Rekha Singh

• Prepared and reviewed US federal and state tax returns (Forms 1040, 1120, 1065, and related schedules) for individuals, corporations, and partnerships.
• Utilized CCH Axcess, ProConnect Tax, and Lacerte software for accurate and efficient tax preparation, review, and e-filing.
• Conducted detailed tax planning and analysis to identify potential deductions and credits, ensuring compliance with the latest IRS regulations.
• Collaborated directly with clients and internal teams to gather financial data, address tax notices, and provide advisory support.
• Maintained accuracy and confidentiality in line with industry standards and IRS Circular 230 requirements.
• Supported end-of-year tax reporting, estimated payments, and amended returns when necessary.
• 1099 Forms filing with online software.

• Maintained daily accounting records using QuickBooks Online, including posting income, expenses, and journal entries to ensure accurate and timely bookkeeping.
• Managed general ledger activities, bank feeds, and categorized transactions based on company chart of accounts.
• Reconciled bank and credit card accounts monthly to support accurate financial reporting and internal controls.
• Performed monthly closing procedures, including review of ledgers, adjusting entries, and generation of financial statements.
• Prepared and delivered key financial reports—Profit & Loss, Balance Sheet, and Cash Flow Statements—for internal review and decision-making.
• Provided year-end financial summaries and reports for external CPAs to support annual tax preparation and compliance.
• Collaborated with management to ensure all financial records were aligned with business goals and audit readiness.

• Matched daily financial transactions from company accounts to ensure accuracy and completeness in Zoho Books.
• Entered and managed vendor bills, tracked due dates, and ensured timely entry for payment processing.
• Reconciled bank and credit card accounts monthly to maintain clean and accurate financial records.
• Generated financial reports from Zoho Books, including transaction summaries, aging reports, and expense tracking.
• Assisted in client billing by tracking and including reimbursable expense information accurately.
• Communicated with internal team members and vendors to clarify and verify expense details and approvals.
• Verified vendor paperwork (invoices, W-9s, contracts) before initiating payments.
• Scheduled and processed weekly vendor payments, ensuring accuracy and adherence to company timelines.

Software Used:
Zoho Books, Zoho CRM, RingCentral, Gmail/Google Workspace

• Managed full-cycle bookkeeping and reconciliation for a California-based LLC using QuickBooks Desktop Pro Plus 2022, a version with distinct workflows and features compared to earlier editions.
• Maintained accurate daily records of financial transactions, reconciled bank and credit card statements, and ensured the general ledger reflected up-to-date balances.
• Conducted monthly budget analysis, comparing actuals vs. budgeted performance, identifying variances, and recommending actionable adjustments to control costs and improve margins.
• Prepared and organized financial documentation to support annual tax filings in compliance with California state and federal regulations for LLCs.
• Collaborated with external CPAs and tax advisors, ensuring proper handling of estimated payments, deductions, and LLC-specific filing requirements.
• Provided support for quarterly sales tax filings, if applicable, and ensured documentation met compliance standards.
• Delivered regular financial insights and reporting to ownership for decision-making and tax planning purposes.

Software Used:
QuickBooks Desktop Pro Plus 2022, Microsoft Excel, Google Workspace

• Managed end-to-end delivery of outsourced accounting projects for clients across the US, Canada, and Australia, ensuring accuracy, compliance, and timely execution.
• Specialized in QuickBooks Online and QuickBooks Desktop for bookkeeping, bank reconciliations, AP/AR processing, payroll, and financial reporting.
• Oversaw a team of accounting professionals, assigning tasks, monitoring KPIs, and ensuring SLA adherence for multiple international clients.
• Acted as the main point of contact between clients and internal teams, facilitating communication and resolving technical or financial queries.
• Implemented process improvements to streamline workflow, enhance accuracy, and reduce turnaround time.
• Conducted quality checks and final reviews before client delivery to ensure accounting integrity and tax readiness.

