Analyse your bank statements for the year

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What you get with this Hourlie

For this hourlie I will analyse your bank statements into a detailed breakdown of your income and expenses, the delivered product will include;

- Manual entry of bank statements into Microsoft Excel (can also be done from CSV exports)
- Professionally formatted excel worksheets
- Business-specific split of income & expenses
- Bank reconciliation

I've split out the job in this manner in order to create a more affordable pre-cursor to creating your year-end accounts, please see the optional add-ons below which can transform the initial bank analysis into draft accounts. All of the prices quoted below are estimates based on the average job, smaller operations may require less time which would create scope for reduced fees. Similarly, if you are seeking more clarity in terms of an all-inclusive price, please let me know your requirements and I will be happy to discuss this with you.

Get more with Hourlie Add-ons

  • I can reconcile VAT from physical records

    Additional 1 working day

  • I can match transactions to invoices/receipts

    Additional 1 working day

  • I can analyse cash expenses from records

    Requires no additional time

  • I can create a year end trial balance

    Additional 1 working day

  • I can create a fixed asset register

    Requires no additional time

  • I can generate year end accounts

    Additional 2 working days


What the Seller needs to start the work

For this hourlie I will need either hard-copy paper bank statements or exported CSV files taken directly from your online banking account. I can offer free guidance for the latter if this is something you require. I will also need your preferred method of contact to liaise with you throughout the project if necessary.