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We are looking for a highly structured freelancer to prepare the full document base for our FY2024 bookkeeping. This is not the final bookkeeping itself. The goal is to make the next step for the bookkeeper as easy as possible by ensuring that all relevant invoices, receipts, and supporting documents are complete, correctly named, clearly tracked, and stored in the right folders. Scope: The overall 2024 transaction volume is approx. 700-900 financial movements across bank, PayPal, Wise, and credit cards. For this first phase, you should assume roughly 550 document-relevant cases that need to be checked against statements, matched to invoices/receipts, renamed, stored in the correct folders, and tracked in a status list. Main tasks: - Review all relevant 2024 payment transactions and check whether a document is already available - Match transactions against existing invoices, receipts, and supporting files - Rename all documents using our naming convention: [login to view URL] - Store all documents in the correct Google Drive vendor/customer/cash folders - Maintain a tracking list showing for each case: date, amount, vendor/customer, payment source, document available yes/no, file name/folder path, and note if something is unclear or missing - Process all uploaded cash receipts in the same structured way - Clearly flag all still-missing documents Deliverables: - Fully updated tracking list for all document-relevant cases - All available documents consistently renamed - All available documents stored in the correct folder structure - Clear list of missing documents / unresolved items - Short written handover summary for the bookkeeper What we provide: - Google Drive folder structure - Existing invoice / receipt folders - Tracking files and working files - 2024 bank / PayPal / Wise / card statements - Clear naming convention and workflow instructions Requirements: - Strong attention to detail - Experience with invoice/receipt processing, bookkeeping support, or document-heavy accounting work - Ability to work systematically with statements, receipts, spreadsheets, and Google Drive - Clear written communication in English - Daily short status updates Please include in your proposal: - Earliest possible start date - Realistic timeframe in working days - Fixed price for the full scope - Short description of similar work you have done before
Project ID: 40283504
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Hi, I’m a qualified Chartered Accountant with experience handling high‑volume document preparation for bookkeeping teams. I can start immediately and complete the full FY2024 document‑prep workflow within 4–5 working days. I’ll review all 2024 transactions, match each to the correct invoice or receipt, rename files using your naming convention, store them in the correct Google Drive folders, and maintain a clear tracking list with all missing or unresolved items flagged. My fixed price for the full scope is €125. Before we begin, could you confirm whether all existing receipts are already uploaded to Google Drive, or if some will need to be requested from you? Best Regards, CA. Sreedeep Chennamangalam
€125 EUR in 7 days
2.5
2.5
103 freelancers are bidding on average €146 EUR for this job

Having worked for esteemed companies like Metlife GOSC and DXC technologies, I've honed my skills in invoice/receipt processing, document tracking, and financial data management for over 7 years. My expertise lies in using technology to streamline processes, and with your intuitive Google Drive folder structure and existing workflow instructions, I can ensure all the relevant documents are correctly named, stored, and tracked, following your strict naming convention. Equipped with strong attention to detail and proficiency in Excel and Google Spreadsheets for managing bank/PayPal/Wise/card transactions - I can guarantee a meticulous review of all 550 document-relevant cases against your provided statements for FY2024 bookkeeping. In addition, my prior experiences have deeply ingrained the importance of daily reporting and clear written communication in English and I am more than willing to provide short progress updates on a daily basis. To accommodate your needs, let's set an earliest start date of _(input start date here)_ and complete this project within _(proposed timeframe here - note that I assure the task will be completed with optimal speed alongside ensuring quality)_. For the agreed fixed price, be assured that every aspect of this task including updating the tracking list, managing missing files, and producing a detailed summary for the bookkeeper will be met with utmost dedication. Let's work together to make your FY2024 bookkeeping as efficient as possible!
€220 EUR in 5 days
8.5
8.5

