Year-End Financial Summary Preparation

I need a qualified accountant to turn a year’s worth of bank statements—already sorted by category—into a clear, complete picture of my finances. Your job is to comb through the statements, verify totals, and produce a concise report that shows:

• total income
• total expenses (with category subtotals)
• net profit or loss
• a brief written overview I can hand straight to my tax preparer

I am not using QuickBooks or any other bookkeeping software, so you will start from the raw statement data I supply in PDF and CSV format. Accuracy is critical; reconciliation must match the statement balances, and the final spreadsheet or report should be easy for another professional to audit if needed.

If this scope is comfortable for you, let me know the format you prefer for the finished work and any additional documentation you need from me to begin.