12-Month Personal Account -- 2

@Tahirisrar

Hello Sir, Hope you are doing well, You need a professional accountant with expertise in accounts & finance for your assignment. I am a professional accountant with MBA/MS Accounts & Finance, Member of Institute of Chartered Accountants having more than 10 years of experience accounts & finance including: • Balance sheet • Profit & Loss • Cash flow statements • Budgets • Payroll • Reconciliation Banks, Debtors, Creditors • Financial Forecasting & Analysis • Financial Modeling • Accounts Payable & Receivables • Audit I am providing Financial and Accounts services in many organizations. I will do your task according to your expectations and accuracy with unlimited revisions. I can assure you best of my services in my filed. I am available for more than 40 hours in a week. If you choose me for your project, I guarantee that you will receive a professional and high-quality work in a timely manner. However, if you have any questions, please feel free to ask! I am welcoming. Anxious to hear a positive response from your side Regards, Tahir

@zaahidali61

Hi, I can accurately review and reconcile your full 12 months of bank statement activity, categorize every transaction according to your custom list, and identify discrepancies, missing items, or calculation errors. I have experience with bookkeeping, financial reconciliation, data analysis, and statement-based clean-ups. I’ll provide a clear, tax-preparer-ready report showing monthly and category totals, along with key findings and any items requiring attention. I can start immediately and offer a competitive fixed fee based on the statement volume. I’m committed to accuracy, confidentiality, and timely delivery. Best regards, Zahid

@Renisharaj

Hi there, I have gone through your project descriptions very carefully. I can meet everything in a quick turnaround time with high attention to detail and accuracy. I'm a certified professional Typist (69wpm) and Accountant over 10 years of experience in Typing, Data entry, formating documents, using Microsoft programs (MS word, Excel, PPT), GOOGLESHEET, Googledoc., Accounting softwares (QBD, QBO, Tally, MYOB, etc.) Already organized with dual monitor, high speed Brad Band internet for smooth working. Well proficiency in PDF editing, fillable form creation using Adobe PDF Pro, ABBY Fine Reader, etc, those already built in my system. I ensure timely submission of accuracy verified results. I would like to keep good communications and a trustworthy long-term relationship. We can discuss more over chat. Availability: Almost all times except between 11:30 pm and 6:30 am Indian Time. Looking forward to work with you. Thanks & Regards, Renisha V

@AdeebaShamsi

With my diverse and extensive range of skills and experience, I believe I am the ideal candidate for your accounting project. As a CA finalist with four years under my belt, I have a deep understanding of financial management and accounting, making me well-equipped to handle the complexity of reconciling raw statements. My proficiency in Quickbooks, MYOB, and Xero aligns perfectly with your goal of generating comprehensible reports - an ability that can't be undermined in the realm of taxation. Moreover, I have adept knowledge in Power BI which would enable me to create visually appealing results for better analysis of business. In terms of relevant experience, I have consistently performed crucial activities like clean-up audits, tax return filing, balance sheet preparation etc. Within your stipulated timeline, I will professionally clean up all your statements, categorizing them as per your recommendations and also identify anything that doesn't fit into these categories. I understand the importance of providing accurate calculations and clear report summaries in keeping with our shared objective of delivering work with a rock-solid impact. My fee structure is competitive as a CA Finalist cost and billing system but without compromising on the quality of my offering or meeting deadlines. If chosen, you'd not only receive a comprehensive report to present to your tax preparer but also have a conscientious freelancer committed to making your project his priority!

@caajoys

I can turn your year of raw bank statements into a clean, reconciled, tax-preparer-ready financial record—with every transaction accounted for and discrepancies clearly identified. Thank you for considering my proposal. I have gone through the requirements in detail. I have strong experience handling statement-only bookkeeping clean-ups, transaction reconciliation, financial statement review, categorisation, and audit-style data validation without relying on existing QuickBooks/Xero files. I’ll reconcile all 12 months, apply your categories consistently, investigate missing or unusual items, flag calculation discrepancies, and provide a clear monthly and category-wise summary with key findings. I have uploaded samples similar to this project completed by me earlier in my profile for your reference. With 10+ years of experience, Chartered Accountant (ICAI) and CPA, I bring strong expertise in accounting, reconciliations, financial analysis, and reporting. For the complete engagement, my fee is $___, with delivery within ___ days of receiving all documents. Payment & delivery assurance: ✅ No upfront payment ✅ Release payment after completion or milestone ✅ Regular updates related to the project ✅ Timely delivery ✅ 100% commitment to project completion Please share the PDF statements, prior-year financials, and category list. I’m ready to begin.

@redspector

Raw PDF statements create hidden tax risks when category mismatches and missing transactions go unnoticed during manual review. I use automated PDF extraction with validation rules to parse every transaction, cross-check totals, and flag discrepancies before categorization begins. For a similar financial audit of GHANA BADMINTON monthly revenue streams, I reconciled 14 months of unstructured data in under a week, delivering a categorized summary that resolved the client's quarterly reporting backlog. First, I'd build the parsing template from your category list to ensure every transaction maps correctly from day one. Quick question - is your category list in a simple text format (like CSV) or does it include conditional logic for edge cases? That determines whether I set up a fixed mapping or a rules-based classifier.