Hello, I can help you organize the FY2024 document base by carefully reviewing the ~550 document-relevant transactions across bank, PayPal, Wise, and credit cards, matching each with the correct invoice or receipt. I’ll rename files using your YYYY-MM-DD_Vendor_InvoiceNumber_Amount format, store them in the right Google Drive folders, and maintain a clear tracking sheet with status, file paths, and notes for any missing items. I’ve handled similar invoice/receipt matching and document organization tasks before, working directly with statements, spreadsheets, and structured folder systems. I can start immediately and estimate about 5–7 working days for completion; happy to agree on a fixed price for the full scope. Let’s chat and review the workflow so I can get started smoothly. Best regards, Md Halimuzzaman
€140 EUR in 7 days
7.5
7.5

With over a decade of experience in data-centric roles and deep expertise in accounting and bookkeeping, I am the perfect match for your comprehensive document organizing project. My focus has always been on accuracy and efficiency, especially when dealing with large volumes of information. Throughout my career, I have developed a disciplined and systematic approach to ensure quality deliverables while meeting deadlines. My proficiency in MS Excel and Google Drive combined with my attention to detail will make the tasks of document matching, renaming, and foldering a breeze. I'm confident in my ability to process the 2024 transaction volumes in a timely manner without compromising precision. Moreover, my history of working on data-heavy projects such as web scraping and product listing demonstrates my competence in handling a high volume of information efficiently. Clear communication is fundamental to any project's success, and you can rely on me to provide concise daily updates about the status of your documents. Furthermore, my experience as a data analyst lends itself to spotting discrepancies or missing pieces, enabling me to meet your brief's requirements impeccably. Choose me for this crucial task and rest assured that I'll prepare an organized and complete document base that will streamline your bookkeeper's subsequent tasks effectively.
€140 EUR in 1 day
7.7
7.7

With a comprehensive background in administrative support, data entry, and Excel manipulation, I am well-prepared to take charge of your intricate invoice and receipt processing project. Adhering vigilantly to detail with all my work, I will meticulously review your 2024 payment transactions, cross-check them with statements and match them up against every relevant invoice, receipt, and supporting file. Having already successfully undertaken similar tasks before I can ensure that your documents will be consistently, adequately renamed, filed in their respective Google Drive folders using your naming convention. Moreover, maintaining an exact tracking list will not only record date, amount, vendor/customer, and payment source but flag in case any document is still missing. My experience aligns directly with the specific responsibilities this project entails. This, combined with my devotion to grant my employers utmost satisfaction and efficiency without hidden or additional costs makes m
€550 EUR in 14 days
7.4
7.4

As an experienced accountant and bookkeeper, I possess a strong attention to detail that's essential for meticulous tasks like document organization. My familiarity with invoice and receipt processing, as well as my extensive background in data entry and Excel use, make me an excellent fit for this project. In fact, I've previously taken on similar endeavors where I processed a considerable number of financial documents and ensured they were named and organized correctly. Starting from day one, I will navigate your transactions across your bank, PayPal, Wise, and credit cards with utmost proficiency. My work will include reviewing all payment transactions, matching them against existing invoices/receipts/supporting files, renaming the documents based on your naming convention and storing them in the designated Google Drive folders. Through each step of this process, I'll maintain an impeccably managed tracking list that captures all relevant details like dates, amounts, vendors/customers, payment sources with even a section for unclear or missing documents to be flagged. This comprehensive approach allows me to provide you with fully updated tracking lists along with all consistently renamed and stored files. Given my commitment to quality work and meticulous nature , I'll deliver not just the expected outcomes such as the consistently
€199 EUR in 1 day
7.1
7.1

Hello, I'll be glad to assist you with this project. I can work with you during the next hours to have this done. I will complete this project with 100% accuracy. Click on the "CHAT" button so we will discuss it in detail. I'm always online and available. Please feel free to contact me at any time. I am available 24/7 for support. Best Regards Sandeep
€30 EUR in 1 day
7.3
7.3

