Tax accountingJobs
Managerial accounting help is needed.
Adempiere Finance Functional Consultant for desigining Ecommerce & Accounting System
...and valuation consulting firm looking for a LinkedIn Lead Generation Specialist to help expand our pipeline. Target Audience: Startup Founders & Co-Founders (for direct mandates) CPAs / Accounting Firms (for B2B referral partnerships) Scope of Work: Identify and build targeted prospect lists Execute structured LinkedIn outreach campaigns Craft personalized messaging for founders and CPAs Qualify leads and generate discovery calls Track and report weekly performance metrics Requirements: Proven LinkedIn lead generation experience (B2B preferred) Experience targeting startups and/or accounting professionals Proficiency with LinkedIn Sales Navigator Strong written communication skills Ability to meet defined monthly targets Please share: Relevant experien...
I’m preparing early for the 2025 financial year of my Amazon online-arbitrage business and want a professional who can handle both financial reporting and tax preparation from start to finish. Experience with Amazon oa booking a must please explain what experience you have with this and Make sure first word of your proposal is banna so I know you read this .
Our Odoo 17 stack already covers Sales & CRM, Accounting, Field Service / Planning and POS, yet several everyday processes still feel manual and disjointed. I now want to push the platform further so that: • Sales & CRM, Accounting and Finance all share one set of real-time, drill-down dashboards for financial reporting and analysis. • Field Service schedules update automatically when orders close, with planners seeing capacity and route suggestions at a glance. • Repetitive back-office tasks—think invoice reminders, order confirmations, stock alerts—run hands-free through server actions or scheduled jobs. • Custom reports (both tabular and graphical) can be generated in two clicks, exported to Excel/PDF, and saved as favourites ...
I will prepare and efile IRS tax return 2025 (exclusive of efiling fee which shall be borne by the client).
I am preparing to launch operations in Bulgaria and need a single, well-structured knowledge base that answers every practical question before we register the new entity. The work must cover three areas in depth: • Legal research – up-to-date business regulations, corporate tax rules, employment legislation, company-registration procedures and any other relevant Bulgarian commercial law. • Administrative research – step-by-step filing requirements, government portals, typical timeframes, compulsory permits and ongoing compliance obligations. • Price comparison – current fees, service packages and contact details for lawyers, accountants, corporate service providers and consultants in the main Bulgarian business hubs. Deliverables 1. A written...
...live availability across all locations, and creates an order. 2. The app routes that order to the supplying branch or warehouse, adjusts on-hand figures immediately, and shows progress on a tracking screen. 3. If levels dip below predefined thresholds, the right people receive a push alert with suggested reorder quantities. 4. Managers pull branch-by-branch reports or export data to our accounting system without leaving the app. What I’d like from you • A production-ready mobile app (cross-platform or native—open to your recommendation) with a clean, intuitive UI. • Secure user authentication and role-based access so staff only see what they need. • Cloud back-end or SaaS integration to keep data synced 24/7. • Source code, documenta...
Our Rentman environment needs a detailed audit to enable flawless integration with Xero for accounting purposes. The focus is on syncing invoices, costs, and payments with accuracy. Automatic invoice transfer, cost allocation, and payment reconciliation must work seamlessly without manual fixes. Key requirements: - Certification in Xero (or equivalent expertise) is mandatory. - Hands-on experience with Rentman is essential. - A background in AV-rental or events management will help align with our business needs. Responsibilities: • Audit our current Rentman setup to resolve data hand-off issues and optimize workflows. • Configure Xero so its data structure aligns with operations—charts of accounts, tax codes, and tracking categories included. • Ensure a...
