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Streamline Your Expenses!

$8-15 USD / hour

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Julkaistu noin 2 kuukautta sitten

$8-15 USD / hour

Seeking a skilled freelancer to enhance and maintain our expense tracking system with precision and efficiency. As a growing business, transitioning from manual spreadsheet management to a more streamlined, automated method is imperative. We're focused initially on basic expense tracking—total and categorized expenses—laying the groundwork for future financial clarity and control. **Key Responsibilities:** - Evaluate current spreadsheet-based tracking system - Implement a more efficient, possibly software-based, expense tracking method - Ensure total expenses and expenses by category are easily identifiable and up-to-date - Provide monthly reports summarizing categorized expenses **Ideal Skills and Experience:** - Proven experience in bookkeeping, particularly in expense tracking - Proficiency in spreadsheet software and familiarity with bookkeeping software - Strong analytical skills for categorizing expenses accurately - Ability to suggest and implement improvements in the expense tracking process - Clear communication skills for reporting and advising on financial matters This project is perfect for a detail-oriented freelancer keen on streamlining financial processes, making them more efficient, and setting the stage for advanced financial analysis in the future.
Projektin tunnus (ID): 37790741

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44 ehdotukset
Etäprojekti
Aktiivinen 18 päivää sitten

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44 freelancerit tarjoavat keskimäärin $12 USD/tunti tätä projektia
Käyttäjän avatar
Hello, Excel expert here. I can perfectly assist you with this and can start on an immediate basis. I am an experienced Excel professional with years of experience in all the tools of Excel including Visual Basic, Automation, Data Analysis, Complex Formulas, Calculations, Analysis, Financial Modeling etc. To make your hiring decision easier, I can share the limited version quickly before you hire and then you can decide if this fulfills your needs or not. Lets discuss more in detail about my previous similar experience and how I am highly suitable for this project.
$8 USD 5 päivässä
4,8 (401 arvostelua)
7,6
7,6
Käyttäjän avatar
"""""""""""""""""""ADVANCE EXCEL EXPERT/FULLY AUTOMATED FINANCIAL SPREADSHEET"""""""""""""""""""""""" ""Sir, EXCEL is my specialty and I can perform any complex task in EXCEL. I am an EXCEL VBA and CODING, AUTOMATION, TEMPLATE, REPORTS, FORMULA'S, DASHBOARD in EXCEL Advanced Level Expert. This is my field and I can complete this project with added quality. About me I am a Chartered Accountant with more than 7 years of experience including 4 years from the worlds leading Accountancy and auditing firm ""PWC"" and 1 year working at managerial level in Multination company and 2 years as freelancer. I can handle this task very efficiently and you can expect 100% accuracy from me. I am Microsoft Excel, accounting, auditing, financial statements, Form Creation in Excel through VBA and in Google Sheet, QuickBooks, and Sage expert. I have been working as a freelancer from the last 2 years and I have 330+ 5 stars reviews here. I am not new to work. I know how to meet strict deadlines without compromising the quality of the work. I will also be available for any query after the job is done as I am building my clients. please be my client and get any type of accountancy, Excel, QuickBooks, and auditing-related work with quality, efficiency, and at reduced rates. Note. The price is negotiable. I will be available for any query round the clock even if the project is completed. Regards Arman Kakar "
$15 USD 40 päivässä
4,9 (333 arvostelua)
7,5
7,5
Käyttäjän avatar
Hello, I am a CPA with more than 10 years of experience in managing accounting and finance activities for number of companies. My recent role at Leather Soft has been the head of accounting function and I was the sole incharge of whole accounting system which specifically included expenses categorisation since the decision making is greatly influenced through the expense analysis. As a seasoned accountant with more than 10 years of experience, I have collaborated with more than 50 companies for their financial statement preparation, projections, generating different reports for different purpose and business valuations. I maintain a meticulous approach to deliver assigned tasks and make sure the unparallel services in the market. I am optimistic to systemise your expenses in order to make them accountable and helpful for strategic decisions. I am open to shift your bookkeeping to a system such as Xero or QuickBooks whichever is acceptable to you. If not, I am also open to make your excel sheet stronger to automatically categorise the expenses appropriately. Feel free to contact me and discuss this project. Thank You! Regards, Azmat
$12 USD 20 päivässä
4,8 (233 arvostelua)
7,0
7,0
Käyttäjän avatar
