Pooja Thakkar
US CPA, CA
Summary
- Detail-oriented Bookkeeper with financial reporting. Managed bookkeeping services for many clients and consistently adhered to complex standards. Exceptional bookkeeping, reporting and communications skills enabled impressive results.
Overview
3
3
years of professional experience
Work History
Freelancer
Freelancer
07.2021 - Current
- Sorted financial documents, coded accounting entries for data processing and posted daily receipts and payments.
- Provided comprehensive accounting support to company by managing functions like payroll, accounts payable, accounts receivable and business expense processing.
- Reported financial data and updated financial records in ledgers and journals.
- Worked with senior accounting staff to prepare financial documents and reports such as bills and invoices, year-end analysis, budgets, financial records, and financial statements.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Prepared tax forms 1040,1120 S,1120 and 1065 in compliance with legal regulations.
Accounts and Tax Assistant
Ambit KPO Services
Ahmedabad
01.2021 - 06.2021
- Used accounting software to prepare weekly and monthly financial reports.
- Coordinated with respected persons to resolve discrepancies.
- Completed financial reports, providing insight into performance, operations and cash flow.
- Analyzed financial discrepancies and provided solutions for accurate financial records.
- Reconciled credit card statements and bank statements for accuracy in accounting process.
- Generated invoices upon receipt of billing information and tracked collection progress.
- Input financial data and produced reports using third party softwares.
- Developed monthly, quarterly and annual profit and loss statements and balance sheets.
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
Education
Certified Public Accountant (CPA) -
American Institute of Certified Public Accountants
Unired States 07.2021 - 2023.06
Chartered Accountant (CA) -
Institute of Chartered Accountant of India
Gujarat,India 04.2013 - 2019.08
Bachelor of Commerce -
Gujarat University
Gujarat,India 06.2013 - 2015.05
Skills
MS Office
Timeline
Freelancer
Freelancer
07.2021 - Current
Certified Public Accountant (CPA) -
American Institute of Certified Public Accountants
07.2021 - 2023.06
Accounts and Tax Assistant
Ambit KPO Services
01.2021 - 06.2021
Bachelor of Commerce -
Gujarat University
06.2013 - 2015.05
Chartered Accountant (CA) -
Institute of Chartered Accountant of India
04.2013 - 2019.08
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