Charika Goyal

About Charika Goyal

As a Chartered Accountant with over 3 years of post qualification and 3 years of pre qualification experience, I specialize in delivering end-to-end accounting, financial reporting, and compliance solutions for businesses across multiple industries. My expertise spans bookkeeping, month-end closings, reconciliations, taxation, and audit engagements, ensuring financial accuracy and compliance for both public and private companies. Currently, I lead a team of associates and senior associates, managing a portfolio of 50+ clients, including CPA firms, while overseeing critical functions such as 1099 reporting, AP/AR management, and payroll integration with platforms like Bill.com, Rippling, ADP, Gusto, and Paychex. My ability to clean up and streamline financial records has significantly improved reporting accuracy and efficiency for clients. Previously, at KPMG India, I played a key role in statutory audits, limited reviews, and tax audits for clients in trading, manufacturing, pharmaceuticals, education, and construction industries. I have hands-on experience in regulatory compliance, CARO 2020 reporting, financial statement audits, and tax filings. Passionate about leveraging technology to enhance accounting processes, I am proficient in cloud-based solutions like QuickBooks, Xero, Zohobooks, SAP and TallyERP. I am always eager to explore innovative financial strategies, mentor teams, and contribute to business growth. Let\'s connect to discuss accounting trends, automation in finance, and opportunities for collaboration!

Experience

1. Assistant Team Lead

   CLOUDIT Automation & Accounting Services LLC

   Oct 2024 — Present · US

   Dedicated and detail-oriented professional excited to take on the role of Assistant Team Lead at Cloud IT Automation and Accounting Services LLC. In this position, I will leverage my expertise in US GAAP review and accounting to support our team in delivering high-quality financial services. I am committed to fostering collaboration, driving efficiency, and ensuring compliance with industry standards. Passionate about technology and its role in enhancing accounting practices, I look forward to contributing to our clients\' success while supporting team growth and development.

Education

• Panjab University, Chandigarh

  Bachelor of Commerce - BCom

• Central Board of Secondary Education

  12th Higher Secondary Education

• The Institute of Chartered Accountants of India

  Chartered Accountancy (CA)

• US GAAP

  US GAAP Certification