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Surbhi J

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Surbhi Jain, CPA
Poway, California
Active over a week ago
3 years exp.
From 15.00/hour

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Accountant in Poway, California

I'm an
Dedicated CPA with three years of experience developing and implementing financial systems, strategies, processes and controls that significantly improve P&L scenarios. Expert in establishing accounting functions, systems and best practices; cost-reduction, automation and tax strategies; and lasting business relationships to ensure goal-surpassing fiscal performance. Gold Medalist & Merit Scholarship Awardee for academic excellence in MBA Finance & BBA Accounting As an Accountant , I review, do coding and auditing invoices, expense reports and other claims for payment. I follow GAAP in my day to day responsibilities including matching of expenses against purchases/utilities/taxes/claims etc. and posting them to the appropriate General Ledger accounts. I manage Vendor records as well as 1099 forms for the business. I run daily check runs including printing, mailing and filing of the same. Assist management in taking care of internal and external audits. Sort the paper work for reconciliations. Last but not the least, develops and suggests modifications in order to improve existing procedures; identifies inefficiencies to remove and recommends best practices that can be achieved through system enhancements. I have experience working as an accounting apprentice at Adams Ave Integrative Health and would be thrilled to continue to do so in a volunteer capacity. In this position, I assisted with projects and reporting month end financial statements.


International Financial Reporting Standards
Personal accounting
Tax accounting


Accounting system setup
Actuarial services
Financial reporting
Fraud investigation
Internal auditing
Real estate
Tax accounting
Tax returns


I have been trained as:
Certified public accounting

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