Mohit Jagad

About Mohit Jagad

Introducing myself as a CA Finalist pursing CA Final Group 2 from ICAI with a demonstrated work experience of 6+ years in KPO Accounting Industry. Providing end to end solution from Bookkeeping to Finalisation of Accounts and Tax returns thereby adding value to the organisation.Below are the areas I have worked in and responsibilities I have undertaken during my aforesaid tenure-1. Year-end accounts and Tax-Preparation, review and finalisation of Year end accounts of Sole Trade, Partnerships firms, Limited Companies -Filing of Accounts with Companies House-Filing of Corporation tax return with HMRC2. Key task undertaken for GP Practices and Salaried GP\'s-Preparation, review and finalise of Year end accounts of GP Practices-Completing of Partnership Tax return-Filing of Type 1 and Type 2 Certificates with PCSE-Preparing Estimates of pensionable profits for superannuation deduction in succeeding year-Calculation of partner\'s personal expense claims-Reconciling the Accounts with PCSE for outstanding superannuation claims of earlier years where certificates are not processed-Preparation of drawings budget including additional draw down to keep partners current accounts balances in line with sessions undertaken3. Bookkeeping-Record and manage client’s books with day-to-day entry into software like Xero, QuickBooks, Sage etc-Timely reconciliation of Accounts Receivable and Payables to keep balances UpToDate -To record monthly payroll journals and reconcile PAYE and pension liabilities with HMRC-To review and recording of periodic / year-end adjustments such as Accruals, Prepayments etc-Preparation of weekly / periodic management reports based on client\'s needs4. VAT-Register with HMRC for VAT-Prepare, review and finalise VAT returns of clients from Various sectors5. CIS-Preparation, review and file of CIS returns with HMRC6. Excel Macros-Automation of repeated tasks with the help of Excel Macros and Advanced Excel functions Software expertise-Xero-QuickBooks-Sage-Dext-IRIS-CCH-DigitaStrong Computer Skills-MS Excel -Advanced Excel functions like Excel Macros, Pivot Table, Slicers-\'Tasks by Planner\' for effective task planning and management

Experience

1. Team Lead

   Gi Outsourcing

   Jan 2026 — Present

Education

• Saurashtra University, Rajkot

  Bachelor of Commerce - BCom, Accounting and Finance

• The Institute of Chartered Accountants of India

  CA Final Group 1

Skills

• Microsoft Office
• Customer Service
• Strategic Planning
• Management
• Powerpoint
• Microsoft Excel
• Public Speaking
• Leadership
• English
• Microsoft Word