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PROJECT OVERVIEW We are looking for an experienced Accounting and ERP Implementation Specialist to establish a structured accounting environment, migrate historical financial data, and bring the company's books to a clean and fully reconciled position. This is not a data-entry project. We are looking for someone with a strong understanding of accounting, financial reporting, ERP configuration, process design, reconciliations, and internal controls. The selected professional will be responsible for taking the accounting environment through ERP setup, Chart of Accounts design, historical data migration, reconciliation, process documentation, and final handover. KEY OBJECTIVES The primary objectives of this engagement are to: * Establish a structured and scalable accounting environment * Configure the selected ERP/accounting platform appropriately * Develop a logical Chart of Accounts aligned with business activities * Migrate and validate historical accounting records * Reconcile and clean up existing balances * Establish reliable finance processes and controls * Ensure accurate financial reporting * Bring the books up to an agreed cut-off date * Document accounting processes and month-end procedures SCOPE OF WORK 1. ERP & ACCOUNTING ENVIRONMENT SETUP Configure the accounting/ERP system based on the company's operational and reporting requirements. Responsibilities include: * Company and entity configuration * Accounting period and financial year setup * Tax and accounting configuration, where applicable * Customer and vendor master setup * Product/service and transaction category configuration * Accounting workflows and approval flows * Posting rules and transaction classifications * User roles and access controls * Integration considerations, where applicable 2. CHART OF ACCOUNTS DESIGN Review the existing accounting structure and develop a clear, scalable, and management-friendly Chart of Accounts. The COA should: * Reflect the nature of the business * Support statutory financial statements * Enable meaningful management reporting * Avoid unnecessary account duplication * Provide appropriate separation of revenue, COGS, and operating expenses * Clearly classify assets, liabilities, and equity * Support future business growth The selected professional will also map the legacy accounts to the new Chart of Accounts. 3. FINANCE PROCESS DESIGN Establish standardized accounting processes covering the complete finance cycle. SALES & ACCOUNTS RECEIVABLE * Customer onboarding * Sales invoicing * Credit notes and adjustments * Receivable tracking * Customer balance reconciliation * Collections and follow-up PURCHASES & ACCOUNTS PAYABLE * Vendor onboarding * Purchase accounting * Invoice processing * Payment workflow * Vendor reconciliation * Outstanding payable management EXPENSES & EMPLOYEE REIMBURSEMENTS * Expense recording * Supporting documentation * Approval workflows * Employee reimbursement process * Expense classification BANKING & CASH MANAGEMENT * Bank transaction recording * Bank reconciliation * Cash management * Unidentified transaction handling * Bank control procedures GENERAL LEDGER & MONTH-END CLOSE * Journal entries * Accruals and provisions * Prepaid expenses * Fixed asset accounting * Intercompany entries, where applicable * Month-end closing procedures * Trial balance review * Financial reporting 4. HISTORICAL ACCOUNTING DATA MIGRATION Review the existing accounting records and migrate relevant historical information into the new accounting environment. The migration should include, as applicable: * Historical sales transactions * Purchase transactions * Expense transactions * Bank and cash transactions * Customer balances * Vendor balances * General ledger transactions * Fixed asset records * Tax-related balances * Opening balances * Required journal entries The professional will be expected to: 1. Review the legacy data 2. Identify inconsistencies and gaps 3. Map legacy accounts to the new COA 4. Define the appropriate migration methodology 5. Import or post the required transactions 6. Validate migrated data 7. Reconcile the migrated balances 8. ACCOUNTING CLEANUP & RECONCILIATION Perform a detailed review of the accounting records to ensure the books are accurate and complete. This includes: * Bank reconciliation * Accounts receivable reconciliation * Accounts payable reconciliation * General ledger review * Opening balance verification * Trial balance review * Customer and vendor balance verification * Identification of duplicate transactions * Identification and correction of misclassifications * Investigation of unexplained differences * Review of suspense and unidentified balances * Correction of accounting errors * Final reconciliation to the agreed cut-off date The objective is to ensure that the final books are accurate, reconciled, and ready for ongoing monthly accounting and reporting. 