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Create General Ledger and Reports

$30-250 USD

Completed
Posted over 6 years ago

$30-250 USD

Paid on delivery
I need someone to create a general ledger from excel spreadsheet bank statements with information from the following fields (Account, Date, Transaction Description, Expense, Type, Category, Vendor). The General Ledger should (at least) contain the following elements: - Summary level data of year to year expenses by type, category, and vendor -A running list of all expenses by date, with running sub totals by type, category, and vendor (to support the summary data) I am ultimately trying to show to a layperson, a summary of what expenses are personal vs. business, with the ability to "drill down" in the spreadsheets to show the source summaries & detail. Three additional elements will be needed: 1) Visual charts that help depict the person expenses vs. business expenses by year and maybe category 2) Need to be able to update the Type or Category information and have the GL, report, and charts update to reflect data changes. 3) Some help with clean up of categories and vendors to ensure there are not duplicate categories or vendors that may be just spelled differently I am open to other thoughts on how to slice and dice this data. I have attached a sample data set. If someone can quickly give me an example of their work from this data, it will go a long way in my decision to hire you.
Project ID: 15067287

About the project

16 proposals
Remote project
Active 7 yrs ago

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Please check my profile for review as I did similar job on past. I am a chartered accountant (like CPA in USA) having more than 10 years experience in accounts and finance.
$100 USD in 3 days
5.0 (14 reviews)
4.3
4.3
16 freelancers are bidding on average $107 USD for this job
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Hello I am a certified professional from (equivalent to CPA) and would like to bid on the project posted by you. Will send you few sample reports, please initiate conversation. Rgds Rohit Relevant Skills and Experience Accounting Bookkeeping Excel Proposed Milestones $100 USD - Milestone 1 I suggest we use free accounting software to generate the required reports.
$100 USD in 3 days
4.9 (50 reviews)
6.1
6.1
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Need accounting and excel help Relevant Skills and Experience Hi, Please share the project details and I'll be able to help you. I have 10+ Yrs in accounting and finance and Chartered Accountant by profession. Skilled in excel too. Proposed Milestones $166 USD - Project
$166 USD in 3 days
5.0 (6 reviews)
5.0
5.0
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Iam a Chartered Accountant and with me it is more than four years of experience in the fields of Accounting, Bookkeeping, Auditing, Finance, Business Management and Economics. I have the required skills, experience, capabilities and competencies to do your project in the most efficient and professional manner meeting the deadlines of the given project. I have done similar projects and have satisfied my clients with the professionalism of my work. I am proficient in several accounting softwares like Quickbooks Online, Sage, MYOB, Xero, Zoho etc. and have hands on experience of Microsoft Office especially MS EXCEL and MS WORD. I assure you that I can be of help to you more than anyone else. I don't resell projects and I make them myself. I invite you to chat with me to discuss further about the project. Looking forward for your reply. Regards, Waqas Albert (AFC, CAF, CFAP, ACA)
$55 USD in 3 days
4.9 (25 reviews)
4.6
4.6
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we are here with our expert to give you a goo result of work Relevant Skills and Experience we have expert that are reliable to give you a meaningful result at the long run Proposed Milestones $30 USD - initial milestone kindly discuss your work with us in details
$30 USD in 1 day
4.7 (3 reviews)
2.4
2.4
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Hey, I have gone through your project details on this general ledger but its not clear enough. Can you please elaborate the topic a little more? Please feel free to contact me if you would like to see samples or if you have any questions regarding the turnaround time. I will assure the highest level of professionalism (with a daily draft and)along with a plagiarism free high-quality paper. Looking forward to hearing from you. Regards,
$155 USD in 3 days
0.0 (0 reviews)
0.0
0.0
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I can complete this project quickly and efficiently in tim . Relevant Skills and Experience I have avery good experience in data entry and microsoft office word , excel powerpoint , I have 10 years of experience as an accountant. Proposed Milestones $35 USD - after finishing the project.
$35 USD in 3 days
0.0 (0 reviews)
0.0
0.0
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I have read through the project requirement and I can complete it Relevant Skills and Experience Accounting, Excel, Report Writing Proposed Milestones $45 USD - Initial Milestone
$45 USD in 1 day
0.0 (0 reviews)
0.0
0.0
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Hi, I'm interested in working on this project. Please, consider sending a message so that we can discuss the project details exclusively. Thank you Stay tuned, I'm still working on this proposal.
$45 USD in 3 days
0.0 (0 reviews)
0.0
0.0
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Data manipulation based on bank statements. Relevant Skills and Experience Experienced CPA with 10 years of experience Proficient in MS Excel Able to organize large amounts of data for practical use. Will ensure finalized workpapers are thorough and accurate. Proposed Milestones $250 USD - Summary workpapers as agreed to with Client Happy to provide sample data - please provide information on where to send.
$250 USD in 3 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of UNITED STATES
Odenton, United States
5.0
6
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Member since Aug 15, 2016

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