⭐⭐⭐⭐⭐ Create a Structured Document Base for FY2024 Bookkeeping ❇️ Hi My Friend, I hope you're doing well. I've reviewed your project requirements and see you're looking for someone to prepare the document base for your FY2024 bookkeeping. Look no further; Zohaib is here to assist you! My team has successfully handled 50+ similar projects for bookkeeping support. I will ensure all invoices, receipts, and documents are organized, named correctly, and easily accessible for your bookkeeper. ➡️ Why Me? I can efficiently handle your bookkeeping preparation as I have 5 years of experience in document processing, bookkeeping support, and accounting tasks. My skills include meticulous attention to detail, systematic organization, and effective communication. I also have a strong grip on Google Drive and spreadsheet management, ensuring a smooth workflow. ➡️ Let's have a quick chat to discuss your project in detail. I can show you samples of my previous work that demonstrate my capability in this area. Looking forward to discussing this with you in chat. ➡️ Skills & Experience: ✅ Document Management ✅ Bookkeeping Support ✅ Invoice Processing ✅ Receipt Organization ✅ Google Drive Expertise ✅ Data Tracking ✅ Financial Statement Review ✅ Attention to Detail ✅ Systematic Workflow ✅ Clear Communication ✅ Time Management ✅ Problem-Solving Waiting for your response! Best Regards, Zohaib
€150 EUR in 2 days
6.0
6.0

Hello, I’m an experienced bookkeeping support specialist and can efficiently organize and prepare your FY2024 documents so the next bookkeeping stage is smooth and straightforward. I will review all transactions, match them with invoices and receipts, rename files using your naming convention, store them correctly in Google Drive, and maintain a clear tracking list showing document status and any missing items. With strong attention to detail and experience handling document-heavy financial records, I’ll ensure everything is accurate, consistent, and ready for the bookkeeper, while providing regular status updates throughout the process. Regards, Zafar
€50 EUR in 2 days
6.3
6.3

Hello, I am Mohmed, with over 8 years of experience in Accounting and Bookkeeping. I have carefully reviewed the requirements for the Invoice & Receipt Processing project. To ensure a smooth process, I will meticulously review all 2024 payment transactions, match them with existing invoices, rename documents as per the provided convention, store them in the correct Google Drive folders, and maintain a detailed tracking list. I will also flag any missing documents and provide comprehensive deliverables including an updated tracking list, renamed and stored documents, list of missing items, and a handover summary for the bookkeeper. I am ready to discuss the project further. Please start the chat so we can delve into the specifics. Best regards, Mohmed
€120 EUR in 7 days
5.8
5.8

Hi there , Myself suganya hope you are doing good. I am clear with the instructions and wish to work on this 550 document-relevant cases that need to be checked against statements, matched to invoices/receipts, renamed, stored in the correct folders, and tracked in a status list. I have handled receipt, invoice, bank transaction details project. I am able to complete this project perfectly. Hope you consider me. Thanks
€111 EUR in 2 days
5.8
5.8

Hello, With over 6 years of experience as a Virtual Assistant and Accountant, my strong suit is bookkeeping support and document management. I’m proficient in processing invoices and receipts, combined with a systematic approach to handling financial documents. I will deliver the following: - A fully updated tracking list for all document-relevant cases. - All available documents consistently renamed according to the specified naming convention. - All documents stored in the correct Google Drive folder structure. - A clear list of missing documents and unresolved items. - A concise written handover summary for the bookkeeper. I am familiar with Google Drive for document organization, spreadsheet software for maintaining tracking lists, and various bookkeeping tools that facilitate invoice and receipt processing. Regards, Blessing
€200 EUR in 30 days
5.7
5.7

Hi, I can help organize and prepare your FY2024 bookkeeping documents by reviewing transactions, matching invoices/receipts, renaming files using your naming convention, and placing them correctly in Google Drive. I will also maintain a clear tracking sheet and flag any missing or unclear documents to make the bookkeeper’s work easy and efficient. I have experience working with bank, PayPal, Wise, and card statements, invoice matching, and document-heavy bookkeeping support. I can start immediately and will provide daily progress updates to ensure everything stays organized and on schedule. Best Regards, Virendra
€140 EUR in 7 days
6.0
6.0