6. ACCOUNTING POLICIES & INTERNAL CONTROLS Develop basic finance policies and controls appropriate for the company's size and operations. Documentation should cover: * Accounting policies * Invoice and expense approval procedures * Payment authorization controls * Journal entry controls * Bank reconciliation procedures * Customer/vendor master controls * Supporting documentation requirements * Month-end closing procedures * Segregation of duties * User access and approval controls The focus should be on practical controls that can actually be implemented rather than overly complex documentation. KEY DELIVERABLES 1. Fully configured ERP/accounting environment 2. Finalized and documented Chart of Accounts 3. Legacy-to-new COA mapping 4. Historical accounting data migration 5. Verified opening balances 6. Reconciled bank accounts 7. Reconciled AR and AP balances 8. Clean and updated General Ledger 9. Final Trial Balance 10. Accounting process documentation and SOPs 11. Basic finance and accounting policies 12. Approval and authority matrix 13. Month-end closing checklist 14. Migration and reconciliation working papers 15. Final handover and reconciliation report PREFERRED EXPERIENCE & SKILLS We are particularly interested in professionals with hands-on experience in: * Accounting and bookkeeping * ERP implementation * Accounting system migration * Chart of Accounts design * Historical data migration * General Ledger * Accounts Payable and Accounts Receivable * Bank reconciliation * Financial reporting * Month-end close * Accounting process design * Internal controls * SOP and policy documentation * Data validation and reconciliation Experience with one or more of the following platforms is preferred: QuickBooks Online, Xero, TallyPrime, Zoho Books, Odoo, Waves ERP, SAP, or similar accounting/ERP platforms. IDEAL CANDIDATE The ideal candidate should be someone who can think beyond bookkeeping and data entry. You should be comfortable understanding the complete flow from business operations to accounting structure, ERP configuration, transaction processing, financial reporting, controls, and reconciliation. You should also be capable of identifying accounting issues independently and recommending improvements rather than simply following existing processes. SCREENING QUESTIONS 1. Which ERP or accounting platforms have you personally implemented or configured? Please mention the nature of the implementation. 2. Have you migrated historical accounting data from one accounting system to another? If yes, briefly describe the project, approximate transaction volume, and your role. 3. How would you approach designing a scalable Chart of Accounts for a growing business? What principles would you consider? 4. What steps would you follow to ensure that opening balances are accurate after migrating historical accounting data? 5. Please describe one similar accounting cleanup, ERP implementation, or migration project you have completed. Include the starting situation, key challenges, and final outcome. 6. If the accounting platform has not yet been finalized, which platform would you recommend for a growing business and why? PROJECT STRUCTURE & PAYMENT This will be a fixed-price engagement with milestone-based payments. Milestones will be linked to clearly defined deliverables, such as: Milestone 1: ERP assessment, accounting structure, and Chart of Accounts Milestone 2: ERP configuration and finance process setup Milestone 3: Historical data migration Milestone 4: Reconciliation, cleanup, and balance verification Milestone 5: Documentation, controls, and final handover The exact milestones, timelines, and payment amounts will be finalized with the selected professional before commencement. IMPORTANT Please do not submit a generic bookkeeping proposal. We are specifically looking for someone with hands-on experience in accounting system implementation, data migration, reconciliation, and finance process design who can take ownership of the project from initial setup through final handover.
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33 freelancers are bidding on average ₹26,023 INR for this job

