Yash S.

Hi, I am a practising Chartered Accountant and Certified Financial Planner with over 16 years of experience I have underwriting experience for the retail mortgage and non-mortgage products for about 14 years. I have managed a team of more than 100 people and was head of credit and risk when was working in the industry As a practising professional, my core areas of work are accounting, bookkeeping, taxation, consultancy for financial institutions and fintech companies, outsourcing and digitisation. Apart from being a fellow member of Institute of Chartered Accountants of India, I am also a Certified Financial Planner I have Proadvisor Certification on Quickbooks and advisor certification from Xero. I also have certification on Quickbooks and financial modelling from Udemy and Six Sigma Green Belt certification from BMGI. I am a partner for finance products in India for Zoho (including Zoho Books, Zoho Inventory, etc.) Apart from Quickbooks, Xero and Zoho Books, I also have knowledge of Fresh Books, Wave and Tally ERP Till now we have completed the following major projects: 1. Migration from excel records to Quickbooks Online 2. Migration from legacy software to Zoho Books 3. Ongoing Bookkeeping on Quickbooks Online and monthly Payroll 4. Bookkeeping on excel for about 2 years 5. Financial budgeting model for a client who wanted to expand geographically Apart from this, we have done demo accounting on the following Accounting Softwares: 1. Xero 2. Wave 3. Fresh Books I am a advisor with multiple consultancy firms as well. I also have expertise in following (have also completed few projects in the recent past): - Portfolio due diligence - Special/Focussed audits - Financial modelling In terms of compliances of me and my firm (to give you the comfort on discipline): - GST registered. Returns and tax paid well ahead of time - MSME registered - Income tax returns filed well ahead of time