Step Accounting Limited

Delivering accountancy and taxation services for UK businesses and their owners specialising in entities striving to make their quality customers happy.

Our main services include Statutory Accounts, Corporation Tax, Bookkeeping, VAT, Payroll, Company Formation, Company Secretarial, Business Advisory Services and Business Networking.

Senior Accountant and Founder

Jonathan Cohen Chartered Accountants

Chartered Accountant

Green & Peter

Consultant

Green & Peter (UK) Limited

Accountant

DIVERSET LIMITED

Hays Accountancy & Finance

Semi-Senior Accountant (Temp)

Hazlems Fenton LLP

Semi-Senior Accountant

Trainee Accountant

JABE

Marketing Executive

Successful business owners and entrepreneurs are striving to market and sell their products and services within a competitive and challenging world, and don't have the time or resources to heavily engage in the financials.

The Accountancy profession isn't a world to which many non-accountants can relate.  Record keeping, debits and credits, taxation rules, imports and exports, financial reporting... we've studied it for years and keep abreast of changes in legislation as part of our continued professional development.

Experienced as an ACA-qualified Accounting professional, I bring my enthusiastic and charismatic charm to presenting the relevant information to clients - current and prospective - in an engaging and down-to-earth way.

Personable by nature, I am a lover of musical theatre, crime stories and spending time with my family - I bring a new definition to being a creative accountant.  I am an accountant who enjoys creating and being there for my creative clients.  We work together to solve problems, discuss reporting options and tax saving opportunities.

Please follow #thesingingaccountant and check out #MusicalMondays
Feel free to connect and/or have a chat with me.

Jonathan Cohen 🎤

Entigrity

Taxation:
- Conducted preliminary assessments for tax return preparation.
- Prepared and reviewed individual tax returns (1040) and fiduciary returns (1041).
- Prepared and reviewed S corporation (1120S) and partnership returns (1065).
- Completed 940 federal unemployment tax returns.
- Prepared employer quarterly federal tax return 941 and scheduled EFTPS payments.
- Prepared SUT compliance and WC fees report.


Financial Reporting:
- Recorded assets, revenue, expenses, and liabilities by compiling and analyzing account data.
- Reconciled accounts payable and receivable.
- Handled monthly, quarterly, and annual closings.
- Reviewed all inter-company transactions, generating invoices as necessary.
- Reviewed journal entries for accuracy.
- Conducted regular ledger maintenance.
- Performed analysis for variance and prepared reconciliations.
- Made recommendations based on the analysis of assets, expenses, and reserves.
- Reconciled balance sheet accounts.

Audit and Controls:
- Documented and monitored internal controls supporting the audit team.

Software and Tools:
- Hands-on experience with accounting software like NetSuite and QuickBooks.
- Utilized advanced MS Excel skills, including Vlookups and pivot tables.

Payroll Processing:
- Managed payroll processing, ensuring timely salary disbursements.

Analysis and Communication:
- Conducted flux/variance analysis.
- Demonstrated strong attention to detail and analytical skills.
- Communicated queries with clients.

Senior Consultant

Associate

Accounting professional with over 10 years of experience helping US-based CPA firms and business owners bring clarity to their books.

Specializes in catch-up and cleanup work, ensuring financial records are accurate, reconciled, and ready for tax preparation. Known for untangling complex accounts, clearing backlogs, and delivering clean, tax-ready books with precision and consistency.

Supports the preparation of US tax returns, including Forms 1040, 1120S, 1065, and 1041 — ensuring financial data is complete, properly categorized, and aligned with compliance requirements to streamline the filing process for tax professionals.

Proficient in QuickBooks Online and QuickBooks Desktop. Frequently handles reconciliations, journal entries, chart of accounts cleanups, and financial reviews. Skilled in identifying and resolving issues such as uncategorized transactions, unreconciled balances, and misclassified entries.

Reliable, responsive, and easy to work with — committed to delivering accurate numbers and clear communication on every file.

Open to freelance and part-time opportunities.

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✅ Tools & Skills:

QuickBooks Online (QBO), QuickBooks Desktop (QBD), Xero, ProSeries, UltraTax, Drake, NetSuite, Wave, Bill.com
Bank Reconciliations, Chart of Accounts Structuring, Journal Entries, Financial Reporting, Catch-Up Bookkeeping, Cleanup Projects, Tax Prep Support (1040, 1120S, 1065, 1041)

Anash kachaliya

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The Battle

Jonathan Cohen 🎤

Anash kachaliya

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