Yukti Aggarwal

Accounts and finance professional with over 3 years of experience across UK/international accounting and Indian tax compliance, having handled bookkeeping, VAT returns, bank reconciliation, and invoice processing for 100+ overseas clients. CA Intermediate qualified with 6 papers exempted in ACCA and currently pursuing ACCA to build deeper expertise in financial accounting and year-end reporting. Looking to build on this bookkeeping foundation and move toward broader financial accounting and year-end work.

Accounts Executive - Outbooks Outsourcing Private Limited

(2025-07)

• Handle end-to-end bookkeeping for 100+ international (UK-based) clients using Xero, QuickBooks, FreeAgent, QuickFile, Dext, Hubdoc and Apron; manage client queries and communication via Karbon and BrightManager.
• Prepare VAT returns for UK clients on standard and flat rate schemes, including manual computations from bank statements, in line with the monthly 7th deadline.
• Perform bank, credit card, supplier statement, and multi-currency reconciliations — including a major client's multi-platform sales (Amazon, Shopify, Debenhams), PayPal reconciliations across currencies, and settlement reconciliation for Klarna and Clearpay.
• Process sales invoices, carry out aged payables review, and investigate and resolve discrepancies between bank statement and software balances.
• Record journal entries (accruals, prepayments, income received in advance, payroll, etc.) and post opening/closing balance and conversion adjustments when migrating clients to new accounting software.
• Review bookkeeping files completed by junior team members, providing training and guidance; corrected inaccurate or incomplete prior-year bookkeeping for several clients.
• For a Shopify client, reconcile sales data synced via Synctool into Xero and prepare month-end variance reports in Excel; use AI tools such as ChatGPT, Claude, and Copilot to improve day-to-day efficiency.

Accounts Executive – Indian Compliance - Rastogi Narain & Company

(2024-05 - 2025-06)

• Handled Income Tax Return filings, GST returns, and ROC filings for a portfolio of clients.
• Balanced client work with concurrent preparation for CA Intermediate examinations.

Bookkeeping Associate - Sand Martin Consultants Private Limited

(2021-09 - 2022-08)

• Carried out bookkeeping for international clients, including day-to-day transaction processing.
• Assisted in preparing year-end files, including coding of Profit & Loss and Balance Sheet items.

CA Intermediate - Institute of Chartered Accountants of India (ICAI) (2025-05)

Bachelor of Commerce (B.Com) - Commerce (2021)

Class XII - Commerce with Maths (2017)

Class X (2015)