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I need someone that has accounting/bookkeeping background that knows about how to clean up and optimize my chart of accounts so I can produce financial reports that show me the state of my business. The data is sourced from my payroll app (Rippling) and my Banking app. They both feed my accounting app (Xero) and then Xero feeds my forecasting and reporting app (LivePlan). All these apps have partnerships with each other so the data transfer is simple and automated to get the data from one platform to another. The main focus is to clean-up my journal entries and optimize my chart of accounts that maps against all 3 platforms to produce my financial reports. Ideal skills and experience: - Strong accounting/bookkeeping experience - Experience in mapping charts of accounts - Proficiency in Rippling, Xero, and LivePlan
Project ID: 39724521
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Active 8 mos ago
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43 freelancers are bidding on average $186 USD for this job

With my 12+ years of experience, I have sharpened my skills in accounting and bookkeeping, which will be a great asset to your project. As someone who is ACCA certified and holding an MBA in Finance, I understand the nuances of managing a business's financial structure effectively. More importantly, I have extensive experience with all the platforms mentioned – I've migrated data from Rippling to Xero, used Xero for payroll and banking integration in addition to using LivePlan for reporting purposes. My clients across the globe trust me with their complex financial processes because they know I ensure accurate results while managing large volumes of data. My expertise in mapping charts of accounts will allow me to clean up and optimize your existing chart of accounts effectively for seamless transfers between apps as per your needs. Being familiar with Rippling, Xero, and LivePlan, I can confidently say that we will enjoy a smooth transition throughout the process. In conclusion, not only will you benefit from my deep understanding and affinity for different accounting softwares like QuickBooks (Desktop & Online), Wave, MYOB accounting software, Zoho Books and Tally among others alongside my mastery over spreadsheet tools like Excel template, Macro and VBA projects but also from the fact that working with me guarantees on-time quality deliverables. Spare yourself from padding out tedious tasks associated with your finances by entrusting your project to me.
$175 USD in 7 days
7.7
7.7

Having worked extensively with various accounting platforms - Xero, Quickbooks and Rippling, I am confident that I can optimize your chart of accounts while feeding data across these platforms seamlessly for error-free financial reporting. My 10+ years of experience in accounting and bookkeeping and passion for producing high-quality financial reports have made me adept at cleaning up, mapping, and optimizing charts of accounts in a way that generates comprehensive insights for businesses. To date, my work has sheltered businesses including MagicDichol LLC, Red Knight Solutions and Hassle Free BNB Limited against financial losses by providing accurate financial reports and insights. I believe that my prowess in generating P&L reports will be especially crucial to mailing the state of your business across these integrated apps.
$200 USD in 7 days
7.9
7.9

Hello. I read your requirement i will do that. Please come on chat we will discuss more about this. I will waiting your reply
$200 USD in 1 day
5.0
5.0

Hello, I have read and understood the requirements needed in this project, I am ready to start asap . Please inbox for more information. Thank you .
$175 USD in 7 days
4.6
4.6

I’m Curtis Folsom, a freelance bookkeeper and business solutions consultant based in Athens, GA. Local businesses are my passion, so I left the comfort and stability of my full-time accounting job to focus on helping other business owners succeed by taking the administrative load off your plate so you can focus on what you really love - serving your customers and growing your business. I have an accounting degree from the University of Georgia and have financial experience in multiple industries. Over the course of my career, I’ve been responsible for a little bit of everything from bookkeeping, bank reconciliations and budgeting to more advanced special projects such as leading software transitions, historical data cleanup and more. What fuels me is solving problems and creating efficient systems to save time and energy. From multi-billion-dollar corporations to local businesses and nonprofits, I've worked with organizations of all sizes, and I would love to bring my breadth of knowledge to your company. As a Certified Advanced QuickBooks ProAdvisor and Certified Xero Advisor, I have a strong background in accounting and can ensure accurate financial records, categorize expenses, run payroll, handle invoicing, bank reconciliations and more. My experience across several industries will be at your fingertips to help you tidy up your records and help you grow.
$250 USD in 7 days
4.5
4.5