Greetings! With a decade in the finance industry, my expertise spans a wide range of accounting disciplines, making me ideally suited for your expense tracking project. My substantial proficiency in bookkeeping software extends to multiple Accounting Software like Quickbooks, Xero, and more. This means I will be able to evaluate your current system extensively and implement a more efficient solution tailored specifically to meet your needs. A highlight of my skills is effective inventory management – a crucial aspect in any expense tracking framework, allowing for comprehensive analysis and accurate categorization. I also have vast experience in financial analysis, budgeting, and forecasting; I'll leverage these skills to help you streamline your expenses and make informed business decisions. In addition to my expertise, I also hold effective communication skills; these I believe will be essential in providing you with monthly concise reports on categorized expense. Thank you for considering me as your choice freelancer; be assured of high-quality work delivered promptly. Thanks Waqas
$8 USD 40 päivässä
4,6 (117 arvostelua)
6,7
6,7
Käyttäjän avatar
Hello Good afternoon , I just finished reading the job description . I see you are looking for someone experienced in developing products using Accounting, Wave Accounting, Excel, Business Analysis and Finance. This is something I can do, Please review my profile to confirm that I have great experience working with these tech stacks. While I have few questions: 1. These are all the requirements? If not, Please share more detailed requirements. 2. Do you currently have anything done for the job or it has to be done from scratch? 3. What is the timeline to get this done? Why Choose Me? 1. I have done more than 250 major projects only on freelancer.com. 2. I have not received a single bad feedback since last 5-6 years. 3. You will find 5 star feedback on last 100+ major projects which shows my clients are happy with my work. Timings: 9am - 9pm Eastern Time (I work as a full time freelancer) My Portfolio: https://www.freelancer.com/u/AwaisChaudhry Please start the chat to discuss it further. Regards, Awais
$25 USD 32 päivässä
5,0 (1 arvostelu)
6,0
6,0
Käyttäjän avatar
With my expertise in Accounting, Excel, Finance, and Business Analysis, I can enhance your expense tracking system to ensure precision and efficiency. Transitioning from manual spreadsheets to a more streamlined approach is crucial for your growing business. I will evaluate your current system, implement a more efficient method, and provide monthly reports summarizing expenses. Check out my financial modeling samples in my portfolio to see my capabilities. Let's discuss how I can streamline your expenses effectively. Looking forward to collaborating with you on this project!
$8 USD 7 päivässä
4,9 (9 arvostelua)
5,3
5,3
Käyttäjän avatar
Hi there, Hope you are doing well. You are looking Accountant/Bookkeeper for your organization. I have the expertise to manage this job at a very reasonable cost. I have 18 years of experience in Accounting, Finance, and Administrative work. I can immediately join this job and assure you that I will be conveniently available 24/7 for this job. I have a master's degree in accounting & finance. I am a Certified QBO ProAdvisor and have expertise in Xero, & Wave. I have excellent writing and oral communication skills. I have a specialization in bookkeeping with the following services. - Clean up your business accounting books. - Recording, Categorizing transactions, and reconciling bank accounts and cards. - Connecting/uploading bank and credit card statements for categorizing, transferring, and matching the transaction, with the use of Rules and receipts tabs make an easy way to complete and reconcile transaction data within a time limit. - Creating customized invoices, managing the sales center by sending the invoices to customers via e-mail speeding the tracking payment via payment links, and managing receivables to know the cash flow situation by upcoming payments. - Managing the vendor center by anticipating the payment cycle from purchase order to create payment of vendor and reconciliation. - Prepare monthly, Quarterly, and annual financial, cash flow, Accounts receivable, and payable management reports. INVITE ME TO YOUR JOB!!! Muhammad Adnan
$8 USD 40 päivässä
5,0 (1 arvostelu)
4,9
4,9
Käyttäjän avatar
Hello there! As an ACCA qualified, I bring a wealth of professional accounting knowledge and practical experience that aligns perfectly with your project. Having spent years working with bookkeeping softwares such as Quickbooks, Xero, Zoho, and Excel, I have become adept in streamlining and automating finance processes for a range of businesses. Accuracy is essential for financial tracking and accountability, which I prioritize above all else. And though I'll be transitioning your expense tracking system from spreadsheets to software-based, you can rest assured there will be no compromise on accuracy during this transition. Let's streamline your expenses like never before! *Fees are negotiable based on your budget, and I'm excited to learn more about this project. Thanks and regards, Muhammad Zaman.
$8 USD 40 päivässä
5,0 (20 arvostelua)
4,6
4,6
Käyttäjän avatar
Hello. I read your requirement i will do that. Please come on chat we will discuss more about this. I will waiting your reply.
$10 USD 40 päivässä
5,0 (20 arvostelua)
4,2
4,2
Käyttäjän avatar
