Monthly Bookkeeping & Reporting Support

@muzpashacma

Hello, I’d be happy to support you with ongoing bookkeeping and monthly financial reporting, keeping everything clean, accurate, and dependable—entirely within Excel, as requested. I understand you’re looking for a reliable accountant who can commit around 8 hours per month, focus on accuracy over speed, and deliver reports you can confidently share with your advisor. That’s exactly how I work. ➤How I’ll Handle Your Books ◾Transaction Recording & Reconciliation: Record all bank transactions and receipts into your existing Excel ledger and reconcile them against monthly statements. ◾Issue Spotting: Proactively flag missing documents, inconsistencies, or unusual entries so they can be resolved promptly. ◾Financial Reporting: Prepare a clear, well-structured monthly Profit & Loss statement and Balance Sheet, tailored for easy review and advisor use. ◾Excel Optimization: Improve structure, formulas, and clarity in your Excel file. ▶What You Can Expect ✔ Clean, reconciled books by month-end ✔ Transparent, easy-to-read financial statements ✔ Consistent delivery on a light, ongoing schedule ✔ Clear communication around any questions or anomalies Let’s discuss your current Excel setup and reporting expectations. Best regards, Muzammal Pasha

@simplifitax

As an experienced and accomplished Chartered Accountant with expertise that fully aligns with your project needs, I am more than equipped to take on this monthly bookkeeping role for you. I have a proven track record of providing comprehensive and accurate financial reports, ensuring compliance with regulatory standards. Additionally, my proficiency in working extensively with Excel, combined with my astute attention to detail, positions me uniquely as the best fit for this specific requirement. Throughout my almost decade long career, I've developed a prowess for spotting inconsistencies and resolving discrepancies in real-time. This will enable me to quickly identify if there are any missing documents or irregular entries in your Excel ledger. In addition, my ability to reconcile complex financial transactions efficiently coupled with my dexterity in producing concise but detailed monthly P&L and balance sheets makes me the perfect candidate for delivering value, accuracy and timeliness.

@Harsh1895

Dear Client, I hope this message finds you well. I’m Harsh, an experienced accounting professional with 10+ years of expertise in bookkeeping, payroll, and financial reporting. I have supported clients across the US, Australia, UK, Canada, and UAE in maintaining accurate financial records and streamlining their accounting processes. Here’s how I can add value to your project: Bookkeeping Expertise: Skilled in QuickBooks (Online & Desktop) and Excel with a strong focus on accuracy and detail. Financial Management: Bank/credit card reconciliations, AR/AP management, and preparation of financial statements. Advanced Excel Skills: Pivot Tables, VLOOKUP, automation tools for faster and more reliable reporting. Software Proficiency: QuickBooks, Xero, Zoho Books, SAGE, Odoo. Payroll Processing: Experienced with ADP, Gusto, and Intuit payroll systems. I pride myself on accuracy, timeliness, and clear communication. If you’re looking for someone detail-oriented who can work independently while keeping your books organized and up to date, I’d be happy to assist. Looking forward to the opportunity to collaborate. Best regards, Harsh

@gpellosis

Having reviewed your project description and my skill set, I am confident that I can provide you with the accurate and timely bookkeeping support you need. With my experience spanning over 15 years in roles ranging from Accountant to Forensic Accountant, I have a deep understanding of financial processes and how important they are for business success. My proficiency in Excel combined with my attention to detail will ensure your financial records remain up-to-date, accurate, and compliant with all regulations—allowing me to efficiently record and reconcile all transactions within your existing Excel ledger. Additionally, my keen analytical skills will serve you well in flagging any inconsistencies or missing documentation and drafting concise monthly P&L statements and balance sheets that you can confidently share with your advisor. One of the key advantages I bring to the table is my ability to improve processes, reduce costs, and identify opportunities for growth. As we work together month after month on your books, I will not only keep them clean but also provide insights that could be valuable for your business decision-making process. Choose me as your strategic partner committed to your financial success, and let's transform your financial landscape together!

