Apurv Bhalla

CPA and Registered Tax Agent

About Me

Already a Bachelor of Commerce I stared my Australian accounting journey with Masters of Accounting Degree from Central Queensland University and worked for local Accounting firm in Silverwater NSW. 

I am professional member of CPA Australia and Tax Practitioners board

I have worked in Accounting and tax industry in various areas such as Sydney, Central Coast, Parramatta, South Sydney, Liverpool and Ingleburn and other Sydney Region.

After gaining experience in Chartered Accounting Firm for several years and achieving CPA status – I started my accounting practice in 2012 and also completed Certificate in Finance and Mortgage Broking in 2013 and Diploma of Financial Planning and SMSF Specialization in 2017. I bring wealth of knowledge and experience in whatever work I complete giving my clients satisfaction and surety that the work completed is of highest standard and accuracy.

 

Experience

2012 - Present

Success Tax Professionals

o   Tax Returns preparation, lodgement and review for Individuals, Sole Trader, Partnerships, Companies, Trusts, Self-managed superannuation fund

o   Proactive taxation planning solutions, business advice, strategies and cash flow improvement.

o   Advised customers of their rights and responsibilities as taxpayers &  Resolving customer concerns, tax law clarifications.

o   Ensured the proper credits, deductions, and tax liabilities were applied to tax returns, according to Income tax assessment act.

o   Utilising financial data to prepare financial and non-financial reports

o   ATO compliance work including on time lodgements and tax payment reminders and helping in collection of tax debts and negotiating payment arrangements.

o   Calculation and lodgement of Long Service Leave corporation documents.

o   Preparing the monthly profit and loss, and balance sheet reports and tax reporting

o   Collecting and analysing data, which is then used in the preparation of weekly and monthly estimates

o   Utilisation of financial knowledge to improve clients business by providing ides of reducing costs and finding better revenue opportunities

o   Conducting internal audits such as payroll and wage reviews

o   Managing and training staff

o   Conducting payroll for clients and keeping up to date with superannuation obligations and other payroll compliance.

 

o   Training newly joined franchises how to use Handitax and Handiledger being the preferred trainer for the franchises in NSW.

2009-2012

Konnectv Pty Ltd

o   Billing customers using in house CRM system

o   Maintenance of accounts using MYOB system.

o   Maintenance of accounts receivables and accounts payables process

o   Preparation on monthly cash flow projections and costing reports

o   Preparation of profit and loss, balance sheet, trial balances and month end reports

o   Preparation of Business activity statements and payroll processing

o   Compile and analyse financial information to prepare entries for accounts, such as general ledger and account business transactions

o    Liaising and resolving issues with suppliers from India and China.

o   Liaising with the subsidiary company in New Zealand with intercompany transactions.

2006-2008

ABC Chartered Accountants

o   BAS Preparation and Lodgement to ATO

o   Account Receivable and Payable (if required)

o   Bank Reconciliation/Credit Cards Reconciliations

o   Payroll and PAYG Services

o   Profit and Lost, Balance sheet, General ledger

o     Accounting for Assets, Depreciation Schedules for Assets

Contact

  • www.apurvcpa.com
  • apurvbhalla@gmail.com
  • 0433 25 88 22

Skills

Taxation Knowledge and Compliance 99%
Financial Accounting 99%
Taxation Planning 99%
Tax Structures 90%
Softwares -Handilegder/Handitax, MYOB, XERO,RECKON 95%
Mortgage Broking 85%
Financial Planning 80%
Practice Management 97%
Team work and Staff Training 95%
Communication & Social Skills 97%

Education

2010

CPA Australia

2006

Master of Accounting – Central Queensland University

2017

Certificate of Attainment - Specialist Self-Managed Superannuation funds - International Institute of Technology

2017

Diploma of Financial Planning - International Institute of Technology

2017

Certificate IV in Training and Assessment

2017

Apply Legal Principles in Property

2013

Certificate IV in Mortgage Broking and Finance - Intellitrain