Senior Accountant for Full Reporting

@simplifitax

With nearly a decade of professional experience as a Chartered Accountant and ACA qualified professional, I have honed my skills to fit seamlessly into the role of a Senior Accountant for your company. My abilities in automating reconciliations inside Excel and producing detail-oriented monthly reporting packs make me perfect for this job. I leverage data-driven insights to deliver financial reports that align with your business goals and comply with GAAP principles. As an experienced accountant, I understand the importance of not just reconciled books, but also timely delivery. I guarantee to present your reconciled books strictly on or before the 7th business day each month. With me on board, you can be assured that every income statement, balance sheet, and cash-flow report will be immaculate, verified to the cent, and ready for interpretation. Tax preparation is another area where my expertise thrives. I'll maximize every possible deduction and ensure your federal and state returns are filed well before statutory deadlines. My organisational skills allow me to maintain a smooth workflow even during high-pressure situations. Let's collaborate now and leave these arduous tasks on my shoulder so you can enjoy stronger compliance, hassle-free financial management, and most importantly – focus more on growing your business.

@nNamanrRathi

I have a few questions: 1. What is your business entity: LLC, S Corporation, C Corporation, or Partnership? 2. Which states require tax returns, and are prior year filings already completed? 3. How many monthly transactions and bank or credit card accounts need to be reconciled? About me I am a Chartered Accountant and CPA with over 8 years of experience working with US and global clients. I am highly experienced in Excel for transaction categorisation, reconciliations, automated reporting, pivot tables, and financial analysis. I also handle bookkeeping, monthly financial reporting, and US tax returns including Forms 1040, 1065, 1120, and 1120S. I work while keeping US tax and GAAP requirements in mind. Though my profile is new here, I have served more than 300 clients till date.

@caajoys

Thank you for considering my proposal. I have gone through the requirements in detail and can take ownership of your bookkeeping, monthly financial reporting, reconciliations, and tax-preparation workflow while keeping Excel at the center of the process. With 10+ years of experience, I specialize in bookkeeping, financial reporting, account reconciliations, Excel-based financial models, GAAP-oriented reporting, and tax compliance support. As a Chartered Accountant (ICAI) and CPA, I bring strong accounting knowledge and a rigorous approach to maintaining accurate, audit-ready books. I have uploaded samples of similar accounting and monthly reporting projects completed by me earlier in my profile. I will maintain the general ledger, reconcile bank/credit-card accounts, close monthly books, and prepare the Income Statement, Balance Sheet and Cash Flow Statement with concise variance commentary. For Excel automation, I can use structured tables, Power Query, formulas, validation checks and reconciliation controls to reduce manual work while keeping the model transparent and error-resistant. Tax returns will be prepared from finalized books with applicable deductions and compliance items clearly highlighted. I can provide a sample monthly reporting pack and align the workflow to your 7th-business-day close requirement. Payment & delivery assurance: ✅ No upfront payment ✅ Release payment after completion or milestone ✅ Timely delivery ✅ 100% commitment to project completion

@AdeebaShamsi

With a combined 4 years of experience and the completion of my Chartered Accountancy finalist program, I bring a strong foundation in accounting, bookkeeping and financial analysis that set me apart. My resume already speaks to my proficiency in the use of diverse accounting software such as MYOB and QuickBook but more importantly for this project, my expertise with Excel is second to none. Efficiently harnessing functions like formulas, pivot tables, I can create accurate models that maximize utility while ensuring the highest standards of compliance. My background in providing full accounting services crosses various sectors including property management and general client service which is highly relevant to your project. My comprehensive approach towards bookkeeping, including reconciling bank statements and credit card accounts, aligns perfectly with your scope of work requirement. Promising complete reconciliation well within your stipulated timeframe will be no challenge to me. I have ample experience preparing for tax season and would be comfortable organising your year's activity into insightful returns, highlighting deductions and identifying any compliance issues. I am adept at preparing financial statements that provide detailed insights into company performance. I believe my skills and dedication would provide you with not only reliable service but also a strategic asset.

@Andyloredo

I will establish an automated reconciliation workflow within Excel to manage the day-to-day bookkeeping efficiently. The first execution step involves setting up standardized templates for transaction classification and bank reconciliation, ensuring all source data is accurately recorded. Subsequently, I will focus on the monthly financial reporting, generating the income statement, balance sheet, and cash-flow report, including the required variance commentary. For tax preparation, I will compile the year’s activity from the maintained ledgers to ensure accurate federal and state filings. Deliverables will include the reconciled books by the 7th business day monthly, the GAAP-compliant financial reports, and the filed tax returns with submission proof. Relevant work can be reviewed in my Freelancer portfolio. To ensure the automation is tailored correctly, are there any specific existing Excel formulas or pivot table structures you wish me to replicate immediately?

