Quickbooks Online(Certified)
Hardik Goti
Team Account Manager
Ahmedabad
Summary
Dynamic team account manager with 9 years of experience driving financial operations and leading a team of 100+ accounting professionals. Proven expertise in client onboarding across multiple countries (USA, UK, Australia, Canada), financial data analysis, and process optimization. Consistently enhancing service delivery and operational efficiency. Skilled in conflict resolution and fostering strong client relationships while mentoring team members to achieve their full potential. Leveraging critical thinking skills to identify opportunities for cost reduction and streamline workflows, ensuring compliance with regulatory standards. Committed to delivering tailored financial solutions that align with client needs and industry best practices.
Overview
9
9
years of professional experience
3
3
Languages
Work History
Team Account Manager
Meru Accounting Private Limited
01.2022 - 03.2025
- Lead and supervise a team of 100+ accounting professionals, ensuring smooth financial operations
- Onboard new clients and guide them in identifying suitable tools based on their requirements
- Oversee Power BI and Virtual Assistant departments, ensuring seamless integration and functionality
- Identify the best candidates for clients, aligning expertise with project requirements
- Monitor and analyze accounting data to generate accurate financial reports and statements
- Review timesheets of key members daily, ensuring adherence to budgeted hours
- Regularly evaluate processes to identify redundancies and implement improvements
- Resolve conflicts between clients and team members to maintain smooth operations
- Assist the training team in improving documentation and process knowledge
- Collaborate with the AI-Automation team to enhance product functionality
- Prepare estimates and quotes for clients, ensuring accurate budget forecasting
- Increased client satisfaction by building strong relationships and addressing their needs.
- Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
- Collaborated with sales team to identify potential upsell opportunities and expand client base.
- Developed customized account plans for clients to help them achieve their business goals.
- Established clear communication channels between clients and internal teams, ensuring seamless project execution.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Assisted in the development of training materials for new hires, ensuring smooth onboarding process.
- Implemented CRM system to track client interactions and feedback, leading to more personalized service.
Team Leader
Meru Accounting Private Limited
02.2020 - 12.2021
- Developed efficient methodologies to improve client on boarding and project timelines
- Delegated tasks strategically to optimize team performance and client satisfaction
- Supervised month-end financial reporting, sales tax/VAT/GST reporting.
- Ensured seamless service delivery by resolving accounting challenges
- Developed team members'' skills through targeted coaching sessions, resulting in improved individual performance.
- Managed leave schedules and resource planning to maintain operational efficiency
- Mentored junior staff members, helping them develop their leadership potential and advance in their careers.
- Conducted regular performance evaluations and provided constructive feedback for team growth
- Managed conflict resolution among team members, fostering a positive and collaborative work environment.
- Assisted in identifying automation opportunities to improve process efficiency
- Assisted in recruitment to build team of top performers.
- Collaborated with clients to identify key performance indicators (KPIs) and develop customized financial solutions
- Improved operational workflows, enabling team to handle increased workloads without compromising quality.
- Ensured compliance with internal policies and external regulatory requirements
- Conducted regular reviews of operations and identified areas for improvement.
- Mentored team members to prepare them for leadership roles and higher responsibilities
- Generated reports detailing findings and recommendations.
- Evaluated and refined processes to eliminate duplication and streamline operations
- Established clear communication channels and provided timely feedback to team members
- Mentored and trained team members to develop their skills and career paths
Senior Accountant
Meru Accounting Private Limited
06.2018 - 01.2020
- Analyzed financial data to identify trends, variances, and opportunities for cost reduction
- Prepared detailed management reports to support decision-making for senior stakeholders
- Monitored and managed payment schedules to maintain healthy cash flow and vendor relationships
- Reconciled supplier statements and resolved discrepancies to ensure accurate financial records
- Optimized invoicing and collection processes, reducing overdue payments
- Lodged accurate and timely Business Activity Statements (BAS) for Australian clients, ensuring compliance with ATO regulations
- Reviewed and submitted VAT returns for UK-based clients, minimizing tax liabilities and ensuring adherence to HMRC guidelines
- Collaborated with global clients to address queries and provide insights into financial performance
- Delivered customized financial solutions based on client-specific needs and industry requirements
- Performed reconciliations of accounts to ensure accuracy of financial records
- Prepared and analyzed monthly financial statements, providing actionable insights to senior management
- Reconciled accounts and created documents for monthly closure procedures.
