I will automate your excel tasks for fast, accurate, hands free workflows

United States

I speak English

CPA Accountant

I am a CPA-licensed accountant with hands-on experience in bookkeeping, account reconciliations, and month-end close. I specialize in turning messy spreadsheets into reliable tools using advanced Exce...
About this Gig

CPA-licensed accountant with hands-on experience in bookkeeping, account reconciliations, journal entries, fixed/intangible assets, and month-end close. I help businesses keep clean, accurate, and audit-ready books and I turn messy spreadsheets into reliable tools.


What I can do for you:

·       Bookkeeping & transaction categorization

·       Bank, credit card, and GL/subledger reconciliations

·       Accounts payable & receivable support

·       Financial statements (P&L, balance sheet, cash flow)

·       Fixed asset registers, depreciation & amortization schedules

·       Month-end and year-end close support

·       Custom Excel templates: rollforwards, reconciliations, dashboards, budgets, and trackers with built-in checks and automation (PivotTables, XLOOKUP/INDEX-MATCH, SUMIFS, data validation)


As a CPA, I bring accuracy, GAAP knowledge, and audit-ready documentation to every project. Whether you need ongoing bookkeeping or a one-time Excel template built right, I deliver clean, dependable work on time.


Message me with what you need happy to discuss your project.

Financial statement type:

Balance sheet

Income statement (P&L)

Accounting standards:

US GAAP

Service type:

Pro-forma financial statements

Reporting frequency:

Monthly

Quarterly

Annually

Ad-hoc

Industry:

Other

Target country:

United States

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.

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