Finalize Financials & Budgets

@swatijain5558

Hello there, I am excited about the opportunity to work on your project involving finalizing the financial transactions in Tally Prime, translating them into insightful reports, and projecting future financial paths. My proposed scope of work includes closing the books, generating an audit-ready Balance Sheet and Profit & Loss statement, preparing a detailed MIS report pack, creating a department-wise budget forecast, and providing a comprehensive P&L critique. I ensure that all deliverables meet the acceptance criteria and look forward to collaborating with you on this project. Regards, CA. Swati Jain, CPA | Indian CA & CS

@caaayush1996

Dear Team, I am a Mumbai based seasoned financial professional with over seven years of experience in accounting, taxation, and financial management, I am confident in my ability to handle and finalize your financials with great precision. My expertise in Tally Prime coupled with my CA background enables me to close books efficiently, reconcile balance sheets, and produce audit-ready statements that align perfectly with the platform you're using. Moreover, extracting data and compiling it into MIS reports to provide monthly trends and key ratios is something I have excelled at throughout my career. Budgeting for the next financial year is another realm where I've consistently added value for my clients. My experience in breaking down budget figures by department will come in handy as I devise your department-wise budget forecast for the coming year. Inputting underlying assumptions that are easy to update internally is a practice I follow diligently. Lastly, I bring an acute analytical mindset and robust attention to detail to every project. My aim is not only to describe but also to provide actionable insights from your profit & loss statement in order to highlight cost-saving opportunities and pinpoint potential risks or red flags. By choosing me for this task, you can count on an impactful result that will help drive efficiency, manage costs, and set your business up for sustainable growth. So, let's get started!

@nNamanrRathi

Hi Before we begin, I have three quick technical questions 1 Which financial year and period should be closed in Tally Prime 2 Are all bank accounts, GST returns, and statutory ledgers already reconciled in the file 3 Do you have an existing department structure in Tally or should I design it for budgeting and MIS About me I am a Chartered Accountant and CPA with over 8 years of experience. I have worked with clients in Dubai, USA, Singapore, and the UK. I specialise in closing books, preparing audit-ready Balance Sheets and P&L, building MIS , and creating department-wise budgets using Tally Prime and Excel. My profile here may look new but I have served more than 300 clients already and I would be happy to discuss timelines and next steps.

@CATaak1

Practicing Chartered Accountant | Finance & Tax Consultant | Indian & US Accounting Services Experienced finance professional specializing in Indian and US accounting, taxation, regulatory compliance, audits, and financial advisory services. I offer tailored, tech-enabled solutions to individuals, startups, and businesses across industries. Expertise includes: • Preparation and analysis of Financial Statements & Trial Balances • Reconciliations: Bank, Debtors, Creditors, Cash, GST & TDS (year-end) • Bookkeeping & Accounting for Indian and US entities (QuickBooks, Zoho Books, Tally) • Audit support, Finalization of Accounts, Audited Balance Sheets & MCA Annual Compliances • End-to-end compliance for GST, TDS, Income Tax, and MCA filings • Handling of Business Registrations (GST, PAN, TAN, MSME, etc.) • Tax planning & computations for Individuals, LLPs, Firms, and Corporates • Payroll processing and preparation of compliance reports Total turnaround time depends on number of transactions, and checkpoints will be decided basis the data available and in what stage and how much time will be needed to arrange the data read worthy. My objective is to deliver the work within time frame with high quality & accuracy. I believe in long-term business relationships by creating the right cord with the client’s needs & requirements. Looking forward to having value driven association with you. Warm Regards CA Taakshi

@jayshreech0808

I can close the books in Tally Prime and deliver fully reconciled, audit-ready Balance Sheet and P&L along with schedules. The MIS pack (trends, ratios, variances) will be prepared in Excel/PDF, cleanly compatible with Excel 2019+. I can also build a department-wise budget forecast with clear assumptions and provide an actionable P&L critique highlighting risks and margin opportunities.

