Summary
Overview
Work history
Education
Skills
Accomplishments
Timeline
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CA Charanpreet Kaur

Wolverhampton

Summary

Chartered Accountant (India) with cross-border expertise in statutory audits, financial reporting, and taxation in India and the UK. Successfully managed audit assignments for various entities, including charities and SMEs. Proficient in UK GAAP, corporation and personal taxation, and financial statement preparation. Currently supporting a retail business in bookkeeping and VAT management, seeking to apply technical knowledge in a UK accountancy firm.

Overview

9
9
years of professional experience

Work history

Accounts assistant

imobile care ltd
Newtown, Powys
2024.11 - Current
  • Assisted with bookkeeping and financial records for mobile retail and repair business.
  • Prepared monthly sales, expense, and profitability reports to aid business decisions.
  • Supported day-to-day operations including customer service and workflow optimisation.
  • Conducted regular bank reconciliations to ensure accurate records.
  • Reconciled company accounts including credit cards and expenses.
  • Followed documentation procedures to support robust recordkeeping system.

Maternity Career Break

Maternity
Wolverhampton, West Midlands
2024.03 - 2024.10

Focused on family responsibilities while continuing professional growth through CPD learning, industry reading and skill enhancement.

Audit and Accounts Assistant

Morgan Griffiths LLP
Wales
2023.06 - 2024.03
  • Executed internal and statutory audits for UK entities, producing accurate working papers and ensuring full compliance with UK GAAP (FRS 102) and firm audit methodologies.
  • Prepared year‑end financial statements with precision, supporting transparent and compliant financial reporting.
  • Managed bookkeeping and accounts preparation using Sage, Xero, QuickBooks, and IRIS, ensuring accuracy across ledgers and supporting timely tax and audit processes.
  • Performed detailed bank and account reconciliations, strengthening financial accuracy and identifying discrepancies promptly.
  • Assisted with corporation tax and personal tax computations and filings, ensuring adherence to HMRC requirements.
  • Supported month‑end close activities, contributing to timely and reliable financial reporting.
  • Compiled clear financial and management reports, providing insights to support informed decision‑making.
  • Analysed balance sheets and income statements to identify trends, variances, and areas requiring further review.
  • Maintained organised, audit‑ready documentation and facilitated smooth audit cycles through efficient preparation and validation of financial records.
  • Collaborated effectively with audit and accounts teams, consistently meeting deadlines and contributing to high‑quality client service.

Senior Audit Associate

Dass Khanna & Co.
Ludhiana, India
2022.08 - 2023.03
  • Led statutory audits for corporates and banks, including preparation of financial statements and auditor’s reports under Companies (Auditors Report) order 2020.
  • Reviewed compliance with RBI norms and prepared Long form Audit Report and Memorandum of changes for bank audits.
  • Filed tax audit reports and handled income tax assessments and appellate proceedings.

Audit Assistant

Navneet Sehgal & Co.
2022.05 - 2022.07

Article Assistant

Dass Khanna & Co.
2017.04 - 2020.04

Education

CA Final - Group I

The Institute of Chartered Accountants of India
India

CA Final - Group II

The Institute of Chartered Accountants of India
India

CA Intermediate - Both

The Institute of Chartered Accountants of India
India

Bachelor of Commerce - Accounting and Finance

Panjab University
India

10+2 - Commerce

Indian Certificate of Secondary Education Board
India

10 - GCSEs including Mathematics, Science and English

Indian Certificate of Secondary Education Board
India

Skills

  • UK GAAP & FRS 102 compliance
  • Statutory and internal audit support
  • Working paper preparation & audit documentation
  • Analytical review and ratio analysis
  • Corporate and personal tax fundamentals
  • Sage, Xero, QuickBooks, IRIS
  • Microsoft Excel & Word
  • Ability to meet deadlines and support team objectives

Accomplishments

  • Best Presenter at CA Students Conference, Amritsar, India
  • Gold Medalist in Zonal & Regional Badminton Competitions
  • Exemptions in Financial Reporting (Ind AS) & Strategic Financial Management – CA Final
  • Subject Topper in Business & Social Ethics – College
  • Active participant in cultural and public speaking events

Timeline

Accounts assistant

imobile care ltd
2024.11 - Current

Maternity Career Break

Maternity
2024.03 - 2024.10

Audit and Accounts Assistant

Morgan Griffiths LLP
2023.06 - 2024.03

Senior Audit Associate

Dass Khanna & Co.
2022.08 - 2023.03

Audit Assistant

Navneet Sehgal & Co.
2022.05 - 2022.07

Article Assistant

Dass Khanna & Co.
2017.04 - 2020.04

CA Final - Group I

The Institute of Chartered Accountants of India

CA Final - Group II

The Institute of Chartered Accountants of India

CA Intermediate - Both

The Institute of Chartered Accountants of India

Bachelor of Commerce - Accounting and Finance

Panjab University

10+2 - Commerce

Indian Certificate of Secondary Education Board

10 - GCSEs including Mathematics, Science and English

Indian Certificate of Secondary Education Board
CA Charanpreet Kaur