I'm working on for a client who is feeling overwhelmed with ...

I'm working on for a client who is feeling overwhelmed with accounting tasks. I've created a detailed review sheet that breaks down his month-end and quarter data, including categories. I also demonstrate how to use a pivot table to summarize expenses, which helps my client see where his money is going.

https://www.loom.com/share/a74cddb08283444db91658ecb5866b1a?sid=ca895ec8-4ed3-42f3-b273-637e1704e680