@Krazzaq47

With a strong command of MS Office tools and deep expertise in Excel, I am adept at working with complex financial data. My experience lies in producing audit-ready reports, and my impeccable attention to detail ensures clean reconciliations between balance sheets and ledgers—this will be no different with your Tally Prime accounts. I have a demonstrated proficiency in extracting, cleaning, analyzing, and visualizing data—a skillset that aligns perfectly with the MIS report pack you require. I will not only present monthly trends and key ratios but also provide detailed commentary on any variances that I spot, making it an actionable document for better decision-making in your business. My commitment to data quality is unparalleled. Your department-wise budget forecast will be diligently prepared with a focused presentation that highlights underlying assumptions—making it easily updatable even by your team internally. Plus, I guarantee that the written P&L critique I provide will not be superficial; instead, it will pinpoint cost overruns, margin opportunities, and raise any red flags for immediate attention—ensuring you have a comprehensive understanding of your financials. Choos me to finalize your financials and together let's turn your raw Tally Prime data into actionable insights.

@mdsaroshbashir

bring hands-on finance execution, not textbook theory. With strong experience in closing books, MIS reporting, budgeting, and variance analysis, I know how to take raw Tally Prime data and turn it into audit-ready statements and decision-grade insights. I’ve worked with reconciliations, schedules, and management reporting where accuracy and timelines are non-negotiable. My approach is practical: reconcile first, analyze second, advise third. You won’t get generic commentary—you’ll get clear red flags, margin levers, and cost controls you can actually act on. Clean numbers, clear insights, zero drama.

@mohammadt200

I understand you need Finalize Financials & Budgets. I have already done such work in past DM me directly and I will walk you through the method I am thinking to use for the problem statement. Waiting for your message, Once you message consider your work done. Thanks in Advance, Mohammad Tufel..

@Khush2k

I am a finance professional with strong hands-on experience in Tally Prime finalization, MIS reporting, and budgeting, and I can bring your numbers cleanly to the finish line while translating them into actionable insights. I will close the books directly in Tally Prime, ensure the Balance Sheet and P&L fully reconcile with ledger totals, and deliver audit-ready statements. In parallel, I will compile a concise MIS pack covering monthly trends, key ratios, and variance analysis, exported cleanly to Excel (2019 compatible) and PDF, along with a department-wise budget forecast for the next financial year supported by clearly documented assumptions and a consolidated summary. I will also provide a written, decision-focused P&L critique highlighting cost overruns, margin improvement opportunities, and material red flags. I work with tight reconciliation controls, tie-out schedules, and clear checkpoints, and can typically complete this scope within 7–10 business days from receipt of the Tally backup and supporting schedules, with interim reviews to keep the process transparent and on track.

@jainas2

About me I am a Chartered Accountant and having 3 years of experience. I specialise in closing books, preparing audit-ready Balance Sheets and P&L, building MIS. I am proficient in using Tally Prime and Excel

@ajayakpanigrahi1

Hi, You need a finance professional to bring the numbers to the finish line, translate them into clear insights, and project the road ahead. I can close your books of accounts and prepare Profit & Loss Statements, Balance Sheets, and Cash Flow Statements. I can also develop MIS reporting models, budgets for the next year, and cost-tracking frameworks. I can get started immediately. About Me: I am a Financial Planning and Analysis (FP&A) professional with hands-on experience in closing books of accounts and preparing MIS reports. I have developed and implemented budgets and variance analyses for 5+ companies across large, medium, and small segments. Let’s have a quick call to discuss your requirements in more detail. Thanks, Ajaya

@komalkonapure

I have hands on experience of 10+ years in accounting and finance. I am confident enough to handle your task effectively

@CARK1

I’m a Chartered Accountant with hands-on experience working inside Tally Prime, where my focus is on closing accuracy and decision-useful outputs rather than just producing reports. The work you’ve outlined is very much my forte. My approach is to first validate ledger integrity and control accounts, then finalize the complete Financial Statements—Balance Sheet, Profit & Loss, and Cash Flow Statement (where required)—ensuring everything reconciles back to Tally and is statutory-audit ready without last-minute adjustments. Beyond statutory reporting, I prepare clear MIS views that help management understand trends and variances in a practical way. When I build budgets, I base them on realistic assumptions and document them clearly so the model remains usable after handover. The P&L commentary will focus on actionable insights—cost behavior, margin pressure points, and areas needing attention—rather than descriptive analysis. The time required will depend on the volume of data and the current state of the work already done; once I review the Tally backup and supporting schedules, I can confirm a realistic timeline with clear checkpoints. This will be my first assignment on this platform, but not my first time delivering audit-ready financials and management insights. I’m comfortable working with defined checkpoints so progress remains transparent throughout. — CA Rajesh Kumar

