Akash P.

About Akash P.

Hi! I’m a dedicated Staff Accountant with strong expertise in U.S. GAAP, payroll processing, tax preparation, and bookkeeping. I support U.S-based CPA firms, ensuring compliance, accuracy, and efficiency in every transaction. With experience across industries—including automotive—I bring precision and adaptability to financial operations. I’m passionate about using technology to improve accounting workflows. Whether it\'s QuickBooks, ADP, Gusto, or Xero, I strive to simplify processes and deliver consistent results. Skills:• Payroll & Tax Compliance• Financial Reconciliation• Month-End Closings• Client Communication• Spreadsheet Analysis Always learning. Always improving.

Experience

1. Onboarding Assistant

   Kaizen CPAs + Advisors

   Jul 2024 — Present · Ludhiana, IN

   Supported the onboarding process for new accounting clients, ensuring all documents were collected, verified, and organized for a smooth transition into bookkeeping or payroll services. • Created and managed onboarding trackers using Excel/Google Sheets to monitor client readiness, missing items, and follow-up tasks. • Coordinated with CPAs, accountants, and clients to gather EINs, W-9s, prior year tax returns, payroll reports, and bank access. • Conducted initial QuickBooks file setups, including custom Chart of Accounts and app integrations. • Ensured accurate client profile creation in practice management systems and synced deadlines with the internal calendar. • Maintained a strong focus on client communication and timely responses to expedite onboarding timelines. • Participated in the development of onboarding SOPs to standardize the intake process and reduce setup errors. • Tools Used: QuickBooks Online, Xero, Gusto, Excel, Google Workspace, Practice Management Tools, Monday.com, Syft (Jetpack, Canopy, etc.)

Education

• S.C.D.Govt College, Ludhiana

  Bachelor's of commerce, Commerce