
Selesai
Disiarkan
I’m seeking a seasoned accountant who knows Zoho Books inside out to run a one-time consolidation of my data that could grow into a long-term collaboration. The immediate focus is to reconcile and merge every entry tied to both Income & Expenses and Assets & Liabilities, ensuring the books are streamlined, consistent and ready for the next reporting period. You will generate two perspectives on the numbers: a high-level snapshot for quick decision-making and a drill-down report that shows the line-item trail behind every balance. If discrepancies surface, let’s walk through them together first—nothing gets adjusted until we’ve agreed on the fix. Deliverables • Consolidated Zoho Books file reflecting reconciled Income & Expenses plus Assets & Liabilities • Summary report highlighting key financial indicators • Detailed report documenting all consolidation steps and variances • Agenda and notes from a review call where we decide on any corrective actions Comfort with Zoho Books’ advanced features, reconciliation tools, and exported XLS/CSV handling will be essential. If this goes smoothly, I’ll have regular monthly close and tax-season projects ready to hand over next.
ID Projek: 40289573
12 cadangan
Projek jarak jauh
Aktif 1 bulan yang lalu
Tetapkan bajet dan garis masa anda
Dapatkan bayaran untuk kerja anda
Tuliskan cadangan anda
Ianya percuma untuk mendaftar dan membida pekerjaan

Hello there, I am a seasoned accountant with extensive expertise in Zoho Books and I am excited about the opportunity to assist you with the one-time consolidation of your data that could potentially lead to a long-term collaboration. My focus will be on reconciling and merging all entries related to Income & Expenses and Assets & Liabilities, ensuring that your books are streamlined, consistent, and prepared for the upcoming reporting period. I will provide you with two perspectives on the numbers, a high-level snapshot for quick decision-making, and a detailed drill-down report showcasing the line-item trail behind each balance. I am committed to working closely with you to address any discrepancies that may arise and only proceed with adjustments upon mutual agreement. The deliverables will include a consolidated Zoho Books file, summary report, detailed consolidation documentation, and agenda/notes from a review call. Proficiency in Zoho Books’ advanced features, reconciliation tools, and XLS/CSV handling is crucial, and if this project is successful, I look forward to handling your future monthly close and tax-season requirements. Regards, CA. Swati Jain, CPA | Indian CA & CS
$10 USD dalam 45 hari
4.5
4.5
12 pekerja bebas membida secara purata $13 USD/jam untuk pekerjaan ini

Hello, I am Mohmed, with over 8 years of experience in Accounting, Bookkeeping, and Xero. I have carefully reviewed your project requirements for Zoho Books Accounting, Consolidation, and Review. To ensure a successful project, I will meticulously reconcile and merge all data related to Income & Expenses and Assets & Liabilities in Zoho Books. I will provide a consolidated file, a summary report of financial indicators, a detailed report of consolidation steps and variances, and notes from a review call for corrective actions. My expertise in Zoho Books’ advanced features, reconciliation tools, and handling exported XLS/CSV files will guarantee accurate results. Let's discuss further details in chat. Best regards, Mohmed
$15 USD dalam 40 hari
5.8
5.8

Hi, With 7 years of accounting experience and a deep understanding of Zoho Books, I am well-equipped to perform the necessary consolidation of your financial data with precision and care. I will ensure that your income, expenses, assets, and liabilities are accurately reconciled, streamlining the data for clarity and consistency in your reporting. My attention to detail and adherence to established processes will enable me to generate both a high-level snapshot and a comprehensive drill-down report, facilitating effective decision-making and full transparency into any discrepancies that may arise. Communication is key, and I will maintain a clear line with you throughout the process, providing regular updates and seeking your input before making any adjustments. I am committed to delivering the consolidated file, summary and detailed reports, as well as scheduling a review call to discuss potential corrective actions—all while adhering to the agreed-upon timeline. I look forward to the opportunity for this project to evolve into a long-term partnership.
$8 USD dalam 7 hari
5.1
5.1

Hello there! I'm Muhammad, a certified data analyst with a wealth of experience in accounting, Excel, and financial analysis. Having worked on numerous projects--an estimated 50+ and counting—I can confidently say I'm your go-to expert for this task. Zoho Books is one of my key specializations. I’m familiar with its advanced features, reconciliation tools, and how to handle exported XLS/CSV files effectively. This will be crucial as we consolidate your data, ensuring every entry related to income & expenses and assets & liabilities is streamlined, consistent, and ready for the next reporting period. My approach will be thorough and transparent. I'll generate two perspectives on the numbers—a high-level snapshot for quick decision-making and a detailed drill-down report that clearly documents all consolidation steps and variances. Discrepancies? Don't worry—nothing gets adjusted until we've agreed on the fix—it's a collaborative process all the way through. Trust me with your valuable financial data, and rest assured I'll provide you with deliverables that meet your expectations. Let's start this journey together, and if the project goes smoothly as I anticipate it will, I'd be more than happy to assist you with regular monthly close and tax-season projects in the future.
$9 USD dalam 40 hari
5.0
5.0

Hi There, I will reconcile and consolidate your Zoho Books data by reviewing all Income & Expenses and Assets & Liabilities to ensure the books are accurate, consistent, and ready for the next reporting period. I will prepare both a high-level financial summary for quick insights and a detailed drill-down report showing the full line-item trail behind each balance. Any discrepancies found will be documented and discussed with you before making adjustments. I have strong experience with Zoho Books reconciliation, reporting, and data exports for clean and reliable financial records. Thanks & Regards Hafiz Muhammad Iqbal
$8 USD dalam 40 hari
3.6
3.6

I am a Chartered Accountant with experience of more than 10 years in the field of accounting and taxation. I have successfully completed various similar projects which can be reviewed in my profile. I am interested in your said assignment and look forward to connect to you. Please feel free to contact over chat for detailed discussion.
$12 USD dalam 40 hari
3.0
3.0

Hi there, You’re absolutely in the RIGHT PLACE. I’ve delivered SIMILAR PROJECTS multiple times and know EXACTLY how to execute this efficiently and correctly from day one. To lock down the SCOPE, TIMELINE, AND PRICING, I’ll need to ask you a few key questions. Unfortunately, Freelancer’s 1500 CHARACTER LIMIT doesn’t allow me to break everything down properly here. Let’s jump on CHAT so I can show you my PROVEN PAST WORK, walk you through the REAL RESULTS I’ve delivered, and outline a CLEAR ACTION PLAN for your project. You’ll immediately see why my approach is DIFFERENT and EFFECTIVE. If you’re serious about getting this done RIGHT, I’m ready to move forward. Looking forward to CONNECTING and WINNING TOGETHER. Cheers, Mayank Sahu
$12 USD dalam 40 hari
1.5
1.5

Dubai, United Arab Emirates
Kaedah pembayaran disahkan
Ahli sejak Feb 21, 2017
$10-30 USD
$10-30 USD
$80 USD
$8-15 USD / jam
$200 USD
$30-250 USD
$1500-3000 USD
$25-50 USD / jam
$100 AUD
$250-750 USD
$250-750 USD
₹37500-75000 INR
₹1500-12500 INR
₹100-400 INR / jam
₹100-400 INR / jam
$30-250 USD
$30-250 USD
$30-250 AUD
₹1500-12500 INR
₹400-750 INR / jam
$15-25 USD / jam
₹600-1500 INR
$250-750 USD
€8-20 EUR
$15-25 AUD / jam