DJ Bhola, CPA For Dentists Only

Experience

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  Mesch McBride & Evans

  Jan 2007 - Sept 2008

  Audit Associate
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  PSK LLP

  Oct 2008 - Sept 2011

  Audit Senior

  • Perform audits/reviews/consulting engagements for various client (20-23 engagements/year) o Typical engagement included the task of understanding client’s business modelo Preliminary analysis of balance sheet and revenue and expense accountso Selecting audit areas/accounts for test work based on materiality and audit risk areaso Testing the items selected and internal controls and analyzing test results for further investigationo Collecting information required for footnotes and disclosureso Draft and finalize financial statements/management letters/ best practices letters based on test results and documentation obtained during engagements.• Meet hard deadlines and stay under budget for engagements• Train team members on Adobe Acrobat for paperless audits and Excel to improve efficiency• Supervise an associate on some engagements Show less

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  Oscar L. Barr, P.C., CPA / CFP

  Sept 2011 - Apr 2012

  Staff Accountant

  • Prepare tax returns. Individual, Partnership and S Corp for various types of clients, including construction, veterinarians and optometrists. 50% corporate returns and 50% individual returns.• Responsible for Year-end Adjusting Entries for all clients with QuickBooks and also assist those clients to update their QuickBooks database by sending out all the entries via email or flash drive.• Inform the Owner Manager of any unresolved issues needing immediate assistance.• Assist the Owner Manager with research and tax strategies.• Perform accounting services for 8-12 clients/month depending on the month• Reconcile bank accounts, credit card accounts and other general ledger accounts• Review general ledger for accuracy and propose journal entries if necessary• Prepare financial statements package – balance sheet, profit and loss statement, general ledger, payroll journal, entity comparison schedules, etc.• Prepare quarterly federal and state payroll returns Show less

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  Cain Watters & Associates

  May 2012 - Aug 2012

  Tax Preparer

  Prepared tax returns for dental practices and dentists. Type of entities worked with: Partnerships and S-Corporations and Individuals.

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  DENKE CPA, P.C.

  Aug 2012 - Nov 2012

  Tax Accountant

  - Corresponded with clients to obtain information- Corresponded with the IRS on a usual basis to reply various notices- Prepared tax returns for a number of individuals and businesses (dentists, doctors, construction companies, lawyers)- Provided monthly accounting services to dental client- Reviewed and corrected financial statements to prepare tax returns

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  DJ Bhola CPA, P.C. Accountant For Dentists and Dental Practices

  Dec 2012 - now

  President

  DJ works with a number of dental clients helping them resolve their daily challenges. He also helps dentists who are ready for buying a dental practice by explaining the process of buying a dental practice, getting clients in touch with dental practice brokers, bankers and dental lawyers who are an integral part of the process. He is interested in building a long term relationship and committed to your success.DJ Bhola CPA, P.C. is an accounting firm providing accounting/bookkeeping, tax preparation/planning, and transition/startup consulting services to dental practices and dentists. We can work with dentists in all walks of life starting from dental students, employee dentists, dentists working as subcontractors, associate dentists, dental practice owners and dentists looking to purchase a practice or build one from scratch. We provide the following services:1. Bookkeeping For Dentists2. Tax Preparation for Dental Practices3. Tax Preparation Services for Dentists4. Practice Purchase Consultation Services5. Practice Startup Consultation ServicesSchedule a free consultation today... 512-497-4946 or 214-277-8118 Show less

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  Www.ontimebooks.com

  Aug 2022 - now

  Founder