End‑to‑End ERP Accounting Setup with Chart of Accounts & Reconciliation

@AdeebaShamsi

With my 4 years of experience as a CA finalist and comprehensive expertise in various accounting software including QuickBooks, Xero, TallyPrime, Odoo, Zoho Books, and even SAP, I am the ideal candidate to lead your End-to-End ERP Accounting project. My passion for providing accurate and organized financial solutions aligns perfectly with your need for a well-designed Chart of Accounts (COA), meticulous data migration, reconciliations, and robust finance processes. My skillset extends beyond basic accounting functions; I specialize in data migration, general ledger management, bank reconciliation, and financial statement preparation. These skills will prove invaluable for ensuring the veracity of historical records throughout the migration process. Additionally, being well-versed in key finance areas like AR, AP, expenses, journal entries, and bank/cash management helps me grasp the unique requirements of your business quickly and tailor solutions accordingly. Moreover, my proficiency with popular accounting platforms like QuickBooks and Xero is an asset because it ensures seamless integration for any organization's existing infrastructure. Alongside this technical fluency is my commitment to maintaining strong internal controls through well-drafted policies and adherence to regulatory compliance measures. I am efficient at closing monthly books accurately and on-time with a keen eye for any discrepancies or misclassifications.

@caajoys

I can establish a complete, controlled accounting environment and migrate your historical books into the new ERP with a strong focus on accuracy, reconciliation, and reporting integrity. Rather than treating this as a data-entry exercise, I’ll approach it as an end-to-end finance implementation covering the COA, workflows, migration, controls, reconciliations, and handover documentation. Thank you for considering my proposal. I have gone through the requirements in detail. I have strong experience in accounting, financial reporting, ERP processes, GL management, AR/AP, bank reconciliation, financial data migration, and Excel-based financial models. I can structure the COA around both statutory and management reporting needs, map historical records carefully, validate opening balances, and reconcile the books through the agreed cut-off date. I have uploaded samples similar to this project completed by me earlier in my profile. With 10+ years of experience and as a Chartered Accountant (ICAI) and CPA, I bring strong accounting knowledge and control-focused execution to ERP implementation and finance transformation projects. I can also prepare practical accounting policies, approval controls, segregation of duties, and a month-end closing checklist for a smooth handover. Please share the ERP platform and approximate historical transaction volume so I can assess the migration approach and timeline.

@worthydesk

With over a decade of experience in accounting and bookkeeping, I have honed my skills implementing ERP systems such as QuickBooks Online, Xero, TallyPrime, Zoho Books, Odoo, Wave Accounting, and SAP - making me uniquely qualified for your project. As a Zoho Certified Developer leveraging those skills with the Zoho suite of applications has become my specialty. My track record includes a 100% job completion rate and top-ranking performance badges. You can trust me to not only migrate your historical accounting data accurately but also to configure your new ERP system with efficiency and proficiency. My expertise goes beyond data entry; I understand how to implement structured workflows, controls, and reporting frameworks. This is precisely what you need for your finance process framework setup—defining processes for AR, AP, expenses, bank/cash management, fixed assets while establishing robust journal entries- even month-end close workflows. I will round up this project with a well-documented accounting policies that includes approval workflows and payment controls which is in line with the duties segregation framework you desire. With me on board in tackling your end-to-end ERP Accounting Setup with Chart of Accounts & Reconciliation project, you can expect meticulously maintained books with all cleaned up accounts and reconciliations complete. Let's get started together on this transformative journey!

@Shivanidhingra04

I am a chartered accountant with strong exposure in accounting, financial reporting, ERP systems, reconcilation, and historical data cleanup. I can handle this project end-to-end not just as a data migration exercise, but with proper accounting logic, controls, workflows and reporting structures. I can assit with ERP Configurations, Chart of Accounts design, customer/vendor setup, AR/AP, bank and cash processes, fixed assets, journal workflows, month-end closing, and approval controls. I have hands-on exposure to Xero, QuickBooks, Tally, Zoho Books, Odoo, SAP and Oracle, along with experience handling large-volume accounting data and financial records. For the migration, I will review the legacy records, map accounts to the new COA, migrate historical transactions and opening balances, and perform bank, AR, AP and GL reconciliations. I will also identify duplicates, misclassifications and discrepancies and ensure the Trial Balance is accurate up to the agreed cut-off date. Along with implementation, I can prepare the accounting process documentation, basic policies, approval matrix, reconciliation controls, month-end closing checklist and final handover/reconciliation report. I can allocate dedicated time to the project and work closely with you to establish a clean, scalable and properly controlled finance environment. Time and fees can be discussed based on the ERP, transaction volume and scope of historical migration.

