I will do accounting tasks, reports, budgets, and forecasts in excel, googlesheets
Accounting and Bookkeeping Specialist
About this Gig
Need help organizing your personal or business finances, or getting ready for tax season? I offer custom financial reports, dashboards, budgets, and forecasts tailored to your unique requirements using Excel, Google Sheets, or Power BI.
With 4+ years of accounting and finance experience, I can turn your raw data into clear, easy-to-understand insights that help you make informed financial decisions.
What I Offer:
- Profit & Loss Reports (Monthly, Quarterly, Annually)
- Excel Works (VLOOKUP, Pivot Table, etc.)
- Custom Budgets (Personal or Business)
- Interlinked Invoicing System (Track and manage Accounts Receivable)
- Cash Flow Forecasts
- Tax Preparation Reports (Annual Expense Summary, Profit & Loss)
- Interactive Dashboards (Charts, KPIs, Trends)
- One-time Projects or Recurring Monthly Reports
Who It's For:
- Small business owners/startup
- Freelancers/Self-employed individuals
- Remote workers or consultants
- Small business owners/startup
- Individuals preparing for tax season
Let me simplify your numbers and bring clarity to your finances accurate, visual, and ready when you need it.
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.
My Portfolio
Other Accounting Services I Offer
FAQ
Q: Can I use the report for tax filing?
A: Yes, reports can be customized to align with your accountant’s or tax advisor’s requirements
Q: Can I request recurring monthly reports?
A: Yes! Just message me for a custom offer tailored to your monthly needs.
Q: What do you need from me to get started?
A: Your transaction data (Excel, CSV, bank exports), details of income/expenses, and any specific goals or report formats you need.