...help secure my financial future. As a beginner, I need a professional who can simplify complex concepts and provide tailored advice. Key Areas of Assistance: - Investment Advice: Help me choose the right investment options. - Budgeting for Retirement: Create a sustainable budget. - Tax Planning: Optimize my tax strategies. - Estate Planning: Set up my estate plan. Ideal Skills and Experience: - Certified Financial Planner (CFP) or similar qualification. - Strong background in investment strategies. - Expertise in tax and estate planning. - Excellent communication skills to explain concepts clearly. - Experience working with beginners in retirement planning. Looking for someone who can provide personalized guidance and support throughout this process. Please share...
Time is critical—I have an accounting task that must be wrapped up within the next 60 minutes. Easy and ai can be used
...flows across personal and business entities. The system is accounting-led, automation-first, and scalable from small recurring loans to institutional-level operations. 2. Core Design Principles • ACH rails are passive; intelligence lives in the ledger and automation layer. • All funds flow through a small number of hub accounts. • Every transaction must carry a structured identifier. • QuickBooks (or equivalent GL) is the system of record. 3. System Architecture Overview The system consists of five layers: Bank Hubs, Payment Orchestration, Automation Logic, Accounting Ledger, and Reporting/Audit. Incoming and outgoing ACH transfers are initiated or received through orchestration tools and recorded in real time within the accounting platform. 4. T...
...retirement planning, and tax optimization under one roof while comfortably handling large balances and complex banking needs. At its core I’m after straightforward, basic portfolio management that can still execute across growth, value, and income-focused strategies without forcing me to juggle multiple providers. In other words, I want the breadth of an institutional-grade shop delivered with the simplicity of a unified relationship. Your task is to help me identify (and, if possible, facilitate an introduction to) the most suitable U.S. firm(s) that meet these criteria. I will need: • A short-list of candidate firms with proven track records managing sizeable accounts • A clear comparison of each firm’s integrated services: wealth management, retireme...
...email/password Home / Book Address input (autocomplete + current location) “What are we picking up?” selector Pickup Details Load size (Small/Medium/Large/Full) Add-ons checklist (heavy items etc.) Photo upload (optional for MVP, recommended) Notes for driver Schedule ASAP (default) or Choose time window Quote / Price Breakdown Total price Line items (base tier, distance, rush, add-ons, tax if applicable) Checkout Card / Apple Pay / Google Pay (Stripe) Confirm booking Active Job Tracking Map with driver location Status timeline: Requested → Assigned → En Route → Arrived → Loading → Dumping → Completed Contact driver (chat/SMS) Job Complete Before/After photos gallery Tip + Rating Report issue Orders Past jobs + r...
I run a small Irish maintenance limited company and need an experienced bookkeeper who already understands Irish legislation around VAT, PAYE modernisation and small-company audit-exempt accounts. Your main focus will be: • Submitting all tax returns – VAT, Income Tax and Corporation Tax – accurately and on time. • Running payroll for up to five employees each month, emailing payslips and handling any ROS submissions. • Tracking every sales and purchase invoice and matching them to bank transactions so the ledgers reconcile cleanly. • Preparing the full annual set of CRO-ready, audit-exempt accounts and filing them. I’m flexible on software and will happily follow your recommendation, whether that ends up being QuickBoo...
I run a Shopify store and want callers to place orders through a human-sounding AI voice agent instead of waiting for a live r...Deliverables – A working phone number answered by the AI agent, fully integrated with Shopify. – Documentation showing how to modify products, intents, fallback rules, and analytics. – A short screen-recording (or call log) demonstrating a complete, successful order for one of the designated items. Acceptance criteria An AI-generated order must appear in Shopify with the correct SKU, pricing, tax, and shipping calculations, and callers should hear no more than a two-second response delay. When you reply, include at least one example of a past Shopify voice or chatbot integration you built and outline how you would limit ordering...