Having spent the past 9 years specializing in business analysis, a crucial aspect of which is expense tracking, I am confident in my ability to significantly enhance your current financial management system. As an experienced freelancer, I understand the importance of aligning with clients' goals and I'm thrilled that this project revolves around streamlining financial processes - an area of my expertise. Transitioning from manual spreadsheets to software-based tracking methods is no small task, but with my tech-savvy skills, I have successfully completed similar projects in the past. Not only do I bring proficiency in various spreadsheet and accounting software, but also a proven ability to categorize expenses accurately and suggest improvements to existing processes. What sets me apart is my attention to detail which ensures your expense reports will be transparent, updated in real time, and easily navigable by category or sub-category. Additionally, throughout our collaboration my effective communication skills will keep you apprised of crucial financial matters through regular reporting. By selecting me for this venture you are gaining the expertise of a dedicated professional who values efficiency and accuracy above all else. My mission is to free up your valuable time and provide you with an unobstructed view of your finances for better decision-making and growth. Let's streamline your expenses together!
$8 USD 1 päivässä
4,6 (14 arvostelua)
3,9
3,9
Käyttäjän avatar
Hello, I am an honest, hardworking and young Chartered Accountant (CPA) involved in Accounting and Bookkeeping having 11+ years of experience for my USA-based clients. I believe you are based in the United States, and I have specific expertise in US-based GAAP. I have worked in Deloitte (Big 4) accounting firm and have vast experience in accounting and bookkeeping. I am sure I would be a great fit for your team. Experience using QuickBooks: I am an Elite Partner (Topmost Level) partner with QBO. I am a certified advisor of QuickBooks Desktop as well as QuickBooks Online and an elite partner. I have been working on QuickBooks for US and Canadian-based companies and have experience with Payables Management, receivables management, bank feeds, and Payroll processing in QuickBooks. Experience using Xero: I am a Xero Certified Advisor and an Elite Partner with Xero. I have been working for many clients on Xero and have been managing payroll, receivables, payables, and Management report for 20+ people company. Ting etc. in Xero for many clients. In summary Trust, reliability, timely services, and long-term relationship are the key goals of my service. I would love to have a discussion with you regarding project. :) Regards, Rushabh Shah
$11 USD 40 päivässä
5,0 (1 arvostelu)
2,9
2,9
Käyttäjän avatar
Peace be upon you!! I can assist you all of your accounting, bookkeeping, year end VAT & Tax preparation, financial statement and other related task. I am here to offer my expertise for your required service accurately. I am in expert in Wave, QuicBooks Online, Xero & Excel. With 13 years of experience in accounting, bookkeeping, financial modeling, budgeting, and related tasks, I am confident in my ability to assist with any needs you may have. As a professional cost & management accountant (CMA) and a professional bookkeeper, I am well versed in accounting, bookkeeping, FS, analysis, handle complex situation and accounting rules & regulations like IAS, IFRS & GAAP. Here’s why I am the right person to assist you:  Record Keeping/ Bookkeeping  Bank/ Credit Card Reconciliation  Tax calculation, preparation & report  Preparation of financial Statements(including Profit & loss account, Balance Sheet, Cashflow)  AP & AR management  Projected cash flow statement  Create bill & invoice  Categorization, COA, Company Setup  Payroll processing  Wave/ QuickBooks Online/Xero/Buildium(PMS)  Management Report  Forecasting, Projections, Budgeting, FS Analysis, Ratio Analysis  MS Excel Proficiency  General ledger Best Regards, Kanis
$15 USD 40 päivässä
5,0 (3 arvostelua)
2,8
2,8
Käyttäjän avatar
Greetings, I am a skilled freelancer ready to enhance and maintain your expense tracking system with precision and efficiency. With extensive experience in bookkeeping and a knack for streamlining financial processes, I will meticulously evaluate your current spreadsheet-based tracking system and implement a more efficient, possibly software-based method. My proficiency in spreadsheet software and familiarity with bookkeeping tools will ensure total expenses and expenses by category are easily identifiable and up-to-date, while my strong analytical skills will guarantee accurate categorization of expenses. Additionally, I will provide monthly reports summarizing categorized expenses, enabling you to make informed financial decisions. You can count on me to suggest and implement improvements in the expense tracking process, paving the way for advanced financial analysis in the future. Let's work together to elevate your expense tracking system to new heights of effectiveness and clarity. Best regards, Muzafar
$8 USD 40 päivässä
5,0 (4 arvostelua)
2,5
2,5
Käyttäjän avatar
Hello, As a skilled freelancer with 13 years of extensive experience in bookkeeping and financial management, I am confident in my ability to deliver exceptional results that will streamline your financial processes and contribute to your business's growth. I will thoroughly assess your existing spreadsheet-based expense tracking system to identify its strengths, weaknesses, and areas for improvement. Leveraging my expertise in bookkeeping software, I will introduce a software-based expense tracking system that aligns with your business needs. I will provide you with comprehensive monthly reports summarizing your categorized expenses. I will continuously analyze and suggest improvements to the expense tracking process. Also will maintain open and transparent communication, keeping you informed about your financial status and offering advice on how to optimize your expenses. Looking forward to hearing from you soon! Sincerely, Hafiz
