About

Built on Experience. Designed for Scale.

About Us

img

Built on Experience. Designed for Scale.

About Us

Caramel Advisors was created to help accounting firms and businesses simplify operations, strengthen financial processes, and scale with confidence.

While Caramel Advisors was formally established as a U.S. entity in 2021, our roots go back much further. For over 15 years, our India-based firm and leadership team have worked closely with U.S.-based CPA firms and businesses across accounting, tax, audit, CAS, and financial operations. Our partners collectively bring 100+ years of combined experience, including leadership that has been based in the United States for over 30 years, with hands-on experience across senior roles such as CFO, VP – Finance, and Head of Global Operations at U.S. companies. This blend of onshore leadership and offshore delivery gives us a practical, real-world understanding of U.S. business expectations.

About
About

A Timeline of Intentional Growth

Our Journey

2021 | Formation of Caramel Advisors

Caramel Advisors was established as a U.S. entity, bringing together global delivery capabilities with a people-first, client-focused advisory approach.

2023 | Expanded Operations and Achieved SOC 2 Type 2 Certification

We opened a new office space to meet rising client needs and earned SOC 2 Type 2 certification, strengthening our focus on secure, reliable services.

2025 | Infrastructure Growth and Team Doubling

We added a new workspace and doubled our staff size, boosting our ability to provide scalable, high-quality advisory support to clients worldwide.y.

How We Work

People-First. Tech-Enabled. Client-Focused.

About

Meet Our Team: Expertise Meets Empathy

We build experienced teams, leverage the right technology, and operate as an extension of our clients’ organizations, aligned with their standards, workflows, and long-term objectives.
No jargon. No overcomplication. Just dependable execution.

Read More
About

Client Wins: Stories that Matter

We've transformed pain into progress. 95% retention rate speaks volumes—clients stay because results endure.

Read More

FAQs

Quick Help Guide

About

FAQs

Quick Help Guide

How does Caramel ensure US compliance?+

Via AICPA-aligned processes and real-time IRS monitoring—zero penalties for 98% of clients

What's your diversity commitment? +

We champion inclusive hiring, with training on cultural nuances for US audiences

View More