Bookkeeper Needed to Categorize ~1,000 Bank Transactions in Excel
I have ~24 Excel spreadsheets with about 40 transactions each (around 1,000 total) from my bank account. Each transaction has the vendor description from the bank record. I need these reviewed and categorized for tax purposes.
Scope of Work:
ā¢ Review each transaction and assign it to the appropriate expense category (meals, office supplies, utilities, travel, etc.)
ā¢ Add a short, clear description if the category might not be obvious from the vendor name
ā¢ Create a single totals-by-category summary for all transactions combined
Requirements:
ā¢ Proven bookkeeping or accounting experience
ā¢ Familiarity with U.S. tax expense categories
ā¢ Detail-oriented and accurate
ā¢ Able to work independently and deliver quickly
Deliverables:
1. Updated Excel files with category and description columns completed
2. One master Excel sheet showing totals for each category
Budget & Timeline:
ā¢ Fixed price: $100ā$200 total depending on experience and turnaround time
Timeline: 1-4 days from project start
Apply Now
Apply Now
Scope of Work:
ā¢ Review each transaction and assign it to the appropriate expense category (meals, office supplies, utilities, travel, etc.)
ā¢ Add a short, clear description if the category might not be obvious from the vendor name
ā¢ Create a single totals-by-category summary for all transactions combined
Requirements:
ā¢ Proven bookkeeping or accounting experience
ā¢ Familiarity with U.S. tax expense categories
ā¢ Detail-oriented and accurate
ā¢ Able to work independently and deliver quickly
Deliverables:
1. Updated Excel files with category and description columns completed
2. One master Excel sheet showing totals for each category
Budget & Timeline:
ā¢ Fixed price: $100ā$200 total depending on experience and turnaround time
Timeline: 1-4 days from project start
Apply Now
Apply Now