@Dharavyas07

The COA, workflows, opening balances and reconciliations must work together so the migrated books are reliable for both reporting and compliance. As a Practicing Chartered Accountant with 10+ years’ experience, I can handle the accounting architecture, migration, reconciliation and finance-process setup. 1. ERP & COA Setup • Configure company, fiscal periods, masters and accounting workflows. • Design a scalable COA covering revenue, COGS, expenses, assets, liabilities and equity. 2. Finance Processes • Establish AR, AP, expenses, banking, fixed assets and journal workflows. • Set up bank reconciliation, month-end closing and reporting procedures. 3. Historical Migration • Map legacy accounts to the new COA and migration. • Validate customer/vendor balances, opening balances and Trial Balance. 4. Cleanup & Controls • Reconcile bank, AR and AP and identify duplicates/misclassifications. • Prepare month-end closing checklist and handover report. I have experience working across Tally, QuickBooks, Xero, Zoho Books and customised accounting/ERP environments. Let’s review the current system, legacy data volume, target ERP and cut-off date first; I’ll then confirm the implementation phases, timeline and professional fee in chat.

@fintaxs1

Hi, I am a Qualified ACCA & Chartered Accountant with 4+ years of experience in ERP implementation (QuickBooks, Xero, Odoo, Zoho, SAP), COA design, finance process setup, and historical data migration with full AR/AP/bank reconciliation. I can configure your complete accounting environment, design a scalable COA, migrate and validate legacy data with opening balances, implement AR/AP/expense/bank/FA workflows and controls, and deliver clean audit-ready books with policies, approval matrix, and month-end checklist - could you please share your preferred ERP, legacy data format, and cut-off date so I can start immediately?

@camayurg

Hello, I am a Qualified Chartered Accountant (CA) with hands-on experience in accounting, bookkeeping, financial reporting, taxation, and compliance. I have worked with accounting software including Tally and Zoho can efficiently handle day-to-day accounting activities with accuracy and attention to detail. I can assist with bookkeeping, bank reconciliations, accounts payable/receivable, financial statements, reconciliations, and other accounting requirements. As a CA, I also bring strong knowledge of accounting standards, taxation, and financial reporting. I am committed to delivering accurate, timely, and reliable work. I would be happy to discuss your requirements and get started immediately. Regards, Mayur Chartered Accountant

@YOGESHNAUDIYAL19

Hi, I will do you work as per your requirement only TallyPrime ERP. Please gieve me a Opportunity to do this work.

@harjitd1

I am Harjit das. I have completed b com I have tally prime knowledge I think know about your work please give me work

@nandinig417

I am an experienced Accounting & ERP professional with hands-on experience in Accounts Payable, Accounts Receivable, bank reconciliations, journal entries, inventory reconciliations, aging analysis, and ERP-based accounting processes. I can assist with setting up a structured accounting environment, Chart of Accounts, finance workflows, historical data migration, opening balances, and reconciliation. I also have practical experience working with Acumatica ERP and handling accounting data, vendor/customer records, GL coding, AP processes, and financial reconciliations. For this project, I can help ensure that the migrated data is properly mapped, reconciled, and validated, while maintaining accurate AP/AR balances, bank accounts, GL balances, and the Trial Balance. I can also document accounting procedures, approval workflows, and month-end closing processes. I focus on accuracy, proper accounting treatment, reconciliation, and clean documentation, rather than simply entering data. I would be happy to discuss your current ERP, legacy data, migration scope, and required cut-off date.

@mohamedy163

SUMMARY Results-oriented Senior Accountant with 6+ years of experience in fnancial reporting, tax compliance, and general ledger management across the Middle East and Africa. Skilled in IFRS, local GAAP, and ERP systems including SAP, Microsoft Dynamics AX, and Oracle. Proven ability to streamline processes, enhance reporting accuracy, and support timely fnancial closings. Certifed Management Accountant (CMA) with strong expertise in fnancial analysis, internal controls, and strategic fnance. Fluent in English and Arabic

@dheerajs469

Hello, I’m interested in supporting your ERP and accounting implementation project. Although I’m new to freelancing on this platform, I bring 14+ years of professional experience in Finance & Accounts, covering accounting, bookkeeping, reconciliations, financial reporting, data migration, and finance process management. This experience will add strong value to the project, especially in COA setup, historical data migration, account mapping, reconciliations, and opening balance verification. I can assist with ERP configuration, Chart of Accounts design, AR/AP processes, bank reconciliation, historical transaction migration, cleanup, financial controls, and month-end closing procedures. I’m detail-oriented and understand the importance of accuracy and proper controls when handling financial data. I’m available to start immediately and would be happy to review your ERP and historical records to discuss the implementation approach and timeline. Thank you for considering my proposal.

