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Fiverr Pro
English
$
USD
I will create monthly management reports and financials
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About this Gig
Your books are closed. Now what do the numbers actually say?
I turn your month-end trial balance into clear financial statements and management reports that show what drove your results and what to do next.
WHAT I OFFER
BASIC Statements
Profit & Loss and Balance Sheet from your closed books.
STANDARD Management Report
Everything in Basic, plus a Cash Flow Statement, month-over-month variance analysis and a written management report with an executive summary and commentary.
PREMIUM Executive Package
Everything in Standard, plus budget vs. actual, a KPI dashboard (margin, burn, working capital), department breakdowns, and risks and recommendations for next month.
HOW IT WORKS
Send closed month-end books (QuickBooks, Xero or a trial balance/GL export). I deliver in Excel, Google Sheets, PDF or slides.
NOTE: Reporting and analysis only. No bookkeeping, reconciliations or tax.
Message me for custom or recurring monthly work.
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.
FAQ
What’s in a management report?
An executive summary, the key financial statements, variance analysis, KPIs, and written commentary explaining what’s driving results and what to watch next.
Do you reconcile accounts or clean up my books?
No. I work from books that are already closed. I’ll flag anything that looks off, but fixing it is for your bookkeeper.
Can you match our existing report format?
Yes. Send me a past report or template and I’ll follow it. Otherwise I’ll use a clean standard layout.
Can you do this every month?
Yes. Message me for a recurring monthly arrangement at a discounted rate.
Is my data confidential?
Yes. I only use it to complete your order and never share it. I’m happy to sign an NDA.
