We understand that running a hotel, restaurant, or any other hospitality business is challenging—especially now that you have to deal with all the new regulations. We know how difficult it is to balance all of the moving pieces and keep track of your finances on top of everything else. That's why we offer accounting and finance services that will make your life easier and let you focus on what matters most: your guests!

If you're looking for someone who can handle your accounting needs and make sure you stay compliant while also providing strategic advice on how to grow your business, look no further than C-Suite. We're dedicated to being an outsourced CFO for all of our clients, so we'll be there with every step of the way.

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The C-Suite Advantage

Domain Expertise

We have extensive experience in the hospitality industry with detailed knowledge about finance, tax, compliance and regulations.

Local Intelligence

You can rely on us to provide you with local expertise that no one else can match.

Value for Money

We offer cost-effective consultation with one aim: to see your business grow!

About the Team

Anand Sanghvi


Anand is a Chartered Accountant and Certified Public Accountant (USA) with unique and balanced experience of over a decade in both large enterprises and start-up environments. His focus is Group Business development and core expertise lies in Financial Valuation and Transaction Structuring practices. Anand is one of the Founding members and Managing partners of Val Serve Group, and he leads the Valuation Advisory vertical of Val serve Advisors.

Anand thrives in M&As, Valuation for Financial Reporting and Regulatory Purposes, Due Diligence and Corporate Finance. He advises clients on structuring of the transaction for deal making and Valuation for Financial Reporting Purposes under IFRS, Indian GAAP and US GAAP.

He is a holder of Diploma in IFRS from ACCA Board (UK) and also pursuing Final Level of Chartered Financial Analysts (Global CFA).

Jay Trivedi


Jay is a Chartered Financial Analyst and MS (Finance) with unique advantage of working in English and Nordic Countries. His core expertise lies in Accounting and CFO Support Practices. Jay is one of the Managing partners and Founding members of Val serve Group and he leads Source IN - the Accounting & Book keeping and CFO Support Services verticals an Accounting expert his nearly decade of career spans across CFO Support, Financial Reporting and Financial Budgeting / MIS Reporting. Jay has diversified experience of managing Accounts and Finance vertical across 10 geographies and practical knowledge of 11 different accounting software. Jay is currently managing clients across – USA, Canada, Australia, New Zealand and Norway.

Jay has been conferred the Chartered Financial Analyst designation and MS (Finance) certification by the ICFAI, Hyderabad.

David Wolfskehl


David is a nationally recognized leader who earned a spot on Fortune’s Best Small Workplace list, was a Fortune Small Business Magazine "Boss of the Year" finalist, and gained his company a place on the Winning Workplaces list. He is focused on building the community culture and strategy for the C-Suite family of companies.

Cristine O'Keefe

Managing Director

Cristine is a business consultant with experience in managing financial matters in manufacturing and real estate settings. Her years as a music teacher and working in small businesses also provide her a unique vantage point as well as important skills in directing, execution and performance. She is an active board member with upstate new york turnaround management Professionals in upstate and western new york.

She is well versed in creating debt structures within real estate, manufacturing, agriculture, retail, transactions. She performs a due diligence analysis , reviews best options, and provides"Support throughout the financing process until closing. Her experience, creativity and network of quality lenders help provide the best possible outcome for financing requests.


In a very successful career spanning over three decades, Upendra has worked with various hospitality companies in India and North America. He holds a degree in Hospitality Management and specializes in product development, operating systems, creating standard operating manuals, menu merchandising, event planning, developing marketing strategies and budgeting. Upendra has created specialized training programs and conducted on-site training in areas of Wow Guest Experience, Attitude Development and Management Development.