“Experienced CPA/accountant for Bank Statement & Dividend Audit

“Looking for a professional accountant or bookkeeper to analyze 5 years of bank statements. Must be able to reconcile transactions with dividend payouts, withdrawals, and bank charges, and provide clear year-by-year summaries of income, expenses, and investments. Experience with Excel or accounting software preferred.”
Reconcile all transactions, withdrawals, and bank charges.
Extract and summarize dividends received by name and amount.
Provide clear year-by-year summaries of income, expenses, and investment activity.
Deliver results in an easy-to-read table or spreadsheet format showing dividends, withdrawals, fees, and notes.