Monthly Financial Records Entry

I have a stack of raw financial records that need to be transferred into Excel and transformed into clear, accurate monthly summaries. I will supply the source documents—mostly PDF bank statements and expense receipts—and I’m looking for a clean, well-structured workbook that lets me see each month’s totals at a glance. Here’s what I need from you: • Enter every transaction exactly as it appears, double-checking dates, descriptions, and amounts for accuracy. • Create a separate sheet (or clearly labelled section) for each month, then roll those figures into a concise summary tab that shows income, expenses, and net. • Add basic checks—simple formulas or pivot tables are fine—to flag any obvious data entry errors. • Keep the file lightweight and easy for me to update myself later. I work almost exclusively in Microsoft 365, so please build the file there or in a fully compatible format. If you use shortcuts, Flash Fill, or Power Query to speed things up, even better—just make sure everything remains transparent and editable. Once the workbook balances with the source totals and the summaries read clearly, the job is done. Let me know your typical turnaround time and a quick note on how you ensure accuracy in similar projects.