Naga Bindu Nandipati Email & Phone Number

Abbotsford, British Columbia, Canada

Abbotsford, British Columbia, Canada

Chilliwack, British Columbia, Canada

• Interview clients to understand long term and short term goals to provide effective tax saving solutions
• Prepare Compiled Financial statements and working paper files.
• Prepare and File personal (T1), corporate (T2), and GST, PST & Payroll taxes.
• Assist management in yearend audits and financial analysis as required.
• Crypto accounting and filing taxes for personal clients.
• Perform bookkeeping services including creation of chart of accounts, bank and General ledger reconciliations, Accounts receivables and payables, month-end journal entries, and other periodical closing processes.

Chilliwack, British Columbia, Canada

• Conduct financial health checks, investment and credit planning as per client needs.
• Organize client’s interactions on monthly basis and educating them on importance of savings and debt management.
• Serve clients by fulfilling their credit needs with effective communication between the client and the adjudicator.
• Performs risk assessments, study market trends to give recommendations.
• Work to deliver highest level of Client service. Increased customer satisfaction score by 100% in 1 year by team collaboration and efforts.
• Maintain legal & compliance according to bank policies and facilitated safe transactions

Fort St John

• Planned taxes in order to maximize refund by claiming all possible deductions eligible by clients. Prepared over 300 personal tax returns with 96% first time approval rate.
• Helped clients with varying complexity of income tax returns to file properly abiding by the CRA guidelines and laws.
• Increased personal new client revenue by 20% by asking referrals and networking.
• Provided audit support and dealt with client’s queries on time in a professional manner.

Hyderabad, Telangana, India

• Supported finance team in periodical closing of accounts, bank and stock reconciliations.
• Reported variances in comparison to the last year in order to identify the ways to reduce cost and increase market area profitability.
• Assisted with internal and external audits to ensure complete, timely and accurate responses to information required by various stake holders and government authorities.
• Recognized for designing and implementing internal controls for better accountability
• Slashed transportation costs by 36% by leveraging negotiation and interpersonal skills, while ensuring the continuation and enhancements of services.
• Preparation of Tax reports and Payment of Corporate taxes.

Mumbai, Maharashtra, India

• Preparation of product cost sheets with detailed margin and variance analysis for management decision-making and making achievable annual budgets
• Achieved 15% more profitability by reducing stock caring cost using just in time purchase.
• Achieved 30% cost reduction by eliminating redundant processes by doing functional transformation process.
• Conducted physical inventories and stock reconciliations, aid with external and internal audits
• Provided detailed budget monthly journal entries and true-up actual entries for reporting
• Effectively Identified cost drivers and cost centers to ensure the cost allocation is accurate.

Vijayawada Area, India

• Responsible for leading audits of a more complex nature and providing guidance and support to other team members on auditing techniques and software.
• Completed assigned audits per the audit plan, interacts with business owners to coordinate the audit and communicate findings and recommendations.
• Recommended improvements to processes and controls based on risk assessment, achieved accuracy and reliability of financial data.
• Developed formal, written reports to communicate audit recommendations to management.
• General ledger scrutiny, trail balance and consolidation of accounts to prepare I&E and B/S for filing taxes and annual reports.

Vijayawada, Andhra Pradesh, India

• Responsible for the business analysis, preparation, and review of accounting and documentation of audit evidence.
• Made sure that all transactions are in compliance with accounting standards and policies.
• Maintained various books of accounts and effective finalization of accounts.
• Ensured the accuracy of the financial statements by tested effectiveness of internal controls
• Reviewed and analyzed tax issues, outlined favorable plans to minimize taxes.

Cpa, Finance

Certification, Canadian Securities Course

Bachelor’S Degree, Business/Commerce, General, First

Professional Degree, Costing, All India 12Th Rank In Icwai Inter, 30Th Rank In Final

Ca, Accounting And Finance

Csc, Investments And Securities

Llqp, Insurance

Llqp