Financial management
1. Project and context:
We have a commercial project.
There are 4 individual entrepreneurs working on the project.
There are 25 bank cards.
It is necessary to organize financial accounting and control of cash flow.
2. Current work idea:
We see the process approximately like this:
Initial entry of all data into Excel (we can provide a sample table).
Weekly data updates: income and expenses for each card, entry into the system/table.
Structuring information for reporting and expense control.
We are open to alternatives: perhaps there are software/services that allow automating the accounting and financial control process.
3. Expected result from the accountant/consultant:
Accounting for cash flow for 25 cards and 4 individual entrepreneurs.
Regular data updates (weekly or by agreement).
Consultations on optimizing the process and using tools (Excel, Google Sheets, financial software).
Possible integration or recommendation of systems for automation.
4. Requirements for proposals:
Approach to organizing accounting (Excel, software, other tools).
Approximate cost of services.
Experience in managing finances for several individual entrepreneurs and a large number of cards.
5. Additionally
Ready to discuss and adapt the process based on the specialist's advice and various software.
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7 days579 USD
7 days579 USD
Hello, Yulia! I understand the complexity of controlling financial flows between 25 cards and 4 individual entrepreneurs. I propose a systematic approach with process automation: from integrating Google Sheets for regular data updates to CRM tools for simplifying reporting. My experience in implementing financial accounting for B2B teams ensures that you will have effective control over finances.
Why this is beneficial:
• No errors: No transaction will be lost.
• Time savings: The accountant will spend time not on copying numbers but on tax analysis and optimization.
• Scalability: Adding a 26th card or a 5th individual entrepreneur can be done in 2 minutes.
Cost and timelines:
• Turnkey automation setup: $400 — $700 (one-time).
• Support and consulting (monthly): by agreement.
• Implementation period: 5–7 working days.
… My approach: maximum automation — minimum human factor.
I am ready to consult on optimal solutions and support at every stage. Let's discuss in more detail!
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7 days579 USD
396 7 days579 USD
Okay, we can start with Excel, then - to the Access database. Make your choice.
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1 day445 USD
226 1 day445 USD
Good day
I am interested in your project
I have extensive experience in organizing management accounting, working with finances, optimizing cash flows, and consolidated reporting
Everything needs to be discussed in more detail - each company has its own working nuances and accounting needs to be tailored individually
Experience working with individual entrepreneurs is 12 years. Opening, closing, reporting, taxes, payroll, etc.
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30 days601 USD
1195 4 0 30 days601 USD
Hello!
I can help organize a systematic accounting of cash flow for your project across 25 cards and 4 individual entrepreneurs with transparent reporting and regular monitoring. I will propose an accounting structure (Excel/Google Sheets or a simple web solution) to conveniently record weekly income and expenses, see the breakdown by each card, individual entrepreneur, and type of transaction, as well as generate clear reports for analysis.
I can also offer options for partial automation: import of statements, standardized templates for updating data, basic dashboards for monitoring, and if needed, recommendations for software or a simple system with further scaling.
Please write in private messages, and I will provide an estimated cost of services and possible formats of cooperation considering your current volume of operations.
Best regards, Mykola
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7 days223 USD
264 4 0 7 days223 USD
Hello!
I am a professional financier.
If you need a solution specifically in Excel, I can do it.
Sincerely, Stanislav.
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7 days334 USD
512 3 1 7 days334 USD
Hello, quite an interesting product. I previously had experience with automating accounting, specifically automatic retrieval of invoices that come to the email, and maintaining a separate table using AI. Here I can offer integration with BankAPI and automatic entry of all transactions into one general system; the budget can still be discussed, considering that there is an option to maintain reporting both in a regular Google Sheet and in a custom administrative panel for convenient viewing with sorting.
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1 day16 USD
513 24 7 1 day16 USD
Good evening. I have been engaged in accounting, financial, and management accounting for over 20 years, I work and understand the process of building from scratch. Feel free to reach out. I would be happy to collaborate. Sincerely, Oksana.
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якщо це картки фіз особ і це приват банк то ніякої апі автоматизації. В випадку якщо то банк рахунки фопів і ключ карти то треба дивитись в яких банках вони відкриті.
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створіть вакансію бухгалтера
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Kovel