Excel Bookkeeping & P+L Statement Creation
Budget: $30 – $250 USD
I need assistance with my business bookkeeping, with under 400 bank transactions across two accounts. All data is available in Excel sheets exported from my bank accounts.
- Clean up and categorize the transactions.
- Prepare a Profit and Loss (P+L) statement for the year 2024.
The P+L statement will help me assess the financial performance of the business in 2024. I prefer using Excel for this task.
Ideal candidates should have:
- Proven experience in bookkeeping and financial analysis.
- Proficiency in Excel.
- Ability to categorize transactions at a basic level (e.g., income, expenses).
- Capability to prepare a P+L statement without specific formatting requirements.
- Clean up and categorize the transactions.
- Prepare a Profit and Loss (P+L) statement for the year 2024.
The P+L statement will help me assess the financial performance of the business in 2024. I prefer using Excel for this task.
Ideal candidates should have:
- Proven experience in bookkeeping and financial analysis.
- Proficiency in Excel.
- Ability to categorize transactions at a basic level (e.g., income, expenses).
- Capability to prepare a P+L statement without specific formatting requirements.