Milan Sudra

Enthusiastic accountant and bookkeeper with excel proficiency

I have spent the past 4 years working for local and global accounting firm at outsourcing company. During this period I have been done the following tasks:-

Responsibilities: 

The Accounting process will work to ensure the following tasks are completed: 

·        Processing of all client payables (bookkeeping / AP) 

·        Tracking and maintaining detailed information related to all client assets (cash, investments, business interests, real estate, physical assets, etc.). 

·        Preparation of client reporting package (monthly/quarterly) 

·        Daily monitoring of client cash accounts 

·        Monitoring, reporting and reconciliation of all client credit card activity 

·        Tracking and managing all tax-related information and distribution to client’s accounting team 

·        Tracking of all portfolio distributions in internal reporting platform 

·        Transmission of critical data to clients’ advisors 

·        Administration of client Foundations and small business entities (partnerships, LLCs, etc.) 

·        Tracking clients’ international travel in order to notify credit cards of travel status 

·        Processing payroll for operating entities and/or household staff 

·        Creation of 1099s for client vendors 

·        Maintenance and upkeep of internal CRM and data management system 

Skills and Experience for Success: 

·        Experience working with multiple US based business clients 

·        Strong general ledger, accounts payable and cash management skills 

·        Critical and strategic thinker who thrives in a quick pace, ever changing, complex environment 

·        Experience with financial software including Sage, QuickBooks/QuickBooks Online, reporting tools, and Office 365 

·        Exceptional communication, writing, and listening skills 

·        Team player with a high EQ willing to “roll up their sleeves to do what it takes” 

I am working in various bookkeeping software such as Xero, Quickbooks Online & desktop, Sage, Zoho Books, Wave Accounting and Tally ERP. And also Payroll Processing software such as Deputy and Gusto.

I offer a wide range of services, so you can select that best fit your business requirements. I offer bookkeeping for the following –

1.Bookkeeping for Real Estate

2.Accounting and Bookkeeping for Banking Industry

3.Bookkeeping Services for CPA Firms

4.Bookkeeping Services for Small Businesses

5.Bookkeeping Services for Large & Small Companies.