I will prepare a balance sheet, profit and loss statement, and cash flow statement
Accounting and Finance Professional
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
In this service offering, I provide a comprehensive range of MS Excel-based accounting and financial management services, which include:
1. Conversion of Bank Statements/Credit Card data to MS Excel, categorization of the transactions into expenses and income, preparation of Profit & Loss Statement and Balance Sheet so that you can file your returns on time.
2. Dropdown option to choose from to generate the financial reports on Monthly, Quarterly, Half Yearly and yearly basis
3. Ratios/financial analysis/charts/graphs based on the requirements of the client
4. I can also build financial projections based on data and assumptions, the final deliverable will Balance Sheet, Profit & Loss Statement and Cash flow Statement
5. Additionally, I offer academic support services in accounting and finance, catering specifically to students.
6. I can automate and customize financial reports in excel with VBA, so next time the user only need to add data and the reports updates automatically and we can cover this part in the custom.
Kindly message me first before ordering, so we can be on the same page regarding the requirements.
Best regards
Tafheemb
Service type:
Other
Financial software:
QuickBooks
•
Xero
•
Other
Industry:
Business services & consulting
•
Education
•
Engineering
Target Country:
Canada
•
United Kingdom
•
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.
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FAQ
What will be included in the Financial Statement Package?
Balance Sheet, Profit & Loss Account, and Cash Flow Statement on a monthly basis.
Will assistance will be provided in future related to the Excel File?
Yes, Assistance will be provided.
108 reviews for this Gig
| (107) | ||
| (1) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
O omarelnaggar196
Repeat Client

Egypt
Outstanding as usual!
Up to $50
Price
1 day
Duration
Helpful?B bestexclusive
Repeat Client

United States
Always Awesome! Always Amazing!
Up to $50
Price
1 day
Duration
Helpful?J jhoggie

United States
Detailed, efficient work. Will definitely be reaching out to work him again!
$50-$100
Price
3 days
Duration
Helpful?R 
ramolanair
Repeat Client

United States
Tafheem delivered the year-end books with exceptional precision, clarity, and structural integrity, ensuring every figure reconciled cleanly and aligned with reporting requirements. His work was thorough, reliable, and professionally handled, giving full confidence in the accuracy of the financials and readiness for submission.
$100-$200
Price
10 days
Duration
Helpful?R 
ramolanair
Repeat Client

United States
Tafheem helped reconcile our year-end statements and clean up the P&L, which had gotten pretty messy across multiple accounts and transactions. He was careful, detail-oriented, and worked through everything until the numbers actually made sense and tied out properly. He communicated clearly whenever...
$50-$100
Price
10 days
Duration
Helpful?
108 reviews for this Gig
| (107) | ||
| (1) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
O omarelnaggar196
Repeat Client

Egypt
Outstanding as usual!
Up to $50
Price
1 day
Duration
Helpful?B bestexclusive
Repeat Client

United States
Always Awesome! Always Amazing!
Up to $50
Price
1 day
Duration
Helpful?J jhoggie

United States
Detailed, efficient work. Will definitely be reaching out to work him again!
$50-$100
Price
3 days
Duration
Helpful?R 
ramolanair
Repeat Client

United States
Tafheem delivered the year-end books with exceptional precision, clarity, and structural integrity, ensuring every figure reconciled cleanly and aligned with reporting requirements. His work was thorough, reliable, and professionally handled, giving full confidence in the accuracy of the financials and readiness for submission.
$100-$200
Price
10 days
Duration
Helpful?R 
ramolanair
Repeat Client

United States
Tafheem helped reconcile our year-end statements and clean up the P&L, which had gotten pretty messy across multiple accounts and transactions. He was careful, detail-oriented, and worked through everything until the numbers actually made sense and tied out properly. He communicated clearly whenever...
$50-$100
Price
10 days
Duration
Helpful?
