Our Strategic, Intentional Approach

Learn more about our philosophy and collaborative techniques.

Technology can put your business ahead, but only if you know how to make the most of it. That’s why Powered by Centri isn’t just a software or a platform. It’s a promise from our financial professionals to guide and support you through every step of the process. Here’s what you can expect from Powered by Centri.

Technical Support

So many companies invest in the latest technology, but don’t receive training or ongoing support. This means they miss out on functionalities and shortcuts that could streamline their processes and save them time and money. With Powered by Centri, you’ll receive initial training and ongoing technical support whenever you need it.

Strategic Guidance

Our professionals have experience in a broad range of industries – so you’re welcome to get technical. We’ll help you strategize in your space to make the most of your current position and identify potential threats and opportunities for the future.

No task is too big or small. Whether you need someone to double-check numbers for you or are looking to take the first steps toward an IPO, Powered by Centri is here to help.

Comprehensive Collaboration

Powered by Centri aims to serve as an extension of your team. We’ll learn the ins and outs of your business, get to know key stakeholders, and help you see your business from new perspectives. We’ll bring you the best accounting tools on the market and a dedicated professional to help you achieve your financial goals.

No-Hassle Onboarding

Whether you’re transitioning from an in-house accounting associate or another firm, you don’t have time to waste. Our goal is to lessen the load on your team and have your books up and running quickly and efficiently. Above all else, we value your time and your business – no matter its size or complexity.

Meet Centri's qualified experts.

Meet Our Experts

Sunny Patel

Director, CPA

Sunny joined Centri Business Consulting, LLC in June 2021 as a Senior Manager in the Outsourced Accounting Practice and brings over 10 years of public and private accounting experience.

Prior to joining Centri, Sunny spent 9 years at SmithBucklin Corporation, an association management and services company located in Chicago, IL and Washington, DC. Most recently, he served as Senior Manager of Financial Management and Accounting Services in the Washington, DC office. During his time, Sunny led the DC team in overseeing the day-to-day accounting and financial management activities, including financial statement preparation, budgeting, forecasting, cash flow modeling, finance committee meetings, board calls, audit/tax return prep, investment management, and strategic financial oversight. Sunny served more than 30 non-profit organizations (501c3, 501c6, and 501c19’s) as their Director of Finance/CFO.

Prior to his time at SmithBucklin Corporation, Sunny served as a financial professional for Route 66 Ventures, LLC, where he assisted in the month-end financial close process and managed the accounts payable function for three separate entities.

Sunny holds a Bachelor of Business Administration in Finance from Florida Atlantic University in Boca Raton, FL and a Master of Science in Accounting and Taxation from Florida Gulf Coast University in Fort Myers, FL. He is a Certified Public Accountant (CPA) in the State of Florida.

Robert Roth

Manager, CPA

Robert brings over five years of public accounting experience to Powered by Centri. His focus is on companies in the life sciences, technology, cannabis, and digital assets spaces. Prior to joining Powered by Centri, he was a Supervisor at Anchin, Block & Anchin, a public accounting firm in New York City, where he specialized in commercial, residential, and developmental real estate.

Robert holds a Bachelor of Science degree in Accounting and Finance from the University of Delaware. He is a CPA and a member of the American and New York State Institute of Certified Public Accountants.

Get Started with a Free Consultation

Wishing you had more time to focus on what matters? Get a free consultation to learn how our experts can tackle your company’s financial needs, and free up your time to strategize, plan, and grow your company.