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Streamlining Accounting with Zoho Books

$250-750 USD

Closed
Posted 4 months ago

$250-750 USD

Paid on delivery
I'm in need of a professional to properly set up my Zoho books. The primary reason is to streamline my accounting processes and effectively manage financial data. The system will primarily handle both income and expense transactions, necessitating a broad understanding of sales and purchase transactions. Key areas of tracking will include: - Revenue: I require someone who can correctly categorize and record all sources of income. - Operating expenses: Similarly, all operational expenditure must be tracked effectively. In short, the freelancer I'm looking for must have a deep understanding of Zoho books and accounting in general. Any prior experience in setting up Zoho books is a major plus, as it demonstrates familiarity with the system and its features. Accuracy, reliability, and efficiency are some of the qualities desired for this task. Please note, proficiency in tracking both income and expenses is highly preferred.
Project ID: 37658977

About the project

43 proposals
Remote project
Active 3 mos ago

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43 freelancers are bidding on average $445 USD for this job
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Hi there, I have read your project description and i'm confident i can do this project for you perfectly.I still have a few questions. please leave a message on my chat so we can discuss the budget and deadline of the project. Thanks. .. .
$750 USD in 1 day
5.0 (11 reviews)
6.6
6.6
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Hi there! As I have read, I see you need help properly setting up your Zoho Books, and I could help you! With a comprehensive understanding of Zoho Books and accounting principles, I am well-equipped to streamline your financial processes. My expertise includes accurately categorizing and recording all sources of income, as well as effectively tracking operational expenditures. I'm a professional Database Administrator and Analytics Engineer with more than 10 years of experience and more than 300 projects done here on this platform. I offer unlimited revisions and I don't require any payment in front. I always meet delivery deadlines working until I get the desired results. I know all the most used softwares to do this project specifically, I could even give you some other options in case you think is better to use other tools. Send me a message so I can show you my previous work and we can discuss more. Respectfully, Giovanni.
$250 USD in 1 day
4.9 (56 reviews)
6.9
6.9
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Hi, I am a Finance & Accounting Professional with MBA in Finance, CMA qualifications, and experience in Accounting & Bookkeeping functions. I have experience working with a US client in the areas of the entire accounting, bookkeeping & reporting needs of the client on an ongoing basis. I have expert knowledge & working experience in Zoho Accounting Software and would streamline & maintain accounts, regularly. If given an opportunity, my deliverable would be: - Set up an appropriate Chart of Accounts identifying the right expense class - Categorization, Recording, and Review of all financial transactions for accuracy and as per accounting principles & practices - Invoicing, revenue & expense tracking, customer receipts marking off, vendor payouts - Monthly accounts finalization, Preparation of Income statement, Balance Sheet, Cash Flow, Bank & Credit Card Reconciliation, Fixed Assets, Depreciation accounting, Variance Analysis, etc. - Reconciliation of Accounts Payables & Accounts Receivables - High-quality and decision-aiding MIS - Other business requirements The above would be delivered with high integrity within agreed timelines. Quality is the essence of my delivery and I get into specific details for clarity and efficiency. I look forward to working with you, Thank you
$300 USD in 7 days
4.9 (58 reviews)
6.0
6.0
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A resourceful accounting and finance professional with extensive experience in developing systems to effectively integrate reporting, budgeting, and strategic planning in order to optimize company value and maximize cash flow. Dynamic, articulate, and disciplined accounting & finance professional having experience and expertise in recording transactions in accounting system, financial analysis, financial reporting, budgeting, and forecasting, financial operations management, and ERP Management i.e., Oracle Financials, Oracle Fusion, Microsoft Dynamics, Oracle NetSuite, SAP, Microsoft Dynamics, QuickBooks Online, Wave, SAGE Intact and Xero and Appfolio (property management software) etc. Skillfully prepare monthly and annual budgets for the inter- cross department. Adeptly monitor multiple projects, conduct financial reporting, and maintain investor relations with a pragmatic approach, implement teams’ SOP and departmental best practices on internal and external financial fraud control and prevention. Well-versed in balancing financial datasheets, investigate all discrepancies and manage daily credit operational tasks. A result-oriented and task-focused individual with solid organizational skills to accomplish multiple tasks simultaneously within deadlines, an expert in tracking and recording cash flows. Resolve auditing issues and develop relationships and rapports with stakeholders, clients and accountants’ staff.
$500 USD in 7 days
5.0 (17 reviews)
5.4
5.4
