About:
Hi, I am a practising Chartered Accountant and Certified Financial Planner with about 15 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. I also have certification on Quickbooks and financial modelling from Udemy and Six Sigma Green Belt certification from BMGI. Apart from Quickbooks, I also have knowledge of Xero, Zoho books, Fresh Books and Wave
Till now we have completed the following major projects on Upwork:
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
Reviews
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I've got my quickbooks account setup done through Yash. He has great knowledge and knows exactly how to teach and explain the technicalities of quickbooks. With all his patience, he had helped me in keeping my books by myself and only to rely on an accountant at the end of the year.
:really excellent bookkeeping. very diligent. very very thorough. he went the extra mile in sorting out a complete mess. thank you.
:Yash is a fantastic person to work with. He is professional and keeps his commitment on dates. His knowledge level is excellent when it comes to bookkeeping and accounting.
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