Karan Joshi

Experience

• 

  BDO in India

  Aug 2008 - Nov 2011

  Articled Assistant

  Worked as a Articled / Intern Trainee mainly working in fields of Accounting, Auditing, Direct and Indirect Tax, Commercial Loan Applications, Payroll. This training is a part of Curriculum of Chartered Accountancy Course regulated by The Institute of Chartered Accountants of India.

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  Joshi Brothers Associates

  Apr 2012 - now

  Managing Partner

  Public practice as Labour Law and Payroll Specialist serving multiple clients across the province. Employing a team of 8 executives and leading them for client services in Regulatory Compliances, Consulting, Specialized Labour Law Consulting, Payroll Processing, Accounting, Bookkeeping and Tax fillings.

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  TheFinanceStack

  Jan 2023 - Jun 2023

  Bookkeeping Manager

  My Main duties at tFS include :-Managing a team of more than 8 bookkeepers and accounting technicians across multiple countries (US, Canada, Philippines and Pakistan)-Reporting directly with the Chief Operating Officer and CEO about client matters-Creating processes to ensure efficient month end working papers for Senior Accountants-Ensuring accurate posting of transactions in GL-Preparing weekly reports for multiple companies for their bookkeeping matters.-Assessing capacities and be a part of hiring teams. Show less

• 

  Loftus Allen

  Jun 2024 - now

  Senior Accountant

  As a Senior Accountant at Loftus Allen & Co CPAs, my job duties include the following -• Prepare audit review and compilation reports• Plan and execute financial audits• Assessing internal controls• Execution of audit procedures• Manage client expectations during the audit, review or compilation• Mentor and develop junior staff• Plan and lead assurance engagements• Risk assessment and mitigation• Assess areas of fraud risk• Collecting and verifying financial information• Document findings with detailed reports• Reconciliation of client accounting• Solve client problems and client relations• Plan for Strategy of the Firm's Practice inspection and overall direction annually• Identify additional client servicing opportunities.• Draft engagement contracts for new clients• Be part of the scoping and monthly/daily task development process• Establishing digital presence of the firm on various social media platforms• Create an ecosystem of digital platforms for client servicing to enable virtual CFO services.• Standardize client data, process and people across the organization.• Be part of the hiring team and source the best talent for the firm to create synergistic advantage. Show less