Saurabh Patel Email & Phone Number

Brampton, On, Ca

Oakville, Ontario, Canada

Toronto, Ontario, Canada

•Review the work done by bookkeeper/Junior Accountant and provide them feedbacks.• Onboarding new client, designing there accounting procedure and prepare the monthly task list based on client requirements.• Prepare GST/HST/PST calculation and file to CRA/Provincial body.• Prepare Notice to Reader and file corporate Tax return• Prepare and file partnership, sole Proprietorship and Trust tax return• Generate T4, T5 and ROE for employees and clients• Perform Controller task by conduct monthly/quarterly review meeting withclient and help them with their financial decisions.• Training bookkeeper and junior accountants• Help client with tax planning.• Prepare budget and projections • Perform Monthly Bookkeeping, and Bank Reconciliation•Create monthly financial report and any customize reports based on client request

7-45 Dusk Drive,Brampton

Performed detailed cost analysis, manage account payable, account receivable, expense accrual account, and conduct monthly financial reports.Performed general bookkeeping duties, including posting information to accounting software, QuickBooks Online, and regularly reconciling accounts.Preparation of all financial reports, including Profit and loss, balance sheet, statement of cash flow, as well as yearend financial reporting.Filed quarterly GST/HST and preparation of annual tax returnIncharge of bi-weekly payroll, Prepared and filed quarterly and yearly payroll tax returns and prepared payroll reports (T4, ROE, PD7A)Completed various ad-hoc projects, reconciled bank balances, and record general ledger entries.Cash Management – ensured the availability of immediate cash needs and invested extra cashConducted three ways matching by comparing purchase order, receiving report and vendor invoice, and managed to adjust invoice amount and saved overpayment.

Brampton, Ontario, Canada

Prepared schedules, organized office functions, and overview daily operations of office with 35 employees.Coach and mentor a team comprised of, supervisor, trainer, and team leader with effective recruitment, hiring, onboarding, and training policies.Maintain quality service by enforcing high customer service standards, analyzing, and resolving quality and customer service problems, identifying trends, recommending system improvement.Prepared and maintained reports relating to production, cost analysis, and sales performance.

Baroda India

Education record

Sucessfully Cleared all exams along with CFE on First attempt

Professional Accounting Practice, Accounting

Bachelor Of Engineering (Beng), Metallurgical Engineering, 3.47 Gpa