Excel Expert| Power BI | Power Automate | Alteryx | Data AnalystNick Tran
Service Overview:
I provide expert accounting automation services to help businesses streamline their financial operations, reduce manual data entry, and eliminate errors. By implementing customized automation solutions, I ensure your accounting processes become faster, more accurate, and scalable, saving you time and resources.
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Key Deliverables:
1. Accounting Workflow Automation:
Automate routine tasks like invoicing, expense tracking, account Reconciliation using tools like QuickBooks, Oracle Cloud, PeopleSoft , or SAP.
2. Custom Excel & Power BI Automation:
Develop custom Excel macros and formulas to improve accuracy and efficiency such as budgeting, forecasting, or depreciation schedule.
Set up Power BI dashboards to automate the generation of real-time financial reports and visualizations.
Build automation workflows using tools like Alteryx and/or Power Automate to reduce manual data entry and improve data accuracy.
5. Invoice Processing and Billing Automation:
Automate the creation and distribution of invoices, reminders for overdue payments, and integrate payment gateways for seamless payment collection.
Set up recurring billing and payment tracking for subscription-based businesses.
6. Tax Preparation Automation:
Implement tax calculation and filing automation, ensuring compliance with local tax regulations.
Automate tax reporting and tracking, minimizing errors in tax preparation.
7. Expense Management Automation:
Automate expense tracking and approval processes by integrating expense management tools like Expensify or Zoho Expense with your accounting system.
Enable employees to submit expenses via mobile apps, with automated categorization and approvals.
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Why Choose This Service?
Efficiency: Automating your accounting processes will reduce manual work, saving time and boosting productivity.
Accuracy: Eliminate human errors in data entry and ensure financial reports are always accurate and up-to-date.
Scalability: Automated processes can easily be scaled as your business grows, without the need for additional resources.
Customization: Every business is unique, and I’ll tailor automation solutions that fit your specific workflows and needs.
Platforms & Tools:
QuickBooks / SAP/ Oracle Cloud / PeopleSoft
Power BI / Excel /Alteryx
Zapier / Integromat / Microsoft Power Automate
Expensify / Zoho Expense
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Price: Fixed Price or Hourly Rate (Depends on the scope of work)
Turnaround Time: 5-10 business days depending on the complexity of automation.
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Let's Automate Your Accounting! Contact me today to discuss your accounting needs, and let’s create an automation solution that streamlines
Nick's other services
Contact for pricing
Tags
Alteryx
Microsoft Excel
Microsoft Power BI
SAP
Accountant
Automation Engineer
Data Analyst
Service provided by
Nick Tran Dallas, USA
Excel Expert| Power BI | Power Automate | Alteryx | Data AnalystNick Tran
Contact for pricing
Tags
Alteryx
Microsoft Excel
Microsoft Power BI
SAP
Accountant
Automation Engineer
Data Analyst
Service Overview:
I provide expert accounting automation services to help businesses streamline their financial operations, reduce manual data entry, and eliminate errors. By implementing customized automation solutions, I ensure your accounting processes become faster, more accurate, and scalable, saving you time and resources.
---
Key Deliverables:
1. Accounting Workflow Automation:
Automate routine tasks like invoicing, expense tracking, account Reconciliation using tools like QuickBooks, Oracle Cloud, PeopleSoft , or SAP.
2. Custom Excel & Power BI Automation:
Develop custom Excel macros and formulas to improve accuracy and efficiency such as budgeting, forecasting, or depreciation schedule.
Set up Power BI dashboards to automate the generation of real-time financial reports and visualizations.
Build automation workflows using tools like Alteryx and/or Power Automate to reduce manual data entry and improve data accuracy.
5. Invoice Processing and Billing Automation:
Automate the creation and distribution of invoices, reminders for overdue payments, and integrate payment gateways for seamless payment collection.
Set up recurring billing and payment tracking for subscription-based businesses.
6. Tax Preparation Automation:
Implement tax calculation and filing automation, ensuring compliance with local tax regulations.
Automate tax reporting and tracking, minimizing errors in tax preparation.
7. Expense Management Automation:
Automate expense tracking and approval processes by integrating expense management tools like Expensify or Zoho Expense with your accounting system.
Enable employees to submit expenses via mobile apps, with automated categorization and approvals.
---
Why Choose This Service?
Efficiency: Automating your accounting processes will reduce manual work, saving time and boosting productivity.
Accuracy: Eliminate human errors in data entry and ensure financial reports are always accurate and up-to-date.
Scalability: Automated processes can easily be scaled as your business grows, without the need for additional resources.
Customization: Every business is unique, and I’ll tailor automation solutions that fit your specific workflows and needs.
Platforms & Tools:
QuickBooks / SAP/ Oracle Cloud / PeopleSoft
Power BI / Excel /Alteryx
Zapier / Integromat / Microsoft Power Automate
Expensify / Zoho Expense
---
Price: Fixed Price or Hourly Rate (Depends on the scope of work)
Turnaround Time: 5-10 business days depending on the complexity of automation.
---
Let's Automate Your Accounting! Contact me today to discuss your accounting needs, and let’s create an automation solution that streamlines
Nick's other services
Contact for pricing