I will create financial reports and KPI dashboards
Fractional CFO and Offshore Accounting Partner
Level 2
Has met high performance criteria and has a proven track record for meeting client expectations.
About this Gig
Do you receive financial reports every month but still struggle to answer questions like:
Why is cash getting tighter?
Which services are most profitable?
Are margins improving or declining?
Where should you focus next?
If so, you're not alone.
I'm Ketan Joshi, a Chartered Accountant with 10+ years of experience helping businesses turn accounting data into meaningful financial reports, management reports, KPI dashboards, and financial insights.
At TaxifyGlobals, we transform your books into clear financial reporting that highlights cash flow, profitability, margins, and business performance. We deliver management reports, KPI dashboards, cash flow analysis, Profit & Loss analysis, and executive summaries that help you make informed business decisions
.
Whether you're a founder, CEO, or growing business, you'll understand what happened, why it happened, and what to do next, not just receive another report.
Turn your financial reports into a competitive advantage, not just a compliance requirement.
Please message me before placing an order so we can discuss your reporting requirements and recommend the right package.
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.
Other Accounting Services I Offer
FAQ
Is this different from standard financial statements?
Yes. Financial statements tell you what happened. Management reports explain why it happened and identify actions you can take to improve performance.
Can you create dashboards in Excel or Google Sheets?
Yes. Reports can be delivered in Excel, Google Sheets, or PDF, depending on your requirements.
Can you customise KPIs for my industry?
Absolutely. Every dashboard is tailored to the metrics that matter most for your business.
Do I need to use QuickBooks or Xero?
No. As long as your financial data is available, we can build meaningful management reports.
Can this be a recurring monthly service?
Yes. In fact, monthly reporting provides the greatest value because it allows you to monitor trends and make proactive decisions.

