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Prachi Patel

Prachi Patel

Account Assistant

Talent
Burlington, ONMember since July 9, 2026
QuickBooksXeroHR AnalyticsBookkeepingVATPayrollFinancial Reporting
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QuickBooksXeroHR AnalyticsBookkeepingVAT

About

Hands-on experience in bookkeeping, payroll, VAT/GST, and financial reporting. Proficient in QuickBooks and Xero, with a demonstrated track record of managing multi-client accounts with full accuracy and ensuring compliance with UK regulatory standards.

Certified

QuickBooks ProAdvisor and Xero Account Assistance Certificate holder, complemented by a Bookkeeping & VAT Certificate and Certified Payroll Professional (CPP) designation. Now relocating to Kitchener-Waterloo, Ontario, and eager to contribute to a Canadian organization by leveraging strong technical accounting skills and a commitment to precision and compliance.

Experience

Account Assistant at Aston Pearl Accountants (2025-04 – 2025-12)

  • Managed bookkeeping operations and GST/VAT returns using QuickBooks and Xero for multiple client accounts by 100% accuracy.
  • Processed payroll and maintained accurate financial records ensuring compliance with UK regulations
  • Automated financial reporting processes, reducing monthly closing time by identifying inefficiencies
  • Provided account assistance and supported audit preparations with meticulous attention to detail

AR Caller at AccQdata.Net (2021-07 – 2022-12)

  • Handled a high volume of inbound and outbound calls with insurance representatives, healthcare providers, and patients while maintaining professionalism and excellent customer service.
  • Investigated and resolved claim-related inquiries by communicating with insurance companies and internal teams to ensure timely claim processing and payment resolution.
  • Maintained accurate client and patient records by reviewing, updating, and verifying information in company databases and billing systems.
  • Demonstrated strong active listening and problem-solving skills when addressing complex inquiries and escalating issues when necessary.
  • Managed multiple priorities in a fast-paced environment while consistently meeting productivity and quality targets.

Account Executive at Shreeji Business Solutions (2019-05 – 2021-05)

  • Managed end-to-end client accounts for mobile network projects, serving as the primary point of contact for multiple clients simultaneously
  • Built and maintained strong client relationships by understanding business needs and aligning project goals with company objectives
  • Identified and onboarded new B2B clients for mobile network solutions across assigned territory, consistently meeting quarterly revenue targets
  • Maintained accurate records of client accounts, sales interactions, and business correspondence to support reporting and decision-making
  • Assisted in contract negotiations and prepared documentation to support deal closures
  • Provided end-to-end after-sales support by resolving client concerns promptly, improving retention and long-term satisfaction

Education

MSc in Enterprise Management – University of Birmingham (2023-01 – 2024-05)

Master of Business Administration – University of Mumbai (2022-05 – 2022-12)

Bachelor of Business Administration – Gujarat University (2016-07 – 2019-03)

Skills

Account Assistant

Reviews

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