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$
USD
I will create financial budgets and forecasts for sme using excel
ACCA Qualified Accountant Helping Startups with Books, Reports and Budgets
ACCA Qualified Accountant with 5+ years of experience helping small businesses and startups manage their books, reports, and budgets with confidence.
I specialize in bookkeeping, financial statement p...
About this Gig
Do you need a clear financial budget or forecast to plan your next move with confidence?
I help small businesses and startups build realistic, easy-to-understand budgets and financial forecasts so you always know where your business is headed, not just where it's been.
What you get:
- Annual or monthly budget preparation
- Cash flow forecasting (3, 6, or 12 months)
- Budget vs. actual variance analysis
- Break-even analysis
- Key financial ratios
- Editable Excel model you can update yourself
Why work with me:
- I build practical financial planning tools, not complicated spreadsheets you can't use without me. Every forecast is grounded in your actual numbers, explained simply, so you understand every figure.
Perfect for:
- Startups preparing for investors, small businesses setting yearly targets, or founders who need a clear financial roadmap.
Message me before ordering if you have specific requirements happy to scope it out together.
Visualization Tools:
Microsoft Excel
•
Power BI
Industry:
Agriculture
•
Financial services
•
Wellness
Target country:
Netherlands
•
United Kingdom
•
United States
My Portfolio
FAQ
Q: Can you help me create a cash flow forecast for a new business with no historical data?
A: Yes sure, for new businesses, I build forecasts using realistic industry-based assumptions and your projected revenue/expense estimates. It won't be based on past data, but it'll give you a solid planning foundation.
Q: Do you offer monthly budgeting for small businesses, or only annual budgets?
A: Both. I can prepare a straightforward annual budget or break it down month-by-month depending on your package and how detailed you need the planning to be.
Q: What information do you need from me to get started?
A: Ideally your historical financials, estimated revenue and expenses, and the purpose of the budget (internal planning, investor pitch, loan application, etc.). If you're a new business, rough estimates are enough to begin.
Q: Will I be able to edit the Excel file myself afterward?
A: Yes, absolutely. I build fully editable, unlocked Excel models — not static PDFs or password-protected sheets — so you can update numbers yourself as your business changes.
Q: Do you sign an NDA or keep my financial data confidential?
A: Yes, all client data is treated as strictly confidential. I'm happy to sign an NDA before starting if required.
