I will prepare budgeting, forecasting and cash flow analysis
About this Gig
Need a clean Excel model, financial calculator, or business dashboard?
I will create a practical Excel based tool to help you analyze your business, track performance, review costs, forecast results, or make better financial decisions.
I am a CPA with experience in financial reporting, advanced Excel, budgeting, forecasting, costing, ERP implementation, reconciliations, and business analysis. My focus is creating models that are clear, useful, and easy to update.
I can create:
- Financial models
- Costing models
- Pricing calculators
- Budget templates
- Cash flow trackers
- Break-even calculators
- Profit margin analysis tools
- Sales dashboards
- Expense dashboards
- KPI dashboards
- Reconciliation templates
- Business performance reports
- Scenario analysis models
This gig is ideal for business owners, consultants, finance teams, startups, e-commerce sellers, and service businesses that need a clean Excel tool without unnecessary complexity.
The model can include formulas, assumptions, charts, summaries, and dashboard views depending on the package selected.
Visualization tools:
Microsoft Excel
•
Power BI
Service type:
Budget Vs. actual analysis
Target country:
Canada
•
United States
•
Worldwide
My Portfolio
FAQ
Can you improve an existing Excel file?
Yes. I can clean up, improve, redesign, or expand an existing spreadsheet.
Can you create formulas and dashboards?
Yes. I can create formulas, summaries, charts, dashboards, and scenario inputs.
Can you make it resuable and interactive?
Yes, but it may require a scope change as I have a developer on team who can create interactive and simple tools/calculators.

