Browse categories
Explore
Fiverr Pro
English
$
USD
I will provide financial analysis, custom reports, and business insights
Certified in Accounting and Finance From ICAP
Ammad Aziz | CA Finalist (ICAP) | QuickBooks Online Certified ProAdvisor.
3+ years experience providing bookkeeping, reporting & analysis for diverse businesses, including US Retail/Gas Station & UK ...
About this Gig
Understand Your Financials: Get Actionable Business Insights!
Go beyond basic reports! As CA Finalist (ICAP), I specialize in financial analysis for small businesses. If QB/Xero/spreadsheet data lacks clarity, I translate it into actionable intelligence for smarter decisions.
Services:
- Financial Statement Analysis: Understand P&L/BS/CF trends.
- Key Ratio Analysis: Assess liquidity, profitability, efficiency, solvency.
- Custom Management Reports: Focused on YOUR key metrics.
- KPI Dashboards: Visual KPI summaries (Excel/Sheets).
- Variance Analysis: Actuals vs budget/prior periods comparison.
- Clear Summaries: Plain English data explanations.
Using my CA background & Advanced Excel skills, I provide insights for planning, loans, pitches & growth. Process: Provide data (QB/Xero access/reports); I deliver tailored analysis.
- Ready to harness your data? Select a package or message me for custom analysis!
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.
My Portfolio
Other Accounting Services I Offer
FAQ
How is this different from your bookkeeping gigs?
Bookkeeping records what happened. This analysis gig explains why it happened and what it means for your business, using ratios, trends, custom reports, and insights based on that data.
What data do you need from me?
Access to your accounting software (QB/Xero) or exported standard financial statements (P&L, BS, CF) for the analysis period. Budget data is needed for variance analysis. We'll confirm details via Requirements.
What tools do you use for analysis?
I primarily use Advanced Excel and Google Sheets to analyze data exported from your accounting system (like QuickBooks/Xero) and build custom reports, dashboards, and perform calculations.
Can you help with forecasting or creating a budget?
These packages focus on analyzing historical data. While the insights inform forecasting, creating full forecasts/budgets is a separate scope. Please message me to discuss these specific needs for a custom offer.
What kind of insights will I get?
You'll understand key financial health indicators (ratios), performance trends, profit drivers, cash flow dynamics, and comparisons to budget/past periods, presented clearly to aid your decision-making.
