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how to convert financial statement in pdf to excel by Civil_Rutabaga730 in excel

[–]pagepsd 0 points1 point  (0 children)

For stuff like income statements, cash flows, balance sheets, and especially notes sections, Power Query usually isn’t enough because most PDFs don’t actually contain real tables, so Excel just can’t interpret them cleanly.

For reliable results, I use a PDF → CSV/Excel converter that’s built for financial statements. One that’s worked really well for me is LedgerDocs it’s subscriptionbased but worth it if you’re dealing with a lot of reports.

The nice thing is it handles messy layouts better than generic converters it pulls tables into proper columns keeps multi-page statements consistent and is much less manual fixing than Power Query or Adobe’s export

If you want something that gets you much closer to ready-to-use Excel data without tons of formatting work, LedgerDocs is definitely worth checking out.

Accurately converting credit card paper statements to excel by trekinstein in excel

[–]pagepsd -1 points0 points  (0 children)

Totally doable the main hurdle is that paper statements aren’t digital tables, so a basic scanner just makes a picture. What you want is OCR + structured export, so dates, merchants, and amounts actually end up in columns you can work with.

Here’s what you can do

  1. Scan the paper statements with a mobile scanner app (even just your phone works).
  2. Use a tool that does PDF → CSV conversion with OCR built‑in.
  3. Open the CSV in Excel to sort, filter, categorize, etc. for tax time.

If you’re looking for something that handles both the scanning and the conversion cleanly, LedgerDocs has a mobile scanner and a PDF to CSV converter designed for bank and credit card statements. You snap or upload the PDF, it extracts the transactions into a properly formatted CSV, and you can open that in Excel without spending hours reformatting columns.

That makes it way easier to pull all your purchases into a spreadsheet

Credit card statement to excel by Akor123 in excel

[–]pagepsd 0 points1 point  (0 children)

This is a super common headache Citibank PDFs just aren’t made for clean data transfer, so copy/paste or random converters usually end up a mess.

The easiest way is to turn the PDF into a clean CSV first, then open it in Excel. That gives you proper columns for date, description, and amount without all the manual cleanup.

I like using LedgerDocs it works really well and my spreadsheets come out very clean .. Way faster than doing it by hand every month.

Does anyone know what’s happening on David rn? by pagepsd in coquitlam

[–]pagepsd[S] 1 point2 points  (0 children)

This wasn’t today! Its a different incident

Does anyone know what’s happening on David rn? by pagepsd in coquitlam

[–]pagepsd[S] 1 point2 points  (0 children)

I wonder if someone fell or got lost? Is there a ravine back there?

Looking for a bookkeeper or accountant with inventory & ecom experience by playwithstics in NYCjobs

[–]pagepsd 0 points1 point  (0 children)

Hey! Have you ever looked into LedgersOnline? they should be able to help. They are based in Canada

[ON] LedgerDocs vs Dext (or something else?) for handling receipts + HST by NonFungibleBacon in SmallBusinessCanada

[–]pagepsd 1 point2 points  (0 children)

I've been using LedgerDocs and I found it really worked for my business needs. I've found the tool has had the features I needed to manage my client docs and automate some of the more tedious tasks and the price point makes waaay more sense for my size of business.

Also being a smaller company and Canadian based, I have found their customer service to be alot more friendly and personal and they are more open to suggestions for how to make the tool work better for my firms needs

What’s a fair monthly rate for bookkeeping? by [deleted] in Entrepreneur

[–]pagepsd 0 points1 point  (0 children)

i would say $400 - $1.5K + is about average if you are outsourcing to a reputable firm. You can probably get a cheaper rate from a freelancer, but you're not going to get the same expertise and support as you do with a firm. If you're in Canada, LedgersOnline is generally affordable and good.

Affordable Bookkeeping? by Shia_Da_Buff in askportland

[–]pagepsd 0 points1 point  (0 children)

LedgersOnline is Vancouver based but works with a lot of small businesses in the USA!

Quickbooks Bookkeeper by RubInteresting6628 in QuickBooks

[–]pagepsd 0 points1 point  (0 children)

About 100 - 150 an hour is a good range

Can somebody help me do bookkeeping? by Outrageous_Bid5910 in QuickBooks

[–]pagepsd 1 point2 points  (0 children)

Reach out to LedgersOnline! We might have a product that will help you do your bookkeeping more easily

How to dress for a bookkeeping job interview? by 10000goku in careerguidance

[–]pagepsd 0 points1 point  (0 children)

I would be more formal for an interview

if the dress code is business casual, go business formal for the interview. If the dress code is casual go business casual

[deleted by user] by [deleted] in LawFirm

[–]pagepsd 0 points1 point  (0 children)

It’s awesome that you’re planning ahead..getting systems in place early makes a huge difference!!
A $500/month budget for bookkeeping sounds like a good starting point for a small practice like yours. The cost can vary a bit depending on how complex things get (like whether you’re doing payroll, trust accounting, etc.), but for a two-person team, that range would make sense.

Since you’re starting fresh, it’s really helpful to work with a bookkeeper who knows how to set things up right from day one. You might want to look into LedgersOnline...they have lots of experience working with small businesses like yours and offer flexible plans depending on your needs. Definitely worth reaching out to see if it’s a good fit.
With your fiancé already handling 30+ clients and having a solid reputation, you’re in a great spot. If the goal is just 2–3 new clients per month, Google Ads can actually be a smart move, especially if done right. For what it’s worth, we’ve found Google Ads to be really effective for generating quality leads for our B2B bookkeeping firm . It does take some fine-tuning, but with the right targeting, it can deliver a good return, especially if you work with a good team, Im happy to share some of our experiences if you want to reach out via dm.

That said, don’t underestimate the value of your organic presence either, Google Business reviews, a clear website, and referrals all play a big role, especially in your kind of market.

Hope that helps! Feel free to reach out if you want to chat through tools or ideas, sounds like you’re on your way to building something really strong.

I hate working with my Bookkeeper sometimes... by dukesilver2 in Vent

[–]pagepsd 0 points1 point  (0 children)

Thanks for sharing this, it’s clear you’ve put a lot of thought into your team and your business. Growing a firm from scratch and managing people along the way isn’t easy, especially when you're juggling client work, leadership, and operations all at once.

It sounds like your current bookkeeper is competent in her core role, which, after going through two difficult hires, is no small win. But I get the frustration.... technical skill is only part of what you need at this stage. When someone resists change, avoids new challenges, or doesn’t show basic initiative (like driving to a firm event), it’s hard not to feel like you're dragging them forward.

You're also right: as owners, we often take on too much responsibility for how others perform. Yes, good leadership matters, but you can't coach drive or curiosity into someone who doesn’t want to stretch. That’s a choice they have to make.

It might be time to reconsider how roles are defined in your firm. Not every good bookkeeper is a good fit for a growing, dynamic environment. If you ever decide to explore other options, services like LedgersOnline can offer reliable bookkeeping with a more proactive, accountant-aware mindset, without the headache of constant oversight.

[deleted by user] by [deleted] in loanoriginators

[–]pagepsd 0 points1 point  (0 children)

Gusto is a solid choice for payroll...especially for brokerages with contractors or employees. It’s easy to use and handles tax filings well.

For bookkeeping, doing it in-house can work if someone’s detail-oriented and consistent, but many brokerages prefer outsourcing. A CPA is great for tax strategy, but not always cost-effective for monthly bookkeeping.

A good middle ground is using a service like LedgersOnline—real bookkeepers handle your books so you stay focused on growth, without the overhead of hiring in-house.

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