...used, remanufactured (~10,000 items) • Processes credit card payments (PCI DSS compliance required) Odoo 18 Status: • Currently hosted on cloud platform • Deployed in staging environment • Configuring, customizing, and testing in progress • Must migrate to Quebec-based infrastructure for Law 25, PIPEDA, and PCI DSS compliance • Modules deployed (13 total) including current test data: Accounting, Sales, Purchase, CRM, Contacts, Inventory, Website, Project, Employees, Timesheets, Manufacturing, Recruitment, Time-Off 3. TECHNICAL REQUIREMENTS 3.1 Infrastructure Specifications Production Environment: • 4 vCPU, 8 GB RAM, 80 GB NVMe SSD • 99.9% uptime SLA • E-commerce bandwidth capacity • Daily automated backups • PCI DSS comp...
...digital folders, and enter three core items—invoices, receipts, and expense records—straight into the system. Accuracy matters more than speed, so every total, GST code, and account classification must match the source document. The workflow is simple: • Open the shared folder, review the PDFs, and confirm legibility. • Post each transaction in MYOB, cross-checking dates, supplier names, and tax amounts. • Update the linked Excel reconciliation sheet so I can track progress in real time. All source documents are already digitised, so no scanning is needed; just tidy naming and archiving once the entry is complete. Please flag any missing information or discrepancies immediately so we can resolve them before month-end close. Consistent, error...
...cart, and pay seamlessly—credit cards, PayPal, and any other standard gateways you recommend. I’ll also need an easy-to-manage dashboard so I can create new service listings, set prices, add images, and track orders without touching code. Key expectations • Modern, responsive layout that looks great on mobile and desktop • Secure checkout flow with automatic email confirmations and basic tax/shipping rules disabled (since I sell services, not physical goods) • SEO-friendly structure and schema for wellness services • Blog or article section ready for future tips and inspiration posts • Basic on-page performance optimisation and SSL setup Please share links to wellness, coaching, or similar online stores you’ve built, note...
...existing QuickBooks file When everything balances, generate a professional P&L, Balance Sheet Detail, Balance Sheet Previous Year Comparison, Expense by Vendor, P&L by Year and Month, P&L Detail (PDF and a QuickBooks backup) that I can forward to my tax preparer and use for internal trend analysis. A concise summary of key movements—major cost changes, revenue spikes, or anything unusual—would be a valuable extra. Accuracy and confidentiality are paramount, and I’m looking for a fast—but not rushed—turnaround. If you have the proven accounting background and are comfortable diving straight into QuickBooks, let’s talk timing and access so the numbers are locked down without delay. Deliverable checkpoints • A fully reco...
My husband has passed away and I am the executor. I need help with printing his year-end Profit and Loss statement from two business he owned. Also to access his past Tax information from his Intuit Tax software. This is possibly a one-time meeting at a home office. Key Tasks: - Gather necessary financial data already in QuickBooks Pro account - Locate and Print Profit and Loss statement Ideal Skills and Experience: - Proficiency in accounting software - Experience with financial reports - Attention to detail - Printing and document preparation
...ongoing basis. What We’re Looking For We’re seeking a US-based bookkeeper who can: Handle our annual business tax filing, and Maintain our books monthly after tax filing, ensuring everything remains clean, accurate, and up to date year-round. This is intended to be a long-term relationship, not a one-off cleanup. Current Setup Entity type: Single-member LLC (US-based) Accounting software: QuickBooks Online (QBO) Books status: Up to date Monthly volume: ~100 transactions per month Accounts: 2 bank accounts 2 credit cards Scope of Work Tax Filing Prepare and file annual business taxes for a single-member LLC Coordinate with us on any required documentation Ensure compliance with US tax requirements Monthly Bookkeeping Maintain books on a...
I need a full-featured e-commerce site built on WooCommerce to sell downloadable digital products. The core WordPress installation is already live; what’s missing is a polished storefront that guides visitors from product discovery through secure checkout and automated file delivery. Key goals • Configure WooCommerce from the ground up, including payment gateways such as PayPal and Stripe, tax/shipping settings (mostly disabled, since the catalogue is download-only) and email notifications. • Set up product pages that showcase each file with screenshots, version notes and instant “add to cart” buttons. • Implement a secure delivery method—either the native WooCommerce download system or a trusted add-on—for immediate, expiring download l...
