
Closed
Posted
Paid on delivery
I handle day-to-day operations in Zoho Books but need a reliable specialist to keep the numbers pristine and my compliance on track. Each month you will step in to: • Reconcile every bank, credit-card, and payment-gateway feed so the books stay current and error-free. • Prepare clean financial statements straight from Zoho—P&L, balance sheet, and cash-flow—so I can make informed decisions. • Oversee invoice and billing workflows, flagging any discrepancies and ensuring customers see accurate, timely bills. • Compile and file both local and state tax returns, using the figures you have already validated in the system. I expect the closed books, the three core reports in PDF and Excel, and proof of tax submission no later than the 10th of the following month. Familiarity with Zoho Books automation rules, report customization, and state e-filing portals will help you hit the ground running.
Project ID: 40735156
33 proposals
Remote project
Active 1 day ago
Set your budget and timeframe
Get paid for your work
Outline your proposal
It's free to sign up and bid on jobs
33 freelancers are bidding on average ₹23,409 INR for this job

Hello Sir, Hope you are doing well, You need a professional book keeper & accountant with expertise in Zoho Books and accounts & finance for your assignment. I am Zoho Books professional book keeper & accountant with MBA/MS finance; Member of Institute of Chartered Accountants having more than 10 years of experience in book keeping in: 1. Zoho book keeping & customization, 2. Accounts & Finance. 3. Balance Sheet 4. Profit & Loss 5. Cash flow 6. Maintaining ledgers 7. Audit 8. Bank reconciliations 9. Microsoft office I am providing book keeping services in Zoho Books and accounts services in many organization. I will do your task according to your expectations and accuracy with unlimited revisions. I can assure you best of my services in my field. I am available for more than 40 hours in a week. If you choose me for your project, I guarantee that you will receive a professional and high-quality work in a timely manner. However, if you have any questions, please feel free to ask! I am welcoming. Anxious to hear a positive response from your side Regards, Tahir
₹12,500 INR in 5 days
6.7
6.7

Greetings, I understand the importance of maintaining accurate financial records and ensuring tax compliance, especially when it comes to Zoho Books. In my previous projects, I have successfully reconciled bank feeds, prepared financial statements, and managed tax filings, aligning perfectly with your requirements. My experience with Zoho Books automation rules and state e-filing portals enables me to efficiently handle the monthly tasks outlined in your project. I can provide relevant portfolio samples upon request for your review. To better tailor my approach to your needs, could you please clarify if you have any specific preferences regarding the format of the financial statements and tax returns? I am eager to discuss how I can support you in keeping your finances in order and your compliance up to date. Looking forward to the opportunity to collaborate on this project. Regards, CA. Swati Jain, CPA
₹16,010 INR in 1 day
4.6
4.6

Hi there Your need for monthly Zoho reconciliation, clean financial statements, billing accuracy, and tax compliance matches my 10+ years of bookkeeping experience. I work with Zoho Books, including bank and payment gateway reconciliation, automation rules, customized reporting, invoicing, VAT/tax compliance, and month-end closing. I can reconcile every account, verify discrepancies, and provide accurate P&L, Balance Sheet, and Cash Flow reports in both PDF and Excel. I will keep the books closed and reports ready by the 10th of each following month, with supporting tax filing documentation. I am ready to take over the process and keep your Zoho Books records accurate and up to date. Thanks and regards Hafiz Muhammad Iqbal
₹12,500 INR in 7 days
4.2
4.2

I am a Chartered Accountant with experience of more than 10 years in the field of accounting, audit 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.
₹12,500 INR in 7 days
4.3
4.3

Hi, I can help you keep your Zoho Books accurate, reconciled, and compliance-ready every month. I have hands-on experience with Zoho Books, including bank/payment reconciliation, invoicing, reporting, automation, and financial data cleanup. I can handle: - Bank, credit-card & payment-gateway reconciliation - P&L, Balance Sheet & Cash Flow reports - Invoice/billing workflow review and discrepancy checks - Tax-ready books and filing support - Zoho Books automation and customized reports I’ll ensure the books are closed and the required reports and tax-submission proof are ready by the 10th of the following month. Available to start with your current Zoho Books setup and monthly workflow. Best regards, Nitin
₹25,000 INR in 7 days
4.2
4.2

