12-Month Personal Account

I need an experienced accountant or bookkeeper to go through a full year of activity that currently lives only in raw statements—no QuickBooks or Xero files to pull from. I will hand over PDF bank statements plus last year’s financial statements and a custom list of income-and-expense categories I’d like you to follow.

Your assignment is to:

• Reconcile every transaction across the 12-month period, flagging any discrepancies
• Apply my provided categories accurately and note anything that doesn’t fit
• Spot calculation errors or missing items and highlight them clearly
• Produce an easy-to-read summary (tables or charts welcome) that shows totals by category and month, along with a brief narrative of key findings

When you reply, let me know:

• Relevant experience with statement-only clean-ups or similar audits
• Your fee for the entire job
• How soon you can turn the work around once you have all documents

I’m aiming for a one-time engagement that delivers a rock-solid, comprehensible report I can hand straight to my tax preparer.