Business accounts /bookkeeping - classifying and filing receipts
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Post a project like this1418
£80(approx. $100)
- Posted:
- Proposals: 23
- Remote
- #2853279
- Completed
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Description
Experience Level: Entry
I would like to ask help for upkeep of my business accounts.
Each quarter I fill in an excel spreadsheet, for my accountant. I need help to fill in the spreadsheet and file online receipts.
For the first 6 weeks of this quarter, there are line 82 items in the accounts, spread across 2 bank accounts and monthly credit card statements. The attached file shows the excel document structure, though for the moment amounts and payment details are anonymised.
Not all line items have receipts available - I have 56 receipts on a one drive file for sorting.
For the receipts; all are in a OneDrive 'for filing' folder. I'd ask to change the receipt file name to the corresponding tab / line item in the excel eg "a-1 [filename]" ," a-2 [filename]", "a-3 [filename]" for ease of future reference
This initial 6 weeks worth of receipts is a test project - though I may continue this work on an ongoing basis
This quarter business is quite slow due to covid-19, though previously I was running at 400 line items/receipts per quarter
Each quarter I fill in an excel spreadsheet, for my accountant. I need help to fill in the spreadsheet and file online receipts.
For the first 6 weeks of this quarter, there are line 82 items in the accounts, spread across 2 bank accounts and monthly credit card statements. The attached file shows the excel document structure, though for the moment amounts and payment details are anonymised.
Not all line items have receipts available - I have 56 receipts on a one drive file for sorting.
For the receipts; all are in a OneDrive 'for filing' folder. I'd ask to change the receipt file name to the corresponding tab / line item in the excel eg "a-1 [filename]" ," a-2 [filename]", "a-3 [filename]" for ease of future reference
This initial 6 weeks worth of receipts is a test project - though I may continue this work on an ongoing basis
This quarter business is quite slow due to covid-19, though previously I was running at 400 line items/receipts per quarter
Masako R.
100% (4)Projects Completed
4
Freelancers worked with
3
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67%
Last project
21 Mar 2023
United Kingdom
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would you consider London based accountant ?
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Hi, Is this a UK based company and reporting UK VAT rules?
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Hi
Is this still vacant...
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