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Bookkeeper, freelance tax preparer. Establishing a remote workstation for an accountant or an existing QB online system, with partial or full-time access for the accounting department. Paying taxes after reconciling accounts and writing off expenses. LLC, C-corp, S-corp, NPO
Statement → Excel (PDF statement in Excel) — $0.50 per transaction
We'll transfer transactions from PDF bank/credit card statements to Excel. The table will contain dates, descriptions, and amounts. Separately, we'll display Credits/Debts (receipts/refunds and write-offs/expenses). We'll group them by merchant/type (e.g., Amazon/Interest/Fees, etc.). A clean file is easy to check and analyze. Price: $0.50 per transaction. For a quick, accurate quote, text us: year + number of PDF pages (we'll reply with an estimate). Data preparation. This is not a tax consultation.