@Sourav0806

Hello, I have over 8 years of hands-on experience in accounts finalization, financial review, and working extensively with Tally Prime. I understand this engagement requires a structured review of existing accounting data, identification of inconsistencies, and passing necessary adjustment entries with complete transparency and documentation. My approach includes ledger scrutiny, balance sheet and P&L review, reasoned adjustments, and preparation of a clear summary so that the final numbers are accurate and explainable. I am currently pursuing CMA (Inter) and work as an Accounts Manager, so this type of responsibility-driven financial work is part of my regular profile. I can start immediately and will work within the agreed hourly limits. Regards, Sourav

@JuhhiNShah

Proposal: Book Closure, MIS Reporting & Budget Forecast I am a CA and CPA (USA) with over 7+ years of experience and I will help you close your books accurately, generate audit-ready financials, and provide clear management insights to support decision-making. Scope of Work Book Closure (Tally Prime): Close the books for the period and deliver audit-ready Balance Sheet and P&L directly from Tally Prime. MIS Reporting: Prepare a concise MIS pack with monthly trends, key ratios, and variance analysis. Reports will be delivered in Excel and PDF formats. Budget Forecast: Build a department-wise budget for the next financial year with clearly documented assumptions, allowing easy in-house updates. P&L Review: Provide a written P&L critique highlighting cost overruns, margin improvement opportunities, and key financial red flags. I focus on accuracy, clarity, and actionable insights—ensuring your financials are not just compliant, but useful the way it is required. Our Turnaround time shall be depending on the volume of the data, inputs received by you and mutually agreed timeline. Please let me know if you would like to connect. Regards, Juhhi N Shah

@raazim3

Hello, I can help you close the books, finalize audit-ready financials, and convert your Tally Prime data into clear management insights and forward-looking budgets. I’m an ACCA student with strong experience in financial reporting, management accounting, and advanced Excel, and I work comfortably with fully posted accounting systems like Tally Prime. Scope delivery: Close the period and prepare Balance Sheet and Profit & Loss fully reconciled to Tally ledger totals Ensure all schedules tie out and are audit-ready Prepare a concise MIS pack with monthly trends, key ratios, and variance commentary in Excel (2019+) and PDF Build a department-wise budget forecast for the next financial year with clearly documented assumptions and a consolidated summary Provide an actionable written P&L critique highlighting cost overruns, margin opportunities, and key red flags Quality assurance: Full reconciliation with Tally Prime Clean, professional MIS visuals Structured, update-friendly budget model Clear checkpoints for transparency and smooth delivery I can confirm turnaround time after reviewing the Tally backup and data volume. I focus on accuracy, clarity, and practical insights that support decision-making. Looking forward to working with you. Best regards, Raazi

@RasamSravani2001

Hello, I can support you end-to-end in closing the books and translating your Tally Prime data into audit-ready financials and actionable insights. Scope coverage: 1) Close books and generate Balance Sheet & P&L directly from Tally Prime, fully reconciled to ledger totals. 2) Prepare a concise MIS pack (monthly trends, key ratios, variance commentary) in Excel & PDF. 3) Build a department-wise budget forecast for the next FY with clear, editable assumptions and a consolidated summary. 4) Provide a written P&L critique highlighting cost overruns, margin opportunities, and red flags. Quality assurance: All schedules will tie out to Tally; MIS will open cleanly in Excel, and the budget will be department-wise and update-friendly. Timeline:May take 5–7 working days with 2 review checkpoints for smooth coordination. Happy to review your Tally backup and discuss any specifics.

@manangoenka

I gained comprehensive exposure to statutory audits, tax audits, GST compliance, bank audits, and concurrent audits. My experience includes handling assignments for private limited companies, banks like Bank of India. These engagements honed my analytical skills, deepened my understanding of financial systems, and enhanced my ability to work collaboratively in deadline-driven environments. I bring with me strong technical acumen in MS Office, Tally, and NAV, and a consistent academic record, having cleared all levels of CA (Foundation, Intermediate, and Final Group II) in the first attempt. My professional approach is complemented by effective communication skills, a solution-oriented mindset, and a strong drive to learn and grow.