Sanjay Bhagat – Resume

Sanjay Bhagat

Chartered Accountant | Cloud Accounting Specialist
πŸ“§ info@gstezy.com πŸ“ž +91-9883126766 πŸ“ Durgapur, West Bengal, India πŸ”— linkedin.com/in/sanjaybhagat-ca

Professional Summary

Chartered Accountant with 14+ years of experience including 12+ years as founder of a successful accounting firm serving 100+ international clients. Expert in QuickBooks, Xero, and Zoho Books with deep knowledge of US GAAP, IND AS, and multi-currency accounting. Proven track record of helping SaaS, E-commerce, Real Estate, and Professional Service firms maintain CPA-ready financial records.

Core Competencies

  • QuickBooks Online
  • Xero
  • Zoho Books
  • US GAAP / IND AS
  • Multi-Currency Accounting
  • SaaS Revenue (ASC 606)
  • E-commerce & Inventory
  • Client Advisory & Team Management

Professional Experience

Diwan Bhagat & Associates (Founder & Chartered Accountant) Feb 2012 – Present
Sole owner serving 100+ international clients (US, UK, Australia, Middle East)
  • End-to-end accounting solutions – selection, implementation, and maintenance of CPA-ready books using QuickBooks, Xero, and Zoho.
  • Implemented ASC 606-compliant revenue recognition for 5+ SaaS startups, helping them pass investor due diligence.
  • Managed inventory, sales tax reconciliation, and payment gateway integration for 20+ e-commerce stores.
  • Reduced monthly bookkeeping closure time from 15 days to 5 days for a mid-sized e-commerce client.
  • 100% client retention over last 4 years; led a remote team of 5 accountants.
Sanjay Chirania & Associate (Article Assistant – CA Training) Jan 2007 – Feb 2012
  • Assisted in statutory audits for 15+ manufacturing, trading, and service clients annually; prepared audit reports.
  • Filed Income Tax Returns (ITR), TDS returns (Forms 16, 24Q, 26Q), and managed VAT/Service Tax compliance.
  • Maintained books using Tally ERP, prepared P&L, Balance Sheet as per Indian GAAP.
  • Conducted concurrent bank audits and physical stock verification for manufacturing units.

Education & Certifications

  • Chartered Accountant (CA) – The Institute of Chartered Accountants of India (ICAI)
  • Bachelor of Commerce (B.Com) – T.D.B. College

Key Achievements

  • βœ… Helped 3 SaaS startups raise funding with clean, CPA-ready financials.
  • βœ… Reduced bookkeeping errors by over 80% through automated reconciliation.
  • βœ… Maintained 100% client retention for 4 consecutive years.
  • βœ… Migrated 30+ clients from legacy systems (Tally/Excel) to QuickBooks/Xero without data loss.

Industries Served

IT / SaaS E-commerce & Retail Real Estate Logistics Professional Services

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