Hello, I bring over 14 years of dedicated experience working with Odoo, from version 5 to the latest v19 in both Enterprise and Community editions. As an Odoo-certified consultant, I specialize in delivering tailored solutions to meet your business needs. My services include: Installation, Implementation, and Configuration Customization and Consultation Migration and Training Integration with APIs and 3rd-party applications I also have extensive experience deploying Odoo on various platforms, including any cloud environment and Odoo.sh. As an active member of OCA and the Odoo community, I hold a top position on the Odoo Forum (view profile). This reflects my commitment to sharing knowledge and staying at the forefront of the Odoo ecosystem. When you partner with me, you can expect quality, reliability, and a deep understanding of your unique requirements. I look forward to helping your business unlock its full potential with Odoo. Let’s discuss how I can support your goals!
₹7,000 INR in 7 days
5.5
5.5

With a deep passion for all things accounting paired with complex ERP implementation and data migration, I am the ideal candidate to turn your financial management processes into a well-oiled machine. Having had the privilege of working in various complex accounting environments over the last 4 years, I've built up a unique, practical expertise that includes setup and configuration of accounting systems, chart of accounts design, and historical data migration. Moreover, my skills extend beyond just data manipulation into process design and documentation which will be instrumental in creating standardized, efficient finance processes within your organization. Migrating historical accounting data is not just about copy-pasting numbers but involves identification of inconsistencies and gaps; a task I am comfortable with due to my attention-to-detail approach and capacity for thinking on my feet. My history on QuickBooks would also prove invaluable while migrating to another powerful system like Odoo. Lastly, apart from my skillset in various accounting software such as MYOB, Xero etc., I also have an expertise in the power BI tool which would help in analysing business results, including reports on Monthly Financial Reports. Trust me with your project and together we'll bring your accounting environment up to par with your business activities. Let's address account duplication that only serves to confuse matters and introduce optimum separation.
₹1,500 INR in 7 days
3.4
3.4

Hello Sir/Madam, Greetings for the day! I am an experienced Odoo consultant and developer with over a decade of expertise in Odoo implementation, customization, migration, and integration across all versions (4.0 to 18.0). My background includes delivering tailored Odoo solutions to optimize business operations, streamline workflows, and enhance productivity. Key Expertise: ✅ Odoo (formerly OpenERP) – Implementation, Customization & Migration ✅ Python Development ✅ Odoo API Integrations & Module Development ✅ Open-source ERP Solutions Recent Projects: ✔ Travel Management System – Automating bookings, itinerary management, and invoicing ✔ Online Course Management System – E-learning platform with enrollment and payment integration ✔ School Management System – Student records, fee management, and scheduling ✔ E-commerce & Retail Solutions – Odoo-based Online Shopping Store & POS Management ✔ CRM & Order Management – Integrated lead tracking, sales, and invoicing system ✔ Ground Booking System – Football & Tennis ground reservation and payment management ✔ Restaurant Management System (POS) – Streamlining operations, orders, and billing I specialize in end-to-end Odoo implementations, helping businesses unlock the full potential of Odoo with custom modules, seamless integrations, and user-friendly solutions. Let’s discuss how I can contribute to your project’s success!
₹7,000 INR in 7 days
3.6
3.6

Have worked in almost all modules of odoo and is also odoo 15 certifiied as well. I am expert in odoo javascript side that is client side as well as admin side view customization. Have done many customization in POS, Websites, website like ecommerce, event management website, LMS website, Job portal website, and many more websites. Have done many customizations including sales, purchase, inventory, accounting, fleet, subscription, POS, manufacturing, website, ecommerce, event, eLearning, Social Media Marketing, CRM, Helpdesk, HRMS modules. Have very good knowledge in odoo deployment process in any server including docker as well as CICD process Have created many mobile apps using flutter so that android as well as ios application can be built can do this job very easily
₹7,000 INR in 7 days
3.0
3.0

Hello, We are Avenor, an ERP implementation team with 9+ years of Odoo/ERP experience, specializing in accounting configuration, data migration, process design and reconciliation. Your requirement matches our expertise. We can handle the project end-to-end: ERP & accounting configuration Chart of Accounts design and legacy mapping Historical accounting data migration AR/AP, bank and GL reconciliation Opening balance & Trial Balance validation Finance workflows, controls and SOPs Final cleanup and handover We have hands-on experience with Odoo Accounting and multi-company ERP/data migration, including Odoo version migrations and complex business process implementations. We don't approach this as a data-entry exercise—we focus on correct accounting structure, clean migration, reconciliation and reliable ERP processes. Happy to discuss your current accounting system, data volume and target ERP so we can define the migration approach and milestones.
₹7,000 INR in 7 days
1.6
1.6

