Sheetal Simone Patel
London
Summary
A confidential, honest and trustworthy professional qualified accountant holding Xero L1 Associate, L2 Professional and L3 Specialist certifications.
Proven track record of streamlining processes and improving financial reporting accuracy. Strong analytical skills and commitment to maintaining financial integrity. Expertise in financial reporting and tax compliance. Manages full-cycle accounting for a diverse portfolio of SME clients, ensuring accurate bookkeeping and adherence to regulations. Delivers insights through management accounts and engages with clients to enhance their financial understanding.
Overview
33
33
years of professional experience
Work History
Part-time Assistant Accountant
Charles William
London
02.2026 - Current
- Assist with business bookkeeping and accounts, escalating discrepancies to maintain accurate financial records.
- Utilise Xero accounting software to streamline bookkeeping processes, improving accuracy and efficiency.
Senior Accountant
Graeme Bruce & Partners
London
07.2022 - 01.2026
- Prepared management, statutory accounts, and tax returns for sole traders, partnerships, and limited companies using Iris software.
- Managed full-cycle accounting with Xero, Sage, Intuit QuickBooks, and Iris KashFlow for accurate bookkeeping for a portfolio of 80+ SME clients across the retail and service sectors.
- Reviewed junior staff bookkeeping and prepared higher-level journals for depreciation, accruals, and prepayments before importing trial balances to Iris Accounts production.
- Communicated with HMRC to address and resolve client concerns.
- Engaged clients through meetings and telephone communications to address inquiries.
Senior Accountant
Kamal Hossain & Co. Chartered accountants
Surrey
04.1998 - 07.2012
- Prepared management and financial accounts for sole traders, limited companies, and charities.
- Supported audit processes to ensure compliance with regulations.
- Developed and mentored trainee and junior bookkeepers to enhance their skills.
- Utilized in-house Excel-based and Sage accounting packages to streamline financial reporting.
Trainee Assistant Accountant
M.R.S & Co. Chartered accountants
London
04.1994 - 03.1998
- Trained in preparation of bank reconciliations, sales and purchase ledgers, journals, VAT, payroll, and accounts using manual cashbooks and P11 cards.
- Ensured accuracy and compliance in financial reporting by completing account preparation from incomplete records.
- Gained experience in preparing a manual extended trial balance.
Education
FCCA -
Association of Chartered Certified Accountants
London01-2003
Bachelor of Science - Mathematics
Royal Holloway, University of London
Egham01-1992
Skills
- Financial reporting
- Tax compliance
- Client engagement
- Team leadership
- Management accounts
- Full-cycle accounting
- Software integration
- Bookkeeping accuracy
- Data analysis
- Problem solving
- Client relationship management
- Regulatory compliance
- Process improvement
- Bank reconciliations
- Account reconciliation
- General ledger accounting
- Profit and Loss Analysis
- Double-entry bookkeeping
- Excel proficiency
- Audit procedures understanding
- Management accounting
- Balance sheet competency
- Tax knowledge
- Financial analysis
- Accounts payable expertise
- Cash book reconciliation
- Financial reporting expertise
- Account reconciliation expert
- Balance sheet management
- Tax preparation
- Tax return filing
- Advanced bookkeeping skills
- Fixed asset monitoring
- Income statement reporting
- Financial planning
- Internal controls understanding
- Fixed asset register maintenance
- VAT preparation
- Sales ledger handling
- Financial Forecasting
- Corporate accounting
- VAT return preparation
- Spreadsheet competencies
- Xero software knowledge
- QuickBooks proficiency
- Management accounts production
- Financial software literacy
- Transactional Analysis
- Sage line 50 experience
- Constructive feedback giving
- Intuit QuickBooks specialist
- Audit support
HOBBIES AND INTERESTS
Yoga, Cooking, Reading, World cinema, World travel
Timeline
Part-time Assistant Accountant
Charles William
02.2026 - Current
Senior Accountant
Graeme Bruce & Partners
07.2022 - 01.2026
Senior Accountant
Kamal Hossain & Co. Chartered accountants
04.1998 - 07.2012
Trainee Assistant Accountant
M.R.S & Co. Chartered accountants
04.1994 - 03.1998
FCCA -
Association of Chartered Certified Accountants
Bachelor of Science - Mathematics
Royal Holloway, University of London