I will build your historical profit and loss statement in excel
Economist and Data Analyst, Financial Modeling, Excel, Power BI and Python
About this Gig
Need clean, accurate financial statements without the guesswork? I'll take your raw transactions, invoices or bank data and turn them into a clear, professional profit and loss statement (income statement) - no projections, just an accurate picture of where your business stands today.
What I deliver:
Clean P&L (Revenue, COGS, Opex, Net Income) built in Excel or Google Sheets
Categorization of your transactions into standard accounting line items
Period-over-period comparison (from the Standard package up)
Clear notes on assumptions and any adjustments made
Why work with me:
I'm a financial analyst at an investment holding - I build P&L statements every week
100% formula-driven files, checked for errors - no broken cells
Clear communication and on-time delivery
Ideal if you need a snapshot of past performance - for taxes, loan applications, investor updates or simply to understand your numbers.
Need forward-looking projections instead? Check my financial modeling gig.
Message me before ordering and I'll recommend the right package for your data.
Financial statement type:
Income statement (P&L)
Accounting standards:
Service type:
Financial statements preparation
Reporting frequency:
Monthly
•
Quarterly
•
Annually
•
Ad-hoc
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.
My Portfolio
FAQ
What format do you need my data in?
Bank statements, CSV, Excel or Google Sheets all work - I can also work from PDF statements if needed.
Is this a projection or a historical statement?
Purely historical. For projections, budgets and full financial models, check my financial modeling gig.

