
In Progress
Posted
I need to close out my most recent fiscal year in Zoho Books, but several bank statements, bills, and receipts are still scattered across email and cloud folders. Working together, we’ll start by identifying what is missing, pulling the data into Zoho Books, and setting up any automated feeds that can speed the process. Once every source document is in place, the job moves to accurate data entry, tidy categorization, and matching transactions so that each account reconciles cleanly. When reconciliations show a zero difference, I’ll need a full suite of year-end financial statements—P&L, balance sheet, and cash-flow—generated directly from Zoho Books and exported to PDF. Deliverables • Complete data import and organization for the entire fiscal year • All bank, credit-card, and PayPal accounts reconciled to the last statement date • Final P&L, balance sheet, and cash-flow reports, ready for my accountant • Brief hand-off call or screen-share so I know where everything lives in Zoho Books Acceptance criteria: every ledger account reconciles without unreconciled items; reports tie back to source statements; all supporting documents are attached in Zoho Books for easy reference. If you’re comfortable hunting down missing paperwork and navigating Zoho Books efficiently, I’m ready to get started right away.
Project ID: 40659452
7 proposals
Remote project
Active 14 hours ago
Set your budget and timeframe
Get paid for your work
Outline your proposal
It's free to sign up and bid on jobs

With experience in financial data organization and Zoho Books, I can seamlessly streamline your year-end closeout process. My question: Are there specific bank statements or documents that require immediate attention for reconciliation? Regards, CA. Swati Jain, CPA
₹5,000 INR in 10 days
4.8
4.8
7 freelancers are bidding on average ₹873 INR/hour for this job

As an experienced CA finalist, I bring a unique blend of financial acumen and organizational skills that make me ideally suited to tackle your Zoho Books project. I have amassed an impressive four-year record providing extensive financial services from GST Registration and Income Tax Returns to Balance Sheet preparations. As such, I have honed my expertise in widely-used platforms like Appfolio & Quickbooks, but also branched out to excel in many aspects of general accounting. Given your requirement for a thorough import and organization spanning the fiscal year, I can promise you comprehensive coverage and attention to detail. While the prospect of organizing messes of documents may seem daunting to others, I see it as part of the journey towards accuracy and coherence - and thrive on achieving just that. My proficiency extends beyond simple data entry. I'm adept at extracting valuable insights by analyzing financial statements and diligently reconciling even the most complex accounts till there's no unreconciled item left
₹100 INR in 40 days
2.7
2.7

Hi, With over seven years of accounting and bookkeeping experience across QuickBooks, Xero, Zoho Books, Sage 50, and Odoo, I'm comfortable working through scattered documentation to close out your fiscal year cleanly in Zoho Books. I'll start by identifying exactly what's missing across your email and cloud folders, pulling the required data into Zoho Books and setting up automated feeds where possible to speed up ongoing entry. Once source documents are gathered, I'll move into accurate data entry and tidy categorization, matching transactions carefully so each bank, credit-card, and PayPal account reconciles cleanly to zero difference — attaching supporting documents directly in Zoho Books along the way for easy future reference. Once reconciliations are complete, I'll generate the full suite of year-end financial statements — P&L, Balance Sheet, and Cash-Flow — directly from Zoho Books, exported to PDF and ready for your accountant. Deliverables: complete data import and organization for the fiscal year, fully reconciled accounts, final financial statements, and a brief hand-off call or screen-share so you know exactly where everything lives in Zoho Books going forward. I'm comfortable tracking down missing paperwork and navigating Zoho Books efficiently, and I'm ready to start right away. Kind regards, Muhammad Amish Imtiaz
₹100 INR in 40 days
0.0
0.0

Hello, I’m a Chartered Accountant with hands-on experience in bookkeeping, account reconciliation, financial reporting and year-end accounting, and I can help you bring the entire fiscal year to a clean and fully reconciled close in Zoho Books. Deliverables:- ✅ Complete fiscal-year data import and organization. ✅ Bank, credit-card and PayPal accounts reconciled. ✅ Supporting documents properly attached and organized. ✅ Final P&L, Balance Sheet and Cash Flow reports. ✅ Clear hand-off/screen-share explaining the completed setup. I’m available to start immediately and can take ownership of the cleanup through final reconciliation and reporting. Best regards, CA Ishan Mittal Ph No. 9058326763
₹200 INR in 40 days
0.0
0.0

5 years' accounting experience, managing books for companies from ₹5 Cr to ₹500 Cr turnover, including audit-ready data preparation. I'll hunt down missing bank statements, bills, and receipts across email/cloud, import and organize data in Zoho Books, and set up automated feeds. I handle clean categorization and match transactions so every account reconciles with zero unreconciled items. I'll generate final P&L, balance sheet, and cash-flow reports exported to PDF, with all supporting documents attached in Zoho Books. Happy to do a quick hand-off call/screen-share once done. Comfortable navigating Zoho Books and chasing scattered paperwork. Ready to start immediately.
₹112 INR in 40 days
0.0
0.0

Hi there, With 10+ years of experience, I have handled similar year-end bookkeeping projects where I gathered missing bank statements, bills, and receipts, imported and organized the full fiscal year’s data in Zoho Books, categorized and matched transactions, and reconciled bank, credit-card, and PayPal accounts to zero difference. I can organize and complete the entire fiscal year, set up available bank feeds, attach supporting documents, resolve unreconciled items, and generate accurate P&L, Balance Sheet, and Cash Flow reports ready for your accountant. I can also provide a quick hand-off call/screen-share to explain the completed work. I have strong skills in Zoho Books, bank reconciliation, transaction matching, AP/AR, expense categorization, document management, and year-end bookkeeping. I’m ready to help get your books fully cleaned up, reconciled, and ready for year-end. Best regards, Rekha
₹200 INR in 40 days
0.0
0.0

Ghaziabad, India
Payment method verified
Member since Feb 25, 2019
₹100-400 INR / hour
₹600-1500 INR
₹600-1500 INR
₹1500-12500 INR
₹12500-37500 INR
₹12500-37500 INR
₹750-1250 INR / hour
₹750-1250 INR / hour
$15-25 USD / hour
₹600-610 INR
₹750-1250 INR / hour
$3000-5000 AUD
₹100-400 INR / hour
$10-60 USD
₹12500-37500 INR
£250-750 GBP
₹75000-150000 INR
$250-750 USD
₹1500-12500 INR
$10-30 USD
$1350 USD
$30-250 NZD
₹600-1500 INR
₹12500-37500 INR
₹12500-37500 INR