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My trading firm posts an annual turnover of roughly ₹35-40 lakhs and I want the books to stay crystal-clear without hiring a full-time resource. I need an accountant who can step in four times each month, record every transaction promptly, reconcile the bank accounts, and then translate those numbers into concise monthly reports I can actually use for decision-making. Software is still a blank slate here—we are not on QuickBooks, Tally, or anything else yet. If you believe a system will make life easier, I am open to your recommendations and to having you configure the file, chart of accounts, and routine processes. At the same time, if you prefer to work in spreadsheets first and migrate later, that works for me too; I simply want a setup that scales as the business grows. Key deliverables each month: • Complete, up-to-date bookkeeping with supporting documents organised • A short financial dashboard or report highlighting profit, cash flow, and red-flag trends Everything can be handled on-site or remotely, as long as the agreed four sessions per month are honoured and I receive the finished report on time. If this cadence and scope fit your skills, let’s talk so we can finalise a workflow that keeps my finances running smoothly without any surprise compliance headaches.
Project ID: 40716046
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23 freelancers are bidding on average ₹249 INR/hour for this job

Hello, I can help keep your trading firm’s books accurate, organized, and up to date through a consistent four-session-per-month bookkeeping routine. With extensive experience in accounting, bookkeeping, financial statements, reconciliations, and Excel-based financial analysis, I can establish a practical workflow that fits your business and scales as it grows. Since you are not currently using accounting software, I can first review your transaction flow and recommend a suitable system—or build a well-structured Excel-based process if that is more appropriate. This can include setting up the chart of accounts, transaction recording procedures, document organization, and bank reconciliation workflow. Each month, the work can include: * Recording and organizing all financial transactions * Maintaining supporting documents systematically * Bank reconciliation and review of outstanding items * Monthly profit and cash-flow reporting * A concise dashboard highlighting key trends and potential issues * Maintaining clean records to support future compliance and reporting Accuracy, timely updates, and clear financial information will be the priority. I’m comfortable working remotely and following the agreed four-session monthly schedule. I’d be happy to discuss your current workflow and recommend a suitable setup. Best regards, Muzammal Pasha
₹200 INR in 40 days
6.3
6.3

Greetings, I understand the importance of maintaining crystal-clear books for your trading firm's annual turnover of ₹35-40 lakhs. I have successfully assisted similar businesses in achieving accurate and reliable financial reporting through meticulous bookkeeping practices. With my expertise, I can seamlessly step in four times a month to record transactions, reconcile bank accounts, and provide you with concise monthly reports for informed decision-making. Whether setting up a new software system or working in spreadsheets initially, I ensure a scalable solution that aligns with your business growth. My portfolio includes detailed financial dashboards and reports that have helped businesses like yours streamline their financial processes. I am happy to provide relevant samples upon request. To better tailor my approach to your needs, could you clarify if you prefer on-site or remote sessions? Additionally, do you have any specific preferences for the format of the monthly reports? Let's discuss how we can establish a workflow that ensures your finances run smoothly without any compliance headaches. I look forward to collaborating with you. Regards, CA. Swati Jain, CPA
₹106 INR in 40 days
4.8
4.8

Hi there, I have gone through your project descriptions very carefully. I have the ability of high attention to detail and accuracy. I can meet everything in a quick turnaround time with high attention. I'm a certified professional Typist (69wpm) and professional Accountant over 10 years of experience in Typing, Data entry, formating documents, using Microsoft programs (MS word, Excel, PPT), GOOGLESHEET, Googledoc., Accounting softwares (QBD, QBO, Tally, MYOB, etc.) Already organized with dual monitor, high speed Brad Band internet for smooth working. Well proficiency in PDF editing, fillable form creation using Adobe PDF Pro, ABBY Fine Reader, etc, those already built in my system. I ensure timely submission of accuracy verified results that mirror source documents. I would like to keep good communications and a trustworthy long-term relationship. We can discuss more over chat. Availability: Almost all times except between 11:30 pm and 6:30 am Indian Time. Looking forward to work with you. Thanks & Regards, Renisha V
₹150 INR in 40 days
4.2
4.2

I’m Bushra, a detail-oriented professional with experience in finance, accounting-related research, data management, and maintaining accurate records. I can handle four bookkeeping sessions each month, record transactions promptly, reconcile bank accounts, and keep supporting documents organised and up to date. I can also prepare a concise monthly dashboard covering profit, cash flow, and notable trends or discrepancies that may require attention. Since you’re starting without accounting software, I can help structure a practical workflow using spreadsheets initially or recommend and set up suitable bookkeeping software. I’ll maintain consistent records and processes so the system remains organised and scalable as your trading business grows. I’m comfortable working remotely or on-site and can commit to the agreed monthly cadence and timely reporting.
₹200 INR in 40 days
4.0
4.0

