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English
$
USD
I will do financial forecasting, break even and ratio analysis
Budget Dashboards Financial Models and Excel Reporting
Qualified Chartered Accountant specializing in personal budget management dashboards, financial models, and Excel reporting tools for individuals and businesses worldwide.
Personal Budget & Savings Da...
About this Gig
Stop guessing your business future lets model it with precision.
I will prepare a tailored financial forecast, backed with deep ratio analysis and clear break-even visuals designed to help you understand, plan, and grow your business with confidence.
Whether you're a startup seeking funding, an e-commerce brand scaling up, or a local business owner planning ahead, I provide Excel-based models that are clean, editable, and decision-ready.
What you'll get:
- 1/3/5-Year Financial Forecast (Custom based on package)
- Break-even Analysis with Clear Visuals
- Key Financial Ratios (Profitability, Liquidity, ROI, etc.)
- Excel Model with Charts & Dynamic Layout
- Optional: Investor Summary or Business Valuation
Why choose me?
As a finance professional with real-world experience, I dont just give you numbers I give you clarity. Each model is built with practical insight and investor-friendly structure.
️
Tools:
- Microsoft Excel
- Industry Benchmarks (on request)
- Custom KPIs
Extras Available:
- 1-Page Investor Summary (PDF)
- Dashboard Add-on (Interactive Excel)
- 24-Hour Delivery
Visualization Tools:
Microsoft Excel
•
Power BI
•
Python
Industry:
E-Commerce
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Manufacturing & storage
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Retail & wholesale
Target country:
Australia
•
Canada
•
United Kingdom
My Portfolio
Other Financial Planning & Analysis Services I Offer
FAQ
I'm not good with numbers — will I understand your model?
Absolutely. I build models that are clean, visual, and easy to understand — even if you're not from a finance background. I also include comments and instructions inside the Excel file.
I’m a startup founder — will this help me get funding?
Yes! I specialize in investor-ready financial models that clearly show your growth potential, profitability, and funding needs. I can also include a 1-page summary for your pitch deck.
My business is unique — can you customize the model for me?
Definitely. Every business is different — I customize your financial model based on your structure, industry, and goals. Just share your details and I’ll handle the rest.
Can I edit the model later on my own?
Yes. The Excel model you receive will be fully editable, with labeled sections and built-in formulas. You’ll be able to update your numbers anytime, without starting from scratch.
What if I don’t have historical data?
No worries. I can still create a projected model based on your assumptions, plans, and market research. We’ll work together to build something realistic and useful.
What makes your service better than others?
I don’t use generic templates. Every model I deliver is built from scratch with business logic, visual clarity, and investor focus — so your numbers tell a real story.
