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Assist With Financial Account Setup
Project ID: 40722080
34 proposals
Remote project
Active 22 hours ago
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34 freelancers are bidding on average $19 USD/hour for this job

Hi, with 15 years of experience in accounting and finance, I will ensure a precise financial account setup tailored to your requirements. My strong attention to detail, adherence to proper processes, and commitment to clear communication will guarantee timely results while meeting your specific needs effectively. Let’s discuss how I can help you achieve your goals.
$20 USD in 7 days
8.2
8.2

Hello There, We can assist you with setting up and organizing your financial accounts to ensure your bookkeeping is accurate, structured, and ready for ongoing management. Our team includes Certified QuickBooks ProAdvisors and Certified Xero Advisors, with experience handling Accounting and bookkeeping setup. Chart of Accounts setup and review, Accounts Payable (AP) and Accounts Receivable (AR), Bank and credit card reconciliations, Transaction categorization, Customer and vendor setup, Basic financial reporting, including Profit & Loss and Balance Sheet, Catch-up and cleanup bookkeeping, where required Please note that tax preparation, tax filing, and payroll processing are not included in our service scope. We typically work on an hourly basis and can provide reliable ongoing bookkeeping support based on your requirements. Hit me up and we can talk in detail Regards, Nikita and her team at Affiliazion (D)
$15 USD in 40 days
8.0
8.0

Hello! I'm an accountant and financial consultant with strong experience setting up and optimizing financial accounts in QuickBooks and similar platforms. Here's how I can help: - Set up your chart of accounts, bank feeds, and opening balances correctly - Configure tax settings, categories, and reconciliation workflows - Review and clean up existing data to ensure accuracy - Build basic financial reporting for tracking performance - Advise on financial planning and compliance where needed To tailor the setup, could you share what platform you're using (QuickBooks Online, Desktop, or something else), whether this is a new business or an existing one, and what you need prioritised first? Let's get your accounts set up cleanly and correctly.
$20 USD in 40 days
5.9
5.9

Hi, I can assist with your financial account setup by thoroughly analyzing your requirements and ensuring that all necessary accounts are organized and optimized. As a Chartered Accountant (ACCA) with 7 years of experience, I will utilize tools like QuickBooks Online and Excel to streamline the setup process, ensuring accurate data entry and compliance with financial regulations. I am committed to meeting your deadline while maintaining open communication throughout the project. Could you please clarify what specific accounts you need set up, or if there are any unique requirements you have in mind?
$20 USD in 7 days
5.3
5.3

I can assist with the financial account setup, but I’d first clarify exactly what you need configured before recommending a structure. My background includes financial modeling, Excel-based financial systems, data organization, reporting, reconciliation workflows and process automation. I can help structure the setup cleanly, document it properly, and make sure the resulting workflow is practical to maintain. Could you clarify which financial account/platform you need set up and what you want completed within it? Adnan
$20 USD in 40 days
2.8
2.8

Hello, I have an experience with chart of accounts preparation and updating on the system with a full function of accounting experience, and Middle East market experience Looking forward to work with you
$20 USD in 40 days
2.6
2.6

Hi, We at FinTax Global Solutions LLC, a team of Qualified ACCA & Chartered Accountants with 7+ years of finance experience including 3.5+ years with Big4 firm KPMG, have reviewed your project and are confident it aligns perfectly with our core expertise in World-Wide Taxation(US Federal & All 50 States Taxation, UK HMRC, EU, GCC, Australia, Canada - Corporate Tax, Personal Tax, Sales Tax, VAT/GST, Tax Returns & Compliance), Financial Reporting, Financial Modelling, Business Analysis, Bookkeeping & Payroll. We are highly proficient in QuickBooks, Xero, SAP, Odoo, Microsoft Dynamics & Advanced Excel/VBA. To proceed, could you please share your principal business activity, specific reporting framework (IFRS/US GAAP), and preferred start date? We ensure Big4-standard precision, confidentiality, and timely delivery. Regards, Team FinTax Global Solutions LLC
$15 USD in 40 days
2.0
2.0

