I will reconcile bank statements, categorize transactions for bookkeeping

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.

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.

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.

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.

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.

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.

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.