As a Co-founder and Managing Partner, I have spearheaded business growth by driving operational excellence, strategic innovation, and financial success. With a background in financial service, I specialize in scaling businesses, optimizing workflows, and fostering strong client relationships. I’m passionate about leveraging technology and data-driven insights to unlock new growth opportunities while nurturing a culture of collaboration and continuous improvement. My focus lies in delivering results that enhance business value and long-term sustainability.

• Onboarding new clients• Review the day-to-day work performed by the team to ensure that everything is on track• Be accountable for the quality and timeliness of all tasks related to the group of clients that are assigned to you• Assess current practices and procedures, and make recommendations for improvements• Improve systems and procedures and initiate corrective actions.• Assist with bookkeeping & tax-related tasks• Spearhead projects that improve the efficiency of our bookkeeping and financial reporting tasks firm-wide• Manage team including recruitment, training, goal setting, task reviews & performance reviews• Get his/her hands dirty when required by helping with bookkeeping, client onboarding (ex: cleaning up messy files), sales taxes, and payroll• Create systems, automation, and processes to streamline operations and create more consistency and efficiency.

Act as a Project Lead to global clients, handling critical clients and critical projects. Responsible to drive the quality process within the team, organize and conduct required technical trainings, implement standards in the company's training and development, develop technical competencies and delivery efficiencies of the team• Understand and explain the project scope of work (SOW) to a supervisor and REA• Generate and review financial statements, schedule, and reports• Provide backend supports to CPA client's professional service (Accounting & Taxation)• Provide clarity on any project related queries• Inform the supervisor of any client instructions/deliverables which are not described in SOW• Organize and prioritize tasks to meet timelines while working on multiple projects• Keep client/supervisor informed about project progress, deliverables, and potential escalations. • Adherence to project timeline and assigned hours • Train and update your buddies on project progress and share project related documentation • Understand the clients business/profession and share insights with your supervisor for up-selling/cross-selling opportunities • Upkeep project documentation, project synopsis, project case study and project manual. • Accountable to drive the quality check process of all projects • Organize and conduct CQI calibration session, analyze gaps in service quality and implement the required changes to achieve client satisfaction. • Assist your team manager for scoping and participate in scoping calls • Ensure that project scoping and timelines are accurate, and client expectations are set at the beginning • Take up challenging projects including collaborating with all internal teams • Review the team's IDPs and conduct required technical trainings • Identify unique projects to conduct project review and knowledge sharing sessions • Proactively take initiatives for any innovation or improvement

• Set-up new companies accounts and prepare Chart Of Accounts• Invoices & Bills processing in DMS (Document Management System)• Bank, credit card, expenses claim and payroll posting in accounting software• Invoice payment allocation and prepare aging payable/receivable report• Accruals, prepayment, depreciation and journal postings• Prepare and update control accounts schedules on monthly basis.• Prepare financial statements and management report on monthly or quarterly as per the client requirement.• Do month-end closure of accounts.• Prepare VAT Return on quarterly basis and P11D annually for UK companies.• Resource planning and team management.• Prioritise tasks, adhere to monthly calendar and do proper planning in order to meet deliveries.• Client communication, escalations and resolving issues.

• Responsible for accounts payable, accounts receivable, all general ledger work including journal entries and supporting schedules, while facilitating and completing monthly closing procedures.• Prepare aging report periodically for outstanding payables and receivables. Compare vendor balance with vendor statement find reasons for the discrepancy and reconcile accounts.• Prepare, review and analyze financial statements on a monthly basis and responsible for correcting discrepancies in account analysis and reconciliation.• Fixed asset management and post depreciation entries annually.• Bank, credit card and loan account reconciliation, fund transfer, owners draw.• Communicate with the client on a regular basis to discuss processes, accounts and financial statements• Manage and train staff for various accounting tasks • Deal with all technical client issues • Investigate and reconcile discrepancies when they occur • Comply with policies, procedures, and standards at all times • Handling property management company accounts in Appfolio.• Process Payroll and pay payroll liabilities in QuickBooks.• File Payroll tax in 940 & 941 forms and 1099 Misc. for vendors.• Data migration and csv file upload into NetSuite and total NetSuite customization • Ensure proper data validation and data integrity in NetSuite as an end-user.

• Handling Guru IT subsidiary accounts.• Filing LCA for new employees or in case of employees changes work location.• Follow up time sheet for consultants periodically and timely invoice companies for total working hours.• Prepare accounts receivable aging report weekly and follow up with companies (clients)• Looking after certain HR activities, pay-checks & Per diems.• Update online database for consultants, client, vendor & new engagements details.• Prepare and update master timesheet tracker for consultants and answerable for monthly internal audit.

Managing overseas clients account independently and reporting to clients directly.

• Working as a key team member of the accounts team of a fastest growing Australian Chocolate Company. The entire accounts process was handled in NetSuite (On-Demand ERP) application. • General Ledger, Bank Reconciliation, Accounts Receivables, Accounts Payable, Fixed Assets, Client Interaction and Financial Reporting (MIS). • Responsible for entire Accounts Payable process, AP Aging, Ad hoc payments, vendor reconciliation. • Adhere and accomplish tasks assigned in process master sheet and month end closures schedule• Updating the Time Sheet on a regular basis and Scheduling Tasks on Outlook.• Sending weekly activity sheet to the client for the work done during that period.• Supervising and training new staffs on different accounting tasks in QuickBooks and NetSuite.• SpringCM document management software implementation and document routing for accounts payable.

• Deputed to work at a client's place named Stylus Inc., a BPO and was handling an US client's account project independently over there.• Doing Bank and Credit Card Reconciliation, General Ledger, Account Receivable & Accounts Payable Process and Making Journal Entries• Finding Discrepancies, Analyzing accounts and resolving the issues.

• Maintaining Daily Books of Accounts on Tally Software.• Making Voucher entries for Cash Payment, Bank Payment, and Other Business Transactions.• Record Bills, Invoices, Bank Transactions, Fund Transfer, Journal Entries, Petty Cash, Stock Ledger.• Record all bank transactions and reconcile bank accounts on monthly basis and prepare BRS Report • Filing Sales Tax (VAT), Service Tax, TDS & ROC of the Company.• Preparing Profit and Loss account, Balance Sheet and Financial Reporting• Co-ordinating with the Company Auditor and assist him to finalize the Annual Reports.

• Raising PRS (purchase requisition slip) for items for different projects after getting confirmation from the stock department.• Raising MRS (material requisition slip) for items as per Production requirement after getting confirmation for the availability of material with the stock department.• Coordinating between different departments for smooth flow of materials. • Documenting master & provisional copy of telecom products and make necessary updates after new documents released by R&D.