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.
Required Skills & Technologies
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
Professional Trust Score
Client holds verified capital secured in project escrow holds.
Client Identity Verified
Corporate background confirmed
Escrow Lock Enforcement
Secure milestone hold verified
BotDigit Arbitrated
Arbitration protection active