Receipts & RecordsExpense Data Entry
Expense Data Entry
Every receipt or transaction entered into a categorized spreadsheet, formatted the way your accountant expects — from receipt images, PDF statements, or an existing spreadsheet that needs cleaning up.
Who this is for
Business owners who have receipts or statements but need them turned into a spreadsheet their accountant can use.
What's included
- ✓Entering each receipt or transaction into a spreadsheet
- ✓Categorizing expenses (supplies, travel, meals, equipment, and more)
- ✓Flagging anything unclear or missing so you can confirm it
- ✓A file formatted the way your accountant expects (Excel or CSV)
What's not included
- −Tax advice
- −Filing your tax return
- −Bookkeeping journal entries or financial statements
What we'll need from you
- ✓Receipt images, PDF statements, or an existing spreadsheet, as applicable
After you submit
- 1We review what you've sent and confirm final scope and pricing.
- 2You approve before any work begins.
- 3We deliver your finished file once complete.
This is record organization and data preparation, not accounting, bookkeeping, or tax advice.