I'm seeking a seasoned accountant to oversee my monthly payments and transaction reconciliations via Zoho. Key Responsibilities: - Managing and tracking payments - Reconciling transactions Requirements: - Proficiency in Zoho Invoice - Solid understanding of accounting principles - Experience in monthly payment management and transaction reconciliation Please provide details about your experience and availability in your proposal.
I want to run a fully-functional SAP S/4HANA virtual machine on my personal Windows computer so I can practise and explore the suite on my own time. The VM must start up cleanly with the core modules I care about already active―Financial Accounting (FI), Material Management (MM), Sales & Distribution (SD), plus Controlling (CO), Production Planning (PP) and Warehouse Management (WM). The exact hypervisor is flexible. I have access to VMware Workstation, Hyper-V and VirtualBox, so we can pick whichever option will deliver the smoothest performance on my hardware. What I need from you • Verify my machine’s capacity and list any pre-installation tweaks. • Supply or point me to the correct trial media and developer licenses, then install S/4HANA inside the VM...
...Illustrator or an equivalent vector tool and have a portfolio that shows strong typographic and icon-based identities, let’s talk. PRANVION GLOBAL Logo Design Brief – For Graphic Designer Company Overview: Pranvion Global is a multi-service outsourcing group based in India serving US clients. Core services include Legal Process Outsourcing (Mass Tort support), Lead Generation, Marketing Operations, Accounting Services, IT Services, and Business Process Outsourcing. Brand Positioning: • Corporate and globally professional • Structured, system-driven, and scalable • Authority-focused (not startup casual) • Premium and trustworthy • Built for long-term growth Logo Requirements: • Primary text: PRANVION (bold, uppercase) • Secondary tex...
...buyers know exactly what they’re getting. Beyond the storefront itself, I’d like the essential supporting tools in place—payment gateway configuration, tax settings that suit digital goods, basic on-page SEO, Google Analytics, a Facebook/Meta pixel, and an e-mail capture flow so I can market to past customers. If you know a lightweight app for upsells or licence-key distribution, feel free to recommend it; I’m open to sensible suggestions that don’t bloat the tech stack. Deliverables • A fully functional Shopify site ready to accept live orders for digital products • Secure, automated digital-file delivery after checkout • Payment, tax, and shipping (if any) rules tested and confirmed working • Core analytics and e-...
Senior Marketing Strategist for US Tax Client Acquisition We are a tax services firm seeking a senior freelance marketing expert to design and execute a lead generation strategy focused on acquiring US-based tax clients (individuals and/or businesses). The goal is to build a consistent pipeline of qualified leads that convert into tax preparation, planning, or consulting clients. You must have proven experience marketing high-consideration, compliance-based services like tax, accounting, or financial advising. Core Objectives: Develop a tax-season-centric yet year-round marketing strategy. Target and acquire clients who need US tax preparation, tax planning, IRS issue resolution, or specialized tax services. Build ...
I run a telecommunications company and need help navigating the maze of taxes that apply to our industry. The immediate focus is telecommunications‐specific compliance: identifying every federal, state, and local...advice on maintaining documentation in case of an audit, plus recommendations for any software or tools that will keep us organised. If you also have experience with broader telecom issues—regulatory fees, Universal Service Fund reporting, or revenue recognition nuances—let me know; we may expand the scope once the core compliance work is under control. Please outline your relevant telecom tax projects, the standards or jurisdictions you know best, and your typical turnaround time for a full compliance review. I’m ready to get started as soon as I ...
...petition that is fully compliant with USCIS requirements. Scope of assistance • Draft and finalize Form I-129F so it is ready for my signature. • Create a clear, USCIS-friendly cover letter and tabbed index. • Gather and organise all supporting evidence: – Proof of relationship (photos, travel records, chat logs, affidavits, etc.). – Financial support documentation (Form I-134, recent tax returns, W-2s, pay-stubs). – My fiancée’s supporting documents (passport bio page, birth certificate, police certificates, translations where required). • Flag any missing items early and advise on certified translations or notarisation when necessary. • Package everything for a single, ready-to-mail submission, inclu...
