12-Month Personal Account

@muzpashacma

Hello, I can help you turn your 12 months of raw bank statements into clean, organized, tax-ready financial records. I have extensive experience in bookkeeping, financial analysis, bank reconciliation, and preparing financial statements from source documents, including statement-only cleanup projects. For this engagement, I will: * Review and reconcile every transaction against the bank statements. * Accurately apply your specified income and expense categories. * Identify discrepancies, missing transactions, duplicates, and calculation errors. * Compare the activity with last year’s financial statements for consistency. * Flag unclear or unusual transactions for your review. * Prepare monthly and category-wise summaries using clear Excel tables and charts. * Provide a concise narrative highlighting key findings and discrepancies. I am highly proficient in Excel, including PivotTables, Power Query, formulas, and financial reporting, and I can deliver the final work in a clear format that your tax preparer can use directly. **Turnaround: 3–5 days after receiving all required documents. I understand that accuracy and confidentiality are critical when handling financial records, and I will treat your information with the highest level of care. I’m ready to start as soon as the statements, prior-year financials, and category list are provided. Best regards, Muzammal Pasha

@zafarfarooq612

Hello, I am an experienced bookkeeper with a strong background in statement‑only reconciliations and clean‑ups. I will reconcile every transaction across your 12‑month period using your provided PDF bank statements and category list, flag discrepancies, spot errors/missing items, and deliver an easy‑to‑read summary with totals by category/month, charts, and a brief narrative. Please share your statements, prior year financials, and category list. I can start immediately. Thank you. Regards, Zafar

@Iqbal74

Greetings! I will be glad to convert your bank statements into your financial statements with data analytics necessary for your decision making. I have done it for several micro-entities and freelancers in the UK. I have a strong accounting and Excel background. How many transactions are we talking about in this project? Thank you, Iqbal

@maulikaparikh

Hi There!! I completely understood the project & i can do it within just 2 working days. Kindly allow me to work with you , you will me more happy & satisfied with my accurate work i am sure.

@muhammadh0558

Hi, Your project requires a complete 12-month reconstruction from PDF bank statements, including transaction-level reconciliation, accurate categorization, discrepancy checks, and a clear summary that your tax preparer can rely on without needing an existing QuickBooks or Xero file. With CPA certification and hands-on experience in bookkeeping cleanup, bank reconciliations, financial reporting, and Excel analysis, the statements can be systematically reviewed, matched, categorized according to your provided structure, and checked for missing or inconsistent entries before producing monthly and category-level summaries with supporting tables. The focus will be on accuracy, traceability, and a clean final package that clearly highlights exceptions and key findings; once the statements and prior-year financials are available, the scope can be reviewed and a fixed fee and turnaround time confirmed upfront. Thanks & Regards Humayun Khan

@sajjadtypist

Hello, I understand you need a complete 12-month bookkeeping cleanup using PDF bank statements, prior financial statements, and your custom income/expense categories, with the final results suitable for your tax preparer. I can handle: • Reconciling every transaction and flagging discrepancies. • Categorizing income and expenses according to your exact category list. • Identifying missing, duplicate, or incorrectly calculated transactions. • Flagging items that cannot be confidently categorized instead of making assumptions. • Creating monthly and category-wise summaries with clear tables/charts. • Providing a concise narrative of key findings, unusual items, and outstanding issues. I have strong experience with Excel, bank-statement reconciliation, bookkeeping, financial data processing, categorization, data validation, and reporting. I’m comfortable building a clean, traceable dataset from statement-only records without relying on QuickBooks or Xero exports. Fee: I can provide a fixed project quote after reviewing the statement volume. Turnaround: 3–5 days after receiving all documents, depending on transaction volume. I’ll ensure the final workbook and summary are organized, easy to audit, and practical for your tax preparer. Best Regards, Sajjad

@SyedTaha04

Hi, I can handle the full 12-month statement cleanup and reconciliation from your PDF bank statements. I have 3 years of bookkeeping experience and strong accounting knowledge, including transaction categorization, reconciliations, financial statement preparation, and Excel-based financial analysis. I can systematically review every transaction, apply your category structure, identify missing or inconsistent entries, flag discrepancies, and reconcile the results against the previous financial statements. I can also provide a clean Excel summary showing monthly and category-level income/expenses, with charts and a concise findings report suitable for your tax preparer. I’m comfortable working entirely from source statements without needing an existing QuickBooks/Xero file, and I can share relevant bookkeeping/financial reporting samples in chat. Once I receive the documents, I can review the volume and confirm a fixed fee and turnaround time. Regards, Taha

@RajieE1912

Hi there! I see you need a detailed reconciliation and categorization of a full year of business transaction activity from raw PDF bank statements and historical financial sheets, organized into an easy-to-read monthly summary spreadsheet tailored straight for your tax preparer. I specialize in backend data extraction and accounting spreadsheet engineering, focusing on designing structured parsing maps that pull raw transaction line items into flat, sortable rows while applying explicit validation checks to flag calculation errors or double-entries instantly. My approach systematically maps every transaction to your exact income-and-expense categories, noting anomalies cleanly on a separate ledger tracking sheet while compiling dynamic summary tables and a concise analysis report of your annual performance metrics. Let's connect in the chat for the further process!

