Browse categories
Explore
Fiverr Pro
English
$
USD
I will do data transformation, analysis, and visualization
About this Gig
CPA-Grade Excel Analysis & Automated Dashboards
Stop struggling with messy data. I am a CPA and Senior Analyst with 20+ years of experience transforming complex spreadsheets into clear, actionable business tools.
I don't just fix cells. I build automated systems using Power Query (M) that save you hours of manual work and provide executive-level clarity and actionable insights.
What I Offer:
- Automated Cleanup: Using Power Query to fix, restructure, and "self-clean" your messy data.
- Interactive Dashboards: Custom visual reports that track your KPIs in real-time.
- Financial Modeling: Analysis, forecasting, and business reporting.
- Workflow Optimization: Streamlining disorganized files into professional, lightweight tools.
Why Hire a CPA? I bring a level of accuracy and business logic that standard freelancers can't match. My goal is to return a file that is smarter, faster, and ready for decision-making.
Please message me before ordering to discuss your specific project needs!
Technology:
Excel
•
Google Sheets
•
Power BI
Analysis type:
Impact analysis
Expertise:
Business Insights
•
Forecasting
Programming language:
Other
Tools:
Other
My Portfolio
FAQ
Do I need to provide my actual data to get started?
If your data is sensitive, you can send a sample file with "dummy data" (representative numbers but fake names/details). This allows me to build the structure and Power Query logic. Once the tool is ready, you can simply drop your real data into the template.
Is my financial data kept confidential?
Yes. As a CPA, data integrity and confidentiality are my highest priorities. I am happy to sign an NDA if required, and I never share client data or work samples with third parties.
Can you fix an existing file or do you only build new ones?
I do both! I specialize in "Data Rescue"—taking broken, slow, or disorganized files and using Power Query to make them lightweight, accurate, and automated.
What happens if I find an error after the order is complete?
I stand by the accuracy of my work. If there is a formula error or a bug in the logic I provided, I will fix it free of charge even after the order is closed.
Do you work with Google Sheets as well?
While I specialize in advanced Excel and Power Query, I can certainly translate most functions and dashboards into Google Sheets. Please message me first to confirm specific features.
