JAYESH PATEL
WREXHAM,Wrexham
Summary
Qualified to degree level, resourceful accounting professional with 25+ years of experience in preparation and reporting. Equipped to help clients with diverse accounting, book keeping, forecasting, and business planning needs. Accurate in preparing statements, reviewing records, and advising on strategies for minimising liabilities. Familiar with excel, computer reports, and online HMRC tax and VAT filing requirements.
Overview
22
22
years of professional experience
6
6
years of post-secondary education
Work history
ACCOUNTANT/ BUSINESS ADVISER
JP CONSULTING
Wrexham, Wrexham
2010.09 - Current
ACCOUNTANT AND BUSINESS ADVISER (Self Employed)
- Provide Accounting, VAT, and Tax Return Services
- Sole Traders, Partnership, and Limited Companies
- Fast Food Take Away, Retail, and Landlord Accounts
- Familiar with Excel and Quick Book reports
- Have filed tax returns for various clients:
Self Employed- SA100
Partnership- SA800
Limited Companies- Company House, Accounts, and CT600
SAGE TRAINING
JP CONSULTING
Wrexham, Wrexham
2010.09 - 2012.08
- Provided Sage Accounts support to private clients
- Designed training courses and schedules to support smooth running of events following agreed timings.
- Technically supported events using Book Keeping expertise.
Senior Business Support Officer/ Accountant
EBSP/ WDA/ WELSH GOVT
WREXHAM, CARDIFF
2001.04 - 2009.09
BUSINESS SUPPORT OFFICER (Full Time)
- Managed the Business Support Project (Programme)
- Covered 100 miles from Wrexham
- Developed network contacts for support
- Provided support to new and growing businesses
- Prepared business plans for 55-60 clients
- Built forecast accounts, cash flow, marketing information
- Helped with grant funding and loans
Education
NVQ Level 4 - Finance for Business Advisers
The Institute of Business Advisers
Caernarfon, GwyneddFinancial Planning Certificate (1) - Financial Services Regulation
Chartered Institute of Insurance
Chester, Cheshire 2000.09 - 2001.04
Foundation Stage - Financial Accounting
The Chartered Association of Certified Accountants
Deeside, Flintshire 1991.09 - 1992.06
A-Levels (P/T) - Book Keeping and Accounting
Yale College
Wrexham 1990.09 - 1991.06
Cambridge Information Technology - Spreadsheets
University Of Cambridge
Chelmsford, Essex 1987.09 - 1988.03
Bachelor of Science - Applied Chemistry
Council For National Academy Awards
Hatfield, Hertfordshire 1982.09 - 1986.06
Skills
- Sage Training
- Manual and Computer Book Keeping
- Accounting, VAT, and RTI Payroll
- Prepare Financial Statements
- Business Planning
- Company Registration
- Self Employed, Partnership, Limited Companies
- File Tax Returns- SA100, SA800, CT600
- Cash Flow Forecast
Languages
English
Fluent
Hindi
Fluent
Timeline
ACCOUNTANT/ BUSINESS ADVISER
JP CONSULTING
2010.09 - Current
SAGE TRAINING
JP CONSULTING
2010.09 - 2012.08
Senior Business Support Officer/ Accountant
EBSP/ WDA/ WELSH GOVT
2001.04 - 2009.09
Financial Planning Certificate (1) - Financial Services Regulation
Chartered Institute of Insurance
2000.09 - 2001.04
Foundation Stage - Financial Accounting
The Chartered Association of Certified Accountants
1991.09 - 1992.06
A-Levels (P/T) - Book Keeping and Accounting
Yale College
1990.09 - 1991.06
Cambridge Information Technology - Spreadsheets
University Of Cambridge
1987.09 - 1988.03
Bachelor of Science - Applied Chemistry
Council For National Academy Awards
1982.09 - 1986.06
NVQ Level 4 - Finance for Business Advisers
The Institute of Business Advisers