@ibccorporate

Hi there! With extensive experience in statement-only forensic clean-ups and financial audits, I would love to reconcile your 12 months of raw PDF bank statements into a rock-solid, tax-ready report. I will accurately map every transaction against your custom categories, flag discrepancies, and deliver an intuitive monthly summary complete with visual tables and narrative insights within 3 to 5 business days. Please note that the final pricing will be finalised once i review the complete scope of work—I look forward to reviewing your statements and getting started!

@himanshubisht001

Hello, Thank you for sharing the project details. I understand you need a thorough reconciliation of a full year of financial activity using only raw bank statements and custom income-expense categories. I will carefully go through every transaction across the 12-month period and reconcile them against your provided statements. I will apply your categories accurately and flag any transaction that does not clearly fit. If I find any discrepancies, calculation errors, or missing items, I will highlight them clearly for your review. I will also prepare an easy-to-read summary with totals by category and month, along with a brief narrative explaining the key findings. The final report will be clear and ready to hand over to your tax preparer. I understand this is a one-time engagement and I am committed to delivering accurate and reliable results. I can complete this work within 7 to 10 days after receiving all documents. My fee for the entire job would be ₹5,000. Please share the bank statements, last year's financial statements, and your category list whenever you are ready. I am available to start immediately. Regards, Himanshu Bisht

@AdeebaShamsi

As an experienced Chartered Accountant, I have gained an expertise in precisely the tasks needed for your 12-Month Bookkeeping Audit. My four years of experience speaks to my dedication and thoroughness with tasks like yours. In addition, having dealt extensively with statement-only clean-ups and conducting comprehensive audits, I am confident in my ability to reconcile your raw statements, apply your provided categories accurately while noting outliers, and highlight any calculation errors or missing items. Having worked on Appfolio, Quickbooks and XERO, I'm adept at managing financial data in a variety of formats. This will come in handy as I meticulously go through each transaction across the 12-month period. Moreover, my skills in data analysis would ensure that not only do I provide you with totals by category and month but also with a comprehensive report that is insightful and easily understandable. Lastly, when it comes to past records clean-up or year-end adjustments, time management is key; thus, I assure you a quick turnaround once I have all the required documents. My fee for this job aligns perfectly well with the quality and thoroughness that I will bring to it. Don't miss this opportunity for a rock-solid yet comprehendible report at an affordable price with timely delivery. So let's get started!

@Marwan328

Dear Priya, I am confident in delivering a thorough reconciliation and financial analysis for your 12-month account activity based solely on raw PDF bank statements and your specified income-expense categories. While my core expertise is in data analysis and automation, I have extensive experience in detailed data cleaning, transaction reconciliation, and financial data reporting using Excel and Power BI, which aligns well with your requirements. For this project, I will meticulously reconcile every transaction, identify discrepancies, applying your custom categories with precision. I will highlight any inconsistencies or calculation errors, and produce a clear, visually supported summary with monthly and category breakdowns alongside concise narrative insights suitable for your tax preparer. My fee for the full engagement is INR 650INR, with a turnaround time of 48Hours Max I look forward to providing you a precise, reliable, and actionable financial summary. Best regards, Marwan

@enriques40

Hello, I’d be happy to help organize and analyze your 12 months of bank statement activity. I understand that the records are currently available only as PDF statements, so the work will involve carefully extracting and reconciling the transactions, applying your provided income and expense categories, identifying discrepancies or missing items, and preparing a clear summary for your tax preparer. My workflow would include: * Reviewing all 12 months of statements. * Recording and organizing each transaction. * Categorizing income and expenses according to your provided list. * Checking totals and identifying discrepancies or missing transactions. * Flagging transactions that cannot be confidently categorized. * Preparing monthly and category-level summaries. * Providing a concise narrative of the key findings. For the complete project, my proposed fee is $___ USD, with an estimated turnaround of ___ days after receiving all documents. I’ll keep the records organized and clearly document any issues or assumptions so your tax preparer can easily review the final results. I’m available to start once the statements, previous financial statements, and category list are provided. Best regards, Erving

@lostb0955

I have 10+ years of experience with Excel, financial data entry, data reconciliation, transaction categorization, reporting, and detailed data management. I’m comfortable working directly from raw PDF bank statements without relying on QuickBooks or Xero files. I can: Review and reconcile all 12 months of transactions Accurately categorize income and expenses using your custom categories Identify missing transactions, duplicates, discrepancies, and calculation errors Flag unclear items for your review Create monthly and category-wise summaries in Excel Provide charts/tables and a concise summary of key findings Organize the final workbook so it can be easily handed to your tax preparer Fee: I can provide a fixed quote after reviewing the number of statements/pages and transaction volume. Turnaround: Once I receive all documents and requirements, I can typically complete the work within 1-4 business days, depending on the volume. I’m ready to review the documents and get started immediately. Best regards, Aaqib

