Summary
Overview
Work History
Education
Skills
Languages
Additional Information
Timeline
Generic

Yeshwant Mehta

Richmond,TX

Summary

  • A qualified Chartered Accountant (India) with more than 11 years' expertise experience of preparing financial reports, performing account reconciliations, maintaining the general ledger, assisting with audit preparations, and performing other accounting duties as assigned.
  • Strives to maximize business profitability while building strong relationships with clients and vendors.
  • Ability to juggle multiple tasks, excellent written and verbal communication skills, and strong problem-solving and analytical skills.
  • Tax-Xpert with IRS active PTIN and EFIN-authorized e-file service provider maintaining 100% accuracy and ensuring the client receive maximum benefits permitted by the law.
  • Partnership with OnPay payroll will save time and make it easier for us to serve business. We're working together to make payroll, HR, and benefits simple.

Overview

12
12
years of professional experience

Work History

Sole Practitioner

Bookkeeping-Xpert
08.2022 - Current

• Managed accounting team of 3 juniors and ensured that all accounting

records were complete and accurate.

• Recorded financial transactions and reconciled account in accounting

software to generate financial statements in accordance with GAAP

• Generated budget for each department based on their reports from the

previous year, decreasing business overheads by 21% overall.

• Reviewed organization's adherence to regulatory guidelines applicable

to specific activities and practices.

• Reduced department paperwork by 33% by implementing new digital

memo and report distribution system.

Chartered Accountant

Yeshwant Mehta & Co
04.2011 - 07.2022
  • Put safeguards and controls into place for receipt of revenue, costs, budgets and expenditures.
  • Handled cash controls and implemented payment authority practices and approval of Chart of Accounts.
  • Develop strategies for minimizing tax liability by 15%.
  • Work closely with auditors during all audit processes.
  • Modified customer service support system to reduce complaints by 10%.
  • Met with senior managers of all departments to discuss their individual budgets and was able to reduce overall business expenditure by 11%, saving company $18,000/ year.

Education

Chartered Accountant - Accounting And Finance

The Chartered Accountants of India
New Delhi, India
03.1973

Bachelor of Commerce - Accounting Technology And Bookkeeping

Mumbai University
Mumbai, India
03.1969

Skills

  • Account reconciliation
  • Accounts payable
  • Bookkeeping
  • Budgeting
  • Financial reporting
  • General Ledgers
  • Financial Accounting
  • Tax Preparation
  • Personal Income Tax Returns
  • Payroll Processing

Languages

English
Full Professional
Hindi
Full Professional
Gujarati
Native or Bilingual

Additional Information

15 CE Credits Earned for IRS Federal Tax Law & Federal Tax Law Updates.


25.5 CPE Credits Earned for Advanced QuickBooks Online Training



Timeline

Sole Practitioner

Bookkeeping-Xpert
08.2022 - Current

Chartered Accountant

Yeshwant Mehta & Co
04.2011 - 07.2022

Chartered Accountant - Accounting And Finance

The Chartered Accountants of India

Bachelor of Commerce - Accounting Technology And Bookkeeping

Mumbai University
Yeshwant Mehta