As an experienced Chartered Accountant with a strong background in financial planning & analysis (FP&A) and data analytics, I am confident in my ability to handle your monthly accounting tasks with ease. My proficiency in tools such as Excel, Power BI, and even Python gives me the flexibility to adapt to any software you might prefer or suggest. Whether it's setting up a system or working in spreadsheets that scales according to your business needs, I'm ready to align with your vision. Throughout my career, I've developed a knack for simplifying complex financial and operational data like yours into insightful reports and interactive dashboards suitable for decision-making. What this means is that not only will your bookkeeping be meticulous, but the monthly reports will highlight crucial information like profit, cash flow, and potential red flags. You're looking for actionable insights – I'm wired for delivering just that. In addition to my technical skills, my dedication towards trustworthy client relationships rounds off my offering well. From committing to our agreed working sessions each month, ensuring transparently organized supporting documents with every transaction recorded promptly, down to delivering finished reports on time – each task has my active commitment. Choose me and together we can maintain the crystal-clear books you need without added compliance headaches
₹400 INR in 40 days
3.7
3.7

Hi, With my versatile skillset and extensive experience in accounting, data entry, and record keeping, I am well-equipped to handle the demands of your trading firm. Throughout my 8-year career, I've diligently maintained financial records for various organizations with turnovers ranging from small to substantial sums - similar to yours. Given your openness to adopting new systems, I can offer my expertise in different platforms including QuickBooks and Tally. My proficiency with spreadsheet analysis also means that I can meticulously manage your accounts prior to integrating them into a dedicated software. This adaptability is what sets me apart - whether it's setting up accounts from scratch or working with existing systems, I ensure the utmost precision and attention to detail. Your project also appeals to my love for organization and drive for consistent reporting. As a self-driven professional, I know the importance of timely delivery hence I guarantee delivering concise monthly reports that shed light on your business's financial health. Best Regards Ashish
₹400 INR in 40 days
3.2
3.2

As a seasoned financial specialist with nearly two decades in the industry, I have devoted my career to delivering comprehensive accounting solutions that empower organizations. Plying my skills in accounting, data entry, and finance, I guarantee prompt and accurate recording of all your trading firm's transactions. With proven expertise on platforms like Intuit QuickBooks and an affinity for streamlining systems, I can help you set up a software structure that will simplify and scale with your increasing business needs. Beyond ensuring your books are impeccably organized and up-to-date, I'm committed to translating the numbers into meaningful insights for your decision-making. I can provide you with concise monthly reports that encompass vital aspects like profit, cash flow, and potential red-flag trends. Operating on-site or remotely is all in my wheelhouse- what matters most to me is preserving the workflow that keeps your finances running smoothly. Trust me to honor our agreed-upon schema of four sessions per month faithfully and deliver those reports promptly. In short, I'm not only proficient; I'll be your dedicated partner in keeping your financial picture clear, compliant, and conducive to maximum growth!
₹150 INR in 40 days
1.4
1.4

Hi, I can handle your bookkeeping on a consistent four-times-per-month schedule, keeping transactions up to date, bank accounts reconciled, and supporting documents properly organized. I’m a QuickBooks Online ProAdvisor and Xero Certified accounting professional with 5+ years of bookkeeping experience. Since you’re starting without accounting software, I can also help recommend and set up a suitable system, chart of accounts, and simple monthly workflow that can scale with your business. Each month, I can provide: • Complete and up-to-date bookkeeping • Bank and account reconciliations • Organized supporting documents • Profit and cash-flow reporting • A concise dashboard highlighting important trends and red flags I’m comfortable working remotely and can maintain the agreed four-session monthly cadence with reports delivered on time. Best regards, Manan
₹150 INR in 40 days
0.0
0.0

Hello, I am an Accounting and Systems Support professional with more than 10 years of experience in financial institutions and public-sector programs. My background includes bookkeeping support, bank reconciliations, financial reporting, payroll support, Excel reporting, data organization, and audit documentation. I can help you keep your books accurate, record transactions, reconcile accounts, and prepare concise monthly reports focused on profit, cash flow, and key financial trends. I am comfortable starting with Excel or spreadsheets and helping organize the workflow before moving to accounting software if needed. I can commit to the four monthly sessions you described and provide reliable, organized, and timely financial support.
₹350 INR in 10 days
0.0
0.0

