Hi, I’m Jatin Parmar, a Bookkeeping Specialist and MSP Autotask Consultant with 7+ years of experience supporting CPA firms, bookkeepers, MSPs, and small businesses. I focus on helping clients keep their financial and operational systems accurate, organized, and easy to manage.
My work covers full-cycle bookkeeping, reconciliations, AP/AR, month-end close, payroll, and financial reporting. I regularly work with QuickBooks Online/Desktop and Xero, handling cleanups, catch-up accounting, and ongoing monthly maintenance. I enjoy simplifying messy books, fixing errors, and setting up workflows that help clients save time.
Along with accounting, I also specialize in Autotask PSA administration for Managed Service Providers. I help MSPs streamline service delivery by building dashboards, live reports, workflows, SLAs, and billing structures that improve visibility and reduce manual work. I’ve created 150+ reports and supported teams with ticketing, billing, utilization, and performance tracking.
Over the years, I’ve worked with remote teams across the U.S., U.K., and Canada, supporting both startups and established firms. I am comfortable handling confidential data, meeting deadlines, and managing day-to-day operations with minimal supervision.
Whether it’s bookkeeping, Autotask optimization, billing support, or process improvement, I focus on delivering accurate work, clear communication, and reliable long-term support.
If you’re looking for someone who understands both numbers and systems, I’d be happy to help.