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$
USD
I will extract and categorized personal financial management data PDF to excel, CSV
Tax Preparation, QuickBooks Bookkeeping and Personal Financial Management
Experienced Accounting & Tax Professional with 20+ years of expertise in Tax Preparation, Bookkeeping,Accounting,Intuit QuickBooks,Data Extraction, PDF to Excel/CSV Conversion, Spreadsheet Automation,...
About this Gig
I will convert your PDF Bank / Credit Card statements files into organized & categorized into Excel or CSV format with 100% accuracy.
I specialize in financial and accounting data extraction including bank statements, Credit Card invoices, receipts, and reports.
Services include:
- PDF to CSV conversion
- Bank/ Credit card statement data extraction & categorization
- Monthly expense tracking
- Invoice and receipt data entry from PDF to Excel
- PDF convert to Excel, PDF convert to CSV
- Unorganized Excel file formatting
- Duplicate removal and structuring
- QuickBooks-ready data preparation
With strong experience in accounting and bookkeeping data handling, I ensure accuracy, clean formatting, and structured output suitable for financial analysis or bookkeeping for your personal financial management data.
Please contact me before placing large or complex orders.
Technology:
Excel
•
Google Sheets
•
Drake
•
Microsoft Word
•
QuickBooks
Data type:
String
•
Date
•
Phone
•
Free text
•
Custom
My Portfolio
FAQ
Do you handle scanned PDFs?
Yes, I can convert scanned or image-based PDFs into editable Excel format.
Is my data safe?
Yes, all files are handled confidentially and securely. After completion of the work, we permanently remove all your Files/Data from our system.
Can you handle financial/bank statements?
Yes, I specialize in financial data extraction and bookkeeping-related PDFs.
Reviews
3 reviews for this Gig
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Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
A azee1010
Canada
Ongoing collaborationGreat experience again! They did a wonderful job with my conversion, and I’m very happy with their work. I may also hire them for bookkeeping in the future since they offer that service too. Happy to work with them again. Definitely recommend!
$50-$100
Price
4 days
Duration
Helpful?A azee1010
Canada
Ongoing collaborationExcellent job! Work was completed in just one day instead of the promised three days. The CSV file was accurate and well organized. It was quick, reliable and reasonably priced. Happy with the service. I would definitely recommend the service.
$50
Price
1 day
Duration
Helpful?T tanveerahmedta
United States
Perfect delivery, delivered as requested without any need for corrections. Great pricing and very quick turnaround.
$50
Price
1 day
Duration
Helpful?
Reviews
3 reviews for this Gig
| (3) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
A azee1010
Canada
Ongoing collaborationGreat experience again! They did a wonderful job with my conversion, and I’m very happy with their work. I may also hire them for bookkeeping in the future since they offer that service too. Happy to work with them again. Definitely recommend!
$50-$100
Price
4 days
Duration
Helpful?A azee1010
Canada
Ongoing collaborationExcellent job! Work was completed in just one day instead of the promised three days. The CSV file was accurate and well organized. It was quick, reliable and reasonably priced. Happy with the service. I would definitely recommend the service.
$50
Price
1 day
Duration
Helpful?T tanveerahmedta
United States
Perfect delivery, delivered as requested without any need for corrections. Great pricing and very quick turnaround.
$50
Price
1 day
Duration
Helpful?
