Cpa Mugo Stephen

Cpa Mugo Stephen

Account Executive

location of Cpa Mugo StephenJK Mugo & Associates -CPA

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  • Timeline

  • About me

    Finance & Accounting /OdooERP Functional Consultant

  • Education

    • HarvardX

      2022 -
      Organisational leadership
    • LIIT College

      2011 - 2013
      CPA ACCOUNTING AND FINANCE CPA -K

      Activities and Societies: Student finance Secretary, Accounting student association-Kenyatta university(ASA- KU)

    • Kenyatta University

      2014 - 2018
      Bachelor of Commerce (B.Com.) Finance and Financial Management Services 2nd Upper

      Activities and Societies: ASA- KU ACCOUNTING STUDENTS ASSOCIATION Finance

  • Experience

    • Grafco Saving & Credit Co-operative society Ltd

      Sept 2015 - Dec 2015
      Account Executive
    • Optimerce Consulting Ltd

      Jul 2016 - now
      Director

      Optimerce Consulting Ltd is a distinguished business consultancy firm that brings together a team of experienced accountants and IT specialists with diverse skill sets. Our expertise extends to software implementation, business process re-engineering, strategic plan creation, and accounting services. With a strong focus on customization, we provide tailor-made solutions that are precisely designed to meet the unique requirements of our clients. As professionals, we understand the importance of providing top-notch services that align with our clients' specific needs. From optimizing business processes to creating strategic plans for growth, our team at Optimerce Consulting Ltd is dedicated to delivering professional services that drive success for our clients. We offer our service across and wide through out the world. Show less

    • Tuskys Official

      Jul 2016 - Dec 2018
      Accountant
    • Brand promoters E. A ltd

      Dec 2018 - Nov 2019
      Senior Accountant

      As a leader in the finance team, my role as an accountant entailed a diverse set of professional duties crucial for maintaining financial stability and integrity within the organization. These responsibilities included:Monthly Management Accounts: Preparation and analysis of monthly financial reports to provide insights into the company's financial performance, aiding decision-making processes.Stock Take and Control Measures: Overseeing stock-taking processes to ensure accurate inventory valuation and implementing control measures to prevent stock losses or discrepancies.Food Costing for Profit Maximization: Conducting detailed food costing analyses to optimize profitability, including assessing ingredient costs, portion control, and pricing strategies.Statutory Obligation Preparation and Filing: Ensuring compliance with relevant financial regulations and tax laws by preparing and filing statutory obligations such as tax returns, VAT filings, and other regulatory requirements.Suppliers and Customer Account Maintenance: Managing accounts payable and receivable functions, maintaining relationships with suppliers and customers, and ensuring timely payments and collections.Publishing Annual Financial Statements: Compiling accurate and comprehensive annual financial statements in accordance with accounting standards and regulatory requirements to provide stakeholders with a clear view of the company's financial position.Bank Reconciliation: Conducting regular bank reconciliations to verify the accuracy of financial transactions, identify discrepancies, and maintain the integrity of financial records.Liaising with External Auditors During Audits: Collaborating with external auditors during the audit process, providing necessary documentation and explanations to ensure a smooth and thorough examination of the company's financial records. Show less

    • Tai's Farm Ltd

      Dec 2019 - now
      Finance Accounting Consultant

      As the Finance Consultant am responsible for producing management reports, cash flow forecasts, and statements, managing the general ledger, analyzing investment opportunities, reconciling bank and cash transactions, developing financial plans and controls, updating accounting systems, supporting daily operations, analyzing stock variances, managing statutory computations, and maintaining relationships with stakeholders. I also act as a liaison with external auditors for quarterly and final year reviews. Show less

    • Odoo

      Jan 2020 - now
      ERP Functional Consultant- Odoo, Zoho Books, Nav, QuickBooks

      As an ERP consultant specializing in Odoo, Zoho, Nav, and QuickBooks, I provide comprehensive services to businesses seeking to streamline and optimize their operations through ERP solutions. With a deep understanding of these platforms, I offer expert guidance to clients in implementing and managing their processes efficiently. My consultancy services have proven instrumental in helping numerous companies navigate complex accounting functions, enabling them to achieve greater efficiency, accuracy, and overall business success. Whether you're a small startup or a large enterprise, I'm dedicated to delivering tailored solutions that meet your unique needs and drive sustainable growth. Let's connect and explore how I can help your business thrive in today's competitive landscape Show less

    • JK Mugo & Associates -CPA

      Jan 2023 - now
      Partner

      Am part of a team of experienced accounting professionals who are dedicated to providing top-notch financial services to businesses and individuals. With a commitment to accuracy, attention to detail, and client satisfaction, we have earned a reputation as a trusted accounting firm in the industry. Our focus is offering critical support to the business to allow the owner of the business to focus on their core mandate of their businesses . Our services are quite affordable and available for both small, medium and large enterprises. Show less

  • Licenses & Certifications

    • Accounting professional Ethics Training

      ICPAK (Institute of Certified Public Accountants of Kenya)
      Dec 2022
  • Volunteer Experience

    • Co Founder

      Issued by Asmile Community - CBO
      Asmile Community - CBOAssociated with Cpa Mugo Stephen
    • Chairperson

      Issued by Liit College Student Union on Aug 2017
      Liit College Student UnionAssociated with Cpa Mugo Stephen