@swatijain5558

Hello there, I am a seasoned accountant with experience in maintaining accurate financial records and producing clear reports. I am well-versed in working with Excel and can efficiently handle your monthly bookkeeping tasks, including recording transactions, reconciling accounts, and generating P&L and balance sheet reports. I am detail-oriented and committed to delivering reliable results on time. If you are seeking a dedicated professional to handle your accounting needs on an ongoing basis, I would love to discuss further with you. Regards, CA. Swati Jain, CPA | Indian CA & CS

@Renisharaj

Hi there, This is Rajesh, Renisha's husband, working with her in the field of Bookkeeping and Accounting. I have good experience in QuickBooks and well knowledge in Accounting principles. I'm a Commerce graduate. I'm passionate about finance and have a good track record of reliability, I will be available here all the times. My certificates and experiences will share on interview. I have similar working experiences, one with Steve Buscarello, 1 hour daily data entry of transactions from pdf bank statement into QB desktop by remotely accessing (anydesk) his computer, that's going on daily without fail since 2019. Another with a CANADIAN client (James Grant) for his one year transaction's data entry into QB Online software, his startup business (including all initial process of chart of accouts creation, Reports, etc). So I'm very confident on successful completion of this project. I would love to keep good communications and a trustworthy relationship for long time. We can discuss more and start working immediately. Thanks & Rrgards, Renisha Rajesh

@nNamanrRathi

I have recently completed a few projects related to full accounting over spreadsheets, including Google Sheets and Excel. You can review similar work in my profile. Before we begin, I would like to clarify a few points so the setup aligns with your needs: 1. What is the nature of your business 2. On average, how many transactions do you have each month 3. Do you already have a fixed chart of accounts in your Excel file or should it be refined About me I am a Chartered Accountant with over 8 years of experience working with clients across the US, Australia, and the UK. I work with Excel-based accounting, including transaction categorisation, bank reconciliation, and preparing P&L and balance sheet reports directly in spreadsheets. Though my profile is new here, I have already served more than 300 clients.

@caaayush1996

With my extensive experience in finance, accounting, and tax planning, I am well-suited to take care of your bookkeeping and reporting needs for the long term. My advanced skills in Excel and understanding of regulatory financial standards (IFRS, GAAP, and IND AS) will ensure accuracy and compliance in all your records. Taking a proactive approach, I can identify inconsistencies or any missing documents early on as I reconcile and record all transactions. In addition to keeping clean books for you, I also have a knack for providing actionable insights from financial statements that drive efficiency and profitability. This could be invaluable when it comes to optimizing your business operations. Moreover, as a Chartered Accountant, I understand the need for timely financial reporting. By the end of each month, you can expect concise P&Ls and balance sheets - exactly what you need to share with your advisor. By choosing me for this role, you're getting more than an accountant- you're getting a strategic partner who will help improve your financial health. Let's connect and start achieving greater fiscal transparency, compliance, and performance!

@sapnap50

Hello Respected Sir, I Sapna Pathania Belongs to Chandigarh have 8 years of experience in accounting and bookkeeping using Tally ERP & Tally Prime, along with 2 years of experience in Zoho Books and QuickBooks. I’m fully comfortable working directly in Excel also. First, I will understand the nature of your business so I can create or refine a proper chart of accounts and accurately categorize all transactions. Each month, I will record and reconcile transactions from bank statements and receipts, flag any missing documents or inconsistencies, and deliver a clear Profit & Loss statement and Balance Sheet that you can confidently share with your advisor. I can commit around 8 hours per month, focusing on accuracy and timely month-end reporting. I’m also open to price negotiation to build a long-term working relationship. Looking forward to discussing further. Best regards, Sapna Pathania

@KrishnapriyaSV

I handle monthly bookkeeping with a strong focus on accuracy and clean reporting for around 10 clients a month and I’m completely comfortable working directly in Excel without migrating to other software. Each month, once you share bank statements, receipts, and notes, I’ll reconcile the ledger, flag any missing or unclear items promptly, and prepare a clear P&L and balance sheet you can share with your advisor. I’m happy to commit to an ongoing schedule of around 6–8 hours per month and will ensure the books are properly closed by month-end. If useful, I can also review and improve your existing Excel file to keep things consistent. Let’s connect and discuss next steps.