As a Practicing Chartered Accountant with 10+ years’ experience, I have worked with various customised accounting/ERP software environments used by clients. 1. ERP & Accounting Structure • Assess the existing system and business workflows before configuration. • Design a scalable Chart of Accounts supporting statutory and management reporting. 2. Migration & Validation • Review legacy data and map accounts to the new COA. • Define an appropriate migration approach for historical transactions, opening balances, AR/AP, fixed assets, tax and GL. • Validate migrated data against source records and ensure opening balances reconcile. 3. Cleanup & Reconciliation • Reconcile banks, customers, vendors and General Ledger. • Finalise Trial Balance and financial records up to the agreed cut-off date. 4. Processes, Controls & Handover • Prepare practical SOPs, accounting policies, approval matrix and month-end checklist. • Provide migration/reconciliation working papers and final handover. I have worked across customised client software environments as part of audit and accounting reviews, allowing me to understand and adapt to different ERP workflows rather than relying on one standard platform. I can work milestone-wise as proposed. Let’s review the existing system, legacy data, business model and target ERP first, after which I’ll confirm the implementation scope, timeline and fixed professional fee in chat.
₹12,500 INR in 15 days
1.0
1.0

With my extensive experience of over 15 years and a rich portfolio of 150+ successfully delivered projects, including accounting and ERP implementations, I believe I'm the standout candidate for your task. Throughout my career, I've developed a proficiency for establishing structured accounting environments, configuring ERP systems, and migrating historical data. My meticulous attention to detail will ensure that your books are thoroughly reconciled and brought to a clean state, thus allowing you to operate with accuracy and agility. I recognize the significance of an efficient Chart of Accounts that aligns with your specific business activities. I have a proven track record of not only designing such charts but also successfully mapping legacy accounts into new ones. My approach to this step is both practical and logical: it reflects the nature of your business, supports statutory financial statements, enables effective management reporting, and avoids any unnecessary account duplication. Regards Akif A
₹45,000 INR in 15 days
0.0
0.0

I have 11 years of experience in working with ERP (SAP/oracle/peoplesoft) and their functional data to analytics from ETL , data wrangling, Data modelling and reporting.
₹14,000 INR in 7 days
0.0
0.0

I am an accounting and finance professional with experience in financial operations, reconciliations, reporting, and accounting processes. I can support this project from initial assessment through ERP setup, Chart of Accounts design, historical data migration, reconciliation, cleanup, and final handover. My approach focuses on accuracy, traceability, and practical internal controls. I would carefully review legacy records, map accounts, validate opening balances, reconcile AR, AP, banks and the general ledger, and establish clear month-end procedures and SOPs. I am comfortable adapting to accounting platforms such as Odoo, TallyPrime, Zoho Books, QuickBooks, or similar systems and can independently identify and resolve accounting issues.
₹7,000 INR in 7 days
0.0
0.0

Hi, Your brief is clearly looking for someone who can handle both the creative direction and the Wix implementation, rather than simply modifying a template. Webix Infotech can create a portfolio experience with a distinctive visual identity while keeping the project practical to maintain. I can work on: • Custom page and gallery layouts • Typography, colour system and visual hierarchy • Project-focused portfolio presentation • Subtle animations and micro-interactions • Image optimisation and responsive galleries • Lightboxes and intuitive project navigation • Desktop, tablet and mobile breakpoints • Basic on-page SEO • Clean Wix dashboard structure for future updates I’d start by defining the visual direction around your work, then translate that into the Wix build rather than forcing the portfolio into a pre-existing template. I can also review your references and adapt the interaction style to match the character of your work while keeping the site fast and easy to navigate. I can share relevant Wix portfolio examples and provide a realistic launch timeframe once the assets and content are available. Message me with your existing portfolio references and I can suggest the design direction. Best Regards Prachi Webix Infotech
₹7,000 INR in 4 days
0.0
0.0

