Processing of sales invoices, receipts and payments, completing VAT returns. Purchase ledger procedures, checking company bank statements and reconciling. Preparation of the cash flow statements and financial paperwork, Prepare the profit and loss balance sheets for annual accounts and monthly management accounts.
I streamlined bookkeeping procedures to increase efficiency and productivity.
I developed monthly, quarterly and annual profit and loss statements and balance sheets.
Profiled and analysed investment products to develop customised financial strategies for clients' financial needs. I closely monitored the performance of current portfolio of specialty loans and made changes to achieve performance targets. Explained and documented for clients the types of services to be provided, and the responsibilities to be taken by the personal financial advisor.
I Analysed budgets, financial reports and projections for accurate reporting of financial standing. And I created an analytical framework for identifying and developing financial growth opportunities.
Synthesised financial and budgetary information to solve problems and develop alternative solutions, creating scenarios and strategies to increase my client’s revenue and reduce client spending.
Brian is very accommodating when I was in a rush to have my books and tax returns completed he pulled out all the stops for me and also did a great job . I will continue to use Brian each year . I’ll make sure I give him more time. Thank you you’ve been invaluable. More...