@Abbas2327

Hello, I’d be excited to support you as a dedicated monthly bookkeeping partner and help keep your records clean, accurate, and dependable. I’m very comfortable working directly in Excel-based accounting systems and understand the importance of maintaining well-structured ledgers rather than forcing a shift to new platforms. Each month, I can carefully record and reconcile your transactions from bank statements and receipts, review entries for consistency, and flag any missing documents or irregular items immediately so nothing gets overlooked. Alongside this, I will prepare a clear, easy-to-read Profit & Loss statement and Balance Sheet that you can confidently share with your advisor. My working style is detail-focused and deadline-driven. I prioritize accuracy, transparent reporting, and steady communication over rushing through tasks. You can expect your books to be updated methodically and your reports delivered by month-end without surprises. This light, ongoing schedule is a great fit for me, and I’m happy to adapt to your existing Excel file and reporting preferences. I’d welcome the chance to review your current ledger and discuss how I can best support you long term. Best regards, Abbas

@rojadink

Hello, I have carefully read your project description and clearly understand the tasks involved. This project perfectly matches my skills and experience, and I am very interested in working on it. I am a dedicated professional with hands-on experience in **Excel, Data Entry, Data Cleansing, Microsoft Word documentation, Content Writing, and Email Handling**. I also provide accurate **English (US & UK), Hindi, and Urdu translation** services. I focus on delivering **clean, well-organized, and error-free work** that meets client expectations. I have successfully completed similar projects in the past and can share relevant samples if required. I am confident in my ability to complete this project **efficiently and within your expected timeframe and budget**. I would be happy to discuss the details further and clarify any requirements before starting. Thank you for your time and consideration.

@Tobyh54

I'm your Excel Expert with several years of experience under my belt and a deep understanding of financial organization and reporting. As your dedicated bookkeeper, I guarantee you a meticulous maintenance of your ledgers, always cross referencing entries with provided receipts, bank statements and flagging any inconsistencies on the spot. My innate ability to spot errors and discrepancies means avoiding catastrophic mistakes saving both time and money. One of my core strengths is my flexibility in working with different platforms depending on what works best for each business. I love that you're comfortable with sticking to Excel, as it's a program I have become truly masterful at. Through my previous Financial Analyst role, I have consistently used Excel to create comprehensive P&L reports and balance sheets; producing the concise, trustworthy monthly financial reports you require won't be an issue for me. All in all, not only will I ensure that your books are clean and mistake-free, but I will also strive to complete this task within an expedient timeframe so that you can share your monthly reports with peace of mind. If you value precision coupled with efficiency then choosing me for this project is definitely the right call.

@ashutoshk463

We are experienced Chartered Accountants with 12+ years of expertise in Tally accounting, GST compliance, and ITR filing for sole proprietors. Having handled 50+ clients, we understand the unique financial challenges of small businesses and ensure smooth, hassle-free compliance. How We Can Assist You: ✔ Tally Data Entry & Reconciliation – Accurate recording of transactions/month. ✔ GST Compliance – Monthly/quarterly GST returns with proper input credit claims. ✔ ITR Filing – Ensuring correct tax deductions and compliance with income tax laws. ✔ Financial Organization – Sorting and managing semi-organized invoices & receipts. ✔ Tax Planning – Maximizing deductions to optimize tax liabilities. Why Choose Us? ✅ 12+ Years of Experience in Accounting & Taxation ✅ Proficient in Tally, GST & ITR Filing ✅ Detail-Oriented & Committed to Accuracy ✅ Timely & Reliable Service Let’s ensure seamless financial management for your Company. Looking forward to working with you! Best Regards, Ashutosh Kumar | GST & Tax Experts

@juniorh001

Hello, I have carefully read your project description and fully understand what is required. I am confident I can deliver the task accurately and within the agreed timeframe. Based on the project scope, I can complete this work within [40 hours only ] at a bid of [1000], while maintaining high quality. I am a motivated and detail-oriented freelancer with experience in handling similar tasks. I take my work seriously, communicate clearly, and focus on meeting client expectations. My background allows me to work efficiently while paying close attention to instructions. I have successfully completed related projects before and can provide samples or portfolio work upon request. I always aim to deliver results that match exactly what the client is looking for. I prefer keeping things simple and effective, so this proposal focuses only on what matters for your project. I am honest about my skills and will only commit to what I can deliver professionally. Please feel free to message me if you need any clarification. I have proofread this proposal carefully and I am ready to start immediately. Thank you for your consideration.

