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Julkaistu
We’re looking for a reliable Accounting Assistant to help manage accounts payable and receivable using Zoho Books and Zoho CRM. The role focuses on keeping bills, invoices, and records organized while helping automate processes wherever possible. Requirements • Available during Eastern Time (EST) business hours • Able to assist the team in real time when needed • Willing to sign an NDA • Experience with Zoho Books and Zoho CRM • Strong attention to detail and organization • Comfortable asking questions if something is unclear Accounts Payable (AP) • Receive mail and identify vendor bills • Import vendor bills into Zoho Books • Pay approved bills through bank bill pay or checks issued from Zoho • Reconcile vendor payments with bank transactions • Reconcile company credit card expenses in Zoho Books • Ensure Purchase Orders (POs) are used for applicable purchases and expenses are coded correctly • Submit vendor bills for approval before payment • Set up recurring bills when appropriate • Look for opportunities to automate processes in Zoho Books Accounts Receivable (AR) • Receive checks and process deposits • Process credit card payments for customers who call in • Ensure completed jobs or services are invoiced promptly • Review past-due invoices weekly and send statements • Follow up with customers on overdue balances • Resend invoices that have not been opened • Update and maintain customer contact information in Zoho CRM Weekly Responsibilities • Prepare a simple AP / AR report for the weekly team meeting (11:00 AM EST) Goal of the Role Help maintain accurate financial records, organized billing, and efficient processes while improving automation within Zoho Books and Zoho CRM.
Projektin tunnus (ID): 40293847
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Hi, I am an experienced Associate Member of certified Cost And Management Accountant (ACMA), Financial Analyst and Certified Public Accountant (CPA) having more than 7+ years' experience in finance. I have gone through your project with interest and it seems a perfect match with my skills. May I ask you a few questions about your project? What’s the principal activity of your business? Do you have any specific reporting requirements? When would you like to start? I have been providing Financial Modelling, Business Analysis, Business Plan, Financial Analysis, Financial Forecasting, Excel, Advance Excel, Visual Basics, Payroll, Data Processing, Data Entry, Finance, Accounting, Financial Research services and serve my more than 3+ years with top rated Audit firm (KPMG) during which I have dealt with a number of clients and provided them extremely satisfied services. Apart from that, I am also highly proficient in different accounting software packages like Excel, Advance Excel, Quick Book, Intuit Quick Book ,XERO, Microsoft Dynamic, Enterprise and more. I am a fast learner, problem solver, detail oriented and highly organized. Looking forward to hearing from you soon! Looking forward to hearing from you Best Regards. Zakwan
$15 USD 40 päivässä
5,9
5,9
27 freelancerit tarjoavat keskimäärin $20 USD/tunti tätä projektia

Hi, I would be glad to support your team as an Accounting Assistant and help maintain organized, accurate AP and AR processes within Zoho Books and Zoho CRM. I am a CPA and CBA with over five years of experience in bookkeeping, accounts payable and receivable management, and financial reporting for growing businesses. I have hands-on experience working with Zoho Books and similar cloud accounting systems, managing vendor bills, customer invoices, payment processing, and bank and credit card reconciliations. On the AP side, I can review incoming bills, import and categorize them correctly, ensure purchase orders are used where required, submit bills for approval, and process payments through bank bill pay or checks issued from Zoho. I also regularly set up recurring bills and identify opportunities to automate workflows to reduce manual work. For AR, I am comfortable handling customer payments, recording deposits, processing credit card transactions, sending invoices, monitoring past-due balances, and following up professionally with customers. I can also maintain clean customer records inside Zoho CRM and ensure completed jobs are invoiced promptly. I am available during EST business hours, communicate clearly in real time, and pay strong attention to detail. I would also prepare a concise weekly AP/AR report for your team meeting. I’m happy to sign an NDA and begin immediately. Kind regards, Mussadiq Hussain
$15 USD 40 päivässä
6,8
6,8

Hi there! I am available for your task and do your task with full responsibility and deliver on time. Could we discuss more details over chat? Thank You :)
$15 USD 40 päivässä
6,1
6,1

Hello, I am an experienced accounting professional proficient in Zoho Books and Zoho CRM, available during Eastern Time business hours to support your team in real time. I will manage your full cycle of accounts payable—including importing vendor bills, processing payments, reconciling credit card expenses, and coding with POs—while also handling accounts receivable such as depositing checks, processing credit card payments, invoicing, and following up on overdue balances. Weekly, I'll prepare a simple AP/AR report for your team meeting. I'm comfortable asking questions, committed to accuracy, and ready to sign an NDA. Let's streamline your financial workflows. Regards, Zafar
$15 USD 40 päivässä
6,1
6,1

I am a Chartered Accountant with over a decade of experience in handling Accounting and Taxation for small and medium entities. I am a certified partner and advanced user of Zoho. I will help you with monthly accounting and prepare a simple AP / AR report, accurate financial records, organized billing, and efficient processes while improving automation within Zoho Books and Zoho CRM. If this matches your requirements, please drop a message in the chat box to discuss it further. Thanks and regards, CA. T. C. Rana
$15 USD 40 päivässä
5,1
5,1

