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Surbhi Setia
India Team Director
“Turning complex financial and tax concepts into clear, actionable insights.”
Surbhi Setia is the India Team Director at WCG and a Chartered Accounting professional specializing in U.S. accounting and taxation. With seven years of professional experience, she leads with structure and precision while helping ensure the firm’s India operations deliver timely, accurate, and dependable results.
Professional Background & Expertise
At WCG, Surbhi serves as Managing Director for the India team, overseeing training initiatives, keeping staff current on regulatory and process updates, and ensuring deliverables meet firm standards. She is deeply involved in supporting team growth while reinforcing consistency across workflows.
Surbhi has experience working with freight forwarders, wholesale distribution companies, real estate and construction businesses, and a broad range of small- to medium-sized enterprises. This exposure allows her to approach engagements with both operational awareness and practical financial insight.
Education & Credentials
Surbhi holds a Bachelor’s degree in Commerce with a specialization in Finance and Accounting, a discipline she has long appreciated for its logical structure—where every debit has an equal and opposite credit.
She is a Chartered Accountant through the Institute of Chartered Accountants of India (ICAI) and has been recognized as an ACE Player and Most Valuable Contributor at a company annual event. During her professional education program, she also earned Rank 1 in General Management and Communication Skills.
Client-Focused Philosophy
Surbhi’s approach is practical, transparent, and responsive. She prioritizes clear communication, realistic expectations, and dependable follow-through—working to function as a true extension of the client’s team rather than simply a service provider.
Professional Values
- Integrity
- Accountability
- Clarity
- Consistency
Life Beyond the Office
Surbhi grew up in a small town in Sri Ganganagar, Rajasthan, where she spent much of her childhood caring for animals—especially three kittens that kept her happily occupied.
Recently married, she enjoys watching movies and cooking comfort food for her family when she is not working, valuing the balance these moments bring to her routine.
A Talent for Simplifying Complexity
One of Surbhi’s standout strengths is her ability to translate intricate financial and tax concepts into straightforward guidance. Combined with her disciplined follow-through, this skill helps clients and colleagues alike move forward with clarity and confidence.
Jason Watson, CPA, is a Senior Partner of WCG CPAs & Advisors, a boutique yet progressive tax, accounting and business consultation firm located in Colorado serving small business owners and taxpayers worldwide.
Taxpayers Comprehensive Guide to LLCs and S Corps 2023-2024 Edition
This KB article is an excerpt from our 400+ page book (some picture pages, but no scatch and sniff) which is available in paperback from Amazon, as an eBook for Kindle and as a PDF from ClickBank. We used to publish with iTunes and Nook, but keeping up with two different formats was brutal. You can cruise through these KB articles online, click on the fancy buttons below or visit our webpage which provides more information.
