Summary
Overview
Work History
Education
Skills
Affiliations
Software
PERSONAL DETAILS
CORE COMPETENCIES
OVERSEAS EXPERIENCE
EXPLORE NEW AREAS
Timeline
Generic

Preeti Gupta

CHARTERED ACCONTANTS
Moga

Summary

Qualified Chartered Accountant with strong experience in auditing, taxation, accounting, and compliance. Adept at handling statutory audits, GST, Income Tax, and financial reporting for diverse clients.

Overview

10
10
years of professional experience
1
1
Language

Work History

Chartered Accountant / Practitioner

GUPTA PREETI & CO.
04.2017 - Current
  • Conducted statutory, tax, and internal audits
  • Handled GST compliance, returns, and assessments
  • Prepared Income Tax returns for individuals, firms, and companies
  • Managed accounting, finalization of books, and MIS reporting
  • Advised clients on tax planning and regulatory compliance
  • Developed strong relationships with clients, fostering loyalty through exceptional service and professional advice.
  • Conducted regular reconciliations of balance sheet accounts to maintain accurate records essential for decision-making purposes.
  • Ensured compliance with tax regulations by accurately preparing and submitting tax returns for clients.
  • Mentored junior accountants, providing guidance on best practices and career development opportunities.
  • Maximized client satisfaction by delivering timely and accurate financial reports, addressing concerns promptly.
  • Suggested ways to improve operational efficiencies.
  • Implementing training program for client staff to oversee accounting and bookkeeping systems.

Auditor

State Bank of India, SBI
04.2021 - 04.2024
  • Analyzed data and findings to prepare reports detailing financial information.
  • Maintained confidentiality, handling sensitive information discreetly throughout all stages of the audit process.
  • Performed observations and evaluated supporting documents to supplement audit findings.
  • Provided detailed documentation on audit findings, facilitating swift corrective action when necessary.
  • Mentored junior auditors, sharing knowledge and best practices to foster their professional growth within the team.
  • Conducted risk assessments to determine areas requiring increased focus during subsequent audits.

Accountant Manager

GURJI CONSULTING NEWZEALND
07.2023 - 11.2023

PREPARATION OF FINANCIAL STATEMENTS AND PREPARATION OF GST

  • Monitored and analyzed accounting data and produced financial reports or statements with [Software].
  • Mentored junior staff members, fostering professional development and growth opportunities.
  • Managed journal entries, collection efforts, reconciliations, and payroll processing.
  • Completed bi-weekly payroll for company employees.

Audit Assistant

SC VASUDEVA COMPANY
05.2016 - 10.2016
  • Completed audits in accordance with regulations and procedures.
  • Reviewed general ledger transactions to identify errors or irregular entries.
  • Assessed financial statements and records.
  • Supported senior auditors in the preparation of detailed reports for management, outlining key findings and areas for improvement.
  • Assisted in the development of audit plans, identifying key areas of focus and allocating resources appropriately for maximum efficiency.

Education

Chartered Accountant - COMMERCE

ICAI
NEW DELHI
07.2016

Bachelor's Degree - B.com.

DM COLEGE MOGA
MOGA INDIA
04.2001 -

Skills

  • Tally / Accounting Software
  • MS Excel & MS Word
  • Strong analytical and communication skills

Cash flow management

Affiliations

Fellow Member – Institute of Chartered Accountants of India (ICAI)

Software

TALLY PRIME

SMART TAX

SMART GST

PERSONAL DETAILS

Declaration: I hereby declare that the above information is true and correct to the best of my knowledge. Signature: Preeti Gupta, FCA

CORE COMPETENCIES

  • Statutory Audit
  • GST & Income Tax
  • Accounting & Finalization
  • ROC & Compliance
  • Financial Reporting & MIS

OVERSEAS EXPERIENCE

  • Working Experience of Newzealand taxes as I lived at abroad for 6 months
  • Pay roll and Taxes.

EXPLORE NEW AREAS

I always ready to explore new things and new ideas to create good excel on work also wants to learn AI based tools which can help in operational work of accounting, GST and Income TAX.

Timeline

Accountant Manager

GURJI CONSULTING NEWZEALND
07.2023 - 11.2023

Auditor

State Bank of India, SBI
04.2021 - 04.2024

Chartered Accountant / Practitioner

GUPTA PREETI & CO.
04.2017 - Current

Audit Assistant

SC VASUDEVA COMPANY
05.2016 - 10.2016

Bachelor's Degree - B.com.

DM COLEGE MOGA
04.2001 -

Chartered Accountant - COMMERCE

ICAI
Preeti GuptaCHARTERED ACCONTANTS