
Zain Khan
Clean books tax savings and CFO strategy that boost profits end guesswork
Habilidades

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Porfolio
Experiencia laboral
Founder & Fractional CFO
Consulting • Trabajador autónomo
May 2023 - Present • 3 yrs 1 mo
Provide strategic financial oversight for 10+ businesses, acting as their outsourced CFO. Create dynamic 12-month cash flow forecasts and "What-If" scenario models to guide business growth and capital allocation. Implement internal controls and financial SOPs (Standard Operating Procedures) to safeguard assets and improve operational efficiency. Translate complex financial data into actionable insights, helping business owners increase net profit margins by optimizing cost structures.
Senior Tax Preparer
RSM Global • Tiempo completo
Nov 2022 - May 2024 • 1 yr 6 mos
Prepared and reviewed over 150 federal and state tax returns annually for individuals, partnerships (1065), and corporations (1120-S). Conducted tax research and planning to minimize client liabilities, successfully securing refunds and reducing tax burdens through deduction optimization. Acted as the primary point of contact for IRS and state tax notices, resolving audits and penalty abatements
Staff Accountant / Bookkeeper
PwC • Tiempo parcial
Aug 2021 - Nov 2022 • 1 yr 3 mos
Managed full-cycle bookkeeping for a diverse portfolio of 30+ small businesses, maintaining clean and accurate general ledgers. Processed payroll, sales tax filings, and 1099 contractor payments, ensuring 100% compliance with state regulations. Transitioned 10 clients from Excel-based bookkeeping to QuickBooks Online, reducing their month-end close time by 40%.