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Fiverr Pro
Français
$
USD
I will turn receipts or bank exports into a categorized expense log
Excel, Financial Modeling and Bookkeeping Cleanup
I'm an accounting and finance professional with 15+ years of experience at a Fortune 500 company, an undergraduate degree in accounting, and an MBA with a concentration in taxation. I turn messy sprea...
À propos de ce service
I turn receipt images, PDFs, or bank/credit card exports into a clear categorized expense log in Excel or Google Sheets.
I am an accounting and finance professional with 15+ years of experience at a Fortune 500 company, with an undergraduate degree in accounting and an MBA with a concentration in taxation, plus advanced Excel and Power Pivot training.
What you get:
- One row per receipt or transaction (date, vendor, amount, category, notes)
- Categories from a common expense list, or your own list if you send one
- A summary by category with live formulas
- A short note on anything unclear or missing
What I do not do:
- No tax category advice and no tax filing
- No QuickBooks or other software logins
- No phone calls. Send files through Fiverr.
- No audit or attestation
How it works: upload receipts (JPG, PNG, or PDF) and/or a transaction export. I return a workbook with live formulas and totals checked before delivery. If a receipt is unreadable, I flag it instead of guessing.
Message me with an approximate receipt count if you want a package recommendation first.
Type de service:
Catégorisation des transactions
Logiciel financier:
Autres
Pays cible:
Canada
•
États-Unis
Les services ne sont pas vérifiés
Veuillez noter qu'il n'y a pas de procédure de vérification pour ce service. Nous vous recommandons de contacter le freelance et de vérifier toutes les informations nécessaires avant de passer votre commande. Pour en savoir plus sur les services financiers, consultez le site Fiverr.
Mon portfolio
FAQ
What file types can I send?
Receipt photos or PDFs, plus CSV/Excel/Sheets bank exports. Clear photos work best.
Will you pick tax-deductible categories for me?
No. I use common expense labels or the category list you provide. This is not tax advice.
Do you need my accounting software login?
No. Spreadsheet deliverables only.
What if a receipt is blurry?
I flag unreadable items in a notes column instead of guessing amounts or vendors.
Is there a call or consultation?
No calls. Any consultation happens through Fiverr messages, so you have everything in writing.