With my strong background in accounting, tasks including bookkeeping, financial analysis, and tax compliance are familiar territory. Over the course of my 4 years of experience as a Certified Accountant and Property Manager, I've honed the skills crucial in ensuring clean financial records and accurate reporting. My expertise extends to a wide range of accounting software, including Zoho Books, QuickBooks, MYOB, Tally and Busy Accounting softwares. Such versatility will be advantageous for me to leverage Zoho Books to the fullest for your project. Moreover, I have an acute eye for detail and a high level of accuracy which will enable me to consistently reconcile bank, credit-card and payment-gateway feeds promptly and without errors. Producing timely and reliable results has always been at the core of my approach, a quality that your project demands to maintain compliance and decision-making efficiency. Lastly, I understand the crucial nature of tax filings in maintaining good standing with authorities. My track record includes successfully compiling and filing local and state tax returns with proper validation within set deadlines.
₹12,500 INR in 7 days
3.6
3.6

I can keep your Zoho Books environment accurate, reconciled, and compliance-ready each month, giving you dependable financial statements and timely tax filings without disrupting your day-to-day operations. Thank you for considering my proposal. I have gone through the requirements in detail. I’ll reconcile bank, credit-card, and payment-gateway feeds, investigate and correct discrepancies, and maintain clean transaction records. I’ll also review invoice and billing workflows, prepare the P&L, Balance Sheet, and Cash-Flow Statement directly from Zoho Books, and provide them in both PDF and Excel. Before filing, I’ll validate the underlying figures and retain clear submission evidence for the applicable local and state returns, with the monthly close completed by the 10th. I have uploaded samples similar to this project completed by me earlier in my profile. With 10+ years of experience, I am a Chartered Accountant (ICAI) and CPA, with strong expertise in bookkeeping, reconciliations, financial reporting, Zoho Books, and tax-compliance workflows. I can provide consistent monthly support with clear communication and timely delivery. Payment & delivery assurance: ✅ No upfront payment ✅ Release payment after completion or milestone ✅ Regular updates related to the project ✅ Timely delivery ✅ 100% commitment to project completion Please share your business location/state and approximate monthly transaction volume so I can align the workflow and reporting requirements.
₹12,500 INR in 1 day
3.3
3.3

Hello Sir, Greetings! Your requirement is essentially a recurring month-end close — reconciliation, three core reports, and tax filing all delivered by the 10th, on a repeatable monthly cycle. As a Zoho Finance partner, we work with Zoho Books day-to-day and can take this on as an ongoing monthly engagement: reconciling bank, credit-card, and payment-gateway feeds, reviewing invoice and billing workflows for discrepancies, and closing the books to a consistent standard each cycle. P&L, balance sheet, and cash-flow statements would be exported in PDF and Excel directly from Zoho Books once reconciliation is confirmed. For the tax filing piece, could you confirm which state(s) and return type(s) are involved, and whether an e-filing portal/login is already set up or needs to be arranged? That will let us commit to the 10th-of-month deadline with confidence from month one.
₹35,000 INR in 7 days
2.9
2.9

Hi, I can manage your monthly Zoho Books bookkeeping, reconciliations, financial reporting, and tax-compliance workflow with a strong focus on accuracy and timely closure. With 7+ years of experience in accounting and audit-related work, I can handle: • Bank, credit-card and payment-gateway reconciliations • Review and correction of discrepancies before month-end close • Preparation of P&L, Balance Sheet and Cash Flow statements • Invoice and billing review to ensure accurate customer records • Zoho Books automation rules and report customization • Validation of accounting data before tax return preparation • Local and state tax return filing and submission documentation • Delivery of closed books, reports in PDF/Excel, and tax-filing proof by the 10th of the following month I will make sure the reported figures are properly reconciled and traceable to the underlying transactions before the books are closed. Proposed monthly fee: ₹23,500, based on the scope described. This can be adjusted depending on transaction volume, number of accounts/entities, and tax-filing complexity. I’m available to start immediately and can work directly within your existing Zoho Books workflow. Regards, Santosh
₹23,500 INR in 7 days
1.0
1.0

