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English
$
USD
I will prepare financial statements automation dashboard and quickbooks
Gig Summary
eSignature Workflow Automation and Financial Operations Specialist
Hi, I’m Rabbi, an eSignature & Workflow Automation Specialist with 8+ years of experience, 1,800+ completed projects, plus 16+ years in Banking & Finance. I help businesses streamline documents using ...
Level 2
Has met high performance criteria and has a proven track record for meeting client expectations.
Highly Responsive
Known for exceptionally quick replies
About this Gig
Are you looking for accurate financial statements, automated reporting dashboards, or expert QuickBooks support for your business? You are in the right place!
I will help you prepare comprehensive financial statements, streamline your bookkeeping, and build automated Excel/Power BI dashboards to give you clear insights into your businesss financial health.
Services Included in This Gig:
- Financial Statements: Preparation of Balance Sheets, Income Statements (Profit & Loss), and Cash Flow Statements.
- Automated Dashboards: Custom Excel or Power BI visual dashboards for dynamic financial tracking.
- QuickBooks & Accounting Setup: Bank reconciliation, ledger cleanup, and transaction mapping.
- Financial Analysis: Financial ratio analysis, variance analysis, and management performance reports.
Why Choose Me?
- High accuracy and adherence to accounting standards (IFRS / US GAAP).
- Customized, automated solutions to save you time and manual effort.
- Timely delivery with 100% data confidentiality.
Feel free to contact me before placing an order so we can discuss your specific requirements!
Reporting frequency:
Monthly
•
Quarterly
•
Annually
•
Ad-hoc
Target country:
Other
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.
Clients I’ve worked with
Konica Minolta Business Solutions Europe
Information Technology (IT)
Work Description – Konica Minolta Business (Client:@costas12) Created and customized Pandadoc templates from Microsoft Word documents. Added all required fillable fields, including text fields, checkboxes, dropdowns, dates, initials, and signature fields. Configured multi-signer workflows and defined the correct signing order. Assigned signer roles (Company Representative, Customer, etc.)
Oct 2025
Fast Staff LLC
Work Description – Fast Staff Inc. (Client: @matt695) Created and customized DocuSign templates from Microsoft Word documents. Added all required fillable fields, including text fields, checkboxes, dropdowns, dates, initials, and signature fields. Configured multi-signer workflows and defined the correct signing order. Assigned signer roles (Company Representative, Driver, Customer, etc.) and ens
Mar 2026
My Portfolio
FAQ
What information or documents do I need to provide to get started?
You need to provide your raw financial data (in Excel/CSV format) or bank statements, income/expense records, or access to your QuickBooks account depending on the service you require.
Will my financial data remain safe and confidential?
Absolutely. I take data privacy very seriously. Your business data and financial records will be handled with 100% confidentiality and will never be shared with third parties.
Can you create custom interactive dashboards in Excel?
Yes! I can build custom, automated Excel/Power BI dashboards using dynamic charts, pivot tables, and KPI cards so you can easily track your financial metrics visually.
Do you follow specific accounting standards like GAAP or IFRS?
Yes, all financial statements and reports are prepared strictly following standard accounting principles (US GAAP or IFRS) based on your business location and requirement.
Can we discuss custom requirements before placing an order?
Yes, highly recommended! Please send me a message with your requirements first so I can analyze your project and offer you a customized package.
Reviews
15 reviews for this Gig
| (14) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (1) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
A 
alexprg
Czech Republic
Ongoing collaborationRabbi was professional, attentive to detail, cooperative, and incredibly responsive. His communication and cooperation were excellent, making the process smooth and efficient. Quick turnaround, and excellent results. I’ll definitely work with him again. Highly recommended! Thank you, Rabbi!
$100-$200
Price
6 days
Duration
R 
Seller's Response
Helpful?T 
tobysdaddy
United States
I got 0 for the money....and he didn't care, just stole it anyway.
$50-$100
Price
5 days
Duration
Helpful?B 
billmcc12
United States
Rabbi did an incredible job for us doing our finances for the year. Will be doing business again!
$100-$200
Price
2 days
Duration
R Seller's Response
Helpful?B bizconcierge20
United States
very professional eye to detail came in with the project on time
$200-$400
Price
5 days
Duration
R Seller's Response
Helpful?M munib_ali96
Saudi Arabia
It was a great experience had the needed files at time 👍🏾
$200-$400
Price
2 days
Duration
R Seller's Response
Helpful?
Reviews
15 reviews for this Gig
| (14) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (1) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
A alexprg
Czech Republic
Ongoing collaborationRabbi was professional, attentive to detail, cooperative, and incredibly responsive. His communication and cooperation were excellent, making the process smooth and efficient. Quick turnaround, and excellent results. I’ll definitely work with him again. Highly recommended! Thank you, Rabbi!
$100-$200
Price
6 days
Duration
R Seller's Response
Helpful?T tobysdaddy
United States
I got 0 for the money....and he didn't care, just stole it anyway.
$50-$100
Price
5 days
Duration
Helpful?B billmcc12
United States
Rabbi did an incredible job for us doing our finances for the year. Will be doing business again!
$100-$200
Price
2 days
Duration
R Seller's Response
Helpful?B bizconcierge20
United States
very professional eye to detail came in with the project on time
$200-$400
Price
5 days
Duration
R Seller's Response
Helpful?M munib_ali96
Saudi Arabia
It was a great experience had the needed files at time 👍🏾
$200-$400
Price
2 days
Duration
R Seller's Response
Helpful?