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Hi there, Hope you are doing well. You are looking Bookkeeper/Accountant for your organization. I have 18 years of experience in Accounting, Finance, and Administrative work. I can immediately join this job and assure you that I will be conveniently available 24/7 for this job. I have a master's degree in accounting & finance. I am a Certified QBO ProAdvisor and have expertise in Zoho, Xero & Wave. I have excellent writing and oral communication skills. I have a specialization in bookkeeping with the following services. - Clean up your business accounting books. - Recording, Categorizing transactions, and reconciling bank accounts and credit cards. - Connecting/uploading bank and credit card statements for categorizing, transferring, and matching the transaction, with the use of Rules and receipts tabs make an easy way to complete and reconcile transaction data within a time limit. - Creating customized invoices, managing the sales center by sending the invoices to customers via e-mail speeding the tracking payment via payment links, and managing receivables to know cash flow situation by upcoming payments. - Managing the vendor center by anticipating the payment cycle from purchase order to create payment of vendor. - Prepare monthly, Quarterly, and annual financial, cash flow, Accounts receivable, and payable management reports. INVITE ME TO YOUR JOB!!! Best Regards Muhammad Adnan
$250 USD in 15 days
5.0 (1 review)
4.9
4.9
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Hello, Greetings! You are looking for a professional to properly set up my Zoho books. The primary reason is to streamline your accounting processes and effectively manage financial data. I am an expert Accountant by using Zoho books. I will help you to set up Zoho books and tracking both income and expenses. I am a Professional Accountant with more than 12 years of experience of an International Organization. I have completed MBA in Finance and MBS in Accounting. https://www.freelancer.com.bd/projects/accounting/Calculate-Limited-Company-Accounts/reviews https://www.freelancer.com/projects/accounting/File-company-accounts-companies-house/reviews https://www.freelancer.com/projects/bookkeeping/bookkeeping-for-client-ledgers/payments https://www.freelancer.com/projects/accounting/Accountant-for-ISP/payments https://www.freelancer.com/projects/accounting/NEED-PAYROLL-ASSISTANCE-FOR-PAYSLIP/reviews • Not only I am expert my Zoho books, but I am also proficient in 1) Company Setup 2) Chart of Accounts Setup 3) Input two back-dated expense invoices (Payables). 4) Prepare sales invoice template (Receivables) 5) Bank Reconciliation 6) Tax Preparations 7) Payroll Management and 8) Preparing the final Financial Statements Best Regards Pangkaj
$250 USD in 7 days
4.9 (18 reviews)
5.1
5.1
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Hello and Good Morning, I understand your requirements and coming with over years of experience in providing end-to-end bookkeeping, monthly management accounting, AR & AP, payroll processing/state registrations/issuing 1099s and W2s/Filing 940,941,944 and state reporting, sales and use tax working and filing, year-end finalization of books and tax filing services to businesses and CPA firms in the USA, I will certainly exceed your expectations. I am an expert in QuickBooks , Zoho and MYOB. I have been using it for over 8 years now and have been registering new businesses in various states and complying with the sales tax returns and payments on a timely basis. I am also an expert in Turbo Tax and Pro Connect for tax filings and ADP, Paychex, QBO and Gusto for payroll processing. I have been assisting CPAs in tax preparation and communicating with clients for the finalization of the same and also preparing and filing for some of the business clients as a self-preparer. I possess immaculate English, strong interpersonal & organizational skills and with keen attention to detail, I am a pleasure to work with. I will be available over zoom or phone call as and when required. We can discuss this in detail over a chat. Looking forward to hearing from you. Thanks and have a great day ahead. Deepak
$500 USD in 7 days
5.0 (19 reviews)
5.0
5.0
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Dear Sir With over 15 years of experience serving diverse clients in Australia, the USA, and the UK, I am a seasoned Accountant specializing in accounting, bookkeeping, and tax preparation. My proficiency spans multiple accounting software systems, including QuickBooks, ZohoBooks, Xero, Sage, and MYOB. Here is a summary of my background and qualifications • Work experience in bookkeeping and accounting for nearly 15 years and have a vast and starting portfolio of satisfied customers , Experience in Real estate sector • Not only will be bringing my bookkeeping services, but I am proficient in 1) accounting, 2) invoicing tasks, 3) reconciliation, 4) tax preparations, 5) payroll management and 6) preparing the final Financial Statements 7) Preparing and lodgement of BAS, IAS and Superannuation I offer a wide range of financial services tailored to meet your unique needs, ensuring accuracy, compliance, and financial optimization. Let my extensive expertise simplify your financial processes and empower your business to thrive. With my experience I am sure that I will definitely be an able to assist to your organization. I would like to discuss this opportunity in detail. Thank you for your consideration. Regards Manoj
$500 USD in 7 days
5.0 (12 reviews)
4.6
4.6
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Hello there! I will do comprehensive bookkeeping of your business using Zoho Books, covering Expense & Income recording, A/P, A/R, Invoicing/Billing, Expenses, Payroll, Bank Reconciliations, Profit/Loss, Balance Sheet, Cashflow, and reporting. Past Experience with Zoho: 4 Years. With a decade of experience in a consultancy firm and qualifications including ACCA, ICAEW, and ICAP, I've served over 40 companies, including a stint at Pepsi-Cola International's snacks plant. I'm eager to assist you with this task and discuss the specifics further. My fees are negotiable to accommodate your budget. Looking forward to learning more about your project. Thanks and regards, Muhammad Zaman
