Available to hire
Hi, I’m Siddhartha Yagnik, a globally seasoned finance professional with over 19 years of cross-border experience in accounting, taxation, and operational finance across the United States, United Kingdom, Australia, New Zealand, and Canada. As a Partner at KRM Financial Services, I lead a high-performance delivery team serving CPAs, SMEs, nonprofits, and conglomerates.
I translate raw financial data into actionable insights while maintaining compliance with international standards, specializing in full-cycle accounting, tax filing across authorities, payroll management, year-end audits, and multi-entity consolidation, backed by automation, SOPs, and collaborative teams.
Experience Level
Language
English
Fluent
Work Experience
Accountant – Payroll and Pre-Qual Specialist at Dash Door and Glass
May 1, 2025 - PresentResponsible for weekly payroll processing for 150 workers, biweekly payroll for 50 admin staff, and monthly payroll for 50 remote staff. Ensured prevailing and certified payroll and wage compliance, conducted wage reviews, and handled CCIP/OCIP contract wage requirements. Performed pre-qualification processing for winning bids and managed vendor applications for new and recurring contracts. Used Sage 100, Sage SSO, Compass, Builder Connected and other bidding tools to support payroll and procurement operations.
Senior Staff Accountant at KRM Financial Services PLLC
May 1, 2025 - October 7, 2025Directed financial operations for US-based clients including corporations and nonprofits. Engineered end-to-end workflows for federal, state, and local tax compliance. Developed K-1/K-3 tax schedules from scratch using internal workpapers and ProSeries. Filed multi-jurisdictional sales tax returns (IL, TX, CA, NY, etc.). Built Loom-based video SOPs to streamline client-specific processes and introduced cloud project management for all deliverables using Zoho Projects.
Staff Accountant & Article Assistant at Ashvin K. Yagnik & Co – Chartered Accountants (Australia)
December 1, 2016 - October 7, 2025AUSTRALIA: Full-stack bookkeeping, BAS/IAS lodgment, and EOFY tax returns via Xero & MYOB. Trained under senior review managers for audit strategy and workpaper mastery. Filed tax returns for individuals, trusts, and businesses using TurboTax & Xero Tax. Optimized payroll cycles and documentation using WorkflowMax and Bitrix24. NEW ZEALAND: Managed end-to-end accounting, payroll, and tax compliance; supported tax form preparation and sales tax return automation. UK: Orchestrated VAT submissions, payrolls, and year-end adjustments; set up pricing matrices and inventory checks via Zoho and Sage 200; managed accounts for seven-group entities with stock reconciliation; filed final tax returns using Capita Software for XBRL uploads to HMRC.
Forensic Auditor (Project) – UK Forensic Audit and Leakage Architect at UK Forensic Audit and Leakage Architect (Project)
April 1, 2025 - PresentUK Forensic Audit and leakage architect project started April 2025. Led forensic audit for a real estate conglomerate to identify partner investments, reviewed books and invoices, identified gaps, and conducted GAP analysis. Uploaded accounting data to GNB, identified lapses, and delivered a dashboard with solutions. Result: identified and mitigated leakage worth approximately GBP 2.7 million.
Tax Preparer and Reviewer at USA Tax Projects
June 1, 2025 - October 7, 2025USA Tax Preparer and Reviewer (9 months project). Prepared complex tax returns (1040, 1120s, 1040-NR), reviewed books, processed 1065 returns with K-1s, prepared 1099s and W-2/W-3, and amended payroll tax forms.
USA Bookkeeper at USA Bookkeeping Project
December 1, 2024 - October 7, 2025Bookkeeping for law offices and real estate accounts; vendor payments; MIS reporting for CFO; Bookkeeping in QuickBooks, Builder Trend, and Jobber.
Accountant & ERP Implementor at UK Accountant & ERP Implementor (Project)
December 1, 2024 - October 7, 2025Sage 200 ERP accounting implementation and Zoho ERP integration for subsidiary companies; weekly AR/AP management; MIS reporting; daily bookkeeping in Zoho and Sage 200.
Financial Consultant at Canada Financial Consultant
January 1, 2023 - October 7, 2025QuickBooks integration with Builder Trend; real estate bookkeeping; on-time payment processing; cash flow forecasting and real estate job work; project-specific financial modeling.
Accountant – Payroll and Pre-Qual Specialist at Dash Door and Glass
May 1, 2025 - PresentRemote payroll operations including weekly processing for 150 workers and biweekly/monthly cycles for admin and remote staff; compliance reviews for prevailing and certified wages; pre-qualification processing for winning bids; vendor applications for new/recurring contracts; utilized Sage 100, Sage SSO, Compass, Builder Connected and bidding platforms.
Senior Staff Accountant at KRM Financial Services PLLC
May 1, 2025 - October 7, 2025Directed financial operations for US-based clients including corporations and nonprofits; engineered end-to-end workflows for federal, state, and local tax compliance; built K-1/K-3 schedules from internal workpapers using ProSeries; filed multi-jurisdictional sales tax returns; created Loom-based SOPs and introduced cloud project management with Zoho Projects.
Staff Accountant & Article Assistant at Ashvin K. Yagnik & Co – Chartered Accountants (Australia)
December 1, 2016 - October 7, 2025Full-stack bookkeeping, BAS/IAS lodgment, EOFY tax returns via Xero & MYOB; trained under senior review managers for audit strategy and workpaper mastery; filed tax returns for individuals, trusts, and businesses using TurboTax & Xero Tax; optimized payroll cycles using WorkflowMax and Bitrix24.