Hi, I hope you're doing well. I understand you're looking for Chart of Accounts Integration across my Payroll, Accounting and Forecasting/Reporting I am the ideal candidate for your project. I have read the provided job description and I understand what you are looking for. I have over 10+ years of experience Data Entry, Accounting, Payroll, Bookkeeping, Xero, Data Integration, Financial Forecasting .Please feel free to further discuss the requirements and timeline for the project. I'd be happy to assist you. I am ready to start right now. ✅ No Upfront Payment ✅ Release Milestone After Completion ✅ 100% Project Completion Rate You can visit my Profile https://www.freelancer.com/u/HiraMahmood4072 Thank you
$100 USD in 2 days
4.7
4.7

Dear Client, ** price is definitely negotiable ** I see your goal is to have clean, optimized financial reports by streamlining your chart of accounts across Rippling, Xero, and LivePlan. What you’re looking for isn’t just bookkeeping cleanup—it’s ensuring every journal entry and account mapping flows seamlessly so your reporting reflects the true health of your business. With a strong accounting and bookkeeping background, I’ve helped businesses restructure their charts of accounts, reconcile journal entries, and align payroll, banking, and forecasting tools for accurate financial reporting. I’m experienced with Rippling, Xero, and LivePlan integrations, so I know how to make sure data moves smoothly between platforms without breaking reporting consistency. My approach is simple: review and clean existing entries, optimize your chart of accounts for clarity, and ensure everything maps correctly across all three systems—so LivePlan produces the insights you need to run your business confidently. Price is negotiable, let’s discuss what works best for your budget. I’d be glad to get started and help you set up reports you can fully rely on. Kind Regards, Aqsa
$300 USD in 1 day
4.0
4.0

Hi, I came across your requirement on Freelancer.com for Xero chart of accounts integration with third party software. I ’m an expert bookkeeper/accountant and more than 12 years experience and using Xero since last 11 years.. I am very much interested in your project with all of your requirements. Typically, I can do this project successfully and integrate Xero chart of accounts with Rippling payroll software and Live Plan forcasting software. It will give you accurate reports. I will clean up journal entries and optimize chart of accounts against the all three software so that you can get accurate reports. I have strong understanding of basic accounting principles. I’m a very proactive, reliable, detail oriented, ethical, problem solver & very familiar with Quickbooks, Xero, Wave, Zoho books, & MYOB etc. Strong ability to work independently. I will be available more than 15 hours per week and able to start your project as soon as possible according to you. Thanks for reading my application and I look forward to hearing from you. Best Regards, Suman Rawat
$150 USD in 7 days
3.7
3.7

Hello, I'm excited to help clean up and optimize your chart of accounts, leveraging my accounting and bookkeeping expertise to ensure accurate financial reporting and analysis. This project offers a great opportunity to ensure the financial health and accuracy of your business. *Project Understanding* - Clean up journal entries and optimize the chart of accounts to ensure accurate mapping across Rippling, Xero, and LivePlan - Ensure seamless data transfer between platforms to produce reliable financial reports *Approach* - Review and analyze the current chart of accounts and journal entries to identify areas for improvement - Map the chart of accounts to ensure accurate integration across Rippling, Xero, and LivePlan - Implement best practices for accounting and bookkeeping to ensure accurate financial reporting *Relevant Experience* With 15+ years of experience in accounting and bookkeeping, I've successfully delivered numerous projects that require chart of account optimization and financial reporting. My expertise in Xero, Rippling, and financial forecasting enables me to ensure accurate and reliable financial data. Let's optimize your chart of accounts and ensure accurate financial reporting! I'm excited to work on your project and deliver a solution that provides a clear picture of your business's financial health.
$150 USD in 3 days
3.0
3.0

