Coimbatore North, Tamil Nadu, India
Experienced Account and Customer Success Manager with a solid background in Professional Accounting, combining over 2 years of QuickBooks US experience with 2.6 years in the Banking sector. Proven ability to manage full-cycle bookkeeping, audit file preparation, and financial reporting, while ensuring excellent customer service and operational efficiency. Skilled in: - QuickBooks setup, clean-up, and audit-ready financials - Customer relationship management and query resolution - Loan collection processes and large-scale report handling - Data analysis, reconciliation, and process optimization Throughout my career, I have consistently delivered results — from successfully managing complex client accounts and improving customer retention, to streamlining reporting systems and supporting financial audits. I bring a proactive approach, attention to detail, and a strong commitment to organizational goals. Recognized for my analytical thinking, problem-solving abilities, and collaborative leadership, I thrive in dynamic environments that demand both technical expertise and human insight. My ability to translate complex financial data into clear action plans has supported strategic decisions and driven business growth. I am committed to continuous improvement, staying up to date with industry trends and evolving technologies to deliver high-impact solutions. Whether working independently or leading cross-functional teams, I bring clarity, professionalism, and results.
📘 Full-Cycle Bookkeeping: Managed end-to-end bookkeeping processes using QuickBooks US (Online & Desktop), including bank reconciliations, accounts payable/receivable, payroll, journal entries and monthly closing. 🧾 QuickBooks Setup & Customization: Set up new QuickBooks accounts from scratch for small to mid-sized businesses — including chart of accounts, tax settings, bank feeds, custom invoices and automation rules. 🔍 Audit File Preparation: Prepared clean and audit-ready financials by organizing supporting documents, reconciling discrepancies and ensuring GAAP compliance. 🧩 Catch-up & Clean-up Projects: Successfully handled multiple clean-up projects involving years of backlogged transactions, incorrect categorizations, and duplicate entries — resulting in accurate, up-to-date books. 🔧 System Integrations: Integrated third-party tools with QuickBooks (e.g., Stripe, PayPal, Shopify, Gusto) for seamless transaction flow and reporting. 📊 Financial Reporting: Delivered customized financial reports, P&L statements, balance sheets, and cash flow reports to help clients make informed decisions. ✅ QuickBooks Audit File Project (2024): Completed a 3-year backdated audit support project for a US-based consulting firm. Reconciled 12 bank and credit card accounts, matched historical data, and delivered a fully organized audit file with supporting schedules. 📂 Bookkeeping System Overhaul: Migrated a growing e-commerce brand from spreadsheets to QuickBooks Online. Set up the full bookkeeping workflow, trained the internal team, and reduced monthly closing time by 40%. 🏆 Financial Accuracy: Identified and corrected $120K+ in cumulative discrepancies for a client previously using inconsistent categorization. Clean books allowed for a successful funding round. 🕵️ Forensic Bookkeeping Engagement: Collaborated with auditors and legal teams during an internal fraud investigation — reconstructed missing records and identified reporting gaps using historical QuickBooks data.