Hello!! I can efficiently manage your Accounts Payable and Accounts Receivable processes using Zoho Books and Zoho CRM, ensuring vendor bills, invoices, and customer records are organized, reconciled, and processed accurately. I will handle bill imports, payment tracking, credit card reconciliation, invoice management, overdue follow-ups, and automate repetitive accounting workflows to keep your financial operations smooth and reliable. I will also ensure purchase orders are properly tracked, recurring bills are configured, customer information stays updated in Zoho CRM, and weekly AP/AR reports are prepared clearly for your team meetings. My focus is always on accuracy, organization, and smart automation that saves time and improves financial visibility. I have strong hands-on experience working with Zoho Books, Zoho CRM, and Zoho Finance automation, helping businesses streamline accounting processes and maintain clean financial records. Let’s hop on a quick call to discuss the timeline, workflow, and responsibilities, and I’d be happy to share more about my previous Zoho accounting and automation experience as well. Best Kamran.
$25 USD 40 päivässä
5,7
5,7

Hello, I can assist with managing your Accounts Payable and Accounts Receivable processes using Zoho Books and Zoho CRM while ensuring records stay accurate, organized, and up to date. I have experience handling vendor bills, invoices, reconciliations, and maintaining clean financial data to support smooth accounting workflows. For AP, I can process vendor bills, manage approvals, set up recurring bills, reconcile credit card expenses, and ensure purchase orders and expense categories are recorded correctly in Zoho Books. I also focus on identifying opportunities to automate repetitive tasks to improve efficiency. For AR, I can handle invoicing, payment processing, overdue follow-ups, and customer record updates in Zoho CRM. I will also prepare clear weekly AP/AR summaries for team meetings and remain available during EST hours for real-time coordination. Thanks, Asif
$25 USD 40 päivässä
4,3
4,3

Having worked extensively with Zoho Books and Zoho CRM, I am well-versed in assisting companies like yours with their accounts payable and receivable needs. As an efficiency enthusiast, my goal is to help automate and streamline processes to save you valuable time and effort. I strictly adhere to schedules and can guarantee my availability during Eastern Time (EST) business hours. My services extend beyond just bookkeeping; I provide a comprehensive array of financial management solutions, including data entry, categorization, bank reconciliation, invoicing & billing, expense tracking, financial reporting, and tax preparation support. This makes me the perfect fit for your multi-faceted requirement. In me, you'll find a collaborative partner who truly understands the value of detail orientation in maintaining accurate financial records. My ability to comprehend complex datasets and provide crystal-clear insights will greatly benefit your weekly AP / AR report. So let's simplify your financial journey while saving time and resources together! Let's chat soon.
$20 USD 40 päivässä
4,1
4,1

Being a seasoned Bookkeeper proficient in multiple accounting applications like QuickBooks Online, Xero and NetSuite, I have the knowledge and skills necessary to expertly handle your AP/AR responsibilities using Zoho Books and Zoho CRM. My immense experience in maintaining accurate financial records, data entry, bank reconciliation, and expense tracking will prove invaluable in keeping your bills, invoices, and accounts organized efficiently. I understand the gravity of time during Estern Time (EST) business hours, availability is key to assist you promptly whenever needed. My familiarity with Zoho Books will empower me to automate processes in line with your goals for better efficiency. With an eye for detail complemented by strong organizational skills, I ensure all purchase orders are used appropriately and expenses are coded correctly for a streamlined financial system. Furthermore, as a Tech-Savvy professional with a deep understanding of these applications and commitment to privacy and confidentiality, rest assured that your sensitive financial information will be handled securely at all times. Let me simplify your financial journey, enhance your AR/AP management process and help you leverage the full power of Zoho Books and Zoho CRM. gemeinsam we can streamline your accounting tasks effectively. Say YES to more precise bookkeeping Today!
$20 USD 40 päivässä
3,5
3,5

Hi there, I am a detail-oriented Accounting Assistant with hands-on experience in Zoho Books and Zoho CRM. I specialize in managing accounts payable and receivable efficiently, including bill processing, invoice management, bank reconciliation, and credit card expense tracking. I am skilled at ensuring accurate coding of expenses, setting up recurring bills, and identifying opportunities to automate processes to save time and reduce errors. I am available to work during EST business hours, can assist your team in real time, and am comfortable following procedures while asking clarifying questions when needed. I am also willing to sign an NDA. My experience includes maintaining accurate customer records, following up on overdue invoices, and generating AP/AR reports for team meetings. I am confident that my expertise and reliability will help streamline your financial operations and improve workflow efficiency.
$15 USD 40 päivässä
3,0
3,0

