I will categorize bank statement transactions for tax, bookkeeping

I will categorize every transaction from your bank statement into clear income and expense categories that are tax-ready, organized, and delivered in a clean Excel or Google Sheets file. I am a Chartered Management Accountant with over 8 years of experience in bookkeeping and financial organization for freelancers, small business owners, and self-employed professionals.

My bank statement categorization service includes full transaction review and sorting, IRS-compliant expense categories such as Advertising, Office Supplies, Travel, Meals, Utilities, and Insurance, Schedule C and tax filing ready output, income and expense separation with summary totals by category, and handling of personal and business accounts from Chase, Wells Fargo, Bank of America, and any other bank.

I work with PDF and CSV bank statements of any length, whether you need one month organized or several years of catch-up bookkeeping cleaned and categorized. Every deliverable features professional formatting, labeled transactions, category subtotals, and a clear summary sheet your accountant or tax preparer can use immediately.

• Send me your bank statement, I will deliver a categorized tax ready spreadsheet