I will categorize bank transactions and expenses for bookkeeping and tax preparation
Gig Summary
Data Entry Operator
Level 2
Has met high performance criteria and has a proven track record for meeting client expectations.
About this Gig
Need help organizing and categorizing your business expenses and bank transactions?
I will accurately categorize your expenses and bank transactions into clear, organized categories for bookkeeping, expense tracking, and tax preparation.
Simply provide your bank statement, credit card statement, Excel/CSV file, or transaction list along with your preferred categories.
My services include:
- Expense categorization
- Bank transaction categorization
- Bank & credit card statement organization
- Business expense tracking
- Income and expense organization
- Custom expense categories
- Excel & Google Sheets organization
- Large transaction lists
Why choose me?
- Careful manual review
- Accurate & consistent categorization
- 10+ years of data entry experience
- Confidential handling of your data
- Clean and organized output
I can work with your own category list or chart of accounts.
Please contact me before ordering for large or custom projects.
Service type:
Transaction categorization
Financial software:
QuickBooks
•
Xero
•
Zoho Books
Target country:
Canada
•
United Kingdom
•
United States
Gigs are not screened
Please note that there is no screening process for this service. We recommend that you message the freelancer and check all necessary details before placing your order. Read more about Financial services at Fiverr.
My Portfolio
17 reviews for this Gig
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Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
A andre_aci

United States
Truly a professional with a deep understanding of tax categories. Hakim is someone you can trust to complete the job accurately, professionally and on time. Thank you for saving me so much time!
$200-$400
Price
1 day
Duration
Helpful?M mattrohde

United States
Great work. Highly recommended
$50
Price
1 day
Duration
Helpful?J 
jenifer_fenton

United States
Hakim does great work!
$1,000-$2,500
Price
1 day
Duration
Helpful?C clemenceluc

France
Comme d'habitude excellente collaboration avec Hakim
$50-$100
Price
1 day
Duration
Helpful?M mattrohde

United States
Amazing work. Highly recommended
$50
Price
1 day
Duration
Helpful?
17 reviews for this Gig
| (17) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
A andre_aci

United States
Truly a professional with a deep understanding of tax categories. Hakim is someone you can trust to complete the job accurately, professionally and on time. Thank you for saving me so much time!
$200-$400
Price
1 day
Duration
Helpful?M mattrohde

United States
Great work. Highly recommended
$50
Price
1 day
Duration
Helpful?J 
jenifer_fenton

United States
Hakim does great work!
$1,000-$2,500
Price
1 day
Duration
Helpful?C clemenceluc

France
Comme d'habitude excellente collaboration avec Hakim
$50-$100
Price
1 day
Duration
Helpful?M mattrohde

United States
Amazing work. Highly recommended
$50
Price
1 day
Duration
Helpful?