I've helped numerous clients streamline their financial account setup processes, reducing onboarding time by an average of 30% by implementing automated verification workflows and intuitive data entry interfaces. My experience with platforms like [Mention a relevant platform from the job description or a similar one] directly aligns with the challenges you're facing. My approach will involve a detailed audit of your current setup procedures, identifying bottlenecks and areas for automation. I'll leverage tools like Zapier for seamless integration between your CRM and financial software, and I'll design custom scripts for data validation, ensuring accuracy and compliance. A phased rollout will allow for continuous feedback and optimization. To ensure the best fit, could you clarify the primary pain points you're experiencing with the current setup process? I'm confident we can achieve significant improvements. Let's schedule a brief call to discuss how my expertise can benefit your team.
$25 USD in 7 days
0.0
0.0

Dear Client, I’m a full-stack developer with 10+ years of experience building secure web applications, dashboards, account workflows, database systems, and API integrations for different business requirements. I understand you need assistance setting up a financial account, and I can help with the technical configuration, required integrations, user workflows, data handling, and documentation while following your existing requirements and security practices. My experience includes PHP, Laravel, SQL, REST APIs, payment integrations, database design, Linux, Git, and Docker. I have a few questions: i. Which financial platform needs to be configured? ii. What specific setup tasks are required? iii. Are API credentials or documentation available? I can review the requirements, configure the necessary technical components, test the workflow, and provide clear handoff documentation. Best regards, Md Ruhul Ajom
$20 USD in 1 day
0.0
0.0

Hello, Setting up your financial accounts correctly is essential for clean operations. I will configure your core system promptly by designing an industry-tailored Chart of Accounts, linking feeds, establishing opening balances, and setting clear workflows. Dozens of other vital steps—such as tax mapping, AP/AR controls, and reporting templates—are also involved to ensure seamless execution. Beginning as an AR accountant in 2004 and now serving as a Finance Manager, I bring 20+ years of hands-on accounting experience. Since 2013, I have supported US, UK, and Australian clients, executing every financial task practically. I operate on an i7 laptop with multiple monitors, high-speed internet, and dual solar/generator backups for zero downtime. A misconfigured setup leads to broken reporting today and costly cleanups tomorrow; inexperienced hands risk wasting your valuable time and capital. Though my profile here may appear fresh, I offer a test trial at my lowest rate to earn your trust—if you are not fully satisfied, you will not pay a single penny. Let us connect to begin Regqrds
$17 USD in 40 days
0.0
0.0

I am writing to express my strong interest in assisting you with your financial account setup. Setting up financial infrastructure correctly from day one is critical to ensuring clean bookkeeping, accurate reporting, and seamless tax compliance down the road. I am ready to help you establish a secure, organized, and scalable financial system tailored specifically to your operational needs. I will construct a customized Chart of Accounts (COA) to neatly categorize your assets, liabilities, equity, revenue, and expenses. This ensures your data maps perfectly to standard financial statements like the Profit & Loss statement and Balance Sheet.
$15 USD in 20 days
0.0
0.0

Hi, I am a Qualified ACCA & Chartered Accountant with 4+ years of experience in new financial account setup, including Chart of Accounts design, QuickBooks / Xero / Odoo setup, opening balances migration, bank feed integration, and payroll/VAT setup. I can set up your accounts from scratch with Big4-standard structure to ensure accurate reporting and compliance from day one. To proceed, could you please share: 1. Which software do you prefer (QuickBooks, Xero, etc.)? 2. Is this a new company or migration from another system? 3. Do you need VAT/GST and payroll setup included? 4. What is your business type and reporting framework (IFRS/US GAAP)? I can start immediately and deliver a clean, ready-to-use setup. Regards
$15 USD in 40 days
0.0
0.0

I will assist in setup in accounts and taxation for maintaining records in your books of accounts ready to be audited
$20 USD in 40 days
0.0
0.0

Hi there, I am an experienced Accounting Tutor with a Master's degree in Commerce specializing in Financial Accounting and Financial Management. I offer strong expertise in bookkeeping, account reconciliation, spreadsheet solutions, and financial statement analysis. While I am new to this platform, I have extensive academic and professional experience solving complex accounting issues and setting up financial documentation. I am detail-oriented, quick to learn, and dedicated to delivering clear, accurate, and prompt results tailored to your specific setup needs. I look forward to discussing how I can assist with your financial account setup! Best regards, Ishrat Khan
$19 USD in 40 days
0.0
0.0

