DH
Deborah H.
Dec 18, 2023
You will get a CPA Letter of Attestation / Comfort / Compilation
You will get a customized invoice generator
Top Rated
You will get a customized invoice generator
- Delivery Time 1 day
- Number of Revisions 1
- Setup File
1 day
delivery —
Sep 20, 2024
Revisions may occur after this date.
Upwork Payment Protection
Fund the project upfront. Bilal gets paid once you are satisfied with the work.
Project details
A dynamic invoice generator that can produce and store up to 10,000 invoices in a single workbook. And obviously, you could create as many copies of this workbook as you need. Hence, there's no limit on the number of invoices you would like to create for your business.
Beautiful and simple in design, easy and flexible to use. Yet everything is customizable as per your business brand identity.
Everything is clear, you just need to ensure that your Excel is Macro-enabled.
GENERAL FEATURES
• Easy recording of invoices and customers
• These can also be printed in PDF
• Navigation tools to conveniently go over them
• Sales database and customer list
• These could be marked as "Paid" or "Cancelled" as the case may be
PREMIUM FEATURES
• Sales Dashboard providing information related to your Sales trend over a period of time (Yearly/Monthly/Daily). Also keeps you updated about your cash status and the pending invoices.
• Selecting an already added customer will allow automatic fill-up of information as of the last invoice of the respective customer
For any customizations, please feel free to ask for them, I get it done for you as fast as I could!
Beautiful and simple in design, easy and flexible to use. Yet everything is customizable as per your business brand identity.
Everything is clear, you just need to ensure that your Excel is Macro-enabled.
GENERAL FEATURES
• Easy recording of invoices and customers
• These can also be printed in PDF
• Navigation tools to conveniently go over them
• Sales database and customer list
• These could be marked as "Paid" or "Cancelled" as the case may be
PREMIUM FEATURES
• Sales Dashboard providing information related to your Sales trend over a period of time (Yearly/Monthly/Daily). Also keeps you updated about your cash status and the pending invoices.
• Selecting an already added customer will allow automatic fill-up of information as of the last invoice of the respective customer
For any customizations, please feel free to ask for them, I get it done for you as fast as I could!
Programming Languages
VBOperating System
WindowsDesktop App Expertise
App Design, Application Setup & Installation, Development, Performance Optimization, Application Review & Optimization$125
- Delivery Time 1 day
- Number of Revisions 1
- Setup File
Frequently asked questions
15 reviews
(14)
(1)
(0)
(0)
(0)
This project doesn't have any reviews.
BK
Ben K.
Oct 25, 2023
You will get a CPA Letter of Attestation / Comfort / Compilation
I needed a CPA Letter for a home purchase, Bilal, took care of everything in a timely manner, and was perfect the first time. He communicated well and kept me up to date on progress. Would highly recommend his services!
RM
Rose M.
Oct 21, 2023
Letter of attestation
Bilal did a phenomenal job and did it quickly. He made the revisions I asked for and got them back to me without delay. He was very easy to work with and the end product was exactly what I needed. Highly recommend him!
CK
Charalabos K.
Aug 14, 2023
You will get a CPA Letter of Attestation / Comfort / Compilation
CB
Catherine B.
Jul 4, 2023
CPA Letter confirming Expense Ratio and Ownership
Worked with me on adjustments and was patient as I waited on approval. Thank you!
About Bilal
Accounting/Bookkeeping | QuickBooks, Zoho, Xero | Taxation | Excel VBA
100%
Job Success
Lahore Cantt, Pakistan - 2:03 am local time
I'm Bilal, an accomplished and certified accountant/bookkeeper, and tax consultant specializing in providing comprehensive financial services. With a keen understanding of taxation laws and regulations, as well as accounting and bookkeeping practices, I offer expertise in both US tax requirements and those of various other countries.
🟢 ACCOUNTING AND BOOKKEEPING🧾
With over a decade of experience in accounting and bookkeeping, I offer a wide range of services to help you effectively manage your financial records. From maintaining accurate financial statements to ensuring compliance with accounting standards, I provide meticulous attention to detail.
𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠 𝐒𝐨𝐟𝐭𝐰𝐚𝐫𝐞 𝐄𝐱𝐩𝐞𝐫𝐭𝐢𝐬𝐞:
I am well-versed in various accounting software commonly used in the industry, including but not limited to:
👉 𝐐𝐮𝐢𝐜𝐤𝐁𝐨𝐨𝐤𝐬: As a Certified QuickBooks Advisor, I possess advanced proficiency in both QuickBooks Online and QuickBooks Desktop versions. I can efficiently set up accounts, record transactions, generate reports, and manage payroll within the QuickBooks ecosystem.
👉 𝐗𝐞𝐫𝐨: With my extensive experience in Xero accounting software, I can assist you in setting up your Xero account, managing bank feeds, reconciling accounts, and generating accurate financial reports.
