AJAY KUMAR
Edmonton,AB
Summary
Accomplished Bookkeeper and Tax Preparer with a proven track record at The Kaushal BnB and Kaushal Tax Services, adept in QuickBooks and full-cycle accounting. Demonstrated ability to enhance financial accuracy and client satisfaction through proactive problem-solving and meticulous financial record management. Skilled in building strong client relationships and maintaining confidentiality, showcasing exceptional organizational and communication abilities.
Overview
11
11
years of professional experience
Work History
BOOK KEEPER
THE KAUSHAL BNB
03.2021 - 04.2024
- Maintained and processed invoices, deposits, and money logs.
- Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
- Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
- Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
- Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
- Reconciled and corrected issues with financial records.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Supported year-end closing procedures by preparing adjusting journal entries as needed.
TAX PREPARER
KAUSHAL TAX SERVICES
12.2012 - 04.2024
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Analyzed financial records to verify accuracy of tax returns.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Increased client satisfaction by providing accurate and timely tax preparation services.
- Assessed client tax situations to determine best filing options.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
Education
PROFESSIONAL COURSE - FINANCIAL ACCOUNTING, PAYROLL, GAT
CERTIFIED PROFESSIONAL BOOKKEEPER OF CANADA
EDMONTON07.2023
DIPLOMA IN ACCOUNTING ADMINISTRATION - FINANCIAL ACCOUNTING, HUMAN RESOURCE
CIMT COLLEGE
BRAMPTON07.2023
Skills
- Bookkeeping
- Accounts Receivable
- Accounting and bookkeeping
- Quickbooks
- Bank Statement Reconciliation
- Accounts Payable
- Account Reconciliation
- Bookkeeping Software
- Full-cycle accounting
- Proactive and Self-Motivated
- Financial records and reporting
Languages
Punjabi
Professional Working
Hindi
Professional Working
English
Professional Working
Timeline
BOOK KEEPER
THE KAUSHAL BNB
03.2021 - 04.2024
TAX PREPARER
KAUSHAL TAX SERVICES
12.2012 - 04.2024
PROFESSIONAL COURSE - FINANCIAL ACCOUNTING, PAYROLL, GAT
CERTIFIED PROFESSIONAL BOOKKEEPER OF CANADA
DIPLOMA IN ACCOUNTING ADMINISTRATION - FINANCIAL ACCOUNTING, HUMAN RESOURCE
CIMT COLLEGE
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