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Shreyansh B.
@shreyanshbokadia
4.9
7
4.2
4.2
100%
Virtual CFO, Quickbooks, ZOHO, Xero, MYOB, US TAX
$25 USD / Hour
・
India (7:56 PM)
・
Joined on April 1, 2020
$25 USD / Hour
・
Taxation and Accounts Cleanup is my forte.
Rich Experience in Quickbooks, Zohobooks, Xero, MYOB, WaveApps & Tally ERP.
A qualified Chartered Accountant. Holding degrees in Commerce & Law. I have completed CA from ICAI (equivalent to CPA/ACCA).
I am dedicated to helping small businesses reach their highest potential by providing virtual accounting and financial advisory services. I serve as an outsourced Chief Financial Officer focused on your numbers so you can focus more on your business.
Expert in the following domains:
✔Accounting & Bookkeeping
• Reconciliation of Messed up Books;
• Migration between Accounting Platforms (QBO, XERO, Zoho, Wave);
• GAAP Compliant Financial Statements Preparation;
• Regular Bookkeeping;
• A/R, A/P Management.
✔ Taxation
• Tax Preparation for Individuals & Expats (Form 1040);
• Partnerships, LLC and Corporate Tax Return Filing (Form 1065, 1120, 1120S);
• Tax Advisory;
• GST/BAS/VAT Filings (Monthly/Quarterly).
✔ International Taxation
• DTAA;
• W-8BEN & W-8BENE Filings;
✔ Legal
• Drafting Legally enforceable Agreements;
• GDPR Compliant Terms and Conditions, Privacy Policy, User Policy, Refund Policy for Websites or Mobile Apps;
• Contract Vetting and Legal Opinion to identify unjust terms and conditions.
✔ Financial Modeling & Startup Consulting
• Business Plans;
• Financial Plans and Models;
• Business Valuation using DCF;
• Budgeting;
Shreyansh B was very professional and knowledgeable. Throughout the course of the job, he was very helpful and courteous. I highly recommend Shreyansh B and I would definitely engage his services again.
Shreyansh was great to work with. He is highly intelligent. He is is very efficient and willing to learn new things. He delivered what he promised within budget and within the time frame that was given to him. I would highly recommend him and would work with him again in the future.
Shreyansh was a pleasure to work with. He had a great price and the shortest delivery time, and still completed early. He completed the work exactly as specified. I will definitely reach out to him again if I need more help with Quickbooks.
Serving the firm on various Audit & Assurance assignments.
Apr, 2018 - Present
•
6 years, 7 months
Associate
Sep, 2015 - Mar, 2018
•
2 years, 6 months
Jitendra Tiwari & Co.
Sep, 2015 - Mar, 2018
•
2 years, 6 months
Primarily handling Audit & Accounts of various clients. Procedural compliance Direct & Indirect Taxes, Filing of documents for Incorporation of Companies/LLPs/Co-operative Society.
Sep, 2015 - Mar, 2018
•
2 years, 6 months
Education
Devi Ahilya Vishwavidyalaya
2011 - 2014
•
3 years
B. Com.
India
2011 - 2014
•
3 years
Qualifications
Information Systems Audit (ISA)
2017
Institute of Chartered Accountants of India (ICAI)
IS Assurance, BCM/BCP Audit, Protection of Information Assets
2017
Certificate Course on Concurrent Audit of Banks
2018
Institute of Chartered Accountants of India (ICAI)
Supplement the effort of the banks in carrying out internal check of the transactions and other verifications and compliance with the procedures laid down; improve the effectiveness of concurrent audit system in banks; improve quality and coverage of concurrent audit reports.
2018
Chartered Accountant
2011
Institute of Chartered Accountants of India (ICAI)