⚠️ IF YOU’RE NOT HAPPY, YOU DON’T PAY ⚠️ With over a decade of experience in ERP implementations and accounting setups, I specialize in creating structured environments that enhance financial reporting and internal controls. My hands-on approach ensures a clean migration of historical data, alongside a well-designed Chart of Accounts tailored to your business needs. I understand your goal is to establish a reliable accounting framework while ensuring accurate financial reporting. I will prioritize efficient execution, thorough documentation, and seamless communication throughout the project. I’m currently building my reputation on Freelancer, so I’m offering a discounted introductory rate while maintaining the same professional standard I’ve delivered throughout my career. Let’s discuss how I can help you achieve your objectives. Regards, Anchel
₹3,750 INR in 7 days
0.0
0.0

A successful ERP transition hinges on zero data loss, a clean Chart of Accounts (COA), and accurate historical reconciliation. With over 15 years of end-to-end accounting experience and specialized training in US Accounting standards, I deliver seamless ERP setups and data migrations that leave your books balanced down to the cent. What I bring to this implementation: Structured System Setup Clean Historical Data Migration Rigorous Reconciliation Internal Controls & Workflow Testing Which ERP/accounting platform are you currently using, and which system are you transitioning into? Let's discuss your timeline and data scope. Best regards, Gopal Kumar Gupta Accounting & Financial Systems Specialist 9883087539
₹12,000 INR in 7 days
0.0
0.0

I had extensive experience had deliverd digital transformation and done xtensive migration for more information check my linked profile
₹25,000 INR in 15 days
0.0
0.0

As an experienced and dedicated Odoo ERP Implementation Specialist, my skills and expertise align perfectly with your project demands. With over 13 years of background in Odoo development, implementation, and business process analysis, I have successfully delivered transformative solutions across various industries including Manufacturing, Trading, Distribution, Retail, and Service sectors. Being a versatile professional, I have specializations in multiple modules such as CRM, purchasing, inventory and of course accounting which would be the central focus for your project. My deep understanding of ERP structure extends into your immediate needs; configuring the ERP system that meets your operational needs while developing a logical Chart of Accounts aligned with your business activities. My commitment to excellence ensures I strictly adhere to the Odoo Standardisation to provide clean and quality code which translates to efficient processes for you. Moreover, I believe in strong collaboration to ensure timely and clear deliveries; so expect not just a mere transaction but a dedicated partnership throughout the course of your project. Choosing me will not just give you an ERP specialist but a partner who deeply values your satisfaction and aims toward a world-class service for your enterprise. Let's streamline your operations and maximize your ROI together!
₹1,500 INR in 7 days
0.0
0.0

Hello, I am interested in assisting with your MGT-7 filing project. I have knowledge of accounting, Tally and GST-related work, and I am comfortable working carefully with financial and compliance-related information. I understand that accuracy and proper documentation are important for MCA filings. I can follow your requirements, review the information provided, and complete the assigned work within the agreed timeline. I am detail-oriented, responsive, and committed to delivering accurate work. I would be happy to discuss the filing requirements, documents available, and scope of work before starting. I can begin immediately and maintain confidentiality throughout the project.
₹7,000 INR in 7 days
0.0
0.0

3x Certified Zoho Professional I am Saurav Mandal, a 3x Certified Zoho Professional with 4+ years of experience in the Zoho ecosystem, specializing in business process optimization, customization, and development. Core Competencies Zoho Consultancy API Integration Configuration & Customization App Development Data Migration Zoho Training Ongoing Support Expertise Across Zoho Platform Custom Modules Custom Fields Canvas Widgets Blueprints Schedules Workflows Validations Advanced Formula Deluge Scripting Security Controls Process Management Automations Data Administration General System Setup Channels Setup Portals Reports & Dashboards With strong hands-on experience across multiple Zoho applications, I focus on delivering scalable, efficient, and automation-driven solutions that align technology with business goals. Looking forward to collaborating and helping you get the best out of the Zoho ecosystem. Best Regards, Saurav Mandal
₹80,000 INR in 7 days
0.0
0.0

