Bookkeeping Setup: Excel & Tally

@citijayamala

I am an expert in Excel, Excel formulas, and all excel functions, macros, lookup, pivot tables and charts. I read your project description and I am sure that I can handle your project. 2. Have done many projects in Excel, created many dashboards, and Business intelligence tool for forex markets. Experienced MBA Finance as well. 3. Your project will be delivered on time with high standard 4. Assistance will be provided with number of clarifications until client satisfaction

@simplifitax

As a Chartered Accountant with nearly a decade of experience providing financial services to startups and businesses alike, I firmly believe I'm the ideal candidate for your bookkeeping setup project. My range of skills in accounting, data entry, and finance complemented by my expertise in Tally –a feature you seek- make me particularly well suited to handle this task, giving you peace of mind knowing your financials are in reliable hands. Beyond just the requisite skills, I bring a deep appreciation for maintaining accuracy and balance in financial records. Throughout my career, I've held steadfast to highest standards of accountancy and ensured that all books reconciled accurately. Given your detailed request for no differences between Excel and Tally and the Trial Balance demonstrating balanced books with no suspense, I assure you these targets will be rigorously observed in every step of the process.

@swatijain5558

Hello there, I am excited about the opportunity to support your small business by capturing your entire bookkeeping cycle accurately every month. The scope of work includes day-to-day sales and purchase entries, updating the Cash Book and Bank Book, maintaining all ledgers, and closing each period with a balanced Trial Balance. I am well-versed in both Excel and Tally and can ensure that the data is recorded in both platforms according to your preferred layout. The monthly deliverables will include a fully updated Excel workbook, corresponding Tally data file, and a concise monthly report pack for management review. I look forward to the possibility of working together and exceeding your expectations. Regards, CA. Swati Jain, CPA | Indian CA & CS

@ihassan83

Hi There, I will manage your full monthly bookkeeping cycle in both Excel and Tally with accurate entries, ledgers, and balanced trial balance. I have strong experience handling day-to-day accounting, maintaining cash and bank books, and ensuring data consistency across multiple systems. My approach is to record all vouchers, reconcile accounts, and match Excel with Tally to ensure zero differences and clean reports. I will deliver updated files and a clear monthly report pack, and I am available for long-term collaboration as well. Thanks & Regards Hafiz Muhammad Iqbal

@BushraFareed

Hello I am a Chartered Accountant having 10 years of experience in bookkeeping and financial reporting I have strong experience working with both Tally and Excel including recording day to day transactions maintaining ledgers preparing trial balance and ensuring accurate reconciliations I can maintain parallel records in both systems with complete consistency and ensure all balances tie back to source documents without any differences I also prepare clean monthly report packs for management review I focus on accuracy consistency and timely delivery we can discuss further on chat

@roopaliagrawal24

I am a Chartered Accountant with experience of more than 10 years in the field of accounting and taxation. I have successfully completed various similar projects which can be reviewed in my profile. I am interested in your said assignment and look forward to connect to you. Please feel free to contact over chat for detailed discussion.

@finxisai

As a leader in AI-powered financial services, I am confident that my team at FinxisAI can provide the accuracy, efficiency, and harmony between Excel and Tally that your company seeks. Our platform is already seamlessly integrated with Tally, so incorporating your existing template will be a breeze. With our expertise in both accounting and technology, we can ensure all your vouchers are posted and reconciled accurately in both systems, eliminating any discrepancies. Moreover, our solution reduces manual work and errors commonly associated with traditional bookkeeping, transforming data into valuable insights almost instantaneously. By leveraging the power of automation and intelligent reconciliation, your books will remain clean and up-to-date at all times. This means balances will tie back to statements and source documents with zero suspense while delivering timely reports for management review- just as you require. Finally, what sets us apart is our ability to deliver financial clarity proactively. In addition to managing day-to-day entries, we can enhance your overall financial operations by providing real-time visibility into performance metrics through smart forecasting, budgeting plans, tax planning among others- something that is critical as you plan for quarterly closing periods and year-end statements.