You need a disciplined monthly close in Zoho Books so your accounts, reporting and tax filings remain accurate and completed before the 10th. As a Practicing Chartered Accountant with 10+ years’ experience, I can manage the complete monthly accounting and compliance cycle. 1. Monthly Reconciliation • Reconcile all bank, credit-card and payment-gateway feeds in Zoho Books. • Identify duplicates, missing entries, mismatches and unreconciled items. • Apply appropriate corrections and close the books for the month. 2. Financial Reporting & Billing • Prepare P&L, Balance Sheet and Cash Flow reports from Zoho Books. • Deliver reports in both PDF and Excel. • Review invoice/billing workflows and flag discrepancies before they affect customer statements. • Use Zoho automation rules and report customization where useful. 3. Tax Compliance • Prepare and file GST returns. • Complete the monthly cycle by the 10th of the following month, subject to timely availability of data. Professional fees can be structured based on turnover, transaction volume and the actual monthly scope. Let’s review your turnover, number of accounts/feeds and current Zoho Books setup; I’ll confirm the monthly scope, timeline and fixed professional fee accordingly.
₹18,000 INR in 7 days
1.0
1.0

Hi, I’m a Chartered Accountant and CA Final AIR 30 holder, with practical experience in bookkeeping, tax compliance, financial reporting and working with cloud accounting platforms. I can take care of your monthly Zoho Books and tax workflow, including: Reconciliation of bank, credit-card and payment-gateway accounts. Review and cleanup of Zoho Books to keep ledgers accurate and up to date. Preparation of P&L, Balance Sheet and Cash Flow statements from Zoho Books. Review of invoicing/billing records and identification of discrepancies. Preparation and filing of applicable local/state tax returns using validated figures. Monthly closing and delivery of financial reports in PDF/Excel, along with filing acknowledgements. Maintaining a consistent monthly process so the books remain audit- and tax-ready. I’m comfortable working with Zoho Books, Tally, Excel and other accounting platforms, and can adapt to your existing workflow. I can meet your requirement of completing the monthly close and providing the required reports and filing proofs by the 10th of the following month. Professional Details: CA | ICAI Member CA Final – AIR 30 Accounting, Tax & Compliance Experience I’m available to start immediately and would be happy to discuss your current Zoho setup and monthly transaction volume. Regards, Mayank Kedia Chartered Accountant
₹29,000 INR in 7 days
1.0
1.0

Hi, I can help you keep your Zoho Books accounts accurate, organized, and up to date every month. My core skills are bookkeeping, accounting, Excel, bank reconciliation, and preparation/review of financial statements. For your monthly workflow, I can: • Reconcile bank, credit-card, and payment-gateway transactions • Review invoices, payments, and billing discrepancies • Maintain clean and properly categorized books • Prepare P&L, Balance Sheet, and Cash Flow reports • Cross-check figures and identify unusual or missing transactions • Provide the required reports in Excel and PDF • Follow a structured monthly closing process so everything is ready on time I am detail-oriented and comfortable working with accounting data and Excel. I am also willing to follow your existing Zoho Books workflow and automation rules and quickly adapt to your reporting and compliance requirements. I would be happy to start with the first monthly close and build a reliable long-term working relationship. Thank you, Rajdeep
₹12,500 INR in 1 day
0.0
0.0

