One-Year Small Business Excel Accounts

I run a micro-business in Ireland and need the last trading year laid out as a clean, well-structured Excel file. All transactions are already in digital form—PDF invoices, bank CSVs, and card statements—but nothing lives in Excel yet. Your job is to import those records, categorise every line, reconcile totals, and produce both an income-and-expense view and a concise balance sheet that fits Irish micro-entity requirements (very close to UK rules). I don’t have a fixed template in mind, so feel free to suggest or build one that keeps things clear and easy for me to maintain next year. Automation with simple formulas or pivot tables is welcome as long as everything remains transparent. Deliverables • Excel workbook with separate sheets for the raw ledger, summarised income & expenses, and the balance sheet. • Short hand-off note explaining the logic and any lookup or reconciliation steps. A one-week turnaround would be perfect. If this goes smoothly, I’d like to make the collaboration a regular annual—or even quarterly—routine. Let me know your questions and an estimated timeline so we can get started.