Hi I am a professional accountant and bookkeeper with Xero certified advisor over 11 years of experience, offering bookkeeping services to businesses of all sizes, individuals, and non-profits worldwide on cloud accounting. My Accounting & Bookkeeping Services : >> Setting up new company and preparation of Chart of Accounts >> Recording/Categorization of transactions >> Bank and Credit Card reconciliations >> Creating bills/invoices >> Managing account receivables and accounts payable >> Journal Entries and Adjustments >> Import or create bank rules >> Import or upload bank transactions >> Budgeting >> Preparing financial statements and financial projections for start-ups >> Generate reports Profit & Loss, Balance Sheet etc >> Fixed Assets Schedule (with additional charges) >> Payroll Management >> Conversion from Accounting Software >> Making reports in PDF & Excel My services includes the highest quality with 100% accuracy and full support until satisfaction. Contact me before placing an order so that I may fulfil it as effectively as possible and always welcome for a custom quote. Thanks Best regards JANNAT
$200 USD in 7 days
1.4
1.4

Hello Manuel R., We went through your project description and it seems like our team is a great fit for this job. We are an expert team which have many years of experience on Data Entry, Accounting, Payroll, Bookkeeping, Xero, Data Integration, Financial Forecasting Lets connect in chat so that We discuss further. Regards
$180 USD in 7 days
0.0
0.0

As an experienced accounting professional, I understand the importance of a clean and optimized chart of accounts for accurate financial reporting. I have a strong background in accounting and bookkeeping, with expertise in mapping charts of accounts. I am proficient in Rippling, Xero, and LivePlan, making me well-equipped to integrate and streamline your financial data across all platforms. My focus will be on cleaning up journal entries and optimizing the chart of accounts to ensure seamless data transfer and accurate reporting. I am confident that my skills and experience align perfectly with the requirements of this project, and I am eager to help you achieve a clear and comprehensive view of your business finances.
$180 USD in 7 days
0.0
0.0

Hello I can assist you in crafting a clean and optimized chart of accounts that aligns seamlessly across Rippling, Xero, and LivePlan, enabling accurate and insightful financial reporting for your business. With extensive experience in accounting and bookkeeping, I specialize in organizing journal entries and structuring accounts to provide a clear view of a company’s financial health. My approach focuses on analyzing your current chart of accounts, identifying inconsistencies or redundancies, and implementing a streamlined system that ensures all transactions flow correctly between your payroll, banking, and accounting platforms. By mapping accounts strategically, I will ensure that your financial reports in Xero and forecasts in LivePlan reflect precise and actionable data, making business decisions easier and more informed. I am proficient in Rippling, Xero, and LivePlan, and have successfully helped clients optimize multi-platform accounting systems before. I am confident I can bring clarity and efficiency to your financial reporting workflow. Thanks Umber
$105 USD in 3 days
0.0
0.0

Hello, I understand you are looking for expertise to clean up and optimize your chart of accounts across multiple platforms, including Rippling, Xero, and LivePlan. With my strong background in accounting and bookkeeping, I can help you streamline your journal entries and enhance your financial reporting. I have experience integrating data across these applications, ensuring seamless automation and data transfer. My approach will focus on ensuring that your chart of accounts is not only optimized for current needs but also adaptable for future growth. By aligning the accounts across all platforms, you will gain clearer insights into your business's financial health. Let’s work together to establish a robust accounting framework that provides you with accurate and actionable financial reports. What specific challenges have you faced with your current chart of accounts that you would like to address in this integration? Thanks, Faisal
$195 USD in 20 days
0.0
0.0

