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I will convert bank statements to excel reports
Advocate for Contract Drafting Legal Research and Accounts Support
I am an enrolled Advocate in India with an MBA in Finance and an LLB background. I assist clients with contract drafting, legal research, agreement review, legal document preparation, business law sup...
About this Gig
Welcome to my gig.
I will convert your bank statements, PDF statements, transaction lists, or financial data into a clean and organised Excel report.
This service is suitable for small businesses, freelancers, startups, and individuals who want their transactions arranged in a simple and professional format.
My services may include:
Bank statement to Excel conversion
PDF to Excel data entry
Income and expense categorisation
Transaction cleaning and formatting
Monthly income-expense report
Profit and loss summary
Business expense summary
Clean Excel sheet with proper headings
Basic summary table, if required
What you will get:
Clean and organised Excel file
Proper transaction categories
Income and expense summary
Easy-to-read financial report
Accurate formatting
Confidential handling of your financial data
Please note: I do not provide statutory audit, CA certification, tax filing, or legally certified financial statements. I provide Excel-based data entry, bookkeeping support, and financial report formatting only.
Kindly message me before placing an order so I can understand your requirement clearly.
My Portfolio
FAQ
What file should I provide?
You can provide a bank statement, PDF statement, CSV file, Excel file, transaction list, invoices, receipts, or income-expense data.
Can you categorise transactions?
Yes, I can categorise transactions into income, expenses, transfers, rent, salary, utilities, business payments, and other suitable categories.
Do you provide tax filing or audit services?
No. I do not provide tax filing, statutory audit, CA certification, or legally certified financial statements. I provide Excel-based data entry, bookkeeping support, and financial report formatting only.
