You will get QuickBooks ProAdvisor: Expert Bank Reconciliation & Financial Analysis
Rising Talent
Rising Talent
Project details
Are you looking for a Certified QuickBooks ProAdvisor to streamline your accounting processes and keep your books in perfect order? You're in the right place!
With over 5 years of experience, I specialize in helping businesses of all sizes maintain accurate financial records and unlock their financial potential. Certified in QuickBooks Online, QuickBooks Desktop, Xero, Bill.com, and Excel, I have the expertise to handle various financial tasks efficiently and accurately.
š My Services Include:
ā Bank Reconciliation:
Reconcile your bank and credit card accounts to ensure your financial records match your statements.
Identify and resolve discrepancies promptly.
ā Transaction Categorization:
Accurately categorize your transactions for meaningful financial reporting.
Organize your financial data for better decision-making.
ā Adjusting Journal Entries (AJE):
Prepare AJEs for tax compliance and year-end adjustments.
Enhance the accuracy of your financial statements.
ā Financial Reporting & Analysis:
Generate essential financial reports like Balance Sheets and Profit & Loss statements.
Provide insights to help you make informed business decisions.
With over 5 years of experience, I specialize in helping businesses of all sizes maintain accurate financial records and unlock their financial potential. Certified in QuickBooks Online, QuickBooks Desktop, Xero, Bill.com, and Excel, I have the expertise to handle various financial tasks efficiently and accurately.
š My Services Include:
ā Bank Reconciliation:
Reconcile your bank and credit card accounts to ensure your financial records match your statements.
Identify and resolve discrepancies promptly.
ā Transaction Categorization:
Accurately categorize your transactions for meaningful financial reporting.
Organize your financial data for better decision-making.
ā Adjusting Journal Entries (AJE):
Prepare AJEs for tax compliance and year-end adjustments.
Enhance the accuracy of your financial statements.
ā Financial Reporting & Analysis:
Generate essential financial reports like Balance Sheets and Profit & Loss statements.
Provide insights to help you make informed business decisions.
Industry
Audio Services, Beauty & Cosmetics, Construction, Cryptocurrency & Blockchain, Cybersecurity, Data Analytics, Ecommerce, Education, Energy, Engineering, Events Planning, Financial Services, Food & Beverage, Gaming, Government & Public Sector, Lifestyle, Logistics & Supply Chain Management, Marketing & Advertising, Media & Entertainment, Music, Photography, Real Estate, Retail & Wholesale, Software, Sports & Fitness, Telecommunications, Transportation & Automotive, Travel & Tourism, Wellness, Writing & PublishingTarget Country
WorldwideWhat's included
| Service Tiers |
Starter
$27
|
Standard
$159
|
Advanced
$532
|
|---|---|---|---|
| Delivery Time | 2 days | 5 days | 10 days |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$27 - $450Frequently asked questions
About Mayur
AI Accounting & Finance Automation | QBO, Excel, Power BI
Rajkot, IndiaĀ - 11:33 am local time
My focus is not only on bookkeeping. I review your daily accounting and finance tasks, understand how the current process works, identify repetitive manual steps, and help build practical workflows inside your existing system so your team can work faster, cleaner, and with better control.
Many clients want the benefit of AI but worry about accounting data security. I understand that concern. I do not believe in blindly uploading confidential financial data into public AI tools. My approach is to use AI carefully through controlled files, templates, redacted data, permission-based access, internal workflows, checklists, and human review. AI should support the accounting process, not create risk.
What I can help with:
AI Accounting & AI Finance Automation
ā¢ AI-assisted accounting workflows
ā¢ AI finance process improvement
ā¢ Daily accounting task automation
ā¢ Month-end close workflow automation
ā¢ Invoice, expense, and document review workflows
ā¢ AI-assisted reporting templates and variance explanation drafts
ā¢ SOPs, checklists, and repeatable finance processes
ā¢ Workflow design inside your existing tools and internal systems
QuickBooks, Accounting & Bookkeeping
ā¢ QuickBooks Online and QuickBooks Desktop support
ā¢ QuickBooks setup, cleanup, and optimisation
ā¢ Bank, credit card, loan, and balance sheet reconciliations
ā¢ Chart of accounts cleanup
ā¢ Transaction review and categorisation
ā¢ Month-end close support
ā¢ Financial statement preparation and review
ā¢ Accounts payable and accounts receivable support
ā¢ Payroll journal entries
ā¢ Catch-up bookkeeping and historical cleanup
ā¢ Xero, NetSuite, and Keeper support
CFO Reporting & Finance Advisory
ā¢ Monthly CFO reporting packages
ā¢ Excel and Power BI financial dashboards
ā¢ PowerPoint management reports and financial presentations
ā¢ Budget vs. actual analysis
ā¢ Cash flow forecasting and working capital review
ā¢ EBITDA, SDE, DSCR, margin, and add-back analysis
ā¢ Financial model preparation or review
ā¢ Business valuation support using multiples
ā¢ P&L, balance sheet, and cash flow review
ā¢ Due diligence and transaction-support schedules
ā¢ Board, investor, lender, or management reporting support
Tools I work with:
QuickBooks Online, QuickBooks Desktop, Microsoft Excel, Power BI, PowerPoint, NetSuite, Keeper, Xero, and AI tools for finance productivity, reporting, workflow automation, and process documentation.
I am especially useful when you need someone who understands accounting, can read financial data, and can also improve the system behind the work using AI and automation.
My goal is simple: clean books, better reports, safer AI use, and finance workflows that help your team complete recurring tasks faster without losing control of sensitive data.
Steps for completing your project
After purchasing the project, send requirements so Mayur can start the project.
Delivery time starts when Mayur receives requirements from you.
Mayur works on your project following the steps below.
Revisions may occur after the delivery date.
Secure Access & Complete Accounting
I will securely access your accounting software (e.g., QuickBooks Online) and financial documents to categorize transactions, reconcile accounts, make necessary adjustments, and finalize your financial statements accurately.