Summary
Overview
Work history
Education
Skills
Languages
Timeline
Generic

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
09.2010 - 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
09.2010 - 08.2012


  • 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
04.2001 - 09.2009

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, Gwynedd

Financial Planning Certificate (1) - Financial Services Regulation

Chartered Institute of Insurance
Chester, Cheshire
09.2000 - 04.2001

Foundation Stage - Financial Accounting

The Chartered Association of Certified Accountants
Deeside, Flintshire
09.1991 - 06.1992

A-Levels (P/T) - Book Keeping and Accounting

Yale College
Wrexham
09.1990 - 06.1991

Cambridge Information Technology - Spreadsheets

University Of Cambridge
Chelmsford, Essex
09.1987 - 03.1988

Bachelor of Science - Applied Chemistry

Council For National Academy Awards
Hatfield, Hertfordshire
09.1982 - 06.1986

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
09.2010 - Current

SAGE TRAINING

JP CONSULTING
09.2010 - 08.2012

Senior Business Support Officer/ Accountant

EBSP/ WDA/ WELSH GOVT
04.2001 - 09.2009

Financial Planning Certificate (1) - Financial Services Regulation

Chartered Institute of Insurance
09.2000 - 04.2001

Foundation Stage - Financial Accounting

The Chartered Association of Certified Accountants
09.1991 - 06.1992

A-Levels (P/T) - Book Keeping and Accounting

Yale College
09.1990 - 06.1991

Cambridge Information Technology - Spreadsheets

University Of Cambridge
09.1987 - 03.1988

Bachelor of Science - Applied Chemistry

Council For National Academy Awards
09.1982 - 06.1986

NVQ Level 4 - Finance for Business Advisers

The Institute of Business Advisers

Similar Profiles

Create profile
JAYESH PATEL