$8 USD 40 päivässä
5,0 (5 arvostelua)
2,6
2,6
Käyttäjän avatar
As someone with deep experience in accounting and bookkeeping, I feel highly qualified to streamline your expense tracking system. My strong skills in using spreadsheet software and bookkeeping tools, like QuickBooks, align perfectly with your needs to transition from manual spreadsheets to a more automated system for easier categorization and analysis of total expense data. I understand the critical importance of accurate financial tracking for a growing business, particularly as it sets the foundation for more rigorous financial planning and control down the line. Furthermore, my previous work with data entry and my familiarity with the principle of virtual assisting mean that I am well-versed in meticulousness and efficiency - two key attributes essential for hands-on expense tracking. I can assure you that I'll bring these traits to bear in not only evaluating your current system but also suggesting and implementing improvements to make it more robust. In conclusion, my track record in providing accurate data entry, web research, proficiency in Excel and Google Spreadsheet, as well as logo designing establishes me as an ideal candidate for this project. With me on board, you can rest assured knowing that your expense tracking process will be handled by someone who provides high-quality work on tight deadlines while being open and receptive to suggestions and criticisms.
$12 USD 40 päivässä
5,0 (2 arvostelua)
1,6
1,6
Käyttäjän avatar
With over half a decade of experience in accounting and bookkeeping for renowned financial management firms, I am confident that my proficiency in Xero, QuickBooks, and Sage with hands-on quick learning skills in Wave Accounting to suit your company's needs make me the best suited for this task. Utilizing strong analytical skills from my CPA training and partnering that with my excellent command in MS Excel ensures data is accurately categorized to establish a robust expense tracking system. Identifying and transitioning your current manual spreadsheet-based tracking method into software-based automation will allow for real-time tracking and updating as well as generating clear monthly reports of categorized expenses. By hiring me, not only do you get the technical expertise you require, but also someone who values punctuality, accuracy and a pro-active approach. Therefore, I assure you that with my professional involvement, your company will enjoy efficient financial processes paving way for more advanced financial clarity & control ensuring business growth. I'm eager to discuss potential enhancements in expense tracking methods that would further scale the usefulness of your financial information, simplifying complex decisions methodically. Hire me to breathe organisation into your expense reporting process!
$12 USD 40 päivässä
5,0 (1 arvostelu)
1,7
1,7
Käyttäjän avatar
I read your project details, I have 13 years experience on your project. I can do it very easily Already i completed some projects like this. Just a Close your eyes and Trust me. I am sure, you will be happy
$8 USD 40 päivässä
5,0 (1 arvostelu)
1,8
1,8
Käyttäjän avatar
With a strong foundation in Excel and bookkeeping, transitioning your expense tracking system to a more efficient, software-based method is right up my alley! Having worked as a Chartered Accountant with an unwavering detail-oriented approach, I am adept at analyzing financial data, categorizing expenses accurately, and providing valuable insights. Moreover, my experience involves not just executing tasks concerned with accounts but also improving existing processes. Keeping this in mind, aside from assessing the present system and implementing a more streamlined contingent on your business needs. I am suggesting implimenting an advanced software for better financial control & automation.I am confident I can provide you with an improved expense tracking mechanism that will offer clarity & savings. In summary, I possess the skills you are looking for – proficiency in Excel and financial software, keen analytical abilities for accurate categorization, effective communication skills for reporting – all combined with a passion for ensuring precision and maximizing efficiency in financial matters.
$12 USD 40 päivässä
5,0 (3 arvostelua)
1,6
1,6
Käyttäjän avatar
Hello, I read your requirements and can assure you that, I can do this with quality deliverables. Please let me know, if you are interested. Thanks,
$12 USD 40 päivässä
5,0 (1 arvostelu)
0,8
0,8
Käyttäjän avatar
Hello Great people use Freelancer for ordering. I have read and understood your requirements to maintain your Financial status report for monitor your expenditure and income. I have done several projects on these type project on different freelancing platforms.i will able to create and re-verify all transactions and placed in correct position in spreadsheet for cost of good sold personal account also. Kindly start communication through message/ call. Let starts business for manual benefit. Thanks you.
$10 USD 40 päivässä
5,0 (1 arvostelu)
0,6
0,6

Tietoja asiakkaasta

Maan UNITED STATES lippu
Roseville, United States
5,0
7
Maksutapa vahvistettu
Liittynyt maalisk. 25, 2013

Asiakkaan vahvistus

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