$500 USD in 30 days
5.0 (20 reviews)
4.6
4.6
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Hi, I am a certified Zoho Expert Partner and can assist you with the set up Zoho CRM. I have assisted dozens of Aussie businesses with their Zoho implementations. I have the Accounting background and I can assure you about smooth transactions of your business. Happy to help and start. Thank you!
$500 USD in 3 days
5.0 (4 reviews)
3.1
3.1
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Hi, Thank you for considering me for your Zoho Books project. I am a highly skilled freelancer with extensive experience in accounting and Zoho Books. I am confident that I can meet your requirements. I have been using Zoho Books for last 13 years and am well-versed in its features and functionalities. In terms of setting up your Zoho Books, I can assure you that I have the necessary skills and expertise to do so accurately, reliably, and efficiently. I have a deep understanding of both income and expense transactions. I can correctly categorize and record all sources of income. I will ensure that all transactions are accurately recorded in the system. Looking forward to hearing from you soon! Sincerely, Hafiz
$250 USD in 2 days
5.0 (6 reviews)
2.7
2.7
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we have an ( Certified Accountant And Zoho books Expert ) immediately available to start the work as per your requirement. He has more than 10+ years of experience specialized in working in any software including Quickbooks, Zoho, Xero, Tally ERP 9 etc. His immense accounting expertise and good analytical skills would be an added advantage to complete your task with more accuracy, reliability and on time. He will also be backed by CFO with 22+ years Experience . CFO services will be free of costs. Please allow us to showcase our capabilities by giving a quick call. Positively, looking forward for a immediate start. Thanks SAYEED
$250 USD in 1 day
5.0 (2 reviews)
2.0
2.0
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Hello sir how are you doing? I have read the project detail and really interested in your project, I am full stack developer with multiple frameworks, I have great experience doing similar jobs regarding to these skills MYOB, Bookkeeping, Excel and Accounting. Please start the chat, also I have some questions so we can have detailed discussion about project and finalize the timeline. Thanks Regards Umair
$750 USD in 5 days
5.0 (1 review)
1.7
1.7
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Hello, I have reviewed your professional requirements for correctly setting up the Zoho Books. Very glad to see your clarity of requirement and I would be really excited to work with you on the project. Well, I am Athif an Associate member of AICPA (US) and a Chartered Accountant (India) with 8+ years of experience in financial audits (includes multiple Big 4's). Now I have a team of accountants and Auditors, Our team has extensive experience dealing with Zoho and I am into providing quality Accounting & Auditing services. All of them are well experienced in accounting and Auditing. We are currently proving Accounting and audit assistance to our clients in US and Australia. I would be very glad to take our discussion to next level, where we can discuss the specific requirements in details and you can assess my teams ability to handle work. If you are interested, please drop in message on Upwork and I shall surely contact you back. Looking forward to associate with you. Regards, Athif
$600 USD in 25 days
5.0 (1 review)
1.9
1.9
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Greetings, Having carefully reviewed your project description, I am confident in my ability to execute this project to perfection. I possess a broad spectrum of skills, knowledge, and experience in this specific field, making me the ideal candidate to handle your project. My proficiency includesAccounting, Excel, MYOB and Bookkeeping, which positions me as the best choice for the successful completion of your project. While I am well-prepared to begin, I have a few clarifying questions. Kindly drop me a message in the chat so that we can engage in a discussion regarding the project's budget and deadline. Thank you, and I look forward to the opportunity to collaborate on your project.
$250 USD in 2 days
0.0 (0 reviews)
0.0
0.0
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Hey Good afternoon , Just finished reading the brief details . I see you have been looking for someone who has experience with these tech stacks Excel, Bookkeeping, MYOB and Accounting. I will request you to review my profile, skills, projects and customer feedbacks to confirm that I will be good fit for this job. I would like you to start the chat so we can discuss the project in detail and we will see how it goes. Questions: 1. These are all the requirements? If not, Please share more detailed requirements. 2. Do you currently have anything done for the job or it has to be done from scratch? 3. What is the timeline to get this done? Why Choose Me? 1. I have done more than 250 major projects only on freelancer.com. 2. I have not received a single bad feedback since last 5-6 years. 3. You will find 5 star feedback on last 100+ major projects which shows my clients are happy with my work. Portfolio: https://www.freelancer.com/u/AwaisChaudhry Timings: 9am - 9pm Eastern Time (I work as a full time freelancer) Thanks and regards, Awais
