Building Lasting Partnerships Through Customized Financial Solutions

Testimonials

"Working with Surbhi Vaidya as our product advisor has been a tremendous asset to Obol. Her deep expertise in finance, accounting, and controllership, coupled with a sharp understanding of the pain points startups face has brought clarity and strategic direction to how we build our product for CFOs and finance teams. As the founder of a fintech company focused on making cash flow reporting and planning faster, smarter, and more predictive, I can confidently say that Surbhi brings unmatched value to any team looking to create intuitive and scalable financial tools. Her background as controller for startups across all stages through her firm ValleyX Services, combined with her hands-on approach, makes her an ideal partner for any fintech aiming to serve modern finance teams.

I would strongly recommend Surbhi as a product advisor for any fintech company building solutions in the accounting, FP&A, or ERP integration space. She bridges technical product thinking with operational finance realities, a rare and powerful combination."

Aviv Sadra

CFO- Co-Founder, Obol

"As a nonprofit organization managing multiple grants and funding sources, accurate and timely financial reporting is critical for UEO. Partnering with ValleyX Services has made a meaningful impact on our operations. Surbhi and her team not only took over bookkeeping with precision and consistency, but also led the setup and optimization of our accounting system in QuickBooks Online.

The transition has significantly streamlined our processes, automated key workflows, and saved valuable time for our leadership team. We’re now able to track grant-related expenditures with ease and provide clear, real-time reporting to our stakeholders. I would recommend Surbhi and team for any scaling business, or anyone who is looking to better understand their finances."

Jarad Backlund

Board Member & Chief Financial Officer

The United Effort Organization (UEO)