
Manjot Kaur

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About me
LLQP Licensed, Accountant, IFC Certified, Financial Planning and Wealth Management
Education

Lambton College
2020 - 2022Postgraduate Diploma Accounting and Finance
Guru Nanak Dev University
2016 - 2019Bachelor of Commerce - BCom Banking and Insurance 1st Division
Experience

LGCPA Professional Corporation
Jan 2023 - now- Lead the preparation and review of financial statements, reports, and forecasts- Collaborate with cross-functional teams to drive business growth and profitability- Develop and implement financial models, tools, and processes to enhance efficiency and accuracy- Provide technical guidance and mentorship to junior accounting team members- Ensure compliance with accounting standards, regulations, and internal controls- Analyze and interpret financial data to inform strategic business decisions Show less • Assisted customers in resolving reconciliation discrepancies relating to bank, sales and payroll taxes in a time constrained environment.• Provided support to full cycle bookkeepers and accountants to help them come up with workarounds for the limitations on QuickBooks Online via chat, email and phones.• Awarded for achieving the highest Transactional Net Promoter Score for two consecutive months for closing product escalations by applying my accounting knowledge and integrating it with product limitations. • Worked closely with Supportability team and Product Managers to resolve product issues by creating and monitoring change requests. Show less
Senior Accountant
May 2024 - nowStaff Accountant
Jan 2023 - May 2024

Taxants Inc.
Jan 2023 - nowTax PreparerPrepared and reviewed personal tax returns for students using Profile Tax Software Successfully managed Mississauga branch as the acting office managerWorked with the business owner to manage priorities using various task management softwaresAwarded bonus for timeliness and punctuality
Licenses & Certifications
- View certificate

Excel Formulas and Functions Quick Tips
LinkedInAug 2022 - View certificate

QuickBooks Payroll Essential Training
LinkedInAug 2022 - View certificate

Investment Funds in Canada (IFC)
Canadian Securities InstituteJan 2021
Volunteer Experience
Accounting Assistant
Issued by A.A Tax and Accounting on Oct 2022
Associated with Manjot Kaur
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