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I will build an excel or google sheets financial dashboard for your business
Accountant for Xero Cleanups, Bookkeeping and Google Sheets Trackers
Qualified accountant working with Australian businesses and accounting firms since 2019. Day to day that means Xero bookkeeping and clean-ups, bank and card reconciliations, and month end reporting, w...
About this Gig
Most small business owners see a P&L once a year and a bank balance every day. Neither tells you how the month actually went.
I am a senior accountant who has kept and reviewed small business books for years, mostly in Xero and QuickBooks. I build simple dashboards in Excel or Google Sheets that show what came in, what went out, what is left and where it is heading.
How it works
1. You send an export from Xero, QuickBooks, MYOB or your own spreadsheet.
2. I clean and map the data to sensible categories.
3. I build the dashboard with charts and short notes on what stands out.
4. You get the file, set up so next month you paste in new data and it updates.
Packages
Basic: one page P&L dashboard with monthly revenue, costs and profit.
Standard: adds budget vs actual with variances and a 12 month cash flow view.
Premium: full month end pack with P&L, balance sheet and cash flow, a reusable template and a short call to walk you through it.
This is reporting and analysis only. I do not give tax or investment advice.
Not sure which package fits? Message me first.
Visualization tools:
Microsoft Excel
•
Other
Service type:
Budget Vs. actual analysis
Target country:
Worldwide
FAQ
What do I need to send you?
An export of your P&L and balance sheet by month from your accounting software, or the spreadsheet you use now. For budget vs actual, send your budget in any format.
Excel or Google Sheets?
Either. Tell me which one you use day to day and I will build it there so you can keep updating it yourself.
Can I update it myself next month?
Yes. The file has a data tab where you paste the new month and the charts and totals update. Premium includes a short call to show you how.
Is my data kept private?
Yes. I only use your files for your order and delete my copies once you confirm you are happy with the delivery.