$750 USD in 10 days
0.0 (0 reviews)
5.5
5.5
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Leveraging my 10 years as a freelance virtual assistant and having tackled countless projects in bookkeeping with platforms like Zoho Books, I am confident that I'm the perfect fit for this gig. My accounting acumen is proven, as is my unmatched proficiency in Zoho Books. From correctly categorizing income sources to precisely tracking operational expenses, these are tasks I excel at. In addition to my accounting skills, I bring a broad range of skills across programming, design, and marketing which grant me a unique perspective in integrating your accounting processes into your broader digital strategy. As efficiency is paramount for your business, my technical know-how allows me to automate tasks where possible further streamlining your operations. I understand how crucial accurate record-keeping is for business growth. With me on board, you can expect your financial data to always be organized, up-to-date, and ready for strategic decision-making. My commitment to unwavering quality assurance paired with timely delivery fits perfectly into the scenario you've detailed and can ensure that I'll exceed your expectations at every turn..LogInformation is truly power in the world of finance and I aim to empower you. Let's create something extraordinary together! Get in touch so we can discuss how we can integrate Zoho Books into your operations seamlessly while unleashing its full potential for your business success! #PowerfulAccountingWithSila
$300 USD in 7 days
0.0 (0 reviews)
0.0
0.0
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I have 15 years experience in accounting and finance across diverse sectors, offering me a unique and well-rounded perspective in managing financial data, much like your project requires. My extensive experience includes successfully supervising revenue and expense transactions, a skill that can be transferred seamlessly to managing your income and operational expenses. Moreover, I have considerable expertise in setting up and optimizing accounting systems. Importantly, my background has instilled in me a consistent adherence to accuracy and reliability; qualities that are absolutely necessary in accounting. My knowledge of multiple languages also gives me an added advantage by enabling me to effectively communicate with clients from different backgrounds truly streamlining your project's success. In conclusion, you wouldn't just be hiring an experienced accountant- you'd have someone who deeply understands your project objectives and possesses the practical skills to deliver accordingly. I am confident that I am the best fit for your Zoho Books setup project
$500 USD in 7 days
0.0 (0 reviews)
0.0
0.0
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Hello, I trust this message finds you well. My name is Argho, and I am a seasoned CPA based in Canada with a strong background in bookkeeping and financial reporting. I have been fortunate to work with diverse businesses, helping them streamline their financial processes and achieve sustainable growth. I noticed that your looking to utilizes Zoho Books, and I am eager to assist you in optimizing its setup for the future success of your company. With my expertise, I can ensure that your Zoho Books system is tailored to meet the unique needs of your business, providing a solid foundation for your growth journey. What sets me apart is not just my technical expertise but also my commitment to building lasting relationships. I view each project as an opportunity to establish a partnership that extends beyond immediate needs. I am dedicated to providing you with the best possible service, ensuring your satisfaction and success. I would love the opportunity to discuss how I can contribute to the growth of your business. Could we schedule a brief call at your earliest convenience? I am confident that together, we can unlock the full potential of your financial processes. Thank you for considering my proposal. I look forward to the possibility of working with you. Best regards,
$600 USD in 7 days
0.0 (0 reviews)
0.0
0.0
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Hello my dear, I am excited about the prospect of assisting you in optimizing your accounting processes through Zoho Books. As a seasoned professional with a deep understanding of Zoho Books and accounting principles, I am well-equipped to handle your specific requirements. I will ensure accurate categorization and recording of all income sources, providing a clear overview of your revenue streams. Every operational expenditure will be meticulously tracked, offering transparency and control over your expenses. With prior experience in setting up Zoho Books for businesses, I bring a comprehensive understanding of the system's features to tailor it to your unique needs. My commitment to accuracy, reliability, and efficiency aligns with your desired qualities. I prioritize delivering a streamlined accounting system that enhances your financial management. I have successfully implemented Zoho Books for businesses, improving their financial workflows and facilitating precise tracking of income and expenses. I have attached samples of my past Zoho Books setup projects for your consideration. I look forward to the opportunity to discuss your specific requirements in detail and collaborate on enhancing your accounting processes through Zoho Books. Best -Harsha-
$350 USD in 2 days
0.0 (0 reviews)
0.0
0.0

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San Jose, United States
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Member since Jan 17, 2024

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