- Financial Record Keeping:
Maintain accurate and up-to-date financial records for clients.
Prepare, review, and analyze financial statements, balance sheets, income statements, and other financial reports.
Establish and maintain positive relationships with clients.
Respond promptly and courteously to client inquiries via phone, email, or in-person meetings.
Provide financial advice and guidance to clients, explaining complex financial concepts in a clear and understandable manner.
Prepare and file accurate and timely tax returns for clients.
Have thorough practical knowledge on GST, TDS, PT, ESI & EPF.
Utilize accounting software and tools like Tally, Winman and Zoho Books effectively to streamline financial processes.
Stay updated on accounting software advancements and recommend improvements where necessary.
Handle sensitive financial information with the utmost confidentiality and security.
