Google Sheets Bookkeeping & Transaction Categorization
Budget: $30 – $250 USD
I’m looking for a detail-oriented bookkeeper to help me log and categorize business transactions in Google Sheets for year-end tax preparation. I would like this completed by Oct 14 at latest.
Key Responsibilities:
• Import and record transactions from multiple credit cards and bank statements.
• Categorize each expense (e.g., marketing, software, equipment, travel, meals, etc.).
• Use formulas (like SUMIF or pivot tables) to summarize totals by category.
• Maintain accuracy and consistency across thousands of transactions.
• Ensure all data is neatly formatted and ready for accountant review.
Ideal Skills and Experience:
• Strong proficiency in Google Sheets (formulas, filters, pivot tables).
• Proven experience with bookkeeping or expense categorization.
• Excellent attention to detail and organizational skills.
• Ability to maintain confidentiality and handle sensitive financial data.
• Familiarity with U.S. business expense categories is a plus.
Key Responsibilities:
• Import and record transactions from multiple credit cards and bank statements.
• Categorize each expense (e.g., marketing, software, equipment, travel, meals, etc.).
• Use formulas (like SUMIF or pivot tables) to summarize totals by category.
• Maintain accuracy and consistency across thousands of transactions.
• Ensure all data is neatly formatted and ready for accountant review.
Ideal Skills and Experience:
• Strong proficiency in Google Sheets (formulas, filters, pivot tables).
• Proven experience with bookkeeping or expense categorization.
• Excellent attention to detail and organizational skills.
• Ability to maintain confidentiality and handle sensitive financial data.
• Familiarity with U.S. business expense categories is a plus.
Related categories:
Data Entry
Accounting
Excel
Financial Analysis
Bookkeeping
Google Sheets
Tax Preparation