Browse categories
Explore
Fiverr Pro
English
$
USD
I will do monthly financial reporting rolling forecast variance analysis KPI dashboard
Ireland Bookkeeping Accounts Xero QuickBooks
Hi, I'm Andrew Rice, a bookkeeper specializing in Ireland. I help sole traders, contractors, and small businesses stay organized and Revenue-compliant with monthly bookkeeping, bank reconciliation, ex...
About this Gig
Is your business flying blind every month without clear financial data?
Most small business owners and founders make critical decisions with outdated reports, no forecasts, and zero visibility into their numbers and it quietly kills growth.
I will deliver professional monthly financial reporting, rolling forecasts, and KPI dashboards tailored to your business so you always know exactly where your business stands, without hiring a full-time CFO.
What you'll receive every month:
- Monthly Financial Report (P&L, Balance Sheet, Cash Flow)
- Rolling 12-Month Financial Forecast
- Variance Analysis (Actual vs Budget vs Prior Month)
- KPI Dashboard with key business metrics
- Cash Flow Forecast and Burn Rate Tracking
- Board-Ready Presentation Slides
- Budget vs Actuals Comparison
- Executive Summary with key insights and recommendations
Everything delivered in Microsoft Excel and PowerPoint clean, professional, and ready to share with your board, investors, or lenders.
With 5+ years of CFO-level financial reporting experience across startups and small businesses, I know how to turn raw numbers into decisions that drive growth.
Order today and stop guessing about your finances.
Visualization tools:
Google Looker Studio
•
Microsoft Excel
•
Python
Service type:
Forecasting
Industry:
Construction
•
Real estate
•
Transportation & automotive
Target country:
Canada
•
United States
FAQ
Q: Who is this monthly financial reporting service for?
A: This service is designed for small business owners, startup founders, entrepreneurs, and managers who need professional monthly financial reports, forecasts, and dashboards without hiring a full-time CFO.
Q: What does the monthly financial report include?
A: Depending on your package, you receive a profit and loss statement, cash flow report, balance sheet summary, rolling 12-month forecast, variance analysis, KPI dashboard, and board-ready presentation slides.
Q: What is a rolling forecast and why does my business need it?
A: A rolling forecast updates your financial projections every month as new data comes in. Unlike a fixed annual budget, it keeps your financial outlook accurate and current so you can make better decisions faster.
Q: What is variance analysis?
A: Variance analysis compares your actual financial results against your budget or prior period to show exactly where your business is over or under performing, so you know what to fix.
Q: Do you work with my existing accounting software?
A: Yes. I work with data exported from QuickBooks, Xero, Wave, Sage, or any spreadsheet-based bookkeeping system.
Q: Can you build a KPI dashboard for my industry?
A: Yes. I customize the KPI dashboard to track the metrics that matter most to your specific business whether that is revenue growth, gross margin, burn rate, customer acquisition, or cash runway.
Q: Will the reports be ready to share with investors or a board?
A: Yes. The Premium package includes board-ready presentation slides and an executive summary formatted for investor and board meetings.
Q: Is this a one-time service or can I order monthly?
A: Both. You can order as a one-time financial review or set up a recurring monthly reporting arrangement. Message me to discuss a monthly retainer package.
