Job Description
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:
- Review each transaction and assign it to the appropriate expense category (meals, office supplies, utilities, travel, etc.)
- Add a short, clear description if the category might not be obvious from the vendor name
- Create a single totals-by-category summary for all transactions combined
Requirements:
- Proven bookkeeping or accounting experience
- Familiarity with U.S. tax expense categories
- Detail-oriented and accurate
- 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:
- Fixed price: $100–$200 total depending on experience and turnaround time
Timeline: 1-4 days from project start
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