Q3-Q4 Bank Reconciliation & Expense Categorization (250 Transactions) (EdTech SaaS Platform - Scope C)

**About the Business & Situation:** Maple Learning Tech is a Established Operating Business in the EdTech SaaS Platform sector. **Project Situation:** We have approximately 250 business transactions from our Q3-Q4 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 250 transactions with receipt links and a summary chart of expenses by category. **Key Project Facts:** - **business name**: Maple Learning Tech - **industry**: EdTech SaaS Platform - **business stage**: Established Operating Business - **period**: Q3-Q4 - **transaction count**: 250 - **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. - Daily or bi-daily async progress updates required. > [!NOTE] > Notice: This project is administrative spreadsheet organization and bookkeeping support only. Not certified public accounting or tax advice.

Category: Finance & Bookkeeping Support

Skills Required: Excel BookkeepingBank ReconciliationExpense TrackingInvoicing

Budget Range: $500 - $650 USD

Experience Level: Intermediate

Related Developer Talent & Ecosystem Links:

Q3-Q4 Bank Reconciliation & Expense Categorization (250 Transactions) (EdTech SaaS Platform - Scope C)

Project Deliverables & Description

About the Business & Situation:
Maple Learning Tech is a Established Operating Business in the EdTech SaaS Platform sector.

Project Situation:
We have approximately 250 business transactions from our Q3-Q4 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 250 transactions with receipt links and a summary chart of expenses by category.

Key Project Facts:

  • business name: Maple Learning Tech

  • industry: EdTech SaaS Platform

  • business stage: Established Operating Business

  • period: Q3-Q4

  • transaction count: 250

  • 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.

  • Daily or bi-daily async progress updates required.

[!NOTE]

Notice: This project is administrative spreadsheet organization and bookkeeping support only. Not certified public accounting or tax advice.

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Contract Parameters

Budget Setup

$500 - $650

fixed Rate Structure

Experience Level

Intermediate

Target expertise level requested

Project Scope

Intermediate

Target project delivery scope

Contract Identifier: ea18d18f

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ESCROW FUNDING SECURED$500 LOCKED

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