I will prepare complete financial statements from your general ledger
BUILT ON TRUST DRIVEN BY CLARITY
About this Gig
I help business owners, accountants, and finance teams turn raw General Ledger data into complete, accurate financial reports for management, investors, lenders, or compliance purposes.
Using your GL, Trial Balance, or exports from QuickBooks, Xero, Sage, or Excel, I prepare:
- Income Statement (P&L) classified by revenue, costs, and net profit
- Statement of Financial Position assets, liabilities, equity properly classified
- Statement of Changes in Equity capital, retained earnings, drawings
- Statement of Cash Flows operating, investing, financing activities
- Bank Reconciliations matching ledger to bank statements
- Ratio & Financial Analysis liquidity, profitability, solvency, efficiency
- Management Accounts performance vs budget for decision-making
Process: I review your raw data, clean and classify it per GAAP/IFRS, prepare the statements and analysis, then deliver in Excel, PDF, or Sheets with a summary of key findings.
Accuracy-first
Proper classification
Clean formatting
Clear communication
Full confidentiality
Message me before ordering with your data format, reporting period, and requirements so I can scope the work accurately.
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.
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FAQ
What data do you need from me?
A General Ledger or Trial Balance export (Excel/CSV), or direct read-access to your accounting software (QuickBooks, Xero, Sage). The more complete the data, the more accurate the report.
Can you work with messy or incomplete ledger data?
Yes — I include a data review and cleanup step before preparing any statements. If significant cleanup is needed, I'll flag this and may adjust scope/pricing.
Do you follow GAAP or IFRS?
Yes, reports are classified and structured according to whichever framework applies to your business or jurisdiction — let me know your requirement when you message me.
Can you prepare consolidated statements for multiple entities?
Yes, this is available as an add-on — please share details before ordering so I can scope it correctly.
Is my financial data kept confidential?
Absolutely. All client data is handled with strict confidentiality and never shared or reused.
Can you provide ongoing monthly management accounts?
Yes — message me to set up a recurring monthly or quarterly reporting arrangement.