Hello, I am very interested in assisting you with preparing the full document base for your FY2024 bookkeeping. I have strong experience in structured document management, spreadsheet tracking, and detail-oriented workflows, which aligns well with the requirements of this project. Here’s how I can help: • Review all 2024 payment transactions across bank, PayPal, Wise, and credit cards, ensuring each is matched to the correct invoice or receipt. • Rename all documents following your naming convention and store them in the correct Google Drive folders. • Maintain a detailed tracking spreadsheet for all cases, clearly marking missing or unclear documents. • Provide daily short status updates and a final handover summary for the bookkeeper. Earliest start date: As soon as approved. Estimated timeframe: ~10–14 working days to complete the full scope. Fixed price: €190 for the full project. Relevant experience: I have handled large volumes of document-based workflows, organized detailed spreadsheets, and managed file systems systematically. I am confident in my ability to ensure accuracy and efficiency, making the next step for your bookkeeper seamless. I’ve proposed €190 as a fair value for the full scope of work while keeping within your budget range. I’m happy to discuss any workflow details to ensure smooth collaboration. Thank you for your consideration!
€190 EUR in 14 days
5.8
5.8

Hi, there, I'm Brayan, a detail-oriented freelance engineer keen on structuring and organizing your financial documentation for FY2024 bookkeeping. With a knack for meticulous document handling, I assure you of a seamless transition for the bookkeeper. ? Leveraging my experience in invoice processing and bookkeeping support, here's how I'll tackle your project: ✅ Review and validate all 2024 payment transactions, matching them with corresponding invoices and receipts. ✅ Rename documents following the format: YYYY-MM-DD_Vendor_InvoiceNumber_Amount.pdf. ✅ Organize and store documents in the appropriate Google Drive folders for easy access. ✅ Maintain an up-to-date tracking list, detailing each case's status, vendor/customer, and payment source. ✅ Identify missing documents and flag them for prompt action. I have successfully completed similar tasks in the past, ensuring accuracy and efficiency. Looking forward to initiating this journey with you and streamlining your document processing.
€200 EUR in 3 days
5.2
5.2

Since I specialize in creating structured and clean systems through Excel, I believe I'd be an excellent fit for your Invoice and Receipt Processing project. My exceptional attention to detail and expertise in financial reporting and account handling make me adept at managing large volumes of data like the ones you've described. I have successfully completed similar projects that involved meticulous review, renaming, storage, and tracking of documents, making me accustomed to deliverables like updating tracking lists, consistent renaming and foldering of files, and clear flags on missing documents. I have also worked extensively with Google Drive which matches your workflow. This includes working with hierarchy-driven folder structures, reviewing transactions against statements, reconciling financial data, and maintaining comprehensive logs- proficiency that would easily accommodate your needs for the project. Lastly, as a professional committed to deadline-driven work, you can expect consistent progress updates along with daily short status reports from me. Rest assured that you will be handed thorough documentation about all the work done for smooth handover to bookkeepers or any concerned parties. Let's make this process as effortless as possible for everyone onboard by ensuring all invoices, receipts, and supporting documents are prepared to the highest standard.
€40 EUR in 1 day
5.3
5.3

Greetings, I appreciate the opportunity to assist with your FY2024 bookkeeping preparations. It sounds like you need someone organized and detail-oriented to help ensure that all invoices, receipts, and related documents are correctly matched, named, and stored. My approach would involve systematically reviewing the payment transactions, checking for available documents, and ensuring everything is neatly categorized in Google Drive. My experience in handling invoice and receipt processing, along with maintaining detailed tracking lists, aligns perfectly with your requirements. I’m comfortable working with various financial documents and have a strong focus on accuracy, which will help make the bookkeeper's job much smoother. I’m ready to get started as soon as you need and am looking forward to contributing to this project. Best regards, Saba Ehsan
€150 EUR in 2 days
4.5
4.5

