
Nishant R.
CMA and CS, Bookkeeping, Month End Close and Tax Prep for US and Canada
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Founder and Director, Delegate Books (TruWealth Financial Inc)
Self Employed • Lavoratore autonomo
Jan 2024 - Present • 2 yrs 9 mos
Founder of Delegate Books, the accounting practice of TruWealth Financial Inc. (Ontario, Canada), and a practicing Cost and Management Accountant (CMA) serving clients across the USA, Canada and India. 6+ years of accounting, tax and finance experience. USA: Monthly bookkeeping and catch-up cleanups in QuickBooks Online and Xero; Form 1040, 1120, 1120-S, 1065 and 1099 preparation support for review by licensed CPAs/EAs; multi-state sales-tax workings; LLC/C-corp formation, EIN and ITIN support. Canada: Full-cycle accounting and month-end close under ASPE; T1, T2 and GST/HST return preparation; payroll remittances, T4s, ROEs and PD7A reconciliation; year-end working papers for compilation engagements; CRA correspondence and reassessment support. India: Practicing CMA work including GST and income tax filings with a 100% on-time rate, statutory and internal audit support, Companies Act and SEBI compliance and ROC filings, budget variance analysis, and management reporting for hospitality, manufacturing and food-service businesses. Advisory: Fractional CFO support, budgets and rolling forecasts, 13-week cash flow models, Power BI and Excel dashboards, ERP implementation (Odoo, SAP, NetSuite) and SOP documentation. Highlights: led the finance workstream of an Odoo ERP rollout; cut a hotel group's month-end reporting cycle by 15% through Oracle HFM consolidation; reduced AP/AR data-entry errors by 20%; supported a CRA reassessment to a successful resolution.