Chartered Accountant

CA Smita Agarwal

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Best Deal
Chartered Accountant
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Package
6Products
1 x Discovery Call
15mins per session
2 x Have a question?
Priority DM
1 x Finding jobs in finance
30mins per session
1 x 1:1 Consultation
30mins per session
1 x Quick chat
30mins per session

Hello,

Are you looking for an All Rounder? who can, not just look after your Accounts, Tax, Corporate Compliances and also gives you monthly excel reporting and insights? 🙌


I am Smita, I am a qualified Indian Chartered Accountant and have more than 10 years of professional experience in Accounting, Bookkeeping, Tax and MIS Reporting, which enables me to manage complex financial transactions and ensure compliance with regulatory standards.


🚀I can smoothly perform all these tasks for you.


My Services include:

Accounting and Bookkeeping

• General Ledger Management: Expertise in maintaining and reconciling the general ledger, ensuring that all financial transactions are recorded correctly and accurately.

• User Account Management: Secure user authentication and authorization. Multi-user support with role-based access control (admin, accountant, viewer). 2.

• Transaction Management: Recording income and expenses with categories. Ability to link transactions to clients, vendors, or projects. Automatic currency conversion for multi-currency support.

• Bank Reconciliation: Syncing with bank accounts to automatically import transactions. Reconciliation tools to match bank statements with recorded transactions.

• Invoicing & Billing: Generate professional invoices for clients, with customizable templates. Track invoice status (sent, paid, overdue). Send payment reminders automatically.

• Expense Tracking: Categorize expenses (e.g., office supplies, travel, payroll). Set recurring expenses for subscriptions and services. 6. Reports & Analytics: Generate financial reports such as balance sheets, profit and loss statements, and cash flow reports. Visual analytics (charts and graphs) to track spending trends, revenue, and profit margins.


MIS and Financial Reporting:

• Proficient in preparing accurate and timely financial statements in compliance with IAS, GAAP (Generally Accepted Accounting Principles) and IFRS (International Financial Reporting Standards).

• Expert in Excel and PPT I can provide dashboard insights from different data sets


Tax Management:

• Help in tax planning and preparing and filing tax returns, tax calculations, including GST, Support for generating tax reports.



Let me know how can I help you? Connect me for further assistance 🤝

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