@Rakshith012

Hello My name is Rakshith, I'm a Semi Qualified CA from Karnataka. I have 4+ years of experience in Accounting Taxation and Auditing. I have good hold in Bookkeeping both in Excel and Tally. Pleas check my profile for more information on me. I can perform your job with efficiency and within stipulated time frame. Will charge on monthly basis we can discuss that mutually. Do let me know what you think of my proposal. Thank you.

@mskatoch17

My background in KPO/BPO doesn't just equip me with data entry skills, but also with a deep appreciation for the importance of flawless and efficient record keeping. Having worked in a managerial capacity as well, I understand the value of meeting precise expectations and delivering quality work within predetermined timelines. In regards to your project, I have ample experience in using both Excel and Tally, which makes me uniquely suited to meet your dual-platform requirements. Your template will be adhered to meticulously and I will ensure that the data is consistently recorded and reconciled between the two software. I am adept at maintaining intricate commonplace ledgers and generating consistent roll-up reports for management review. Lastly, my goal is not just to complete this initial phase successfully but also to build a long-term working relationship with you. Hence, if appointed as your bookkeeper, my commitment extends beyond simply updating figures each month but also providing you with reliable quarterly closing and year-end financial statements. Let's discuss how I can simplify your bookkeeping complexities and contribute to your business's growth.

@keshaririya01996

Hello, I am a dedicated and detail-oriented Accountant with knowledge of bookkeeping, financial reporting, and basic auditing. I help businesses manage their financial records accurately and efficiently. My services include: Bookkeeping and data entry Preparation of financial statements (Profit & Loss, Balance Sheet) Bank reconciliation GST and basic taxation support Internal audit assistance I am familiar with tools like Tally and MS Excel, and I always ensure accuracy, timely delivery, and client satisfaction. I am committed to providing reliable and professional service. Let’s work together to keep your accounts organized and up to date. Thank you.

@Vikrantgola

Hi there, I’m a US CPA and Indian CA with 12 years of hands-on experience in taxation, accounting, financial reporting, and process optimization. I help businesses maintain clean books, ensure compliance, and make informed financial decisions. I’d be happy to support you with your requirements within the desired timeline. Please find my bid attached for your reference, and feel free to connect to discuss further. Thanks, Vikrant Gola

@sudarshanab25

Hi, I went through your requirements carefully, and I understand how important accuracy and consistency are, especially when the data is used for monthly closing and reporting. I have experience working with structured data and handling tasks where precision and organization are critical. I’m comfortable maintaining records in Excel, ensuring consistency across sheets, and validating entries so everything ties back correctly. I’m also familiar with following predefined templates and workflows to maintain uniformity. While my background is more on the technical side, I’ve worked on data-heavy tasks that require attention to detail, reconciliation, and error checking. I’m confident I can manage entries in both Excel and Tally as per your format and ensure there are no mismatches. I understand the importance of matching balances, maintaining clean ledgers, and delivering reports that are ready for review without rework. Looking forward to discuss this further and working together.

@tseindiaservice5

I can manage your complete monthly bookkeeping cycle with accuracy, consistency, and zero reconciliation gaps between Excel and Tally. I will handle end-to-end posting of all transactions including sales, purchases, receipts, payments, and journal entries while maintaining Cash Book, Bank Book, and all ledgers. Your existing Excel and Tally formats will be strictly followed to ensure continuity and ease of use for your team. Each month, you will receive: • Fully updated Excel workbook aligned with your template • Tally data with identical figures for quick ledger access • A clean, management-ready report pack (PDF + Excel) I ensure: • 100% voucher posting and reconciliation • Perfect match between Excel and Tally data • Bank and cash balances verified with statements • Trial Balance with zero difference or suspense entries With a strong accounting background and practical experience in GST and bookkeeping systems, I focus on accuracy, timelines, and clean reporting. Ready to start immediately and deliver a reliable monthly workflow.

