Financial Data Entry & Analysis

I need help bringing a large backlog of financial records up to date and into a structure that lets me see both the big picture and every underlying transaction at a glance. All source data is already in spreadsheets, but it is scattered across multiple tabs in MS Excel and Google Sheets and contains the usual mix of typos, missing fields, and inconsistent formats.

Here is what I want done:

• Enter or correct every transaction so the master ledger is 100 % complete and error-free.
• Create a clean summary sheet that rolls the data up by month, quarter, and year.
• Preserve a fully detailed tab that keeps every individual line item intact.
• Build a set of formulas (or pivot tables) that handle basic calculations such as running balances, category totals, and variance percentages.
• Add an additional worksheet that performs advanced financial analysis—think ratio calculations, trend graphs, and any other insights you feel add value.

All work must remain in native Excel/Google Sheets format so I can continue editing after delivery. Accuracy is paramount and I would like periodic check-ins so we can spot discrepancies early rather than after everything is imported. If this sounds straightforward to you and you are comfortable juggling both summary and granular views, let’s get started.