As an experienced finance professional with over a decade of work in high-impact positions, I see this project as perfectly aligned with my expertise. I have a deep and proven knowledge of financial reporting, general ledger management and data-driven decision making that will be invaluable in optimizing and cleaning up your chart of accounts across all the platforms. Having worked extensively on Oracle, SAP and advanced Excel modeling I know how vital it is to get the small details right and optimize for precision and strategy. My experiences at Ezz El Arab Automotive Group and Aman for E-Payments (Raya Holding) both involved substantial cleaning up of financial operations, close working with banks and auditors, as well as strategic cash flow management. I am confident that my skills will enable me not only to clean up and streamline your journal entries but also give advice on internal control structures that could improve your business operations beyond simplifying your accounting. My proficiency in Rippling, Xero, and LivePlan is second nature. Being detail-oriented when it comes to mappings is crucial here, which aligns perfectly with my profile. My central aim has always been helping businesses obtain actionable insights from their finances, something that would be truly transformative for your business.
$175 USD in 3 days
0.0
0.0

We will implement seamless Chart of Accounts (COA) integration across your Payroll, Accounting, and Forecasting/Reporting systems. This ensures consistency, real-time synchronization, and accurate financial tracking across all platforms. Our team will assess your current COA structure, align it with best practices, and configure integrations to eliminate duplication and errors. This unified approach enhances reporting accuracy, simplifies reconciliation, and streamlines decision-making. We’ll also provide testing and staff training to ensure smooth adoption. Our solution promotes transparency, improves compliance, and supports future scalability. Trust us to deliver a cohesive financial ecosystem tailored to your business needs and growth objectives.
$175 USD in 5 days
0.0
0.0

Data Entry: With a proven track record in data entry, I am skilled at accurately entering and updating data in various systems, maintaining data integrity and confidentiality in excel , word , covert PDF document and verifying and correcting data discrepancies. My efficiency and attention to detail ensure that data is always up-to-date and reliable. Account Maintenance: I have extensive experience in managing financial records, including book keeping, accounts payable and receivable, payroll processing, invoice and billing processing, reconciling bank statements, and tracking financial transactions. My attention to detail ensures accuracy in preparing regular financial reports and maintaining the integrity of financial data.
$175 USD in 7 days
0.0
0.0

I am deeply passionate about bringing order and efficiency to a business's financial processes, which makes me an ideal candidate for your project. My robust experience in accounting and bookkeeping, combined with my technical proficiency in Rippling, Xero, and LivePlan, will enable me to seamlessly optimize and clean up your chart of accounts across all your platforms. I understand that accurate journal entries and a well-mapped chart of accounts are the building blocks for generating reliable financial reports. Through my prior roles at various companies, I have honed my ability to eliminate redundancies and streamline data transfers between systems, ensuring that the information generated is not only timely but also precise. This is exactly what you need as you seek to extract meaningful insights from your payroll, accounting, and forecasting apps in one cohesive manner. Moreover, I am absolutely committed to delivering excellent results with 100% satisfaction. I understand that your business's financial well-being relies on this task being executed flawlessly, and you can trust me to do so. Let's transform your financial reporting system into an asset that gives you true visibility into your business's performance!
$100 USD in 7 days
0.0
0.0

Hey I am account manager at Ali Aqib and company managing chart's of accounts such as receivable and payables etc
$150 USD in 3 days
0.0
0.0

Hello, I am an Indian Chartered Accountant with extensive international experience, having worked with clients across Europe, the UAE, America, and Australia. I have a deep understanding of accounting principles and have worked with a variety of service-based and product based companies, giving me a solid foundation for handling diverse business needs. My expertise is an excellent fit for the key requirements of this job: Chart of Accounts Cleanup and Optimization: I have significant experience in cleaning up and optimizing charts of accounts to ensure they accurately reflect a business's financial health. I am skilled at creating a logical structure that enables the production of clear and meaningful financial reports. Journal Entry Cleanup: I am meticulous and have a proven track record of cleaning up and correcting journal entries to ensure data integrity and accuracy. I am confident that my skills and international experience make me an excellent candidate to help you get your financial data in order so you can produce the reports you need. I look forward to discussing this opportunity with you further.
$200 USD in 7 days
0.0
0.0

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