Browse categories
Explore
Fiverr Pro
English
$
USD
I will perform financial analysis, forecasting, reporting and modeling
Your Trusted US CPA Precision, Compliance, and Swift Financial Solutions
I'm Anna-Marie Jone, a highly experienced US Certified Public Accountant (CPA) dedicated to providing exceptional financial and audit services.
My expertise spans a wide range of critical financial ...
About this Gig
Struggling to understand your numbers, forecast your finances, or turn financial data into clear business decisions?
Get a clear, accurate, decision-ready financial analysis built around your business goalsnot a generic spreadsheet.
I can help with financial analysis, financial statements, bookkeeping, financial reporting, financial modeling, forecasting, projections, profit & loss, balance sheets, cash flow, budgeting, and business valuation.
Whether you need to analyze performance, identify profit leaks, prepare financial reports, build a financial model, or forecast future results, youll receive organized and easy-to-understand outputs designed to help you make smarter decisions.
SERVICES
- Financial statement analysis
- Profit & loss & balance sheet analysis
- Cash flow analysis
- Financial forecasting & projections
- Financial models in Excel/Google Sheets
- Financial reports & management reports
- Ratio & profitability analysis
- QuickBooks/financial data review
Expect accurate calculations, clear insights, professional formatting, and actionable recommendations.
Send your financial data or requirements today and lets turn your numbers into useful business insights.
Reporting frequency:
Monthly
•
Quarterly
•
Annually
•
Ad-hoc
Target country:
United States
Gigs are not screened
Please note that there is no screening process for this service. We recommend that you message the freelancer and check all necessary details before placing your order. Read more about Financial services at Fiverr.
FAQ
What information do you need to start?
Usually your financial statements, Excel/Google Sheets files, bookkeeping data, or any existing financial records. If something is missing, I’ll tell you exactly what is needed.
Can you analyze my profit and loss, balance sheet and cash flow?
Yes. I can review financial statements, identify trends, calculate key ratios, highlight unusual movements, and explain what the numbers mean for your business.
Can you build a financial model or forecast?
Yes. I can create Excel/Google Sheets financial models, forecasts, projections, budgets, and scenario analyses based on your available data and assumptions.
Can you work with QuickBooks data?
Yes. I can work with financial information exported from QuickBooks and other accounting systems, provided the relevant data is supplied.
Will the report be easy to understand?
Yes. The goal is not simply to provide calculations. Your results will be organized into clear findings, trends, metrics, and actionable business insights.
Can you handle confidential financial information?
Yes. Please only provide the information necessary for the project and remove unnecessary sensitive details where possible.
Can you customize the analysis for my business?
Absolutely. The analysis can be tailored to your industry, objectives, reporting requirements, KPIs, and available financial data.
