Yesha Trivedi

• Manage client bookkeeping using Sage and Excel
• Prepare VAT returns for sole traders, limited companies, and rental businesses
• File confirmation statements and dormant accounts with Companies House
• Extend company year-end dates and ensure statutory compliance
• Raise sales invoices and credit notes accurately and on time
• Reconcile bank accounts and maintain accurate ledgers
• Chase outstanding debts and manage credit control processes
• Liaise with clients to request documentation and resolve queries
• Prepare year-end accounts using VT and IRIS
• Allocate investment entries and reconcile accounts
• Lead and coordinate overseas finance team, managing workflow and ensuring tasks are completed accurately and on time
• Provide administrative support to directors and assist with finance operations

• Maintained Xero records and processed payroll
• Generated financial reports and budgets
• Submitted VAT returns and ensured tax compliance
• Developed Excel-based automation tools
• Supported CFO with investment reporting and forecasting

• Completed AAT Level 4 Diploma in Accounting
• Raised young children full-time

• Processed client reimbursements and mentored job seekers

• Delivered training and client assessments