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I have all my expenses and sales go through two accounts (credit card - expenses and checking account - sales as deposits). I export these accounts into MS Excel monthly. I need each line item labeled as either an expense or sales and subtitled as well to what type of expense it was exactly. Organized and merged together into reports I can provide my CPA for taxes.
I have all the drop down boxes created in excel and I have several months of data for you to look back at to see examples of expense types. I will obviously check the work, but most are very easy.
I would like some financial reports done as well on basics of monthly income etc.
1. Accuracy Obviously
3. Experience with this type of work
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