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I will provide monthly financial reporting services as a CPA
Expert CPA helping businesses stay compliant, profitable and organized
I'm Brandon Underwood, CPA, MAcc, founder of Lucerna Financial Solutions. With over a decade of experience, I specialize in tax preparation, bookkeeping, financial reporting, and outsourced CFO servic...
Vetted by Fiverr Pro
Brandon was selected by the Fiverr Pro team for their expertise.
Vetted for
Accounting
Tax Consulting
About this Gig
Vetted Pro
Are you struggling to gain clarity over your business and its financial performance? With my expertise as a Certified Public Accountant (CPA), I deliver high-quality financial reporting and analysis that goes beyond standard bookkeeping. I provide comprehensive insights using KPIs, variance analysis, and quarterly performance reports to help you track profitability, cash flow, and operational efficiency. Our premium service is tailored for businesses seeking a higher level of review and accuracy, allowing you to make informed decisions based on detailed financial data.
Each package includes a personalized onboarding interview (1-1.5 hours) to assess your needs, followed by secure data collection and a thorough analysis. Schedule your onboarding consultation to discuss your financial goals. Reports are available within 3 weeks.
Packages:
- Starter Package ($350/month): Profit & Loss, Balance Sheet, and 3 reconciliations.
- Growth Package ($700/month): Includes Starter plus Cash Flow and monthly analysis.
- Enterprise Package ($2,000/month): Full suite with KPIs, Scenario Analysis, and comprehensive reports.
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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.
Other Accounting Services I Offer
FAQ
What makes your financial reporting service unique?
Our service includes deeper analysis, high-level review by CPAs, and comprehensive KPI reporting to provide actionable insights, not just numbers.
How long will it take to deliver my reports?
The typical timeline is 1 to 2 weeks from the initial consultation, depending on the complexity and availability of financial data.
What KPIs are included in the Enterprise Package?
ey metrics include profitability ratios, cash flow ratios, cost analysis, and operational efficiency indicators, tailored to your business.
Can I customize my financial report?
Yes, each report is customized based on your business needs. During the onboarding interview, we’ll define specific areas of focus.
Is there ongoing support available?
Yes, I offer continued advisory services to refine and adjust your reports as your business evolves, ensuring your financial strategy stays aligned with your goals.
Reviews
3 reviews for this Gig
| (3) | ||
| (0) | ||
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Rating Breakdown
- Seller communication level
- Recommend to a friend
- Service as described
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Most relevant
G 
gesshrck
Repeat Client
United States
Brandon is the best! Very detailed and answers all my questions.
B 
Seller's Response
Helpful?G gesshrck
Repeat Client
United States
Thanks Brandon!!
Helpful?G gesshrck
Repeat Client
United States
Brandon is very helpful and communicative. He works quickly and answers all my questions.
Helpful?
Reviews
3 reviews for this Gig
| (3) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Recommend to a friend
- Service as described
Sort By
Most relevant
G gesshrck
Repeat Client
United States
Brandon is the best! Very detailed and answers all my questions.
B Seller's Response
Helpful?G gesshrck
Repeat Client
United States
Thanks Brandon!!
Helpful?G gesshrck
Repeat Client
United States
Brandon is very helpful and communicative. He works quickly and answers all my questions.
Helpful?
