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Fiverr Pro
English
$
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I will help small businesses fix their workflows and sops
About this Gig
Stop wrestling with spreadsheets that break every time you touch them. I build clean, formula-driven Excel and Google Sheets tools that just work budget trackers, cash-flow forecasts, expense and invoice logs, KPI dashboards, and financial models.
I'm an Accountant and FP&A professional with 20+ years in corporate and public-sector finance (Citigroup, JP Morgan, NYC agencies) and a B.S. in Accounting from Fordham. That means your tool won't just look good, the logic underneath will actually be correct.
Every build includes clear labels, automated calculations, and a short guide so you know how to use it. Tell me what you need to track, and I'll design it around your workflow.
My Portfolio
FAQ
I'm not sure exactly what I need yet. Can you still help?
Absolutely. Just tell me what you're trying to track or figure out (cash flow, expenses, a budget, KPIs, etc.) and I'll recommend the right setup. Part of what you're paying for is 20+ years of finance experience, so helping you scope the tool is included, not extra.
Will this work in Excel or Google Sheets?
Both. Let me know your preference and I'll build natively in that platform, so all formulas, formatting, and automations work correctly. If you need it in both, just mention that up front.
How do I know the formulas are actually correct?
That's the core of what I do. I'm an experienced accountant with 20+ years in corporate and public-sector finance (Citigroup, JP Morgan, NYC agencies) and a B.S. in Accounting from Fordham. Your tool won't just look polished; the logic underneath will be accurate and built to standard account
Can you customize it to my specific business or workflow?
Yes, that's the whole idea. I don't sell one-size-fits-all templates. Share how you work, what categories matter to you, and what outputs you want to see, and I'll design the tool around your actual process.
Will I be able to use it on my own afterward?
Definitely. Every build comes with clear labels, automated calculations, and a short guide explaining how to enter data and read the results, so you're never stuck guessing how it works.
What do you need from me to get started?
Just a description of what you want to track and any sample data or categories you already use (even a rough list is fine). The more detail you give me, the better I can tailor it. From there I'll confirm the plan before I build.
