Our Team: VAISHALI THAKKAR

Money Doesn’t Come Without Guidance ...

VAISHALI THAKKAR

CEO, Perfect Tax and Finance

Information Technology

BS in Accounting

Tax planner

With over 12 years of experience working with accounting firms as Sr. Manager in medium and large sized firms, Vaishali has took over as the CEO of the company in early-2017.

 

She has been making key improvements to the firm’s inhouse processes as well as business operations.

Few as below :

In Human Resource

  • Implemented HR sign-up package for new hires.
  • Establish exempt and nonexempt employees.
  • Introduce new flextime that expires every 3 months.
  • Signed with Society of Human Resource Management (SHRM) to comply with HR guidelines

In Sales Department

  • Introduced a more frequent meeting with the sales team to discuss roadblocks
  • Increase the number of the recurring monthly clients by 40%
  • Introduced a new revised cash flow goal
  • Created a new reporting sheet for managers that include variables

In Accounting Department

  • Introduced a better delivery tracking system
  • Created a planning and non-planning teams
  • Frequent meeting with accounting team manager to discuss ongoing issues

General Operation

  • Employee Evaluation matrix for all departments.
  • Opened California office.
  • New closer to work with Sales Team.

 

 

1800 – 654 – 8745

 

 

 


Money Doesn’t Come Without Guidance ...

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