Khushi Patel

About Khushi Patel

I’m a Senior Accountant with strong experience in Australian Small Business Restructuring (SBR), including preparing statutory forms, restructuring proposals, creditor notices, and lodging compliance requirements through ASIC I work with clients across time zones and industries. Handle end-to-end Small Business Restructuring (SBR) matters in accordance with ASIC and ATO requirements. Prepare and review key SBR documents such as Conflict Checks, Appointment Packs, Form 505, Form 531 (DRR), Form 5612, Form 5614, Form 5618, and Form 5603. Draft Restructuring Proposals, Extensions, and Finalisation Checklists within statutory timelines. Manage creditor communication, publish circulars, and maintain SBR compliance checklists in IPS Cloud. Perform IPS case rollovers and coordinate internally and externally throughout the SBR cycle. I am a results-focused Senior Accountant and Bookkeeper with real-world experience providing accurate financial management and reporting for clients across the USA, Australia, Canada and Singapore. My current role is with Pawan Siddharth Advisors, where I am responsible for full-cycle bookkeeping, reconciliations, and the preparation and documentation of financial information using QuickBooks (Online & Desktop), Xero, and Karbon. I have a strong foundation in office management and communicating with clients and this was laid in my early career. I have prepared consolidated financial reports, analysed multi-entity bookkeeping, and performed tasks for bank audits to ensure transparency & accuracy. I hold a Bachelor\'s degree in Commerce and have a Bookkeeping certification with Xero and QuickBooks Advisor certification. I continuously upskill to stay current in the rapidly changing financial tech world. I enjoy billeting technology-oriented solutions with precision of accounting knowledge to allow businesses to grow with confidence. I\'m just one message away from helping your books make perfect sense. Let’s connect, collaborate, and grow!

Experience

1. Senior Analyst Executive & Accountant (Us & Australia-based Clients)

   Accountooze

   May 2024 — Present · Surat, IN

   QuickBooks and Xero Advisor Certified• Acted as the primary point of contact for client communication, managing deadlines, reviewing deliverables, and ensuring compliance. • Prepared and reviewed management reports in QuickBooks, serving as a key reviewer to ensure financial data accuracy and compliance.• Oversaw a small team for select clients, guiding them on daily bookkeeping, reconciliations, and reporting.• Handled complex bookkeeping and financial reconciliation tasks for multiple Australian and US-based clients.• Worked closely with cross-functional teams using Sharepoint, Bank Software, IPS, Suite Files, Microsoft Teams, and Outlook.• Demonstrated exceptional client communication: handled meetings, responded to queries promptly, and maintained long-term relationships.• Worked on Xero for generating purchase/sales invoices, preparing monthly GTO, and importing daily sales data.

Education

• P.R.Khatiwala Vidya Sankul

  12th (HSC), Business/Commerce, General

• SDJ International College

  Bachelor of Commerce - BCom, Advanced Accounting and Auditing