@Dharavyas07

Reliable accounting should give you clean books, accurate financial reporting, and complete tax compliance throughout the year. As a Practicing Chartered Accountant with 10+ years' experience, I handle bookkeeping, financial reporting, GST, and Indian Income Tax compliance for businesses. 1. Bookkeeping & Reconciliation • Record and classify transactions, reconcile bank/credit-card accounts, and maintain the general ledger. • Build Excel-based reconciliation workflows using formulas, Pivot Tables, and validation checks. 2. Financial Reporting • Prepare monthly Income Statement, Balance Sheet, and Cash Flow Statement. • Provide concise variance commentary highlighting key movements and issues. • Ensure reports reconcile with the underlying ledgers. 3. Tax Compliance • Handle GST return preparation, GST reconciliation, and applicable annual GST compliance. • Prepare Income Tax computation, applicable schedules, and e-file the business ITR. • Identify eligible deductions, tax adjustments, and compliance requirements. • Provide filing acknowledgments and maintain supporting working papers. Relevant Excel and financial reporting samples have been uploaded to my profile for your review. Let's discuss your business structure, transaction volume, GST status, and current Excel records first, after which I'll confirm the workflow, timeline, and professional fee in chat.

@capalakmangal

I’m a Chartered Accountant with hands-on experience in bookkeeping, reconciliations, financial reporting and tax compliance. I can take complete ownership of your monthly accounting cycle while keeping Excel as the primary environment. I’ll ensure: • Accurate day-to-day bookkeeping and bank/credit-card reconciliations • Month-end close by the 7th business day • GAAP-based P&L, Balance Sheet and Cash Flow reporting • Excel automation using XLOOKUP, SUMIFS, Pivot Tables and reconciliation checks • Variance analysis with concise management commentary • Year-end tax preparation, compliance review and filing documentation My approach is focused on accuracy, automation and strong reconciliation controls. I’d be happy to share a sample monthly reporting pack.

@harenderkumar297

Hi, I’d be happy to support your company with day-to-day bookkeeping, monthly financial reporting, bank/credit-card reconciliations, and maintaining accurate Excel-based accounting records. I have strong practical experience in bookkeeping, reconciliations, ledger maintenance, and financial reporting. I’m comfortable working with Excel formulas, PivotTables, lookup functions, and structured reconciliation workflows to reduce manual errors and improve accuracy. My approach would be to maintain a well-organized transaction register, use formula-driven reconciliation checks and exception flags, and build a monthly reporting pack covering the Income Statement, Balance Sheet, Cash Flow, and key variances. I would ensure the reports reconcile back to the underlying ledgers and are completed within your 7th-business-day deadline. For tax preparation, I can organize and review the annual books, identify relevant deductions and compliance issues, and prepare the required information for federal and state filings. Two questions: 1. Which accounting period and states are currently involved in the bookkeeping and tax work? 2. Do you already have an Excel reporting/reconciliation template, or would you like me to create a standardized template for your business? I can also share a sample monthly reporting format and explain how I would automate the reconciliation workflow in Excel.

@thaakierj

I recently completed a similar project successfully, managing day-to-day bookkeeping, financial reporting, and tax preparation for a mid-sized company, all while maintaining a strong focus on Excel. I’m confident I can deliver the same quality for this project, ensuring your financial management is both **responsive** and **scalable**. What stood out to me was your emphasis on **error-proof reconciliation workflows** in Excel. I have extensive experience in utilizing **integrated** formulas and pivot tables to enhance accuracy and efficiency. Our team specializes in creating **professional** financial reports that are **easy to use** and align perfectly with GAAP standards. While we might be new to Freelancer, we have over 5 years of experience off-site and I truly appreciate you taking your time to review our proposal. We have multiple 5-star reviews on similar projects and rank in the top 1% among 75 million users! I would love to discuss this project further and explore how we can best meet your needs. Regards, TJ

@MalikSaleemAkbar

Greetings Sir, I can take care of your bookkeeping, monthly reporting, and tax-ready records while keeping everything organized in Excel. I have 15+ years of accounting experience and strong skills in Excel, QuickBooks, Xero, Sage, reconciliations, financial reporting, and tax support. I can manage your books independently and keep the records accurate and up to date. My approach: • Record and classify transactions and reconcile bank/credit cards. • Use Excel formulas, PivotTables, and checks to reduce manual errors. • Prepare monthly P&L, Balance Sheet, and Cash Flow reports. • Add a simple variance summary for management. • Keep tax records organized and flag deductions or compliance issues for review. I can provide an example of my monthly financial reporting work and explain how I set up Excel reconciliation checks. You can also review my previous QuickBooks projects and portfolio here: https://www.freelancer.com/portfolio-items/11467312-quickbooks-and-easymtd-for-uk-business I’m available to start immediately and would be happy to discuss your Excel files and reporting process. Best Regards, Saleem Akbar Malik

@nidhir2000

Hello, I have 8+ years of experience in accounting and CA firm work, with strong hands-on knowledge of Tally Prime, Tally ERP 9, bookkeeping, ledger reconciliation, bank reconciliation, GST, TDS, and finalization of accounts. I can accurately perform Tally data reconciliation, identify discrepancies, correct entries, and provide a clear reconciliation report. I am detail-oriented and can complete the work efficiently while maintaining confidentiality. I am available to start immediately and can dedicate the required hours to your project. Looking forward to working with you. Thank you.