I will reconcile bank statements, categorize transactions for bookkeeping
Bookkeeping Data Entry and Business Research Specialist
Level 1
Has met certain performance criteria and shows strong potential in the marketplace.
Highly Responsive
Known for exceptionally quick replies
About this Gig
Drowning in messy bank statements? Let me clean them up fast, accurate, and accountant-ready.
I'm an MBA-qualified bookkeeping specialist with many completed orders.I help small businesses, freelancers, and accountants take backlogged or disorganized bank statements and turn them into clean, categorized financial records ready for tax preparation or monthly bookkeeping.
What I do:
- Bank statement reconciliation (single month or multi-year backlogs)
- Transaction categorization by income and expense type
- Cleaning and structuring messy or scanned statements
- Multi-account and multi-currency reconciliation
- Preparing accountant-ready files for tax season
Input formats I accept:
PDF, Excel, CSV, scanned documents, images whatever you have, I can work with it.
Delivery formats:
Google Sheets (default), Microsoft Excel, or QuickBooks compatible CSV your choice.
Why work with me:
- Fast turnaround 10-page statement in around 1 hour
- MBA background with strong attention to detail
- Unlimited revisions until you're 100% satisfied
- Clear communication and quick replies
Before ordering, please message me with a sample of your statement so I can confirm scope and give you an accurate quote.
Clients I’ve worked with
TCA Team
Delivered 30,000–40,000 verified leads of athletic directors for a client's outreach campaign. Researched and compiled decision-maker contacts including names, titles, institutions, and verified email addresses. Organized into clean, structured spreadsheets ready for immediate use in cold outreach and CRM import. Large-scale B2B lead generation with accuracy as the priority.
Jul 2024
My Portfolio
Other Data Entry Services I Offer
FAQ
How often should I reconcile, categorize, and classify my bank statements?
Ideally monthly, so your books stay current and tax season isn't a scramble. That said, many of my clients come to me with months or even years of backlogged statements — and that's completely fine. I handle both ongoing monthly bookkeeping and large one-time cleanup projects.
Can I do this process myself or do need your help?
You can do this process yourself, but it can be time-consuming and tedious. You can also seek my help to save time and ensure accuracy.
How do you ensure the confidentiality and security of my financial information?
I treat every client's financial data as strictly confidential. I don't share, store, or reuse any information beyond what's needed to complete your project, and I'm happy to delete all files from my system once the work is delivered and approved.
How long does the process take?
It depends on volume. As a rough guide, a 10-page statement takes me about 1 hour of focused working time. A 25-page project is usually delivered within 2 days, and larger multi-month or multi-year backlogs are scoped individually.
What file formats do you accept, and what will I receive?
I accept PDF bank statements, Excel files, CSV exports, scanned documents, and even photos of statements — whatever you have. My default delivery is Google Sheets (easy to share with your accountant), but I can also deliver in Microsoft Excel or QuickBooks-compatible CSV format on request.
What are the benefits of reconciling, categorizing and classifying bank statements?
The benefits include a clear understanding of your financial situation, improved financial decision-making, better budgeting and tracking of spending, and identifying areas for cost-saving.
I have a really messy or unusual statement. Can you still help?
Mostly yes. Send me a sample before ordering and I'll tell you honestly whether I can handle it and how long it'll take. I'd rather under-promise and over-deliver than commit to something that won't meet your standards.
58 reviews for this Gig
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Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
J jakerudkin

United States
Thank you!!
$50-$100
Price
7 days
Duration
Helpful?J jakerudkin

United States
Thank you!!
Up to $50
Price
6 days
Duration
Helpful?J jakerudkin

United States
Thank you!!
$100-$200
Price
12 days
Duration
Helpful?J jakerudkin

United States
Thank you!!
$100-$200
Price
7 days
Duration
Helpful?J jakerudkin

United States
thank you!!
Up to $50
Price
7 days
Duration
Helpful?
58 reviews for this Gig
| (57) | ||
| (1) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
J jakerudkin

United States
Thank you!!
$50-$100
Price
7 days
Duration
Helpful?J jakerudkin

United States
Thank you!!
Up to $50
Price
6 days
Duration
Helpful?J jakerudkin

United States
Thank you!!
$100-$200
Price
12 days
Duration
Helpful?J jakerudkin

United States
Thank you!!
$100-$200
Price
7 days
Duration
Helpful?J jakerudkin

United States
thank you!!
Up to $50
Price
7 days
Duration
Helpful?
