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Xero & ApprovalMax Training Needed

$30-250 USD

Closed
Posted about 2 months ago

$30-250 USD

Paid on delivery
We need an experienced trainer for our team on March 3, 2024 from 3-5 PM EST (US), for Xero primarily and also setting up ApprovalMax along with Hubdoc. Our aim is to hone our skills in these areas for bettering our financial process. Particular points we are looking forward to cover include: - Deep-dive into Xero, with emphasis on bookkeeping and accounting. We want to ensure our team becomes proficient to use these facets with maximum efficiency. - Guided setup and manipulation of ApprovalMax. Our team already is at an advanced level with ApprovalMax, but a refresher and exploring possible advanced uses would be helpful. - Introductory training on Hubdoc, ensuring our team can efficiently utilize it. Ideal trainers would: - Have extensive practical experience with Xero, ApprovalMax, and Hubdoc. - Be effective communicators and competent educators. - Have a track record of conducting successful training sessions. Your insights will directly impact our finance management and streamline our business processes, so we can't wait to learn from you!
Project ID: 37808790

About the project

10 proposals
Remote project
Active 19 days ago

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10 freelancers are bidding on average $109 USD for this job
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Hello and Good Morning, I understand your requirements and coming with over years of experience in providing end-to-end bookkeeping, monthly management accounting, AR & AP, payroll processing/state registrations/issuing 1099s and W2s/Filing 940,941,944 and state reporting, sales and use tax working and filing, year-end finalization of books and tax filing services to businesses and CPA firms in the USA, I will certainly exceed your expectations. I am an expert in QuickBooks. I have been using it for over 8 years now and have been registering new businesses in various states and complying with the sales tax returns and payments on a timely basis. I will finish the project as per the mentioned deadline by you. I have been assisting CPAs in tax preparation and communicating with clients for the finalization of the same and also preparing and filing for some of the business clients as a self-preparer. I possess immaculate English, strong interpersonal & organizational skills and with keen attention to detail, I am a pleasure to work with. I will be available over zoom or phone call as and when required. We can discuss this in detail over a chat. Looking forward to hearing from you. Thanks and have a great day ahead. Deepak
$200 USD in 7 days
5.0 (19 reviews)
5.0
5.0
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As the conductor of your financial symphony, I am the ideal trainer to guide your team towards proficiency in Xero, ApprovalMax and Hubdoc. Having gained extensive practical experience with these platforms over my decade-long career in data analysis and management, I fully comprehend their capabilities and can translate this knowledge clearly to your team. I also share your belief that a refresher course coupled with advanced training can help unlock even greater functionality from ApprovalMax. Rest assured, our session will not be one-dimensional; instead, I'll provide a deep-dive into each platform catered to your team's specific needs.
$30 USD in 1 day
4.7 (4 reviews)
3.4
3.4
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Hello. I read your requirement i will do that. Please come on chat we will discuss more about this. I will waiting your reply.
$90 USD in 1 day
5.0 (4 reviews)
2.8
2.8
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With a solid background in finance and extensive practical experience with Xero, ApprovalMax, and Hubdoc, I am confident that I can provide you with the comprehensive training you're seeking. As a trained Chartered Accountant, I have a deep understanding of the intricacies of bookkeeping, accounting, and taxation - all of which are essential for proficiently utilizing Xero. Drawing from my track record of successful training sessions, I will not only walk your team through the fundamentals but also dive into advanced features and techniques that can enhance your financial processes. My approach as an educator is to simplify complex concepts and ensure my students not only understand but can apply what they've learned efficiently. Additionally, my experience allows me to provide practical insights on how ApprovalMax can be optimized beyond just its regular usage. Alongside that, I'll introduce strategies for seamless integration of Hubdoc into your financial workflow. Remember, my profound insight and adherence to compliance in the industry make me the ideal candidate to help your team become Xero gurus. Choose me to secure efficient and effective financial workflows within your organization. It would be my honor and pleasure to share my knowledge and expertise with your team on March 3rd, 2024!
$200 USD in 7 days
5.0 (3 reviews)
1.6
1.6
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Hi, how are you? My name is Nemanja from Obrenovac, and I am excited about the possibility of training your team on Xero and ApprovalMax. Although my primary freelance focus has been software engineering, my skills are highly transferable to this project. With ten years of experience in web development and a deep understanding of JavaScript, React, Node.js, and more, I possess the necessary technical proficiency to provide in-depth training on Xero, ApprovalMax and Hubdoc alike. Don't let my background mislead you—I don't just craft products, I build experiences. My previous work in areas like e-commerce and trading has equipped me with a unique perspective on how financial processes can be automated and optimized to keep your books in shape. Consequently, I would bring not just theoretical knowledge but real-life application of these tools to the table. In everything I do, effective communication is key. My ability to clearly articulate complex ideas coupled with my competency as an educator will ensure a seamless training process for your team. My love for teaching resonates from my respect for impactful finance management, and I understand that even small details can have profound implications on business efficiency. By choosing me for this project, your team gains a trainer who doesn't just tick the 'experienced' box but someone who genuinely cares about empowering businesses through improved financial processes. Thanks
$200 USD in 7 days
0.0 (0 reviews)
0.0
0.0
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Hii , I am DEBIPRASAD GANGULY . I am Experienced in accounting and proficient in Bank Reconciliation solutions, I excel in leveraging my expertise to streamline financial processes. With a keen eye for detail, I ensure accurate reconciliation, identifying discrepancies, and implementing corrective actions. Proficient in utilizing advanced Excel functionalities, I analyze financial data with precision, providing insightful reports. My commitment to maintaining financial integrity and efficiency is showcased through a proven track record in optimizing reconciliation procedures. I bring a comprehensive understanding of accounting principles and a proactive approach to problem-solving, contributing to the seamless management of financial transactions and data"
$30 USD in 4 days
0.0 (0 reviews)
0.0
0.0
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Dear Sir/Madam, Our proposed agenda for the training session includes: Comprehensive training on Xero, focusing on bookkeeping and accounting functionalities to ensure maximum efficiency in usage. Guided setup and advanced manipulation techniques of ApprovalMax to further enhance your team's proficiency. Introductory training session on Hubdoc to enable efficient utilization by your team members. Our team of experienced trainers possesses the following qualities: Extensive practical experience with Xero, ApprovalMax, and Hubdoc, ensuring comprehensive coverage of the topics. Effective communication skills combined with competence in educational methodologies to deliver clear and engaging training sessions. Proven track record of conducting successful training sessions, attested by positive feedback from previous clients. We are confident that our tailored training program will equip your team with the necessary skills and knowledge to excel in using these platforms effectively, thereby enhancing your financial processes. We look forward to the opportunity to work with you and your team. Please feel free to contact us for any further information or clarification. Best Regards, Taarakesh
$140 USD in 7 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of UNITED STATES
Chester, United States
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Member since Feb 25, 2024

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