- Reviewed documents and accounts for discrepancies and resolved variances.
- Provided timely and accurate financial reporting to senior management, enabling informed decision-making based on reliable data.
- Reconciled balance sheets and streamlined best practices for balance sheet processes.
- Analyzed financial statement discrepancies, identifying issues, and recommending corrective actions to prevent future occurrences.
- Optimized month-end closing procedures by streamlining workflow processes, reducing time taken from 10 days to 5 days without compromising accuracy or detail level achieved.
- Streamlined financial reporting with new accounting software and automated tasks.
- Led successful migration of financial records to new accounting platform, ensuring seamless transition.
- Prepared detailed financial statements for quarterly board meetings, providing clear insights into financial health.
- Preparing and filing 1099 forms for contractors and vendors
Account Executive
Meru Accounting Private Limited
04.2016 - 05.2018
- Assisted in preparing financial data for import transactions and reconciliation processes
- Managed bank reconciliations and financial categorization
- Supported senior accountants in monthly and yearly closings.
- Verified the accuracy of invoices and payment records to prevent discrepancies
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Monitored vendor accounts to ensure timely payments and avoid penalties
- Recorded accurate and efficient records in customer database.
- Assisted in developing and maintaining internal documentation for accounting processes
- Processed client invoices and ensured timely follow-up for outstanding payments
- Analyzed expense reports and flagged any inconsistencies for corrective actions
- Preparing CSV files and importing transactions into accounting software
- Reconcile daily transactions, enter bills, invoices, and journal entries
- Process payroll for USA ,Canada,UK, including tax calculations.
- Process payroll for Australia, including PAYG withholding, superannuation, and compliance
- Generate financial reports and summaries
- Assist with month-end and year-end closing processes
- Review accounts payable and accounts receivable
Education
Master of Commerce - Accounting And Business Management
Gujarat University
Ahmedabad, India 04.2001 -
Bachelor of Commerce - Accounting And Finance
Gujarat Commerce College
Ahmedabad, India 04.2001 -
CCPA - CertificateCourse in Professional Accounting(CCPA)
One Dream (IIM Ahmedabad Alumni Institution)
Ahmedabad, India 04.2001 -
Xero Advisor - Software Systems
Xero
04.2001 -
QuickBooks Advance Pro Advisor Certification - Software Systems
Intuit
04.2001 -
Account Management: Maintaining Relationships - Business Relationship Management, AccounManagement
Linkedin
04.2001 -
Skills
Account management
Accomplishments
🏆 Successfully supervised and developed teams of over 100 members, ensuring operational excellence.
🏆 Maintained compliance with global accounting standards and regulatory requirements.
🏆 Optimized financial workflows, reducing inefficiencies and enhancing reporting accuracy.
🏆 Mentored team members and prepared them for leadership roles.
🏆 Exceptional communication and leadership skills with a focus on client satisfaction
Software
Xero(Certified)
Other Accounting Software: QuickBooks (Desktop),Sage50, Billcom, Dext, Stessa,Waveapps,Zoho books,Odoo,Netsuite,Myob,Hubdoc,Buildium
Communication: E-mails, Skype, Slack,Teams
Remote connections: RDP, Log Me-In,Splashtop,Right network,Qbox
Payroll Software: ADP, Intuit ,Gusto
Other Softwares:Shopify,Stripe,A2x,Inventorylab,Hubstaff,Mondaycom, Asana
Interests
📚 Passionate about reading novels and writing poetry
📚 Enthusiastic about financial technology advancements and automation in accounting
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Team Account Manager
Meru Accounting Private Limited
01.2022 - 03.2025
Team Leader
Meru Accounting Private Limited
02.2020 - 12.2021
Senior Accountant
Meru Accounting Private Limited
06.2018 - 01.2020
Account Executive
Meru Accounting Private Limited
04.2016 - 05.2018
Master of Commerce - Accounting And Business Management
Gujarat University
04.2001 -
Bachelor of Commerce - Accounting And Finance
Gujarat Commerce College
04.2001 -
CCPA - CertificateCourse in Professional Accounting(CCPA)
One Dream (IIM Ahmedabad Alumni Institution)
04.2001 -
Xero Advisor - Software Systems
Xero
04.2001 -
QuickBooks Advance Pro Advisor Certification - Software Systems
Intuit
04.2001 -
Account Management: Maintaining Relationships - Business Relationship Management, AccounManagement
Linkedin
04.2001 -
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