@Amish741

Hi, With over seven years of accounting and bookkeeping experience across QuickBooks, Xero, Zoho Books, Sage 50, and Odoo, I'm comfortable working from raw PDF statements without a pre-built system, reconstructing a full year's activity into a clean, tax-ready report. I'll reconcile every transaction across the 12-month period against your bank statements, flagging discrepancies as I find them rather than smoothing them over. I'll apply your provided income-and-expense categories accurately, noting anything that doesn't fit cleanly so we can decide together how to classify it. I'll also cross-check figures against last year's financial statements to catch calculation errors or missing items that might otherwise go unnoticed. The final deliverable will be an easy-to-read summary — tables and charts showing totals by category and month — along with a brief narrative highlighting key findings, structured so it hands off cleanly to your tax preparer without needing further explanation. Kind regards, Muhammad Amish Imtiaz

@arslanmalik9933

As an experienced Accounts Executive, I am more than capable of handling your 12-month bookkeeping audit from start to finish. My proven expertise in managing full-cycle bookkeeping and reconciling statements would perfectly suit your need to handle the raw bank statements and produce financial summaries. Additionally, my familiarity with tailoring my work to US Accounting Standards (GAAP) ensures that your report would be comprehensive and ready for tax preparation. In terms of my pricing, I offer competitive rates without compromising quality, and I'm confident we can come to an arrangement that suits both of us. Plus, being a detail-oriented individual, I don't just clean up your books; I manage them extensively to keep them audit-ready at all times. This project aligns perfectly with my skill set. Lastly, I understand the importance of turnaround time when it comes to clean-up projects. Rest assured, once you provide me with all the necessary documents, I will prioritize this task and ensure its prompt completion without sacrificing accuracy. Partnering together on this project promises not only a rock-solid and comprehensible analysis but also a smooth experience for you throughout the process. Let's get your books in perfect order!

@Baidarbakht90

With nearly two decades of experience in financial management, including substantial time spent in the bookkeeping space, I am well-equipped to handle every facet of your 12-month bookkeeping audit. Specifically, dealing with statement-only cleanups and similar audits is not new to me; in fact, it is a type of project I relish due to the precision and keen eye it demands. Moreover, proficiency with tools like Xeroallows for seamless analysis of raw statements and generating comprehensive reports. In terms of costing, rest assured that while my fee will reflect the significant value I intend to deliver, it will also be reasonable relative to your needs. Regarding timeline, I am known for my efficient yet thorough approach to projects. Once I have all the relevant documents in front of me, I'll strive to return a meticulously prepared and easy-to-digest report promptly without compromising accuracy. Overall, my aim isn't merely to address your immediate accounting needs but also to leave you with a long-term ally in managing your financial activities. My illustrious career is fueled by prioritizing client satisfaction through detailed-oriented service delivery as evidenced by my long-lasting relationships with clients. Let's join forces and ensure that your tax preparation process this time is devoid of uncertainty and confusion!

@accexp5587

Hi there, I’ve handled similar statement-only bookkeeping cleanups, working directly from PDF bank statements and prior-year financial statements. I’ve reconciled full-year transactions, categorized income and expenses, identified discrepancies, missing items and calculation errors, and prepared clear monthly and category-wise summaries. I can help turn your raw statements into accurate, organized, tax-ready records while following your custom categories and clearly highlighting anything that needs attention. I have 10+ years of accounting and bookkeeping experience, I bring strong skills in bank reconciliation, transaction review, categorization, Excel reporting, and financial analysis. I am available to start immediately. My fee for the complete job is negotiable, and I’d be happy to discuss the final fixed price once we connect and I review the volume of transactions and documents. I’d be happy to take care of this cleanup and deliver a clear, reliable report ready for your tax preparer. Best regards, Rekha

@rahulmehra19

Hi, I'm an experienced bookkeeper with 13+ years handling statement-only clean-ups and year-end reconciliations for individuals and small businesses, without relying on existing QuickBooks/Xero files. I'll work directly from your PDF bank statements and last year's financial statements, reconcile all 12 months transaction-by-transaction, apply your custom income/expense categories exactly as specified, and flag anything that doesn't fit or looks like a calculation error or missing item. I'll deliver a clean, easy-to-read summary (monthly and category totals, tables/charts) plus a short narrative of key findings, formatted so you can hand it straight to your tax preparer. My fee for the full engagement is ₹1,400, and I can turn the work around within 5 days once I have all the documents. Happy to start as soon as you share the statements and category list.