PDF conversion into Microsoft Excel, Microsoft Word or Google Spreadsheet
What is included:
- Conversion of scanned or digital bank statements to CSV/XLS format.
- Data entry from paper receipts and invoices into structured tables.
- Formatting, sorting, and cleaning data for direct QuickBooks imports.
Steps for completing your project
Define Project Scope & Objectives
Establish contact to detail accounting schemas, backlog timelines, bank feeds configurations, and general expectations.
Data Ingestion & Integration
Connect QuickBooks Online or XERO bank connections securely, matching feeds with credit cards, Stripe, or eCommerce merchant payouts.
Audit Workpapers & Verification
Cross-verify entries with bank statements, classify expense categories, prepare P&L worksheets, and wrap up books for audit clearance.
Frequently asked questions
How do you handle scanned/unsearchable PDFs?
I use advanced OCR tools and manually type/audit entries to guarantee 100% accurate conversion.
Complete starter configuration, monthly bank feeds ledger reconciliations, and initial financial reports checklist.
Mid-tier package including complete historic cleanups (up to 6 months), full tax-ready P&L/balance sheets, and monthly accounts closing.
Full-spectrum premium package for multi-channel sales integrations, inventory valuation audits, and tax preparations.