumbai University | MS Computer Science, Clark University

Sara Swanson

Executive Assistant

Former Executive Assistant, Skidmore Owings & Merrill LLP (SOM)
Former Executive Assistant, Lowe and Partners Worldwide, Inc.
Served as Production Manager/Production Coordinator/2nd AD/2nd 2nd for over 50 Film Production Companies
Studied Real Estate Development at Baruch College
Former Property Manager, Pacific West Management

Katy Blalock, CPA

Accountant

35+ years of experience
Former Senior Auditor at Ernst & Young
Former Controller at the McDonald's Corporation, Southern Division
Former Financial Analyst at the Coca Cola Company
BS Accounting, Boston College

Ethan Willse, CPA

Accountant

Senior Accountant at Pathward
QuickBooks ProAdvisor
Owner of Aced Accounting

Anand Balakrishnan, EA (Enrolled Agent)

Accountant

20+ years of accounting experience
Former CFO
Founder of Realtime FinanceFix
Pursuing CPA license

Padma Sopan Shinde, CPA, CA (Chartered Accountant), CMA (Certified Management Accountant)

Accountant

20+ years of accounting experience
Prepared returns for clients in the US, Canada, UK, and India

Sonu Madhavan

Developer

Co-founder, Loomix Studios
Website and app developer
Former assistant director in the Indian film industry

Regent Hill Specializes in Intelligent Financial Growth

Tax, bookkeeping, and virtual CFO services led by experienced CPAs for businesses, nonprofits, and individuals
Quantitative analysis, business intelligence dashboards, and predictive modeling that turn complex data into strategy
Entity formation, nonprofit governance, M&A guidance, and regulatory compliance from start to scale
Full-stack marketing and technology services, from brand strategy and websites to mobile apps and AI integration