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Fiverr Pro
English
$
USD
I will prepare financial statements and cash flow forecast
Excel and Spreadsheet Specialist, Inventory Systems and Automation
Hi, I’m Rituraj! I specialize in building custom, error-proof Excel workbooks, dynamic dashboards, and automated inventory trackers for small businesses and e-commerce sellers.
What I do:
• Automated...
About this Gig
Services Provided:
- Balance Sheet & Profit and Loss (Income Statement): Accurately structured according to double-entry accounting standards with clean categorization.
- 13-Week Rolling Cash Flow Forecast: Project weekly cash inflows and outflows to anticipate supplier payables, payroll, and liquidity requirements.
- Accounts Receivable (AR) & Aging Reports: Track customer balances across 30, 60, and 90+ day brackets to protect operating capital.
- Budget vs. Actual Variance Analysis: Identify margin shifts and cost overruns across departments.
- Unit Economics & Break-Even Analysis: Evaluate true product margins and contribution metrics.
- Executive KPI Dashboards: Key financial ratios (Gross Margin %, Current Ratio, Working Capital) displayed in clean visual cards.
Why Choose This Service?
- Dynamic, Auditable Formulas: Clean, transparent Excel logic with zero hardcoded numbers.
- Double-Entry Balance Checks: Built-in validation ensures assets always reconcile with liabilities and equity.
- Strict Confidentiality: Your financial figures and business data are handled with standard data security practices.
Service type:
Full-service bookkeeping
•
Bank reconciliation
•
Audit
Financial software:
QuickBooks
•
Wave
•
Xero
Target country:
Russia
•
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.
FAQ
What source files or data do you need from me?
You can share raw transaction exports (CSV/Excel), prior period statements (PDF), or your trial balance. If you use cloud accounting software, you can invite me as a secondary user or accountant.
Can you create an automated model that updates when I add new data?
Yes. Models are built with dynamic ranges and formula architecture so you can paste next month's transactions without breaking existing links or calculations.
Do you provide statutory tax filing or external audit signatures?
No. I prepare management reports, dynamic financial models, and organized pre-tax statement packages for founders, management teams, lenders, and your tax preparer.
