Tanvi D.

Chartered Accountant || Bookkeeper ||Cleanup|| Financial Reporting||

Hi, Thank you for visiting my profile! I have 10+ years’ experience in Accounting, Bookkeeping, Financial analysis & international business and Audit.Serving clients across USA, Canada and Australia I am a proficient in QuickBook Online Accountant (Certified Pro Advisor), Xero and Zoho and other softwares.I specialize in bookkeeping cleanup and catch-up work, and highly skilled at bringing messy or delayed books up to date quickly and accurately. 🔹Personal: I have a good enriching experience in performing virtual bookkeeping which I have gained while working with one of the Big 4s- EY Global and a Global outsourcing firm. I believe consistency, Transparency and clear communication are the keys to delivering high-quality, reliable results. 🧾 Industries I’ve Served: -Law Firms (with or without Clio) -Digital Marketing Agencies -E-commerce (Amazon, Stripe, Shopify, etc.) -Nonprofits & Not-for-Profits -Retail (Product-Based) -Construction -IT & Tech Services - Machine Shop(Manufacturing) -Fractional CFOs -Bookkeeping and CPA firms 💻 Software Expertise: -CaseWare (Desktop & Cloud) -QuickBooks Online (Certified) -Xero (Certified) -MS Office (Excel, Word, etc.) -Dext & Keeper (Receipt Management) -Knowify (Job Costing & Invoicing) -Zoho, Ramp, Wise -Manifestly, Givebutter - Accelo,Slack,Clickup(Practice Management) - Payment merchant reconciliation- Stripe, Wise, Paypal, Deposyt, Alle, Cherry, etc 📊 Professional Services: - worked as Reviewer for bookkeeping firms- closed books at month end and year end. -Setup of Books from scratch in Accounting softwares like QBO/Xero - Cleanup and catchup of Books -Compilation, Review & Audit Files in CaseWare (as per Canadian Standards) - T2 Preparation (Canadian Corporate return) - Excise tax Preparation (USA) -Monthly & Year-End Financial Closings -Bank Reconciliation & Statement Matching -Accounts Receivable / Payable Management -Financial Modeling, Budgeting & Forecasting -Report Automation (Excel Macros, APIs) -AR management for Factoring/Lending - Stripe Finance and payment Reconciliation - HUD/Alta settlements statement entry- Real Estate Whether you're a growing business needing bookkeeping cleanup or a CPA firm seeking a reliable offshore expert or financial close support—I can help you get there. Let’s work together to keep your financials accurate, timely, and audit-ready.