Real Estate Accounting & Drive Overhaul

Hello,

I have a full accounting and document-organization project I want to assign to you.
I need my 2024 and 2025 bookkeeping to be fully cleaned, categorized, reconciled, and organized with proper Drive links and project-based analysis.

Here are the tasks I want you to complete:

1. Google Drive Organization

Please create a clear and standardized folder structure for both 2024 and 2025.

Folders needed:

Bank Statements

Invoices

Projects (1 folder per project/property)

Other Documents if needed

Every invoice must be renamed following this format:

[DATE] – [SUPPLIER] – [CATEGORY] – [AMOUNT].pdf

Example:
2024-03-18 – RONA – Materials – 256.42.pdf

All invoices must be properly filed in the correct folders.

2. Banking Transaction Cleanup

I have:

2024: ~6,000 transactions

2025: ~3,000 transactions

I want you to:

Review every line
Assign the correct category (based on my category list)
Attach the correct invoice (place Drive link in the Sheet)
Identify duplicate transactions
Flag missing documents
Assign each transaction to the correct real estate project
Correct errors or mismatches in amounts

3. Full Reconciliation

Make sure every bank line has a matching invoice or proof

Match payment amounts to invoices

List transactions that have no supporting document

Tag internal transfers correctly

Identify double payments or inconsistent charges

Provide a clear reconciliation status

4. Project-Based Expense Analysis

I want a final summary including:

CAPEX (major expenses)

OPEX (operational expenses)

Materials, labor, permits, services, etc.

Total cost per project

Average monthly spending

Cost per unit (when applicable)

Comparison: 2024 vs 2025

Simple graphs and pivot tables

5. Final Delivery

Please provide:

A fully organized Google Drive

A clean and fully reconciled master Google Sheet

A PDF summary including:

Missing invoices

Errors found

Suggestions for improvements

Tasks I should complete to stay up to date

Please confirm:

Your estimated number of hours to complete the full project

A step-by-step plan of how you will execute the tasks

Your skills level with: Google Sheets, Google Drive, invoices, bookkeeping, real-estate expenses, and AI tools

Thank you.