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

Jennifer

Jennifer Marks

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.
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Posted Oct 16, 2025

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...

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Feb 14, 2025 - Ongoing