Ceramics Accounting & Inventory Cleanup’s
Budget: $250 – $750 USD
I run a small ceramics studio and have every invoice, pro-forma, salary slip, and expense receipt saved as PDF files; what I lack is a tidy, usable accounting and inventory system. Over the next 1-2 weeks I’d like you to turn that raw data into a set of linked Excel or Google Sheets workbooks (no QuickBooks or Xero—spreadsheets only).
Here’s what must be accomplished:
• Convert every figure to KWD, noting the exchange rate you apply.
• Build a raw-materials tab that lists item, unit, quantity on hand, cost per unit, and total value.
• Create an equipment & fixed-asset register with purchase dates and depreciation column.
• Categorise employee costs, shipping, utilities, and any other operating expenses.
• Reconcile each PDF invoice or receipt to the proper line item so I can trace back easily.
• Deliver a logical folder hierarchy that mirrors the workbook structure.
I already have a handful of ad-hoc inventory notes, but assume you are starting almost from scratch and will need to validate quantities against the invoices provided.
Accuracy, clear formulas, tidy formatting, and a short hand-over note explaining how to keep everything up-to-date are my key acceptance criteria. If you’ve cleaned up books for manufacturing or product-based businesses before, especially using Excel power-features such as pivot tables, Power Query, or array formulas, let me know—along with the approach and timeline you’d follow.
Looking forward to getting my studio’s numbers in order once and for all.
Here’s what must be accomplished:
• Convert every figure to KWD, noting the exchange rate you apply.
• Build a raw-materials tab that lists item, unit, quantity on hand, cost per unit, and total value.
• Create an equipment & fixed-asset register with purchase dates and depreciation column.
• Categorise employee costs, shipping, utilities, and any other operating expenses.
• Reconcile each PDF invoice or receipt to the proper line item so I can trace back easily.
• Deliver a logical folder hierarchy that mirrors the workbook structure.
I already have a handful of ad-hoc inventory notes, but assume you are starting almost from scratch and will need to validate quantities against the invoices provided.
Accuracy, clear formulas, tidy formatting, and a short hand-over note explaining how to keep everything up-to-date are my key acceptance criteria. If you’ve cleaned up books for manufacturing or product-based businesses before, especially using Excel power-features such as pivot tables, Power Query, or array formulas, let me know—along with the approach and timeline you’d follow.
Looking forward to getting my studio’s numbers in order once and for all.
Related categories:
Accounting
Excel
Intuit QuickBooks
Inventory Management
Financial Analysis
Bookkeeping
Data Analysis
Google Sheets