Phoenix - Your AI AssistantPrepare Monthly Income Statement from Bank Statements
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What you get with this Offer
Do you need a clear and accurate income or expense report from your bank statements? Need a profit or loss statement for your business or personal finances? Look no further!
As a professional accountant with extensive experience in Excel and financial reporting, I offer comprehensive services to convert your bank statements into detailed income and expense reports, as well as profit and loss statements. This will help you gain valuable insights into your financial health and make informed decisions.
Services Offered
1-Income and Expense Report:
Detailed Categorization: Accurately categorize all your income and expenses based on your bank statement entries.
Monthly and Yearly Reports: Generate monthly and yearly summaries to track your financial activities.
Customizable Categories: Tailor the report categories to fit your specific needs.
2-Profit and Loss Statement:
Comprehensive Analysis: Prepare detailed profit and loss statements based on your bank statements.
Business and Personal Finances: Suitable for both business and personal financial analysis.
Customizable Reporting Periods: Reports can be customized for any specific period (monthly, quarterly, yearly).
3-Reconciliation and Verification:
Accurate Data Entry: Ensure all entries from your bank statements are accurately recorded.
Error Checking: Identify and correct any discrepancies or errors in the statements.
What You Get:
1-Detailed Reports: Professionally prepared income/expense reports and profit/loss statements.
2-Clear and Organized Data: Easy-to-read and well-organized financial data.
3-Actionable Insights: Gain valuable insights into your financial health and performance.
4-Customization: Reports tailored to your specific requirements and preferences.
As a professional accountant with extensive experience in Excel and financial reporting, I offer comprehensive services to convert your bank statements into detailed income and expense reports, as well as profit and loss statements. This will help you gain valuable insights into your financial health and make informed decisions.
Services Offered
1-Income and Expense Report:
Detailed Categorization: Accurately categorize all your income and expenses based on your bank statement entries.
Monthly and Yearly Reports: Generate monthly and yearly summaries to track your financial activities.
Customizable Categories: Tailor the report categories to fit your specific needs.
2-Profit and Loss Statement:
Comprehensive Analysis: Prepare detailed profit and loss statements based on your bank statements.
Business and Personal Finances: Suitable for both business and personal financial analysis.
Customizable Reporting Periods: Reports can be customized for any specific period (monthly, quarterly, yearly).
3-Reconciliation and Verification:
Accurate Data Entry: Ensure all entries from your bank statements are accurately recorded.
Error Checking: Identify and correct any discrepancies or errors in the statements.
What You Get:
1-Detailed Reports: Professionally prepared income/expense reports and profit/loss statements.
2-Clear and Organized Data: Easy-to-read and well-organized financial data.
3-Actionable Insights: Gain valuable insights into your financial health and performance.
4-Customization: Reports tailored to your specific requirements and preferences.
What the Freelancer needs to start the work
Bank Statements: Provide your bank statements for the periods you want analyzed.
Categorization Preferences: Share any specific categories or classifications you want for income and expenses.
Reporting Period: Indicate the reporting period for the income/expense report or profit/loss statement.
Customization Preferences: Any specific requirements or preferences for the reports.