I run a telecommunications company and need help navigating the maze of taxes that apply to our industry. The immediate focus is telecommunications‐specific compliance: identifying every federal, state, and local...advice on maintaining documentation in case of an audit, plus recommendations for any software or tools that will keep us organised. If you also have experience with broader telecom issues—regulatory fees, Universal Service Fund reporting, or revenue recognition nuances—let me know; we may expand the scope once the core compliance work is under control. Please outline your relevant telecom tax projects, the standards or jurisdictions you know best, and your typical turnaround time for a full compliance review. I’m ready to get started as soon as I ...
I’m refining our Odoo 19 environment and need someone to enhance forms and report templates related to delivery picking, delivery note and invoice. We just moved to Odoo and below is what I need for now: 1) Have customer reference field flow from sales order to delivery order and to invoice, on forms as well as report templates. 2) Have shipping tracking number field flow from delivery order and to invoice, on forms as well as report templates. 3) Enhance sales order, delivery picking , delivery order and invoice template by moving a couple of fields, removing fields and adding a couple of fields. 4) If possible, remove payment link in invoice emails and invoice pages for customers based on certain conditions (like certain payment terms or invoice amount). 5) I would also like a co...
...need an experienced bookkeeper who can take full charge of tax preparation. All day-to-day entries are already in QuickBooks Online; what I’m looking for is someone who can step in, review the books for accuracy, reconcile every account, and deliver clean, ready-to-file financials at year-end. Here’s how I picture our workflow: • Reconcile bank, credit-card, and loan accounts inside QuickBooks • Adjust chart-of-accounts entries so expenses and revenue are correctly classified for federal and Tennessee state returns • Generate the final profit & loss, balance sheet, and any supporting schedules my CPA will ask for • Flag any missing documentation and let me know so I can upload it promptly While your immediate focus is tax prepar...
Project Brief Project: Supplier Product Replication & Workwear Bundle Implementation Client: Co...product structure implemented 2. One full supplier catalogue replicated as a reference template 3. Minimum three (3) fully functional workwear bundles 4. Documentation covering: o Adding new suppliers o Creating new bundles 5. Handover walkthrough (written or recorded) 6. Out of Scope (Phase 1) • Supplier stock syncing • Automated decoration pricing • Product customiser / design tool • ERP, accounting, or CRM integrations These may be addressed in later phases. 7. Success Criteria • Products and bundles are easy to manage and scale • Admin staff can add suppliers without developer support • Bundles are intuitive for end users • No noticeable...
...colour, add a monogram, then choose optional extras (straps, clasps, organisers, etc.). Each swatch click must instantly replace the relevant part of the model so the buyer always sees an accurate visual of the final piece. Beyond the customiser, the site must behave like a modern e-commerce destination: product search and filtering, secure cart and checkout, multiple payment gateways, automated tax/shipping calculation, order tracking and a mobile-friendly design. I also want built-in user reviews and a live-chat widget so shoppers can ask questions on the spot. A first-order pop-up discount and an affiliate/referral module should be configured from day one. A wishlist would be a nice extra but isn’t essential right now. Key deliverables • WordPress + WooComme...
...specification (Web + Mobile) Hard rule: Main Warehouse = inventory storage only. All sales (Wholesale B2B and Retail POS) must be fulfilled from Retail Warehouses. This document focuses on: process flows, validations, stock ledger rules, and accounting triggers. 0. GLOBAL RULES (APPLY TO ALL MODULES) 0.1 Document states (standard) • Draft: editable, no stock impact, no accounting posting. Submitted: locked for key fields; may require approval depending on config. •Approved: allowed to execute downstream actions (receive/deliver/post). Posted/Completed: stock/accounting effects are finalized; limited edit. • Cancelled: creates reversing entries where applicable; must preserve audit trail. 0.2 Stock Ledger (mandatory) • No module is allowed to dir...
