Prachi Patel

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.

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

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)