Priyanshi Jain
Staff Accountant
End-to-end bookkeeping and accounting support for U.S. clients across a wide variety of industries, with monthly and annual book reviews, management reporting, and regulatory compliance filings.
Priyanshi provides end-to-end bookkeeping and accounting support for U.S. clients across a wide variety of industries, including monthly and annual book reviews, management reporting, and regulatory compliance filings.
She has worked as an employee of a U.S. CPA firm, coordinating directly with clients to answer questions, clarify financial data, and resolve accounting concerns. She also trains other team members on each other’s tasks, which keeps a small accounting team running through absences.
Areas of expertise
Bookkeeping and recordkeeping
Reviews bank transactions and categorization and maintains accurate recordkeeping across a wide variety of industries, under U.S. CPA supervision.
Monthly and annual review
Conducts monthly and yearly reviews of client books to maintain clear, accurate, and compliant financial statements, catching problems early rather than at tax time.
Journal entries and payroll
Records journal entries, including payroll gross-up entries, ensuring proper payroll accounting and clean reconciliation with the general ledger.
Client reporting
Prepares and distributes financial reports and walks clients through what the numbers mean, so owners understand performance rather than just receiving it.
Variance and cash flow analysis
Develops and presents monthly variance analysis reports, cash flow statements, and compilation reports supporting accurate review and decision-making.
Licensing and regulatory compliance
Applies for and maintains sales tax certificates and other regulatory licenses, including food permits and electronic licenses.
Services
Accounting services
- Full-cycle bookkeeping
- Bank and credit card reconciliation
- Transaction review and categorization
- Journal entries and payroll gross-up entries
- Month-end and year-end close support
Reporting
- Client financial statement preparation
- Monthly variance analysis
- Cash flow statements
- Compilation reports
Compliance
- Form 1099-NEC preparation and filing
- Sales tax certificates
- Food permits and electronic licenses
- License applications and renewals
Software
- QuickBooks Online
- QuickBooks Desktop
- Wave Accounting
Relevant experience
- Staff Accountant, C-Suite Support Inc.
- Bookkeeping and Accounting Support, U.S. CPA firm (employee)
Education and credentials
- QuickBooks Online Certification, Level 1
Want Priyanshi in the room?
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