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English
$
USD
I will do bookkeeping, ratio analysis, profit and loss in excel
Certified Chartered Accountant, ACA, Quickbooks
Hi, I am Angela. I am a chartered accountant (ACA), with 16-year collective experience in bookkeeping, financial reporting, audit, and international working experience including UK experience.
I am ...
Level 2
Has met high performance criteria and has a proven track record for meeting client expectations.
About this Gig
- You don't have accounting software yet?
- Do you want to know what your business's financial health is but the only thing you have is bank statements and receipts?
The best place to start is to get a detailed accounting analysis of the bank transactions and a Profit & Loss report. I can provide an additional summary of my findings based on the analysis for example where you spend most of your money, a report of revenue by customer, and advice on which accounting software might be best for your business.
I am an experienced certified accountant, with 12 years of experience. I have helped a lot of start ups and small businesses, getting this hassle of their hands and helping them decide the next steps for their business.
- Do you want any other ad hoc accounting report in excel?
I have been working for 11 years on excel, setting up multiple reports from scratch using advanced formulas/ graphs. I can prepare a report for you based on your company needs. Please contact me to discuss the details and I will set up a custom offer.
Financial software:
QuickBooks
•
Xero
•
Zoho finance plus
Industry:
Business services & consulting
•
Data analytics
•
Software
Target Country:
Other
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
Other Accounting Services I Offer
FAQ
Why is important to keep complete and accurate books?
Knowing how much you earn and how much money you spend is important for getting an idea of your actual income and expenses. And as you keep the books from year to year, you can do a better job at estimating future income and expenses even if your sales tend to fluctuate with the seasons.
Will you recommend bookkeeping in Excel?
Excel can be a valuable tool if your business is still in the initial growth phase. • You can generate financial reports and statements. • You can tabulate and compare financial data between different periods to evaluate your business’s operations. • Excel lets you generate graphic reports like cha
Why its best to have an accounting software as your company grows?
Handling the bookkeeping in excel at the initial stages of your business is perfectly fine, but as your company grows it will be difficult to manage. In addition, being a manual tool, Excel is prone to errors.
What examples of other reports can I prepare in excel?
Some examples are: Ratio Analysis Cost center report for the allocation of costs to various business segments. KPI's Management reports tailored to your business needs
Reviews
5 reviews for this Gig
| (5) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Recommend to a friend
- Service as described
Sort By
Most relevant
G 
genwick
Repeat Client
Canada
Returning customer. Great service as always
Up to $50
Price
6 days
Duration
Helpful?S 
shonaedesigns
United States
seller was great to work with. communicated regularly and revised as needed. would purchase again.
Helpful?G genwick
Repeat Client
Canada
Wonderful working with Angela. I am a repeated customer:)
Helpful?G genwick
Repeat Client
Canada
It is a pleasure working with Angela. She is an expert at her field and she goes above and beyond customer expectations
Helpful?G genwick
Repeat Client
Canada
Angela created a customized book keeping spreadsheet to help our company. She is professional and talented in accounting. She has demonstrated her expertise beyond our expectations, therefore we highly recommend!
Helpful?
Reviews
5 reviews for this Gig
| (5) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Recommend to a friend
- Service as described
Sort By
Most relevant
G genwick
Repeat Client
Canada
Returning customer. Great service as always
Up to $50
Price
6 days
Duration
Helpful?S shonaedesigns
United States
seller was great to work with. communicated regularly and revised as needed. would purchase again.
Helpful?G genwick
Repeat Client
Canada
Wonderful working with Angela. I am a repeated customer:)
Helpful?G genwick
Repeat Client
Canada
It is a pleasure working with Angela. She is an expert at her field and she goes above and beyond customer expectations
Helpful?G genwick
Repeat Client
Canada
Angela created a customized book keeping spreadsheet to help our company. She is professional and talented in accounting. She has demonstrated her expertise beyond our expectations, therefore we highly recommend!
Helpful?
