Basic financial record organisation only—not advanced accounting or tax services

About this service

Keep Your Everyday Business Records Clear and Organised Keeping track of daily sales, expenses, cash transactions, and M-Pesa payments can become difficult when records are scattered across notebooks, receipts, and spreadsheets. I provide basic financial record organisation to help individuals, entrepreneurs, and small businesses arrange their existing transaction information into clear, structured records. My service focuses on data entry, record organisation, and simple spreadsheet updates—not advanced accounting or tax services. What I Can Help You With 1. Sales and Expense Records - Enter sales and expense information into a spreadsheet. - Organise transaction dates, descriptions, and amounts. - Categorise transactions using categories provided or approved by the client. - Arrange records in a clear, consistent format. 2. Cash and M-Pesa Transaction Records - Organise cash transaction information supplied by the client. - Enter M-Pesa transaction details from provided statements or records. - Separate incoming and outgoing transactions. - Maintain a simple transaction register for easier reference. 3. Spreadsheet Organisation - Create or update basic Excel and Google Sheets records. - Standardise dates, descriptions, and number formats. - Check for duplicate entries and missing information. - Use simple formulas to calculate totals where appropriate. 4. Basic Financial Summaries - Summarise recorded sales, expenses, and transactions. - Prepare simple daily, weekly, or monthly totals. - Organise information into easy-to-read tables. - Highlight missing or unclear entries for the client's review. What You Will Receive Depending on the agreed scope, you will receive: - An organised Excel or Google Sheets file. - A structured cash, sales, expense, or transaction register. - Simple totals and summaries based on the supplied records. - A list of missing or unclear information that needs your attention. My Working Approach I work with the records and explanations you provide. I will not invent missing transactions or alter figures to make records appear complete. Unclear entries will be flagged for clarification. Important Service Limitations This service covers basic record organisation and simple spreadsheet calculations only. It does not include financial statement preparation, audit services, professional accounting advice, payroll processing, tax calculations, tax returns, tax compliance, or certification of financial records. Clients remain responsible for confirming the accuracy and completeness of their financial information. Let's Get Started Please explain the type of records you have, the approximate number of transactions, the period covered, and your preferred output format. I will confirm the scope, price, and delivery time before starting.

About the expert

Billy Kipkurui Langat✓ VERIFIED⚡ FAST RESPONDER🟢 Available

Business Research, Quotation Comparisons & Logistical & Trade Information Organisation. With LangoBridge Network, I can help you with supplier sourcing, freight research, quotation comparisons and logistical documentation. I ensure you receive accurate information, keep your information organised, communicate clearly and ensure you have reliable follow-up. I aim to ensure your research is simple and efficient, whether you need help sourcing suppliers, researching your transport options or organising your shipment information. Supplier Sourcing, Freight Quotation Research, Logistics Support, Trade Documentation Organisation and Supply Chain Research.

📍 Nairobi⚡ Replies in 1h