...and commission timelines • Support email marketing campaigns and newsletters ⸻ Administrative Support • Manage daily email correspondence and scheduling • Coordinate meetings with collectors, artists, and partners • Prepare contracts, invoices, and sales agreements • Maintain organized digital filing systems (Google Drive, Dropbox, etc.) • Assist with bookkeeping coordination (not full accounting) • Support grant submissions or exhibition proposals (if applicable) • Help maintain SOP documentation and operational workflows ⸻ Reporting & Data Analysis • Generate weekly/monthly CRM and sales performance reports • Track conversion rates, lead sources, and collector engagement • Maintain KPI dashboards • ...
I have a steady stream of U.S. individual and business returns that must be turned around quickly in Drake. On a typical day—Monday through Saturday—I need someone who can dedicate a full 8-hour shift to preparing and final-reviewing 1040, 1120S, and 1065 filings for multiple clients. You’ll log in to my cloud-hosted Drake instance, pick up the source documents I upload, complete the data entry, run diagnostics, address any reject codes, and leave each return ready for my sign-off and e-file. Accuracy, compliance with current IRS guidance, and the ability to flag missing information before I see it are critical. We may talk through complex items by phone or Zoom, but most communication will be via Slack and email. Deliverables for each engagement • Drake file w...
...IMMEDIATE PRIORITIES: * Debt collection (US-based matter, requires immediate attention) * Additional outstanding collection matters * Corporate restructuring and entity optimization CORE RESPONSIBILITIES: Critical Practice Areas: * Contract law: drafting, negotiation, and review for e-commerce and SaaS operations * Intellectual property: strategy, protection, licensing for technology ventures * Tax law: international structuring and cross-border optimization * Debt collection and commercial enforcement Ongoing Legal Operations: * Employment and contractor agreements (international workforce) * Corporate governance and compliance frameworks * Cross-border transaction structuring * Data privacy and GDPR compliance (e-commerce operations) * Platform and marketplace regulatory ...
The B2B E-Commerce Web and Mobile ...pricing for different clients. Buyers can browse products, place large-volume orders, track shipments, manage invoices, and access order history, while sellers can manage inventory, pricing rules, customer accounts, and promotions in real time. Key features include multi-vendor support, approval workflows, multiple payment options, order tracking, analytics dashboards, and integration with ERP and accounting systems. The mobile application ensures on-the-go access for sales teams and buyers, improving responsiveness and operational efficiency. Overall, the solution enhances supply chain transparency, reduces manual processes, improves customer engagement, and accelerates B2B transactions through a centralized, reliable, and scalable e-commerce ...
...looking for a reliable accounting partner who can take full charge of my routine finance tasks—everything from clean general-ledger upkeep to timely statutory filings. Day-to-day entries now live in Wings and Synergies software, so you’ll need to be comfortable pulling data from there, yet I’m happy to receive reconciled outputs in Tally-compatible files or plain Excel sheets if that streamlines your workflow. Here’s what I’ll count on you for: • Complete tax filing: TDS, GST and every GSTR-2B return, prepared and submitted without reminders. • Accurate reconciliation: match bank statements against books and align GST ledgers so mismatches are caught early. • Ongoing bookkeeping: post transactions, close each month, and fla...
...fully-functional GetYourGuide supplier account for my business, which offers local adventure tour packages. Everything must be completed to the point where the profile is verified and ready to start taking bookings. Scope • Register the supplier account under my company name and email. • Fill out every section of the company profile (logo, description, contact info, banking & payout details, tax data). • Upload all documents GetYourGuide requests for KYC and business verification until the status shows “verified.” • Optimise the public profile wording so it speaks to travellers looking for adventure experiences in our area. Deliverables 1. Login credentials transferred securely. 2. Screenshot or video walkthrough confirming &ldq...
