I will categorize your bank statements and do excel bookkeeping

About This Gig

Are messy bank statements and unorganized transactions slowing down your business? I provide accurate and efficient bank statement categorization directly in Microsoft Excel, ensuring your financial records are clean and ready for analysis or tax preparation.

What I Will Do For You:

• Convert & Import: Transfer PDF bank or credit card statements into Excel.
• Categorize: Accurately classify all transactions (Income, Office Supplies, Travel, Software, etc.) into proper accounting categories.
• Clean Data: Organize raw CSV files, remove duplicate entries, and format dates and currency properly.
• Deliver: Provide a highly organized, easy-to-read Excel spreadsheet that is ready for your accountant or tax filing.

Package Breakdown:

• Basic ($5): Categorization of up to 50 transactions. Ideal for a single month of lightweight statements or a quick trial run.
• Standard ($15): Categorization of up to 150 transactions. Perfect for quarterly clean-ups or standard small business accounts.
• Premium ($30): Categorization of up to 350 transactions, plus a clean summary Pivot Table showing your total spending by category.

Why Work With Me? Equipped with advanced training in strategic business