Posted: Jan 24, 2026
I have ~24 Excel spreadsheets with about 40 transactions each (around 1,000 total) from my bank account. Each transaction has the vendor description from the bank record. I need these reviewed and categorized for tax purposes. Scope of Work: • Review each transaction and assign it to the appropriate expense category (meals, office supplies, utilities, travel, etc.) • Add a short, clear description if the category might not be obvious from the vendor name • Create a single totals-by-category summary for all transactions combined Requirements: • Proven bookkeeping or accounting experience • Familiarity with U.S. tax expense categories • Detail-oriented and accurate • Able to work independently and deliver quickly Deliverables: 1. Updated Excel files with category and description columns completed 2. One master Excel sheet showing totals for each category Budget & Timeline: • Fixed price: $100–$200 total depending on experience and turnaround time Timeline: 1-4 days from project start Apply tot his job
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