Hello, I can start immediately and would be happy to help you prepare the full document base for your FY2024 bookkeeping. I have strong experience working with spreadsheets, transaction records, invoices, receipts, and structured document management in Google Drive, so organizing and matching financial documents is a task I handle very carefully. For projects like this, I focus on accuracy, consistent naming conventions, and clear tracking, ensuring the bookkeeper receives a clean, well-structured, and complete document base. I am comfortable reviewing statements, matching transactions with invoices/receipts, renaming files, organizing folders, and maintaining a detailed tracking sheet. Availability & Timeline Start Date: Immediately Estimated Timeframe: 1 - 2 working days for the full scope (depending on document completeness) Relevant Experience Transaction and invoice matching for eCommerce bookkeeping Organizing financial documents and receipts in structured Google Drive folders Data management and tracking using Excel/Google Sheets Preparing clean documentation for bookkeepers and accountants I also provide daily short status updates to keep everything transparent and ensure smooth progress. I look forward to helping you create a well-organized and complete document base for your bookkeeper. Best regards. Sonia
€30 EUR in 1 day
4.8
4.8

Greetings, I appreciate the opportunity to assist you with organizing your FY2024 bookkeeping documents. My understanding is that you need someone to ensure that all invoices, receipts, and supporting documents are accurately matched, renamed, and stored in a systematic way to make the bookkeeping process as seamless as possible. To tackle this, I would begin by thoroughly reviewing the 2024 payment transactions and checking for existing documents. I’ll meticulously match each transaction to the corresponding invoices and receipts, rename them according to your specified format, and store everything neatly in the designated Google Drive folders. I’ll also keep an updated tracking list so that the bookkeeper can easily follow along and see if any documents are missing. With a keen eye for detail and experience in handling document-heavy tasks, I’m confident that I can help set up a solid foundation for your bookkeeping needs. Best regards, Mehran Riaz
€150 EUR in 3 days
4.9
4.9

My name is Naresh, and I'm an expert in handling document-heavy accounting tasks. My solid track record of delivering accurate and precise work, even under tight deadlines, is evidence of the close attention to detail I bring to every aspect of my work. With my substantial skillset in Data Entry, Excel, and Google Sheets, I am well-prepared to review all your relevant 2024 transactions. I have ample experience processing invoices and receipts, maintaining meticulous spreadsheet records, and managing file systems for optimal accessibility. Additionally, I have a clear understanding of your workflow as it maps onto the Google Drive structure. This pre-familiarization with your tools means that you won't have to invest time training me on their usage. Stemming from an extensive background in bookkeeping support, including correlating large volumes of financial data to their respective invoices/receipts/files, I can ensure complete adherence to your naming convention and foldering system. Working with me means having a seasoned professional firmly devoted to meeting deadlines without compromising quality. Moreover, this aligned vision towards precision and effectiveness promises that your next bookkeeping step will be as smooth as possible. Combine all this with my Hindi-English fluency for immediate support makes me the ideal candidate for your project.
€100 EUR in 1 day
4.3
4.3

Hi there, I'm available all the time with her. I have good experience in QuickBooks and well knowledge in Accounting principles. I'm passionate about finance and have a good track record of reliability and integrity. I have similar working experiences, one with US Client Mr. Steve Buscarello (update international LLC), 1 hour daily data entry of transactions from pdf bank statement into QB desktop by remotely accessing (anydesk) their computer, that's on going work work since 2019. Another with a CANADIAN client (James Grant) for his one year transaction's data entry into QB Online software, his startup business (including all initial process of document set up, chart of accouts creation, Reports, etc). Also I know Tually,MYOB, XERO (xero is not much more different from QB), etc. So I'm very confident on successful completion of this project. I will arrange all documents in systematic manner to access anyone for easy accounting. I would love to keep good communications and a trustworthy relationship for long time. I will streamline the process quickly and looking for a long-term relationship. We can discuss more and start working immediately. Thanks & Regards , Renisha V
€100 EUR in 7 days
4.2
4.2

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