Since you're starting from a blank slate, I'd recommend a simple, scalable system rather than jumping straight into full software: I'll build a clean chart of accounts and a spreadsheet-based bookkeeping structure first, then migrate to QuickBooks once transaction volume justifies it. For the four monthly sessions I'll record every transaction, reconcile both bank accounts, and produce a short one-page dashboard showing profit, cash flow, and red-flag trends, so you get decision-useful numbers rather than a raw ledger dump. I have 14+ years of bookkeeping/accounting experience with trading and small-business clients and I'm comfortable working fully remote on your cadence. Happy to start with one month so you can see the report format before committing further.
₹300 INR in 15 days
0.0
0.0

I am a practicing Chartered Accountant with extensive experience in bookkeeping and monthly/quarterly regulatory compliance. I have strong expertise in preparing financial statements, maintaining accurate accounting records, and handling various accounting and compliance requirements. I also have significant exposure to audit assignments, including financial statement review and audit procedures. I am committed to delivering accurate, timely, and reliable financial services while maintaining a high level of professionalism and attention to detail.
₹180 INR in 35 days
0.0
0.0

I am a professional and handle your books of accounts and ensure compliance with Accounting standards and ready for audit
₹300 INR in 40 days
0.0
0.0

Greetings, With a career steeped in finance and accounting, I am certain to make an incredible addition to your team. Over the last 12 years, I have received significant acclaim for my keen attention to detail and unwavering dedication to providing my employers with insights that make a tangible difference in their financial decision-making. I have extensive experience in record-keeping, reconciliations and I can guarantee promptness and precision in all my work. I am also highly adaptable, ready to pivot to new software or effortlessly integrate with existing setups. While you mentioned being open to leveraging efficient accounting systems like QuickBooks or Tally, I can also seamlessly navigate spreadsheets should you choose that route for now. Moreover, given my strong command over routine processes and chart of accounts setup, managing your end-to-end financial needs is something I can handle with aplomb. Lastly, I understand the value of timely communication and meeting deadlines without fail. Whether it's working on-site or remotely, you can rest assured that the four sessions per month and promptly submitted reports will be honored without compromise. Partnering with me would not only help keep your financial records crystal-clear but also ensure you stay compliant with ease. Thank you for considering me!
₹100 INR in 40 days
0.0
0.0

Hi, I would love to help set up and manage the financial records for your trading firm. With extensive experience in bookkeeping, bank reconciliations, and financial reporting, I specialize in building clean, scalable accounting systems from the ground up for trading businesses. Since your software setup is a blank slate, I recommend implementing TallyPrime or QuickBooks Online—both of which I specialize in and routinely configure. Setting up a dedicated system will give you precise tracking, seamless bank reconciliations, and clear visibility over your turnover without administrative clutter. Here is how I will manage your monthly workflow across our four scheduled sessions: System Setup & Chart of Accounts: I will configure your chosen software from scratch, establishing a custom chart of accounts and workflows tailored specifically to trading operations. Routine Bookkeeping & Reconciliations: I will accurately record all transactions, organize supporting documents, and perform rigorous bank reconciliations. Management Reports & Dashboard: At the close of each cycle, I will deliver a concise financial summary highlighting key profit margins, cash flow status, and actionable insights. I am ready to establish a reliable routine that keeps your books pristine. Let's connect to finalize your software choice and get started! Best regards, Priyanshu Gakhar
₹100 INR in 40 days
0.0
0.0

With over a decade of experience in financial management, I am confident that I can meet your needs for a part-time accountant. My expertise with accounting tools such as QuickBooks, Tally Prime, Xero, and advanced Excel ensures that I can adeptly handle the data entry, reconciliation, and report generation you require. In addition to my technical skills, my understanding of financial analysis and compliance will help safeguard your firm's books while providing you with actionable insights from the monthly reports. I have a proven track record of ensuring accurate and on-time payroll management, tax filing, and bank reconciliations for businesses of all scales. Flexibility is another signficant strength of mine. While offering an intelligent approach to adopting accounting software like QuickBooks or Tally Prime, I am also comfortable working in spreadsheets if that's your preferred method at the moment. I believe in fitting my workflow to my client's existing systems rather than imposing my own preferences. Choose me and let's ensure your business grows without any surprises or compliance headaches!
₹250 INR in 40 days
0.0
0.0

