Excel Bookkeeping Data Entry Support

Job ID: 40162033

Budget: $250 – $750 USD

I maintain all of my accounting records in plain Excel/Google Sheets rather than QuickBooks, Xero, or other dedicated apps, and I need an experienced bookkeeper who is comfortable living entirely inside spreadsheets.

Here’s what I want you to handle for me:

• Data entry – post all bank, credit-card, and cash transactions from statements I’ll provide, keep the chart of accounts tidy, and make sure every line is coded correctly.
• Financial reporting – build or refine formulas, pivot tables, and summary tabs so I can pull clear monthly P&L, balance sheet, and cash-flow snapshots at any time.

Accuracy and a logical file structure are critical. If you already have proven templates or macros that speed up reconciliation and report generation, feel free to incorporate them—as long as everything stays fully editable in standard Excel/Sheets.

I’ll share last year’s workbook and the current raw statements once we start. Please tell me about similar spreadsheet-based bookkeeping you’ve done and the typical turnaround time you can offer for new statement uploads.