I will reconcile your books and deliver clean monthly financial reports
Recent Econ Grad Interested in Financial Analysis
About this Gig
Hey! I'm Schuyler, a recent Economics grad from the University at Buffalo. I got hands-on experience in financial analysis, bookkeeping, and reconciliation during my internship as a Financial Analyst, where I built P&L models in Excel, put together monthly budget reports, and reconciled expenses for a business doing several million dollars a year in revenue. On top of that, my coursework dug deep into how businesses and economies actually work financial statement analysis, macro and microeconomics, and even building out a full bank risk framework from scratch.
Basically, I know my way around a spreadsheet and I understand what the numbers mean, not just how to organize them.
I'm here to help small business owners, landlords, and solo operators who don't have time to deal with their books but want them done right. I'll keep your transactions organized, reconcile your accounts, and give you clean, easy-to-understand reports so you actually know how your business is doing instead of guessing.
Service type:
Full-service bookkeeping
•
Bank reconciliation
Financial software:
QuickBooks
•
Microsoft Dynamics 365
Industry:
Real estate
•
Retail & wholesale
•
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.
FAQ
Do I need to have organized records already?
No, send whatever you have (spreadsheets, bank statements, receipts) and I'll organize it from there
What software do you work with?
Primarily Excel, but I can adapt to whatever system you're currently using
How do you handle sensitive financial information?
All data is handled confidentially and only used for your project
Can you do a one-time cleanup instead of ongoing monthly work?
Yes, message me and we'll scope it as a custom order