With an extensive proficiency in QuickBooks and Xero, I'm well-equipped to handle the crucial aspects of your Zoho Books and Zoho CRM requirements. Be it bank reconciliations or financial reporting, data entry or spreadsheet management, I have the experience and skill set that align perfectly with your project objectives. What sets me apart is my knack for streamlining financial processes and improving automation. I'm always searching for ways to automate repetitive tasks, which saves time and reduces errors. As an Eastern Time (EST) professional, I can be available real-time to assist the team when needed - maintaining clear communication channels for a seamless workflow. As someone who ensures strict accuracy and confidentiality with all accounting matters, I am meticulous about double-checking invoices and bills before submission or payment. My strong organizational skills will aid in your 'AR' tasks such as processing customer payments promptly, managing balances, and sending out reminders. When it comes to 'AP', my attention to detail extends to correctly coding expenses and utilizing POs wherever applicable. Finally, I am comfortable with raising questions when needed - ensuring clarity throughout the process at all times.
$18 USD 40 päivässä
2,2
2,2

Hey, I would be happy to support your team as a long-term Accounting Assistant at a reasonable rate. I am a detail-oriented accountant with strong experience in accounts payable, accounts receivable, and financial record management, and I am comfortable working with systems like Zoho Books and Zoho CRM. For Accounts Payable, I can review vendor bills, import and categorize them correctly in Zoho Books, submit them for approval, process payments through bank bill pay or checks, reconcile vendor payments with bank transactions, and reconcile company credit card expenses. I will also ensure purchase orders are used when required and set up recurring bills and automation rules where possible to improve efficiency. For Accounts Receivable, I can process incoming payments, manage deposits, ensure completed jobs are invoiced promptly, review past-due invoices weekly, send statements, follow up on overdue balances, and maintain accurate customer records in Zoho CRM. I am comfortable working during EST business hours, assisting the team in real time, and signing an NDA. Each week, I can also prepare a clear AP/AR summary report for your team meeting so everyone has visibility into cash flow and outstanding balances. My goal is to help keep your financial records accurate, organized, and automated, while supporting your team with reliable day-to-day accounting assistance. Best regards.
$15 USD 40 päivässä
1,9
1,9

Hi, I am an experienced accounting and Zoho specialist, skilled in managing accounts payable and receivable with Zoho Books and Zoho CRM. I can help keep your bills, invoices, and records organized while identifying opportunities to automate processes for efficiency. I am comfortable working during EST business hours, handling vendor bills, reconciling payments, processing deposits, and following up on overdue invoices. I can maintain accurate customer records in Zoho CRM, generate weekly AP/AR reports, and ensure all transactions are coded and approved correctly. My attention to detail and proactive approach means nothing slips through the cracks, and I ask clarifying questions whenever necessary. I am ready to start immediately, can sign an NDA, and will ensure your financial records remain accurate, organized, and streamlined for automation. Best, Justin
$50 USD 40 päivässä
0,0
0,0

CRM Expert here. I 'm familar with Zoho Ecosystem and Zoho Book sync to Zoho CRM. Real Experience: Stripe → Zoho Books: Creates Invoice Records Stripe Clearing Account debit Books → CRM Sync: Updates existing Contact Adds Payment on Finance tab I 'm confident in your project. Thanks.
$20 USD 40 päivässä
0,0
0,0

Hello, I'm an experienced Zoho expert with a strong background in accounts payable and receivable. I’ve managed vendor bills, automated workflows, reconciled payments, and ensured timely invoicing and follow-ups in Zoho Books and Zoho CRM. I’m available during EST business hours, comfortable working in real time, and always focused on accuracy and organization. I’m happy to sign an NDA and collaborate closely with your team to streamline processes, maintain accurate financial records, and contribute to efficient, automated workflows. Looking forward to supporting your accounting operations. Regards Sahanaj
$25 USD 40 päivässä
0,0
0,0

Hello, I’m interested in assisting with your Accounting Assistant role. I have 5+ years of experience in banking and financial operations with Global leaders like Goldman Sachs, Wells Fargo, American Info source, handling payments, reconciliation, Check processing, transaction processing, and maintaining accurate financial records. I am highly detail-oriented and comfortable managing structured financial data, invoices, and reports. I can support accounts payable and receivable tasks, maintain organized records, reconcile transactions, and ensure billing processes run smoothly. I am also proactive in asking questions and improving workflows where possible. I’m available 24 hours per week for $20 per hour, can work during EST business hours. Looking forward to the opportunity to support your team. Best regards, Mahimai Teresa
$16 USD 24 päivässä
0,0
0,0

Dear [Hiring Manager], I am writing to express my interest in the AP / AR Accounting Assistant (Zoho CRM + Zoho Books) position. With hands-on experience in accounts payable and receivable, I am confident in my ability to maintain organized financial records and streamline billing processes using Zoho Books and Zoho CRM. I have a strong attention to detail and a proactive approach, ensuring vendor bills are accurately processed, reconciled, and approved, while customer invoices are promptly issued and followed up for timely collections. I am comfortable working in real-time during Eastern Time business hours, collaborating with teams, and signing an NDA as required. My experience includes automating recurring bills, reconciling credit card and bank transactions, and keeping customer data updated. I am confident that my commitment to accuracy and efficiency will support the team in maintaining clear, organized, and automated financial processes. Thank you for considering my application. I look forward to contributing to your team. RUBEL UDDIN
$20 USD 40 päivässä
0,0
0,0

Zurich, Switzerland
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