@Baidarbakht90

Hello, I can support you with accurate, reliable bookkeeping and clear monthly financial reporting, using Excel as the primary working file, not QuickBooks or other platforms. I’m very comfortable working directly from Excel-based ledgers and improving structure, formulas, and controls where needed. How I’ll support you each month: Record and reconcile all transactions from bank statements and receipts into your Excel ledger Review entries carefully and flag inconsistencies, missing documents, or unusual items promptly Produce a clear, concise monthly Profit & Loss and Balance Sheet suitable for sharing with your advisor Ensure books are clean, consistent, and fully reconciled by month-end You can expect a detail-focused approach where accuracy and reliability come first. I’m used to working with clients who prefer a light-touch engagement around 8 hours per month, while still expecting professional-grade reporting and timely delivery. My background includes bookkeeping, financial analysis, budgeting support, and tax-ready reporting, with strong Excel skills for reconciliation, validation, and presentation. I communicate clearly, meet deadlines, and treat each set of books as if they were my own. If you’re looking for someone dependable who’s genuinely comfortable in Excel and committed to ongoing accuracy, I’d be happy to discuss next steps. Best regards, Baidar

@salonic20

Hello, This role is very close to the kind of work I already do in practice, where the focus is on **keeping books clean, consistent, and ready for review** rather than on using heavy software. I am a **Chartered Accountant** by qualification, and I am comfortable working directly in Excel as a primary ledger. In fact, much of my work involves improving existing Excel-based systems rather than moving clients to new platforms. For your monthly work, I will: * Record and reconcile all transactions from bank statements and receipts * Review entries carefully and **flag any missing or unclear items immediately** * Maintain a structured Excel ledger that is easy to follow and audit * Prepare a **clear monthly P&L and balance sheet** that you can confidently share with your advisor Accuracy and timeliness are also my priorities. I prefer to close each month only after the numbers are fully checked and internally consistent, so the reports can be relied upon without rework. If you’d like, I can review your current Excel file first and suggest any small improvements to make the monthly process smoother. Thank you for your time and consideration.

@lavanyareddylava

Hello, I’m interested in supporting you with ongoing monthly bookkeeping and financial reporting. I understand your priority is maintaining accurate, Excel-based books rather than migrating to QuickBooks or other platforms, and I’m fully comfortable working directly within Excel files. Each month, once you share bank statements, receipts, and notes on unusual items, I will accurately record and reconcile all transactions in your Excel ledger. I’ll carefully review the data to identify inconsistencies, missing documentation, or unusual entries and flag them promptly. At month-end, I’ll prepare a clear and concise Profit & Loss statement and Balance Sheet that you can confidently share with your advisor. Accuracy and reliability guide my work. I take a methodical approach, ensuring all balances tie back to source documents before finalizing reports. If helpful, I can also improve your existing Excel structure—adding better organization, checks, or summaries—while keeping everything Excel-based. The estimated commitment of around eight hours per month fits well with my availability, and I’m comfortable with this being an ongoing engagement. My skills include bookkeeping, accounting, Excel-based data entry, financial analysis, budgeting, forecasting, and basic tax preparation. If this aligns with what you’re looking for, I’d be glad to discuss your current Excel setup and reporting expectations. Best regards, Lavanya

@Danzy262

Hi, I can handle your monthly bookkeeping and financial reporting in Excel—8 hours/month, delivering clean books and accurate reports you can rely on. What I'll do: Record and reconcile all transactions in your Excel ledger Flag inconsistencies or missing documentation immediately Produce monthly P&L and balance sheet ready for your advisor Maintain accuracy and meet end-of-month deadlines consistently I'm fully comfortable working in Excel (no platform migration needed) and have experience with bank reconciliations, financial statements, and month-end close processes. Rate: ₹800/hour Commitment: 8 hours monthly, ongoing I focus on accuracy over speed and ensure every entry reconciles properly. Happy to review your current Excel setup and start with your next month-end cycle. Let me know when you'd like to begin! Best regards