Financial Document Organization Assistant

I need ongoing help bringing order to a growing pile of invoices, receipts, and other financial records that already live in digital form but are scattered across email threads, cloud folders, and a few accounting apps. Your main focus will be data entry and document organization: locating each file, standardising its name, filing it in the right folder, and logging the key details (vendor, amount, date, category, payment status) into a master spreadsheet.

You’ll have access to my Google Drive, email account, and the current (messy) workbook. Familiarity with Google Sheets or Excel is crucial, and basic knowledge of bookkeeping terms will make the job smoother. If you can also import or sync the finished data with QuickBooks or similar software, that’s a plus.

Deliverables I’ll review at the end of each week:
• A clearly structured cloud folder containing every invoice and receipt, renamed consistently.
• An up-to-date spreadsheet with all required fields filled accurately and no duplicate entries.
• A brief summary of any files that were missing, unclear, or required follow-up.

Accuracy, confidentiality, and reliable turnaround times matter most to me. If this sounds straightforward to you and you have a good eye for detail, I’m ready to grant access and get started right away.

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來源：Freelancer.com | 出價次數：35 | 剩餘時間：6 日 | 專案類型：固定預算