I will build a custom bookkeeping and financial model spreadsheet
Excel and Google Sheets Expert, Financial Models and Dashboards for Small Busine
About this Gig
Turn your spreadsheets into a real financial tool for your business.
Are you a small business owner struggling to track income, expenses, or growth in a spreadsheet that just doesn't work for you? I build custom Excel and Google Sheets solutions that give you clarity over your numbers without the confusion.
What I offer: Financial models budgets, forecasts, P&L statements, cash flow projections Bookkeeping templates simple systems to track income & expenses monthly Interactive dashboards visual summaries of your business performance Formulas & automation save hours with formulas that do the work for you Clean, professional formatting spreadsheets that are easy to read and use
Why work with me: Accounting background I understand the "why" behind the numbers, not just the formulas Built for real use no overly complex tools you'll never open again Fast turnaround & clear communication Revisions included until you're happy with the result
How it works:
- Send me details about your business and what you need tracked
- I build your custom model, template, or dashboard
- You receive a fully editable file with a quick walkthrough of how to use it
Let's build something that actually helps you run
Visualization tools:
Microsoft Excel
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Other
Service type:
Budget Vs. actual analysis
Target country:
Australia
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United States
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Worldwide
My Portfolio
FAQ
Do you work in both Excel and Google Sheets?
Yes — let me know your preference and I'll build it in the platform that works best for you.
I don't know exactly what I need — can you help me figure it out?
Absolutely. Message me with a bit about your business and current tracking method, and I'll recommend the best solution.
Will I be able to edit the spreadsheet myself afterward?
Yes, every file is fully editable and I include simple instructions or a short walkthrough so you're comfortable using it.
Can you also help with bookkeeping, not just the spreadsheet?
I focus on building the tools — I can also point you toward best practices for using them consistently. For ongoing bookkeeping services, feel free to ask about custom arrangements.
Do you sign an NDA for confidential financial data?
Yes, I'm happy to sign an NDA before you share any sensitive business information.

