I am a finance and accounting professional with over 8 years of experience in banking operations, financial reporting, and data reconciliation.

I specialize in the analysis and conversion of financial documents-

-including bank statements, credit card summaries, and transaction histories-

My background includes preparing bank reconciliations, profit & loss statements, and balance sheets directly from raw financial data. I've supported clients with data extraction from PDFs, scanned documents, and financial records, applying both manual methods and OCR technology to ensure accuracy and compliance.

Areas of Expertise -

Bank statement data extraction and conversion

QuickBooks data formatting (CSV, Excel)

Bank and credit card reconciliation

PDF and scanned document conversion (OCR)

Financial reporting and basic bookkeeping

Small business financial workflows

Engagement Types - 1-on-1 phone consultations

Workflow/process analysis

Document conversion best practices

Advisory on financial document standardization

Thanks:

Saad