@sharmasarthak091

Hi there, I can help you build a clean, compliant financial foundation and execute an accurate, zero-discrepancy migration of your historical accounting records. With extensive experience in ERP implementations (including Odoo, QuickBooks Online, Xero, and Zoho Books) and deep accounting principles, my focus is on structural integrity, internal controls, and precise financial reporting—not just moving raw data.

@Ahdhar2005

Hello Sir, I am an AAT Qualified Accountant from Sri Lanka with strong experience in Financial Environment Setup and Data Migration. I have read your requirements clearly. You need not just data entry, but a full accounting expert to set up ERP, Chart of Accounts, and migrate historical records with reconciliation. I can do this perfectly. *My Plan for Your Project:* 1. *ERP & Accounting Setup:* Complete ERP configuration as per your business model. 2. *Chart of Accounts Design:* I will design a clean, compliant COA structure for easy reporting. 3. *Finance Process Setup:* Setting up structured workflows, controls, AP/AR, and monthly closing process. 4. *Data Migration & Reconciliation:* I will migrate all your historical records and 100% reconcile to ensure accuracy and compliance. No data loss. *Why Me?* I am an AAT Accountant, expert in Excel, QuickBooks, and ERP accounting. I understand both Accounting Principles and System Implementation, not just typing. I can deliver this in 7 days as mentioned. I am ready to start immediately. Let's have a quick chat about which ERP you are using. Best regards, Ahdhar (AAT | Accounting & ERP Specialist)

@kapildhanotiya

As an experienced finance and accounts manager, I have successfully handled all aspects of financial management, including accounting, taxation, and book finalization. My adeptness with a variety of ERP systems such as TallyPrime, TCS ion , SAP positions me perfectly for this project where data migration is vital. I have performed comprehensive tasks like establishing accounting workflows and charts of accounts in numerous companies for accurate reporting and smooth financial management. With my expertise in bank reconciliation and financial statement preparation, I am well-equipped to ensure the accuracy of your books up to the chosen cut-off date. Also, I have designed several finance processes for AR, AP, expenses management, bank/cash management, fixed assets across various organizations which makes me confident in my ability to implement structured workflows and controls that best suit your organization's needs. In addition to the skills you requested for this project, I have also consistently demonstrated meticulous attention to detail and a passion for reconciliations in my work. Overall, my proficiency with ERP/accounting systems paired with a deep understanding of accounting theory and practice make me the ideal candidate to create your end-to-end ERP accounting set up while ensuring accuracy and regulatory compliance.

@Ajayburad1

We can work together, I have more then 14 years of experience in this feild, lets do it together

@sushilk472

Hi there, With 6+ years of experience in accounting, bookkeeping, and ERP implementation, I can help you set up the complete accounting environment and migrate your historical data accurately. I can handle ERP configuration, COA design, AR/AP, bank and expense workflows, opening balances, historical data migration, and detailed bank/AR/AP reconciliations. I’ll also clean up discrepancies, validate the Trial Balance, and ensure the books are accurate through the agreed cut-off date. Beyond the migration, I can document finance processes, approval controls, accounting policies, segregation of duties, and a practical month-end closing checklist. I have hands-on experience with platforms such as QuickBooks Online, Xero, TallyPrime, and Zoho Books, and focus on maintaining clean, traceable, and properly reconciled books. Available to start immediately. Happy to review your current system and transaction volume before providing a fixed estimate. Best regards, Sushil

@Monarcadvisory

As an experienced Chartered Accountant with over a decade in the field, I understand the importance of seamless accounting and ERP implementation. My proficiency with various platforms including QuickBooks Online, Xero, TallyPrime and SAP among others, ensures a smooth transition for your business. From configuring the system tailored to your specific needs, creating an optimized Chart of Accounts (COA) compatible with financial statements and management reporting, to handling data migration and reconciliation; my expertise covers all aspects required for this project. With me on board, you can be confident in receiving accurate financials, an efficiently managed ERP system and an organized framework for all vital processes such as bank reconciliation, AR/AP management, fixed assets tracking and journal entries. My knowledge extends beyond just data entry; I specialize in creating accounting policies, approval workflows and payment controls that can efficiently work for your business. Moreover,I am committed to providing comprehensive documentation of the completed work along with month-end closing checklist and final reconciliation reports. Choose me as your partner on this assignment and rest assured that your financials will be regarded with upmost importance from start to finish.

@rahulmehra19

Hi, I run Accounting Outsourcing Online and can handle your end-to-end ERP accounting setup. I'll build out a clean chart of accounts tailored to your business, set up opening balances, configure bank feeds and reconciliation rules, and reconcile all accounts against your bank statements so everything ties out from day one. I'll also organize categorization consistently so your reports are accurate going forward. Happy to walk through your current setup and business structure first to make sure the chart of accounts fits how you actually operate. Looking forward to getting started.