Jigna M. Patel, Cpa Mba Cgma

Jigna M. Patel, Cpa Mba Cgma Email and Phone Number

Founder & CPA For Medical Practitioners - Turning great doctors into brilliant business people πŸ‘¨β€πŸ’ΌπŸ“ˆπŸ’΅! @ Sigma Accountants LLC
Jigna M. Patel, Cpa Mba Cgma's Location
Columbia, Maryland, United States, United States
Jigna M. Patel, Cpa Mba Cgma's Contact Details

Jigna M. Patel, Cpa Mba Cgma work email

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About Jigna M. Patel, Cpa Mba Cgma

Forward thinking, commercially focused, experienced, highly skilled CERTIFIED PUBLIC ACCOUNTANT working with a portfolio of business owners ranging from dental, medical, other professional services and real estate industries.The most satisfying part of the work I do is seeing my clients’ businesses flourish. I’m absolutely driven to finding and developing key strategies and procedures that will have a direct and positive benefit on their bottom lines.By embracing digital accounting solutions, I am able to deliver accurate and timely management information, management accounts, and key performance indicators to you, whilst ensuring your business remains fully compliant. I believe this is an important part of what an accountant should be doing for business owners, however I believe far more value can be offered by spending more time looking forward. In doing this I work closely with my clients to determine where their business is heading in the short, medium and long term and assist them in making the necessary decisions to help them achieve both their business and personal goals.Good, reliable up to date numbers are critical to making business decisions. These numbers as well as the financial blueprint of our clients business and personal goals forms the foundation of regular client meetings. These meetings are invaluable in finding out what didn't go quite right yesterday and what we need to do to fix it today. They also allow me to keep my clients financial blueprint updated with the most current information available. This provides my clients with certainty where the business is heading in relation to profitability, cash flow and tax management. Armed with this information we have the ability to make the best business decisions which will keep the business on track to achieving its goals.Specialties: Accounting Β· Tax Preparation Β· Personal Tax Planning Β· Small Business Tax Β· Financial Advisory Β· Cash Flow & budgeting Analysis Β· International Tax Β· Virtual CFO Β· Certified QuickBooks ProAdvisor Β· LivePlan Expert Advisor

Jigna M. Patel, Cpa Mba Cgma's Current Company Details
Sigma Accountants LLC

Sigma Accountants Llc

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Founder & CPA For Medical Practitioners - Turning great doctors into brilliant business people πŸ‘¨β€πŸ’ΌπŸ“ˆπŸ’΅!
Jigna M. Patel, Cpa Mba Cgma Work Experience Details
  • Sigma Accountants Llc
    Founder And Principal Cpa
    Sigma Accountants Llc Jan 2010 - Present
    Columbia, Maryland, Us
    Our vision is to help clients achieve their personal and business objectives by:1. Listening to our clients to find out what they want to achieve. We put a plan in place to achieve these goals.2. As accountants we are natural trusted advisors. A survey of 1000 businesses revealed that 69% of small business owners considered their accountant more trustworthy than their financial planner, business partner or lawyer.3. We have been responsible for improving growth, profitability, cash-flow and reducing tax for a variety of small businesses.4. We know you need more help than you’re getting. We focus on working with our clients so that they can achieve their goals. Whether that be owning your own home, going on a holiday every year or spending less time in your business or any other goal that you would like to achieve.5. We know how to use technology to improve your business. We also use technology in our firm to make us more efficient and productive so that we can pass that knowledge onto our clients.6. We act fast to find the best solutions for our clients. Knowledge of software is integral to servicing our clients. We find, apply and train small business owners and their employees on the appropriate technology solutions for their business.SPECIALIST ACCOUNTING AND TAXATION ADVICE FOR MEDICAL & DENTAL PROFESSIONALSSPECIALIST INTERNATIONAL TAXSPECIALIST BUSINESS TAX STRATEGY, PLANNING AND PREPARATION
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  • Atax Accounting Services
    Accounting & Tax Professional
    Atax Accounting Services Jan 2007 - Dec 2010
    Provide bookkeeping, compilation and tax services to an array of clients. - Meet with customers, determine their accounting, tax preparation and bookkeeping needs and set up systems to allow them to maintain full accuracy and compliance.- File federal , state, and local tax documents by preparing property tax returns, state pages, and federal, state, and municipal returns, extensions, and quarterly payments.-Preparing financial statements and reports, analyzing ledgers, overseeing accounts payable and receivable, and forecasting revenue and expenses.
  • Anne Arundel County
    Accountant Iii
    Anne Arundel County Jun 2005 - Nov 2007
    Us
    Analyzed capital projects to aid in decision-making processes, assessed spending projections of hundreds of active projects to determine County debt levels, made recommendations on spending and prepared documentation for the annual Bond Ordinance and supervised the closing of projects once completed. Other Responsibilities:-Prepared project closing data, reviewed data with all involved departments, assembled the final listing of closing projects and processed projects through the official closing procedures-Supervised the monthly revenue recognition process, matching all capital project revenue with expenses; reconciled the Capital Budget Book data to the appropriate CAFR and Enterprise One system balances for projects; coordinated with IT staff to generate specialized reports-Recorded all entries in the Capital projects to distribute funding such as pay go and other revenue sourcesAccomplishments:-Assessed and streamlined external audit processes savings an average of two weeks in field time per project audit-Aided in the automation of monthly and year-end financial reports resulting in being able to complete all Capital Projects CAFR financial statements before stated deadlines-Reorganized the bond ordinance documentation comprising 45 pages by automating them via macros and three way reconciliations between the budget book, accounting system and the Annual County Comprehensive Annual Report Financial statements-Assembled data and prepared the Debt Affordability Report to determine the appropriate level of County Bond Sales for the capital budget program in excess of $3.5B-Performed financial analysis and management, including budget deviation and justification of revenue and expenditures for over 300 capital projects
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  • Legg Mason
    Senior Accountant
    Legg Mason Aug 2004 - May 2005
    San Mateo, California, Us
    Completed financial and accounting tasks on a daily and monthly basis for the asset management division and its subsidiaries on an internal and external basis; supervised two Accountant II positions. Other Responsibilities:-Performed extensive monthly close duties and accounting entries; reviewed subsidiaries balance sheets and P&L statements as well as completed internal company transactions and approved internal company settlements-Assessed Review Explanations and numeric and author of Executive Summary Explanations; prepared Quarterly Division Reports and Assets Under Management (AUM) reports-Maintained SOX documentation after verification of compliance; aided internal auditing with process definition-Reviewed and approved the calculation of bonus entries, revenue shares and dividend payments-Prepared quarterly executive financial reporting packages and provided variance explanations; documented all monthly and year-end financial close processes in accordance with SOX-Created flow charts, identified key controls and developed tools to ensure compliance and financial integrity; created queries, pivot tables and other financial analysis tools to monitor and ensure the accuracy of all general ledger activityAccomplishments:-Streamlined processes through improved reporting capabilities and office automation of financial reports via PeopleSoft-Assumed a wide variety of accounting/finance roles ranging in complexity from using multiple general ledgers and related journal entries to leading cross functional teams in implementation of SOX 404
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  • Old Mutual Plc – Fidelity And Guaranty Life Insurance Company
    Senior Accountant
    Old Mutual Plc – Fidelity And Guaranty Life Insurance Company Mar 2002 - Jan 2003
    Assembled data, reviewed it and generated GAAP and STAT financial statements and reporting packages, including monthly and yearly UK Comshare Templates and Quarterly NAIC Statements; produced related schedules and analysis, ensuring completeness, accuracy and the timely delivery of completed results
  • Western Geotechnics
    Accountant
    Western Geotechnics 1998 - 2000