👉 𝐍𝐞𝐭𝐒𝐮𝐢𝐭𝐞: I have hands-on experience with NetSuite, a powerful cloud-based ERP system, enabling me to handle complex financial management tasks such as budgeting, forecasting, and financial analysis.
👉 𝐌𝐘𝐎𝐁: Proficient in MYOB, I can efficiently process transactions, track expenses, manage inventory, and generate reports for your business needs.
👉 𝐙𝐨𝐡𝐨𝐁𝐨𝐨𝐤𝐬: I am adept at utilizing ZohoBooks, a user-friendly accounting software that streamlines invoicing, expense tracking, bank reconciliation, and more.
𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠 𝐒𝐭𝐚𝐧𝐝𝐚𝐫𝐝𝐬:
In the 𝐔𝐧𝐢𝐭𝐞𝐝 𝐒𝐭𝐚𝐭𝐞𝐬, Generally Accepted Accounting Principles (GAAP) serve as the standard framework for financial reporting. I ensure that all financial statements and reports adhere to these principles, providing accurate and reliable information to stakeholders.
Moreover, I have experience working with accounting standards and practices in other countries, including but not limited to:
👉 𝐔𝐧𝐢𝐭𝐞𝐝 𝐊𝐢𝐧𝐠𝐝𝐨𝐦: I am well-versed in the UK Generally Accepted Accounting Practice (UK GAAP) and the Financial Reporting Standard for Small Entities (FRSSE). I can help you maintain compliance with UK accounting regulations and prepare financial statements according to local requirements.
👉 𝐀𝐮𝐬𝐭𝐫𝐚𝐥𝐢𝐚: Familiar with the Australian Accounting Standards (AASB), I ensure your financial records align with the reporting requirements set by the Australian Securities and Investments Commission (ASIC).
👉 𝐂𝐚𝐧𝐚𝐝𝐚: I possess knowledge of the Canadian Accounting Standards for Private Enterprises (ASPE), assisting Canadian businesses in maintaining accurate financial records and meeting compliance obligations.
By leveraging my expertise in accounting software and adhering to accounting standards, I can provide you with reliable and accurate financial information to support your business decisions, comply with regulations, and meet reporting requirements.
🟢 CPA LETTERS OF ATTESTATION / VERIFICATION / COMFORT 📩
I can also provide US CPA Attestation Letters under the 𝐥𝐞𝐭𝐭𝐞𝐫𝐡𝐞𝐚𝐝 𝐨𝐟 𝐦𝐲 𝐜𝐨𝐦𝐩𝐚𝐧𝐲 𝐫𝐞𝐠𝐢𝐬𝐭𝐞𝐫𝐞𝐝 𝐢𝐧 𝐭𝐡𝐞 𝐔𝐒. These letters serve as formal statements of assurance and verification, demonstrating the accuracy and reliability of financial information or other specified matters including but not limited to:
👉 Expense Ratio (mostly required for mortgage processing)
👉 Profit and Loss (P&L), incl. budgeted P&L verification
👉 Company ownership and shareholding
🟢 TAXATION📃:
In the realm of US taxation, I have an in-depth knowledge of complex concepts such as:
👉 Individual Income Tax: 𝐅𝐨𝐫𝐦 𝟏𝟎𝟒𝟎, incl. Schedule C.
👉 Business Taxation: 𝐅𝐨𝐫𝐦𝐬 𝟏𝟏𝟐𝟎, 𝟏𝟏𝟐𝟎𝐒, 𝟏𝟎𝟔𝟓
👉 Sales Tax including registration, compliance, and reporting in different jurisdictions.
👉 Payroll Tax including federal and state tax withholding, Social Security, Medicare, and unemployment taxes.
👉 Tax Planning: Personalized strategies to minimize tax burden and identify tax-saving opportunities through optimizing deductions, credits, exemptions, and guidance on estimated tax payments.
Let's discuss your specific accounting/bookkeeping, or taxation needs, whether it's for the US or another country, and develop a customized solution to streamline your financial processes.
𝘾𝙤𝙣𝙩𝙖𝙘𝙩 𝙢𝙚 𝙣𝙤𝙬 𝙩𝙤 𝙜𝙚𝙩 𝙨𝙩𝙖𝙧𝙩𝙚𝙙!
What's more?
I possess advanced skills in creating customized MS Excel and Google Spreadsheet applications and intake forms using VBA (Visual Basic for Applications) and JavaScript. These applications can be tailored to meet specific client requirements.
Steps for completing your project
After purchasing the project, send requirements so Bilal can start the project.
Delivery time starts when Bilal receives requirements from you.
Bilal works on your project following the steps below.
Revisions may occur after the delivery date.
Will send the Invoice Generator
Within 24 hours, the invoice generator in Excel-Macro Enabled will be sent over to you. Will also guide the client how to use it.
Modifications, if needed
Will provide minor changes free of cost.