Compile Historical Renovation Costs

Job ID: 40148172

Budget: $15 – $25 USD

I need a meticulous review of a set of physical paper files my father preserved while he built our family home in 1959 and carried out expansions and remodels over the decades. The folders are roughly grouped by project type, with about five to seven distinct projects in total. Your task is to open every envelope, receipt pile, and contractor invoice, capture the key details—date, vendor, brief description of the work, and the exact dollar amount—and record them in a clear, well-structured spreadsheet.

Because the documents are all on paper, legibility can vary, so an eye for faded ink, handwritten notes, and period-specific terminology will be important. Accuracy matters: the numbers you pull will go straight into the tax basis calculation for the property sale. Whenever a figure is unreadable or conflicting, flag it for me rather than guessing.

Deliverables
• One spreadsheet (Excel or Google Sheets) with a tab or clearly labeled section for each project type
• A summary tab that shows the total cost per project and the grand total
• A short note outlining any documents you could not interpret or reconcile

Because these files are all original, we prefer to keep them on site. That will require someone come to our home to work on them. We can supply a work area and, if needed, a laptop and keyboard for the project. We are in Rockville, Maryland.

We are looking for someone with finance or audit experience and expertise in either Excel or Google Sheets. An NDA will be signed by both parties to keep the contents of the work private.

We are ready to begin as soon as we confirm your approach to handling physical source material and maintaining data integrity.