Jigna M. Patel, Cpa Mba Cgma Skills

Accounting Auditing Financial Analysis Accounts Payable Account Reconciliation Financial Statements Tax Internal Audit Tax Preparation Quickbooks General Ledger Finance Business Analysis Analysis Financial Reporting Budgets Cpa Business Tax Planning Irs And State Audit Representation Gaap Small Business Accounts Receivable Payroll Partnership Taxation Personal Income Tax Returns Llc Incorporation Consulting Bookkeeping Sarbanes Oxley Act International Tax Pfic Analysis U.s. Foreign Account Tax Compliance Act Fbar Expatriate Tax Foreign Tax Credit

Jigna M. Patel, Cpa Mba Cgma Education Details

  • The Johns Hopkins University - Carey Business School
    The Johns Hopkins University - Carey Business School
    Finance
  • Edith Cowan University
    Edith Cowan University
    Major In Finance & Accounting
  • Uasin Gishu High
    Uasin Gishu High

Frequently Asked Questions about Jigna M. Patel, Cpa Mba Cgma

What company does Jigna M. Patel, Cpa Mba Cgma work for?

Jigna M. Patel, Cpa Mba Cgma works for Sigma Accountants Llc

What is Jigna M. Patel, Cpa Mba Cgma's role at the current company?

Jigna M. Patel, Cpa Mba Cgma's current role is Founder & CPA For Medical Practitioners - Turning great doctors into brilliant business people πŸ‘¨β€πŸ’ΌπŸ“ˆπŸ’΅!.

What is Jigna M. Patel, Cpa Mba Cgma's email address?

Jigna M. Patel, Cpa Mba Cgma's email address is ji****@****ail.com

What is Jigna M. Patel, Cpa Mba Cgma's direct phone number?

Jigna M. Patel, Cpa Mba Cgma's direct phone number is +124059*****

What schools did Jigna M. Patel, Cpa Mba Cgma attend?

Jigna M. Patel, Cpa Mba Cgma attended The Johns Hopkins University - Carey Business School, Edith Cowan University, Uasin Gishu High.

What are some of Jigna M. Patel, Cpa Mba Cgma's interests?

Jigna M. Patel, Cpa Mba Cgma has interest in Social Services, Children, Civil Rights And Social Action, Education, Environment, Poverty Alleviation, Animal Welfare, Health.

What skills is Jigna M. Patel, Cpa Mba Cgma known for?

Jigna M. Patel, Cpa Mba Cgma has skills like Accounting, Auditing, Financial Analysis, Accounts Payable, Account Reconciliation, Financial Statements, Tax, Internal Audit, Tax Preparation, Quickbooks, General Ledger, Finance.

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