Annual Past 12 Months Bank Reconciliation & Expense Categorization (650 Transactions)
Project Deliverables & Description
About the Business & Situation:
Quantara AI is a Seasonal Business Operation in the AI Enterprise Analytics sector.
Project Situation:
We have approximately 650 business transactions from our Annual Past 12 Months company accounts that need reconciliation against corresponding receipt files.
Operational Impact:
Our year-end tax prep and monthly cash-flow reporting cannot proceed until all ledger line items are categorized accurately.
Why We Are Hiring:
We have an upcoming commitment and need extra hands to meet our deadline.
Desired Outcome:
A balanced, verified Excel workbook categorizing all 650 transactions with receipt links and a summary chart of expenses by category.
Key Project Facts:
- business name: Quantara AI
- industry: AI Enterprise Analytics
- business stage: Seasonal Business Operation
- period: Annual Past 12 Months
- transaction count: 650
- tool: Microsoft Excel & QuickBooks Export
Client Constraints & Requirements:
- Strict turnaround deadline: contractor must start immediately upon award.
- Confidentiality agreement required; all company financial files stay strictly within platform.
[!NOTE]
Notice: This project is administrative spreadsheet organization and bookkeeping support only. Not certified public accounting or tax advice.
Required Skills & Technologies
Contract Parameters
Budget Setup
$650 - $850
fixed Rate Structure
Experience Level
Intermediate
Target expertise level requested
Project Scope
Intermediate
Target project delivery scope
Contract Identifier: 23418f1d
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