• Accurately and efficiently prepared individual and business tax returns (Forms 1040, 1120, 1065, and associated schedules), ensuring full compliance with federal and state tax regulations.
• Applied deep knowledge of IRS tax codes, deductions, and credits to minimize client liabilities and identify tax-saving opportunities.
• Delivered high-quality, error-free tax filings by performing detailed reviews and using a structured, checklist-driven approach.
• Owned the end-to-end tax workflow, including document collection, data entry, tax software processing, client communication, and e-filing.
• Generated custom tax reports and summaries to support client consultations and internal review.
• Reported directly to the Lead Advisor, providing regular updates on client progress, challenges, and key filing deadlines.
• Maintained strict confidentiality of sensitive client information and adhered to all compliance and ethical standards.
• Filing 1099 forms online for various contractors.

Software used :

ProConnect, Content Snare, efilingbiz.

• Support multiple companies simultaneously using online bookkeeping platforms, including QuickBooks Online, QuickBooks Desktop, and various third-party payroll and invoicing systems.
• Provide full-service bookkeeping: reconcile bank and credit card statements, generate monthly financial reports (Profit & Loss, Balance Sheets), and maintain accurate general ledger records.
• Manage Accounts Receivable and Accounts Payable processes, including creating invoices, tracking overdue payments, and handling vendor payments.
• Use platforms such as Fieldglass to manage invoicing for enterprise-level clients.
• Set up new clients in QuickBooks, including chart of accounts, bank feeds, and payroll configuration; provide ongoing technical support and troubleshooting.
• Process payroll for clients as needed, often through third-party providers, ensuring accurate employee records and compliance with tax reporting requirements.
• Maintain and input weekly/monthly employee, contractor, and consultant timesheets into QuickBooks for payroll and billing accuracy.
• Train clients and internal staff on QuickBooks usage, from setup to daily operations.
• Build and maintain strong client relationships through regular communication, proactive issue resolution, and ongoing process improvements.
• Collaborate with teams to implement customized solutions that address client-specific accounting needs.

Accounting & Finance Responsibilities

• Set up and maintained books using QuickBooks Premier (2010 & 2013) for management review and financial reporting.
• Managed company accounts, budgeting, invoicing, payroll, and reimbursement processing.
• Prepared financial statements including P&L, Balance Sheet, Cash Reports, and monitored line of credit and accounts receivable.
• Reconciled bank accounts (multi-bank), credit cards, payroll liabilities, and general ledger on a monthly basis.
• Created and managed customer invoices, tracked overdue accounts, and managed vendor bill payments.
• Maintained employee timesheets and manually processed payroll via Excel before transferring data to payroll systems.
• Handled GST compliance including registration, return filing, refunds, and Input Tax Credit tracking.
• Generated and customized financial reports for owners, external accountants, and auditors.
• Assisted with annual tax preparation and maintained proper documentation for audits.

HR & Administrative Duties

• Provided efficient HR and office administrative support, including payroll reporting and workforce tracking.
• Coordinated meetings, travel, accommodation, and office logistics.
• Managed office inventory, stationery, facility maintenance, and procurement documentation.
• Handled internal communications, circulated contracts, and ensured compliance with HR documentation.
• Assisted with visa processing (H1-B, B1/B2), contractor records, and employee onboarding/offboarding processes.

IT Systems Administration

• Installed, maintained, and monitored internal server and computer systems, ensuring high availability.
• Handled user administration, network monitoring, backup and recovery strategies, and software installation.
• Implemented security policies, managed identity/password protocols, and responded to hardware failures.
• Wrote basic scripts and supported system upgrades and patches.

Tools & Software:
QuickBooks Premier, MS Excel, MS Word, Outlook, Payroll Systems, GST Portals, Windows OS, Networking Tools

Key Competencies:

• Strong leadership and team management skills
• Detail-oriented, self-motivated, and process-driven
• Expertise in financial reporting, HR operations, IT support, and cross-functional coordination
• Excellent interpersonal and problem-solving abilities