I will clean up and reconcile your bookkeeping in excel or google sheets

United States

I speak English

Excel, Financial Modeling and Bookkeeping Cleanup

I'm an accounting and finance professional with 15+ years of experience at a Fortune 500 company, an undergraduate degree in accounting, and an MBA with a concentration in taxation. I turn messy sprea...
About this Gig

I clean up and reconcile bookkeeping workbooks in Excel or Google Sheets so your numbers tie out and are ready to use.


I am an accounting and finance professional with 15+ years of experience at a Fortune 500 company. I hold an undergraduate degree in accounting and an MBA with a concentration in taxation, plus certifications in advanced Excel, Power Pivot, and financial modeling (Deloitte).


What I do on this gig:

  • Organize messy transaction exports into a clear workbook
  • Categorize income and expenses with consistent labels
  • Reconcile bank or credit card totals to your statements
  • Build a simple summary (P&L and cash summary) with live formulas
  • Flag gaps, duplicates, and items that need your judgment

What I do not do:

  • No QuickBooks, Xero, or other software logins
  • No tax filing, tax advice, audit, or attestation
  • No phone calls. Work is file-based only.

How it works: you send your spreadsheet(s) and statements, I return a cleaned workbook with live formulas and a short note on what changed. Every number is checked before delivery. Revisions are included per package.


Message me with a sample file if you want a package recommendation before ordering.

Service type:

Bank reconciliation

•

Clean up

Financial software:

Other

Industry:

Business services & consulting

•

Financial services

Target country:

Canada

•

United States

Gigs are not screened

Please note that there is no screening process for this service. We recommend that you message the freelancer and check all necessary details before placing your order. Read more about Financial services at Fiverr.

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