Forensic Auditor at UK Forensic Audit and Leakage Architect
April 1, 2025 - PresentUK-based forensic engagement to identify partner investments, gaps, and leakage in a real estate conglomerate; performed GAP analysis, reviewed books and invoices, and uploaded accounting data to a real estate software (GNB). Delivered dashboards with solutions that identified lapses and quantified savings (approx. GBP 2.7 million).
USA Tax Preparer and Reviewer at Independent Projects – USA
June 1, 2025 - October 7, 2025Preparation and review of complex tax returns (1040, 1120S, 1040NR); reviewed books and processed 1065 returns with K-1s; prepared 1099s and W-2/W-3; amended payroll tax forms.
Bookkeeper at Independent Clients – Law Offices & Real Estate
December 1, 2024 - October 7, 2025Complex bookkeeping for law offices and real estate accounts; vendor payments; MIS reporting for CFO; bookkeeping in QuickBooks, Builder Trend, and Jobber; cash flow analysis and vendor management.
Accountant & ERP Implementor at UK Accountants & ERP Implementor
December 1, 2024 - October 7, 2025Sage 200 ERP accounting implementation; Zoho ERP for subsidiary; weekly AR/AP management; daily bookkeeping; weekly MIS reports.
Financial Consultant at Canada – Real Estate & Finance Projects
January 1, 2023 - October 7, 2025QuickBooks integration with Buildertrend; real estate bookkeeping; on-time payment processing; cash flow analysis; budget forecasting for real estate job work.
Accountant – Payroll and Pre-Qual Specialist at Dash Door and Glass
May 1, 2025 - PresentOverseeing weekly payroll processing for 150 workers, biweekly processing for 50 admin staff, and monthly processing for 50 remote staff. Conducting prevailing and certified payroll and wage reviews, and managing pre-qualification processing for winning bids. Handling vendor applications for new and recurring contracts; proficient with Sage 100, Sage SSO, Compass, Builder Connected, and other bidding applications.
Senior Staff Accountant at KRM Financial Services PLLC
May 1, 2025 - October 7, 2025Direct financial operations for US-based clients including corporations and nonprofits. Engineered end-to-end workflows for federal, state, and local tax compliance. Developed K-1/K-3 tax schedules from scratch, filed multi-jurisdictional sales tax returns, and created Loom-based video SOPs. Introduced cloud project management for all deliverables using Zoho Projects.
Staff Accountant & Article Assistant at Ashvin K. Yagnik & Co – Chartered Accountants (Australia)
December 31, 2016 - October 7, 2025Full-stack bookkeeping, BAS/IAS lodgment, and EOFY tax returns via Xero & MYOB. Trained under senior review managers for audit strategy and workpaper mastery. Filed tax returns for individuals, trusts, and businesses; optimized payroll cycles and documentation using WorkflowMax and Bitrix24.
Education
Bachelor of Commerce (Advanced Accounting) at Gujarat University
January 11, 2030 - October 7, 2025Master of Commerce (Accounting) at ICAI
January 11, 2030 - October 7, 2025Bachelor of Commerce (Advanced Accounting) at Gujarat University
January 11, 2030 - October 7, 2025Master of Commerce (Accounting) at Gujarat University
January 11, 2030 - October 7, 2025ACCA at Association of Chartered Certified Accountants
January 11, 2030 - October 7, 2025Master of Commerce (Accounting) – ICAI at Institute of Chartered Accountants of India (ICAI)
January 11, 2030 - October 7, 2025CPA (USA) at American CPA/US
January 11, 2030 - October 7, 2025CMA (In Progress) at USA
January 11, 2030 - October 7, 2025Bachelor of Commerce (Advanced Accounting) at Gujarat University
January 11, 2030 - October 7, 2025Master of Commerce (Accounting) at Gujarat University
January 11, 2030 - October 7, 2025CA/ICAI at Institute of Chartered Accountants of India
January 11, 2030 - October 7, 2025ACCA at ACCA (UK)
January 11, 2030 - October 7, 2025CPA at USA
January 11, 2030 - October 7, 2025CMA at USA
January 11, 2030 - October 7, 2025Qualifications
ACCA - Association of Chartered Certified Accountants
January 11, 2030 - October 7, 2025CPA (USA) - Certified Public Accountant License Awaiting
January 11, 2030 - October 7, 2025CMA - Certified Management Accountant (In Progress)
January 11, 2030 - October 7, 2025FCCA
January 11, 2030 - October 7, 2025CPA (Pending License)
January 11, 2030 - October 7, 2025ACCA
January 11, 2030 - October 7, 2025CPA (USA)
January 11, 2030 - October 7, 2025CMA (In Progress)
January 11, 2030 - October 7, 2025ICAI – Chartered Accountant
January 11, 2030 - October 7, 2025ACCA (UK)
January 11, 2030 - October 7, 2025CPA (USA)
January 11, 2030 - October 7, 2025CMA (USA)
January 11, 2030 - October 7, 2025CPA License Pending
January 11, 2030 - October 7, 2025Industry Experience
Financial Services, Real Estate & Construction, Professional Services, Non-Profit Organization, Other, Software & Internet, Media & Entertainment
Experience Level
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