@magarkash2

Hi I am Chartered Accountant with 6+ years of experience I can help you in this project Feel free to connect me Thanks and regards

@Shivanidhingra04

I’m a Chartered Accountant with extensive experience in accounting, audit, reconciliation, and financial reporting. I can review your complete 12 months of PDF bank statementsand convert the raw transaction data into a clean, structured and tax-preparer-ready report. I will reconcile every transaction, identify discrepancies, missing/duplicate entries and calculation errors, apply your specified income/expense categories accurately, and flag any transactions that do not fit. I will also prepare a clear monthly and category-wise summary, with key findings and observations for easy understanding. Fee & timeline:The exact fee and turnaround time will be decided after reviewing the **quantum/volume of transactions and documents** involved. Once all documents are provided and the scope is confirmed, I can commit to a clear delivery timeline. I’m available to start promptly and can allocate dedicated time to complete the engagement professionally.

@Dharavyas07

When the books exist only in bank statements, the priority is to reconstruct a complete, traceable transaction history—not simply total the deposits and withdrawals. I can structure the data in Tally and reconcile it so the final records are ready for tax preparation. As a Chartered Accountant with 10+ years’ experience, I handle bookkeeping cleanup, bank reconciliation, financial statement review and transaction-level analysis. 1. Statement-to-Tally Reconstruction • Enter the complete 12-month activity into Tally using your prescribed income/expense categories. 2. Reconciliation & Error Review • Reconcile transactions against all PDF bank statements and identify discrepancies. 3. Management Summary • Provide monthly and category-wise income/expense totals. • Include concise tables/charts where useful. 4. Deliverables & Timeline • Clean, structured Tally records for the full year. • Reconciliation and exception report. • Category/month-wise summary suitable for your tax preparer. • Typical turnaround: 5–7 business days after receiving complete statements and prior financials. For the complete job, I can provide a fixed professional fee after reviewing the number of accounts, transaction volume and statement quality rather than quoting blindly. Let’s review the 12 months of statements, previous financial statements and your category list first, after which I’ll confirm the exact scope, fixed fee and turnaround in chat.

@toluwase262

Hi I will reconcile your full 12 months of bank activity, accurately categorize every transaction, identify discrepancies, and deliver a tax-ready financial summary. I understand you’re working from PDF bank statements rather than QuickBooks/Xero, with last year’s financial statements and your custom income/expense categories as the reference. What you’ll get: • Complete transaction reconciliation and discrepancy report • Accurate categorization with exceptions clearly flagged • Monthly/category summaries with key findings and supporting charts I’m an experienced freelancer and I’ve completed similar projects with 5⭐ feedback for accuracy and delivery. Timeline: 2 days Bid: 1,500 INR Please send me a message so we can get started immediately.

@EricLeroyDev

Hello, Since everything currently lives only in raw PDF statements with no QuickBooks or Xero to lean on, the reliability of the whole report really comes down to how cleanly the transactions can be pulled from those files, so a few things would help me scope it properly: - Are the PDFs text-based exports, or scanned images? That single detail changes how safely each figure can be trusted. - How many bank accounts and how many statements in total across the year? - In what format would you like the final report (an Excel workbook with tabs per month and category, or PDF/Word), and does your tax preparer expect a specific layout? It sounds like the real goal is not accounting software but a clean, audited dataset: every transaction categorised, reconciled, and cross-checked against last year's statements, ready to hand straight over. Have I understood that correctly? Happy to discuss whenever suits you. Best regards, Eric

@ajishka777

Hi, I’m an FCMA-qualified accountant with 15+ years experience in audit, reconciliation, and statement-to-report workflows—including working directly from PDF bank statements and custom category lists. What I offer for this project: Full 12-month transaction reconciliation with discrepancy flags Categorisation using your framework + notes on outliers Clear error identification & audit-ready summary tables/charts Tax-preparer-friendly narrative & totals by month/category Regards Ajish Ashokan

@Jay091020

I’ve gone through your project details and I’m confident that I can deliver the work as per your requirements. I’m a CA Finalist with strong practical knowledge and experience in GST and Accounting. I have a good understanding of GST compliance, accounting processes, reconciliations, and related financial matters. I focus on accuracy, timely delivery, and maintaining a high standard of work. I’m available to start immediately and can commit to completing the project within the required timeline. I’d be happy to discuss the project in more detail and understand your specific requirements. Looking forward to working with you!

@Amish741

Hi, With over seven years of accounting and bookkeeping experience across QuickBooks, Xero, Zoho Books, Sage 50, and Odoo, I'm comfortable working from raw PDF statements without a pre-built system, reconstructing a full year's activity into a clean, tax-ready report. I'll reconcile every transaction across the 12-month period against your bank statements, flagging discrepancies as I find them rather than smoothing them over. I'll apply your provided income-and-expense categories accurately, noting anything that doesn't fit cleanly so we can decide together how to classify it. I'll also cross-check figures against last year's financial statements to catch calculation errors or missing items that might otherwise go unnoticed. The final deliverable will be an easy-to-read summary — tables and charts showing totals by category and month — along with a brief narrative highlighting key findings, structured so it hands off cleanly to your tax preparer without needing further explanation. Fee for the full engagement: 5000 Turnaround: 7 business days once all documents are received. Kind regards, Muhammad Amish Imtiaz

@rahulmehra19

I have handled several statement-only, full-year clean-ups like this. I'll reconcile every transaction across all 12 months against your PDF bank statements, apply your income/expense categories, flag anything that doesn't fit or looks miscategorized, spot calculation errors or missing items, and produce a clear month-by-category summary with tables and a short narrative of key findings, ready to hand to your tax preparer. I have 17+ years of bookkeeping/accounting experience and can turn this around in about 7 days once I have all the statements and your category list.