As an experienced Chartered Accountant specialized in QuickBooks Online, Xero, e-commerce accounting, and tax compliance, I am confident that I am the perfect fit for your Monthly Zoho Books & Tax project. With over 12 years in the industry having managed my own practice - Gaurav K Sharma & Co., worked at Ernst & Young LLP, and also Finance Lead for a group with INR 400 crore annual turnover (approx. USD 48 million), my background encompasses all aspects of your project. My skills aren't limited to bookkeeping and financial reporting alone; they expand to forecasting, KPI analysis, cash-flow projections, compliance management, process improvement, and more. Understanding Zoho Books automation rules and successfully using various state e-filing portals are part of my daily routine. Hence, helping you meet your deadlines with error-free financial statements and proof of tax submission is assured. Finally, I value transparency in communication and take customer satisfaction seriously. I believe in not only reconciling numbers but also identifying discrepancies before they become issues. My goal is to provide you with accurate numbers, timely reports, and proactive solutions that can help guide your business decisions effectively. Let's put my expertise to work for you!
₹25,000 INR in 7 days
0.0
0.0

I am a Qualified CA working in Reliance Retail Limited India largest Retail business. Having experience of book keeping, income tax GST.
₹28,000 INR in 7 days
0.0
0.0

Hi I am a Chartered accountant with more than 5 years experience in Financial reporting expertise in standalone, consolidation financial statements, Book keeping, GST Reco, Bank Reco, Income tax. Apart from this I do have experience in NCD issuance and Related compliances, Working as per Ind As. I do have hands on Ind as 116,109, 12 ,16, 24, 115 etc. Regards Kamal Raj Joshi
₹25,000 INR in 7 days
0.0
0.0

I am able to help you in preparing of your financial statement in zoho, so you can take informed decisions.
₹30,000 INR in 10 days
0.0
0.0

I ensure timely compliance and accurate deliverables by keeping records upto date for audit I will ensure timely filing of tax return without receiving notice
₹25,000 INR in 7 days
0.0
0.0

Hello, Trust this message finds you well! I am CA Shubham Jain, proprietor of a CA firm. We take pride in offering a comprehensive suite of professional services designed to meet the diverse needs of businesses. Our expertise spans across a multitude of areas, including: *1. Audit Services:* - Statutory Audits - Tax Audits - Internal Audits *2. Taxation Services:* - Income Tax Consultancy - GST (Goods and Services Tax) Compliance - International Taxation *3. Financial Advisory:* - Financial Planning - Investment Advisory - Business Valuation *4. Accounting and Bookkeeping:* - Maintaining Financial Records - Preparation of Financial Statements *5. Corporate Compliance:* - Company Registration - ROC (Registrar of Companies) Compliance *6. Government Registrations:* - Startup India,IEC, ISO - Patent, TM, Copyright *7. Legal Compliance:* - Ensuring compliance with various laws and regulations *8. Financing:* - All types of Business Loan, Project Loan etc. Thanks for considering! Best regards, CA Gaurav Jain +91 9479959609 Jabalpur, MP.
₹25,000 INR in 7 days
0.0
0.0

have an understanding of the complete bid proposal process, starting from analysing the RFP or tender document and identifying the client's key requirements. I can prepare the executive summary, technical and commercial proposals, company credentials, compliance matrix and supporting documentation. I also focus on ensuring that the proposal is accurate, professionally presented and fully compliant with the bid requirements. Before submission, I review the scope, pricing, timelines and mandatory documents to minimise errors and ensure timely submission.”
₹25,000 INR in 15 days
0.0
0.0

Hi, I have hands-on experience with Zoho Books, including reconciliations, financial statement preparation, and report customization. Each month I'll deliver: Fully reconciled bank, credit-card, and payment-gateway feeds P&L, balance sheet, and cash-flow statements (PDF + Excel) Invoice/billing oversight with discrepancy flagging Tax return filing with proof of submission happy to get started
₹25,000 INR in 7 days
0.0
0.0

Bengaluru, India
Member since May 30, 2024
₹750-1250 INR / hour
$250-750 AUD
£250-750 GBP
₹100-400 INR / hour
₹12500-37500 INR
₹750-1250 INR / hour
₹1500-12500 INR
₹12500-37500 INR
₹12500-37500 INR
₹600-1500 INR
₹600-1500 INR
$15-25 USD / hour
$200-400 USD
$28-92 USD / hour
₹600-1500 INR
$250-750 AUD
$30-250 AUD
$5000-10000 USD
$15-25 USD / hour
$250-750 USD