With a solid background in Financial Consulting and years of experience aiding SMEs and entrepreneurs, I am confident that I can provide the exact kind of support you need for your financial account setup. From banking, financing and credit analysis to financial planning and business development, my expertise encompasses every aspect relevant to this task. My skillset also includes professional preparation of financing proposals- a task that requires utmost diligence and accuracy. I can help you structure detailed loan or financing proposals, complete with comprehensive information on your business, its financial condition, repayment capacity, cash flows, and other essential details. Further, as a banking consultant too, I can provide professional guidance to ensure your account setup is smooth and hassle-free. I'm adept at managing cash flows and optimizing working capital, so will be equipped to handle any challenges during the process. With me in charge, you can be assured of having a seasoned expert thoroughly analyzing your financial situation and presenting the best possible picture. Let's join hands to bring greater financial clarity to your business!
$20 USD in 40 days
0.0
0.0

SUMMARY Results-oriented Senior Accountant with 6+ years of experience in fnancial reporting, tax compliance, and general ledger management across the Middle East and Africa. Skilled in IFRS, local GAAP, and ERP systems including SAP, Microsoft Dynamics AX, and Oracle. Proven ability to streamline processes, enhance reporting accuracy, and support timely fnancial closings. Certifed Management Accountant (CMA) with strong expertise in fnancial analysis, internal controls, and strategic fnance. Fluent in English and Arabic
$20 USD in 40 days
0.0
0.0

Hi, After 6 years of experience in finance specially credit control , I’d be happy to assist you with your financial setup and help organize everything in a clear, accurate, and efficient way. I have experience in finance, accounts receivable, credit control and client management. I’m comfortable working with financial data, organizing records, reviewing transactions and ensuring processes are properly structured. I can help with: * Setting up and organizing financial records * Accounts receivable and payment tracking * Invoicing and reconciliation * Financial data entry and reporting * Creating organized spreadsheets and financial trackers * Reviewing existing processes and improving the workflow * Maintaining accuracy and confidentiality Looking forward to working with you!
$20 USD in 30 days
0.0
0.0

As a seasoned Brazilian Business Administrator, I know exactly how to navigate the intricate world of financial accounts setup. With a strong background in both corporate coordination and financial back-office services, I am well-versed in the various elements involved in getting your financial systems up and running smoothly. I bring more than just theoretical knowledge – I have hands-on experience managing accounts payable and receivable, handling cash flows, ensuring accurate invoicing, coordinating with suppliers, analyzing market trends, and providing management reports. Another key strength that sets me apart is my understanding of local market intricacies. Ensuring financial regulatory compliance can be an intimidating task for any business entering a new market, such as Brazil. However, my extensive experience in company formation coordination in Brazil has given me deep insights into local protocols and legalities. I would be honored to bring my expertise to your project – not only offering support for short-term tasks like account setup, but also being available for future operational engagements. Together, we can build strong financial foundations that will accelerate your business's growth in Brazil.
$20 USD in 40 days
0.0
0.0

I am an experienced finance professional with 7+ years of accounting & financial analysis experience. I am familiar with chart of accounts configuration, opening balance entry and financial book setup for businesses. I can help you build your financial account properly, organise your ledger and advise on basic financial workflows. I am detail-oriented and able to deliver accurate setup work to support your business accounting needs.
$20 USD in 20 days
0.0
0.0

> Hello, > > I can assist you with the Financial Account Setup perfectly. > > I have 5+ years of experience in Accounting, Finance, and Intuit QuickBooks Online setup. I have helped many small businesses set up their Chart of Accounts, Bank Reconciliation, Invoicing, and Financial Reporting. > > What I will do for you: > 1. Full QuickBooks Account Setup & Configuration > 2. Chart of Accounts creation as per your business > 3. Bank/Credit Card connection and reconciliation > 4. Financial Analysis and clean-up for Tax readiness > 5. Provide video guide for future use > > I am available 40 hrs/week and can start immediately. Let's discuss your business type so I can set up the accounts correctly. > > Looking forward to working with you. > > Regards, > Ahdhar
$20 USD in 40 days
0.0
0.0

Dubai, United Arab Emirates
Member since Sep 19, 2026
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