...our business requirements, as well as providing technical support and guidance to our internal team. Scope of Work Implement and customize Odoo modules based on business needs Enhance Odoo Website functionality and user experience Integrate and configure Stripe payment gateway Develop a Training Management System module within Odoo Work with core Odoo apps, including: (Contacts, CRM, Sales, Accounting, Projects, Timesheets, Website, Email Marketing, Social Marketing Develop and deploy new features and functionalities Troubleshoot, debug, and resolve technical issues promptly Provide basic training and knowledge transfer to internal team members Required Qualifications Proven hands-on experience in Odoo development and implementation Strong understanding of Odoo architecture,...
Mobile Fuel Inventory & Blending App (Android + iOS, Multi-User) Project Description I am looking for an app developer to build a mobile-first inventory application for fuel trading and blending operations. The app will be used by drivers, supervisors, and the management team, so it must be simple, fast, and practical for daily...data sync. The UI should be very simple, mobile-friendly, and optimized for quick data entry, even on low-end devices. This project is for a basic MVP, not a full ERP system, with a target timeline of 3–5 weeks. Please include your fixed-price quote, technology stack, estimated timeline, and examples of similar mobile apps you have built. Future features like GPS tracking, GST invoicing, and accounting integration may be added later but are not p...
...multi-currency, tax setup • Zoho CRM: Custom modules, sales pipelines, workflow automation, deal management • Zoho Projects: Project templates, resource allocation, budget tracking, milestone management • Zoho FSM: Work order management, mobile app configuration, technician dispatch, offline mode • Zoho Inventory: Multi-warehouse setup, serialization, stock transfers, project-based warehousing • Zoho People: Org structure, attendance (geofencing), leave management, employee self-service • Zoho Expense: Expense categories, approval workflows, project advances • Zoho Creator: Custom application development (forms, workflows, reports) • Zoho Flow: Complex workflow automation, inter-module integration, error handling • Zoho Analytics: Dash...
I’m looking for someone who has already built full financial statements in Power BI and is comfortable with accounting logic. The goal is a dynamic Cash Flow report driven by a Matrix visual that shows monthly Opening Balance through Closing Balance, with all the intermediate cash movements: • Opening Bank Balance • AR • Project Sales Forecast • AP • Open Purchase Orders • Project COS Forecast • Overheads • Net Cash Flow • Closing Cash Balance All six data sets—Bank, AP, AR, Purchase Orders, Project Forecast, and Overheads—are available. I don’t expect source mismatches, so reconciliation logic should be minimal; focus instead on clean transformation in Power Query. Each source needs to be conve...
I need an experienced Wave specialist to get our books fully operational, working hand-in-hand with our external accountant and shaped around the needs of a small real-estate–focused business. The immediate priorities are to build a clean chart of accounts that mirrors industry-standard real-estate categories and to connect all current bank and credit-card feeds so transactions flow in automatically. While we are not importing a full history, you will reference a partially updated Xero file and my written guidelines to recreate opening balances and key comparative data inside Wave. I will supply the Xero access and any supporting worksheets you need. No end-user training is required; the goal is simply a seamless setup that lets my accountant step straight into monthly reconciliati...
...integrated platform that merges ERP, CRM, HRM, and Accounting into a single, web-based solution aligned with Indian accounting standards (GST, TCS/TDS, e-invoicing, and statutory reports). ERP is the core of the build, and within that the most critical areas are inventory management, supply-chain management, and production planning. The system must seamlessly support multiple branches and warehouses, allowing real-time stock visibility, inter-branch transfers, and consolidated as well as branch-wise financial statements. Production planning should handle bill-of-materials, work-order scheduling, and material requirements. Supply-chain tracking must cover purchase requisitions through to vendor payments, tying directly into the accounting module so ledgers update ...
