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

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

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.

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

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

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

Master Of Business Administration - Mba, Finance

Bachelor Of Business, Major In Finance & Accounting

Education record