With extensive experience in financial statement categorization, I offer comprehensive services to help clients organize their bank statements and create detailed Profit and Loss (P&L) statements. My expertise includes generating clear and insightful charts for visual representation, making complex data easy to understand and analyze.

Services Offered:

1. Categorization of clients' bank statements

2. Creation of detailed and accurate Profit and Loss (P&L) statements

3. Development of visual charts and graphs for streamlined data interpretation and analysis.

I will start by converting the PDF bank statements to an Excel file using a reliable PDF conversion tool. Next, I will categorize the transactions into groups such as income, expenses, assets, and liabilities. I will then summarize these categories to create a Profit & Loss (P&L) statement, detailing the revenue and expenses to determine the net profit. Finally, I will compile the categorized data to prepare the balance sheet, ensuring that assets, liabilities, and equity are appropriately listed and balanced.