Bhavin Patel Email & Phone Number

Sarnia, Ontario, Canada

• Independently manage invoice processing and critically evaluate purchase order related invoices.• Auditing of labour and services invoices.• Resolve routine and non-routine invoice issues working with Suppliers, Turnaround teams, Employees, Purchasing and Receiving• Reconcile statements, unresolved invoices, and investigate good receipts.

• Open personal, business and estate bank accounts.• Process Investment transactions, both GIC’s and Mutual Funds for clients.• Assist clients with completing personal loan and mortgage applications.• Assist clients by offering solutions to reach financial goals such as investment and debt management.

• Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.• Help taxpayers by using their federal, provincial and local codes and see to it that clients receive the maximum benefit permitted under the law of government.• Advise against potential tax liabilities and recommend additional products and services.• Review financial records such as income statements and documentation of expenditures.

• Greet guests upon arrival and provide them with excellent customer service.• Establish work schedules and procedures while coordinating activities and promotions with other departments.• Supervise and train new employees in procedures and current software.• Resolve work related problems and prepare and submit evaluations and progress reports.

Mississauga, Ontario, Canada

• Keep financial records and establish, maintain and balance various accounts using manual and computerized bookkeeping systems.• Post journal entries and reconcile accounts, prepare trial balance of books, maintain general ledgers and prepare financial statements.• Prepare tax returns and perform other personal bookkeeping services.• Prepare other statistical, financial and accounting reports.

Toronto, Canada Area

• Contact consumers via the telephone to arrange payments for past due accounts.• Assist clients by proposing solutions to address financial objectives such as debt management.• Complete credit and loan information.• Professionally and respectfully negotiate with consumer and explore money sources to determine best possible arrangement.• Request statements on delinquent accounts and forward irreconcilable accounts for legal action.