Hello, With five years of SAP experience, I can manage this project as a complete finance transformation rather than a basic bookkeeping exercise. I have experience around SAP FI/CO processes and related integration areas, including MM-FI and SD-FI postings, Asset Accounting, Business Partner master data, cost centres, profit centres, tax configuration, user controls, and financial reporting. I can review the current books, design a clean Chart of Accounts, configure the accounting structure, and move the historical data into a controlled SAP environment. The migration would be supported by legacy mapping, data cleansing, control totals, opening balance validation, subledger-to-GL reconciliation, and documented sign-off at the agreed cut-off date. The work will be kept practical and easy for the finance team to follow. I will also establish clear AR, AP, banking, expense, journal-entry, fixed-asset, and month-end processes, along with appropriate approval workflows and segregation-of-duties controls. My focus will be to leave you with reliable reports, and a system that is ready for regular use. I can work through the proposed milestones and take responsibility from assessment and configuration through migration, cleanup, documentation, and final handover. Regards, Mohit Goyal
₹25,000 INR in 14 days
0.0
0.0

Dear Manager, I came across your project for SAP Configuration Support, and I’m genuinely excited about the opportunity to assist you. With over 7+ years of experience specializing in SAP FICO, I have successfully handled configuration, migrations, and support for diverse organizations, helping streamline their financial processes. Here’s why I believe I’m the right fit for your project: Hands-on experience with ERP Implementation and Data Migration Expertise in GL, AP/AR, cost center accounting, profit center accounting, and asset management configurations. Successfully completed SAP FICO implementations for TCS, Bamko, and Nahar Group. - I’ll conduct an in-depth review of your requirements to deliver tailored solutions aligned with your business goals. I provide regular updates to ensure seamless progress. Could you share more about the scope of this support? For example: Are there specific modules or configurations you need assistance with? Do you need guidance on transaction processing, reporting optimization, or error resolutions? Let’s connect to discuss your goals further! I aim to complete this project efficiently while maintaining high attention to detail to exceed expectations. Thank you for considering my application—I look forward to working together! Best regards, Varun Walia SAP Certified S/4 Hana FICO Consultant
₹7,000 INR in 7 days
0.0
0.0

Hi, I can take ownership of the ERP implementation, accounting configuration, historical migration and reconciliation as a structured project rather than treating this as a data-entry exercise. My experience includes Odoo ERP implementation and customization, including Accounting, Sales, Purchase, Inventory, CRM, workflows, user permissions, data migration and business-process configuration. My approach would be: • Assess the current accounting environment and legacy data • Design a scalable Chart of Accounts aligned with business operations and reporting • Map legacy accounts and transactions to the new structure • Configure ERP, taxes, users, approval workflows and accounting rules • Migrate historical transactions, masters and opening balances • Reconcile bank, AR, AP, GL and trial balance against the legacy system • Identify duplicates, misclassifications, suspense balances and discrepancies • Establish practical month-end and finance workflows • Document SOPs, controls, approval matrix and closing checklist • Complete validation and provide a structured handover report For platform selection, Odoo can be a strong option when accounting needs to be integrated with sales, purchasing, inventory and operational processes. The final recommendation should depend on your business, jurisdiction and reporting requirements. I’m comfortable
₹7,000 INR in 7 days
0.0
0.0

Hello, Your brief is a structured ERP/accounting implementation, not data entry: environment setup, Chart of Accounts design, historical financial migration, reconciliation, controls, reporting and documented month-end procedures. This matches my 21+ years implementing SAP Business One, Odoo, Tally and Focus ERP. I will first confirm the target platform and accounting rules, review the legacy COA and balances, map accounts and transaction classes, then migrate in a controlled batch with validation. I will reconcile opening balances, AR/AP, sales, purchases, payments and COGS, document finance workflows, and provide a handover checklist. I also work with SAP B1 HANA procedures/reports and am currently developing TOSS ERP, so I can bridge functional accounting and technical ERP needs. I can personally lead the work and keep an audit trail of mappings, exceptions and approvals. What ERP platform is selected, what is the historical source format, and what cutoff date/transaction volume must be migrated? I can start with a short discovery and COA/migration plan, then proceed in approved phases.
₹12,000 INR in 14 days
0.0
0.0

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