@ram2142710

I am an experienced professional with strong bookkeeping skills and proficiency in Tally. I can handle accurate manual data entry and manage invoicing with precision. My prior bookkeeping experience ensures reliable financial record maintenance. I bring attention to detail and commitment to delivering error‑free results.

@lewisp76

Hi, Thanks for the detailed brief — this is exactly the kind of structured, ongoing work I’m looking for. I have 4 years’ experience in finance (3 years in Accounts Receivable and 1 year as an analyst) and I’m nearly CIMA qualified. I’m confident handling full-cycle bookkeeping, including transaction posting, reconciliations, ledger maintenance, and producing a clean Trial Balance. I understand your requirement to maintain both Excel and Tally in parallel. While I haven’t used Tally specifically, I’m experienced with similar accounting systems and can get up to speed quickly while ensuring both sets of records remain fully aligned with no discrepancies. For your monthly deliverables, I will ensure: - Accurate posting of all transactions - Fully reconciled cash, bank, and ledgers - Matching figures between Excel and Tally - A balanced Trial Balance with zero suspense - A clear monthly report pack (Excel and PDF) I’d suggest starting with one month as a trial phase to confirm workflow and volume, and then agreeing a longer-term monthly arrangement. Based on the scope, I’d expect the monthly fee to fall in the range of £150–£250 depending on transaction volume and complexity. Happy to get started right away and review a sample of your data if helpful. Kind regards, Lewis Powell

@praveens656

Proposal: Dual-Platform Bookkeeping Precision I am a Chartered Accountant (Provisional) and PwC Assurance Associate with 9+ years of experience. I specialize in maintaining perfect synchronicity between Excel and Tally systems. Why My Experience Fits: Dual-System Mastery: Spent 5 years as an Assistant Accountant managing Tally and Excel workflows. I guarantee both platforms mirror each other with zero discrepancies. Full-Cycle Expertise: Expert in the complete bookkeeping cycle—from daily entries and Cash/Bank Book updates to closing a balanced Trial Balance. Audit-Grade Accuracy: At PwC, I perform ledger reconciliations for major clients, ensuring all balances tie back to source documents and statements. Reporting & Analysis: Proficient in Excel Macros to deliver polished, management-ready monthly report packs. I will follow your exact templates to provide a seamless monthly close and am ready to support your year-end financial statement preparation.

@staldi

Hi, I can handle your complete monthly bookkeeping cycle with full accuracy and consistency across both Excel and Tally. I will ensure: • All sales, purchase, cash, and bank entries are recorded daily • Ledgers, Cash Book, and Bank Book are properly maintained • Exact matching of data between Excel and Tally • Monthly Trial Balance with zero discrepancies • Reconciliations aligned with bank statements and source documents • A clean, professional monthly report pack (PDF + Excel) I’m comfortable working with your existing templates and will strictly follow your structure. My focus is on accuracy, timely delivery, and clean reporting for decision-making. Happy to start with a sample month to demonstrate quality before long-term engagement. Looking forward to working together.

@cndora

Hello, I’m an Intuit‑Certified Bookkeeping Specialist (2026) with training in bookkeeping basics, assets, liabilities, equity, and reconciling accounts. My background in engineering and long-term household management has strengthened my accuracy, numerical discipline, and ability to maintain clear, well‑structured records. My recent work includes manual data entry, expense tracking, and maintaining organized financial documentation using Excel and QuickBooks Online. I’m comfortable following established templates and workflows, and I approach bookkeeping tasks with precision and consistency. For your monthly cycle, I can support: • Accurate day‑to‑day entry of sales, purchases, and cash/bank activity • Maintaining clean ledgers and ensuring balances tie back to statements • Preparing a clear monthly report pack based on the updated books • Keeping Excel files fully aligned with your provided structure I value transparency, careful reconciliation, and consistent documentation. When I encounter unclear items, I ask concise questions to keep classifications accurate and the Trial Balance clean. I’d be glad to support your bookkeeping setup and monthly maintenance with reliable, detail‑oriented work. Thank you for your consideration, Dora