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Our Team

The people behind your numbers

Meet the partners behind Advisory Monks Consulting.

Shamik Ukil
Shamik Ukil
Co-founder
Leads US engagements end to end — tax strategy, structuring, and client relationships across our American business clients.
Akash Ukil
Akash Ukil
Co-founder
Leads accounting operations, virtual CFO delivery, and valuation work — keeping every client’s books accurate and review-ready.
Careers

Open positions

We’re growing our US accounting production team in Noida, India. Current openings:

Certified Public Accountant (CPA)
5 positions · Noida, India · Full-time

US bookkeeping, monthly close, and review-ready reporting for our CPA-firm and direct clients.

Enrolled Agent (EA)
2 positions · Noida, India · Full-time

US federal & state tax preparation and filings — Forms 1120, 1120-S, 1065, and 1040.

To apply, email your CV to [email protected].

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Advisory Monks Portal
Dashboard
Good morning, Sarah · Monday, 2 March 2026
Upload Message your accountant
Cash Position
$142,350
↑ $8,200 vs last week
Next Deadline
Apr 15
Federal Q1 estimated tax
Reports Ready
3
February pack + 2 others
Open Items
2
Documents requested
Weekly Cash Report
● Live · March 2, 2026
Cash Balance
$142,350
↑ $8,200 since last Monday
Projected EOW
$138,100
After payroll & vendor pmts
THIS WEEK · MOVEMENTS
↑ Client payment — Apex Design +$22,000
↓ Bi-weekly payroll run -$11,400
↓ AWS + SaaS subscriptions -$2,400
8-WEEK CASH TREND ($K)
J3
J4
F1
F2
F3
F4
M1
M2
Prepared by Akash Ukil · Advisory Monks Consulting · Every Monday 9am ET
Recent Reports
View all →
February 2026 Financial Pack
P&L · Balance Sheet · Cash Flow · Owner Dashboard
New ⬇
Q4 2025 Board Pack
CFO Narrative · KPI Summary · 13-Week Forecast
Ready ⬇
January 2026 Financial Pack
Delivered Feb 10, 2026
Ready ⬇
Payroll Summary — Q4 2025
W-2 & 941 reconciliation
Action ⬇
Upcoming Deadlines
All →
Mar
15
Form 941 — Q4 2025
Federal payroll tax deposit
13 days
Apr
15
Q1 Estimated Tax
Federal + CA state payments
44 days
Apr
15
1120S / 1065 Filing
Corporate income tax return
On track
Jun
15
Q2 Estimated Tax
Federal payment
On track
Messages
All →
SC
Akash Ukil
Your February pack is ready! Revenue up 14% — full commentary inside...
9:02am
RK
Rajan Kumar
I need your Q4 bank statement for the final account (Chase ×8821). Can you upload by Thursday?
Yesterday
NV
Neha Verma
Your 941 is filed and confirmed. IRS acknowledgment attached.
Feb 28
Recent Activity
February Financial Pack uploaded & ready to view
Today 9:05am
Document requested — Chase Q4 statement needed
Yesterday
Invoice #AM-2026-0054 generated — $5,000
Mar 1
Form 941 filed and IRS acknowledgment received
Feb 28
January books reconciled and locked
Feb 5
All Reports & Financial Packs
2026
February 2026 Financial Pack
Delivered March 2, 2026 · P&L · Balance Sheet · Cash Flow · Dashboard
New⬇
Q4 2025 Board & Investor Pack
Delivered January 5, 2026 · CFO Narrative · KPIs · 13-Week Forecast
Ready⬇
January 2026 Financial Pack
Delivered February 10, 2026
Ready⬇
2025
December 2025 Financial Pack
Delivered January 10, 2026
Ready⬇
November 2025 Financial Pack
Delivered December 10, 2025
Ready⬇
Q3 2025 Board & Investor Pack
Delivered October 5, 2025
Ready⬇
Invoices
All payments current ✓
Year to Date
$10,000
Monthly Rate
$5,000
Balance Due
$0.00
InvoiceDateAmountStatus
#AM-2026-0054
Mar 1, 2026
$5,000
Due Apr 1
#AM-2026-0041
Feb 1, 2026
$5,000
#AM-2026-0028
Jan 1, 2026
$5,000
#AM-2025-0112
Dec 1, 2025
$5,000
#AM-2025-0099
Nov 1, 2025
$5,000
Upload Document
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PDF, Excel, CSV, images up to 50MB · Encrypted

All Documents
14 files
TAX DOCUMENTS
2024 Form 1120S — Federal Return
Filed April 15, 2025 · PDF · 24 pages
⬇
2024 CA Form 100S — State Return
Filed April 15, 2025 · PDF · 18 pages
⬇
2024 W-2 Pack — All Employees
Issued January 31, 2025
⬇
COMPANY DOCUMENTS
Advisory Monks Consulting SOW 2025
Signed October 15, 2024 · DocuSign
⬇
Certificate of Formation — Meridian Tech LLC
Delaware · March 2022
⬇
Full Compliance Calendar — 2026
MARCH 2026
Mar
15
Form 941 — Q4 2025
Federal payroll tax return · IRS
13 days
Mar
25
Payroll Data Due to AMC
Please upload February payroll by this date
Action
APRIL 2026
Apr
5
Bank Statements Due
March statements — all accounts
Client Action
Apr
15
Q1 Estimated Tax Payment
Federal Form 1040-ES + CA 540-ES
On track
Apr
15
1120S / Corporate Return
Federal income tax return · IRS
In progress
JUNE 2026
Jun
15
Q2 Estimated Tax Payment
Federal + CA payments
On track
SEPTEMBER 2026
Sep
15
Q3 Estimated Tax Payment
Federal + CA payments
On track
Conversations
SC
Akash Ukil · Co-founder
Your February pack is ready! Revenue up 14%...
Today 9:02am
RK
Rajan Kumar · Senior accountant
I need your Q4 Chase bank statement...
Yesterday 3:15pm
NV
Neha Verma · Payroll
941 filed and confirmed. Ack attached.
Feb 28
SC
Akash Ukil
● Online · Your dedicated accountant
SC
Hi Sarah — your February financial pack is ready! Revenue came in at $186,400, up 14% vs January. Gross margin held at 58%. I've left some commentary in the Owner Dashboard section that I think you'll find useful before your board meeting. Let me know if you'd like to walk through it.
Today · 9:02am
SC
Thanks Akash! That's great news. Yes, let's do a quick walkthrough — I'll send a calendar invite for Thursday morning if that works.
Today · 9:18am
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