Hi, I’m CA Arpit Garg, with 3–4 years of hands-on experience in accounting, Tally, GST, bank reconciliation, and financial reporting. I can provide consistent daily Tally support, including: • Sales, purchase & expense voucher entry • Daily bank reconciliation and transaction matching • Accurate bookkeeping and ledger scrutiny • Monthly financial reports for management review I understand this is a live accounting file, so I’ll prioritize accuracy, confidentiality, and same-day turnaround. I’m comfortable working remotely and can start immediately. CA Arpit Garg 8800398227
₹250 INR in 40 days
0.0
0.0

Hello, I am an experienced accounting professional and can manage your complete bookkeeping and accounting work on a monthly basis. I also have Tally software, so I can maintain your accounts in Tally and prepare your GST returns as required. I can handle transaction entries, bank reconciliation, ledger checking, GST-related work, and regular account updates. I will also provide you with a monthly reconciliation and a simple MIS report covering profit, cash flow, and important financial trends. If you prefer, I can initially set up your accounting system and chart of accounts in Tally and establish a proper monthly workflow that can easily scale as your business grows. I can work remotely or visit your office as required. I am also flexible with the four sessions per month or can manage the complete work on a monthly basis, depending on what works best for you. I am available to start as soon as required. Thank you.
₹250 INR in 40 days
0.0
0.0

Hi, I can help you set up a simple, scalable bookkeeping system and maintain it consistently four times each month, with clean records and useful monthly reporting. I’m a professional accountant with 7+ years of bookkeeping and accounting experience, with hands-on experience in QuickBooks Online, Zoho Books, Tally, and Excel. I currently manage full-cycle bookkeeping for a U.S.-based software company, including transaction recording, bank and credit-card reconciliations, AP/AR, payroll accounting, month-end close, and financial reporting. For your business, I can: • Set up the accounting software and Chart of Accounts • Record and categorize sales, purchases, and expenses • Reconcile bank accounts and resolve discrepancies • Organize supporting documents • Maintain clean and up-to-date ledgers • Prepare a monthly report/dashboard covering profit, cash flow, and key trends • Keep records organized for tax and compliance purposes Since you are not currently using accounting software, I can recommend and configure the most suitable option based on your transaction volume and reporting needs. I’m comfortable working remotely and following the agreed four sessions per month consistently. One quick question: Are your current transactions maintained in Excel/spreadsheets, or are they stored separately? Best regards, Shivam Sharma
₹200 INR in 40 days
0.0
0.0

With five years of experience managing bookkeeping and reconciliation for organizations ranging from ₹5 Cr to ₹500 Cr in annual turnover, I'm well-suited to bring the same structure and clarity to your ₹35-40 lakh trading firm. I work remotely, and can honor your agreed four sessions per month with the same discipline as an on-site resource. Since your books are on a blank slate, I can set up Tally Prime or Zoho Books, configure the chart of accounts, and build routine processes that scale as you grow—or start in spreadsheets first if you prefer, migrating later without disruption. I'll record every transaction promptly, reconcile bank accounts fully, and deliver a concise monthly report covering profit, cash flow, and any red-flag trends, always on time.
₹400 INR in 40 days
0.0
0.0

Good day — if the books are updated only four times a month, each session should leave two things behind: a reconciled bank balance and a clearer management picture than before. For your trading firm, I would organise the supporting documents, record and review the transactions, reconcile the bank accounts, and turn the month’s figures into a short, useful view of profit, cash movement and anything that needs attention. Since you have not chosen software yet, I would first consider the transaction volume and reporting needs, then recommend either a practical spreadsheet workflow or a scalable QuickBooks Online setup. I am QuickBooks Online certified and also hold the Certified Internal Auditor qualification. My banking internal-audit background taught me to follow discrepancies to their source, while my commercial management experience keeps the reporting focused on decisions rather than unnecessary detail. I would be pleased to commit to the four monthly sessions. May I ask approximately how many bank transactions and sales or purchase documents you handle in a typical month? Thank you for considering my proposal. Meerim
₹100 INR in 5 days
0.0
0.0

New Delhi, India
Member since Sep 16, 2026
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₹12500-37500 INR
₹12500-37500 INR
€30-250 EUR
€30-250 EUR
₹750-1250 INR / hour
$3000-5000 USD
$250-750 CAD
₹750-1250 INR / hour
£20-250 GBP
₹12500-37500 INR
$750-1500 USD
$250-750 AUD
₹750-1250 INR / hour
₹12500-37500 INR
$250-750 USD
$15-25 USD / hour