I will be your virtual bookkeeper and financial analyst
Helping Businesses with Excel Bookkeeping and Financial Analysis
About this Gig
Are you running a business but have no idea where your cash is going? Do you have financial data but don't know how to read it to grow your profit?
As a business owner, your time should be spent on strategy and sales, not drowning in receipts, bank statements, and confusing spreadsheets.
Welcome! I am your dedicated Virtual Bookkeeper and Financial Analyst. I don't just organize your numbers; I translate them into actionable business insights that help you scale.
With my services, you can:
- Sorting, categorizing and reconciling bank & credit card statements.
- Managing account receivables and payables.
- Cleaning up past messy financial years.
- Three Financial Statements
- Key Performance Indicators (KPIs)
- Budgeting and Forecasting
- Turning raw data into clean, modern charts and automated graphs in Excel or Google Sheets so you can see your business health.
Why Hire Me?
- Data Driven Insight
- Confidential handling of financial data
- Global Standards
IMPORTANT: Every business has a different volume of transactions. Please drop me a message before placing an order so we can look at your requirements and create a custom package.
Let's take control of your financial destiny. Order Now!
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 you use QuickBooks or Xero, or just Excel/Google Sheets?
I specialize exclusive in Excel and Google sheets. I built custom, fully automated financial models and bookkeeping templates that fit your exact business needs without requiring you to pay for expensive monthly accounting software subscriptions.
How will I send you my raw financial data safely?
You can export your bank statements, PayPal/Stripe logs, or credit card transactions into CSV or Excel formats and upload them directly onto Fiverr order page. If your documents are in PDF, I can securely convert and clean them up too. Your data privacy is 100% guaranteed.
What if I don't know how to use Excel? Will your dashboards be hard for me to manage?
Not at all! I design everything to be "Plug and Play." I will set up the formulas and automation so that all you have to do is input your daily/monthly sales and expenses. The charts, graphs, and Profit & Loss summaries will update themselves automatically.
Can you fix an existing Excel sheet that has broken formulas?
Yes, absolutely. If you already have a template but it’s running slow, has #REF! or #VALUE! errors, or the formulas are messed up, I will audit the entire sheet, clean up the data, and optimize the formulas to make it look brand new.
Do you handle catch-up bookkeeping for previous tax years?
Yes. If your finances have been neglected for months or even a whole year, I can do "Catch-up Bookkeeping" to bring all your accounts up to date and make your spreadsheets ready for your accountant or tax filing.

