Browse categories
English
$
USD
Connect to your AI
I will perform financial analysis, forecasting, reporting and modeling
Your Trusted US CPA Precision, Compliance, and Swift Financial Solutions
I'm Anna-Marie Jone, a highly experienced US Certified Public Accountant (CPA) dedicated to providing exceptional financial and audit services.
My expertise spans a wide range of critical financial ...
About this Gig
Need accurate financial insights to make smarter business decisions?
I provide professional financial analysis, financial forecasting, reporting and modeling services designed to help businesses understand their numbers, evaluate performance and plan for growth.
Whether you're a startup, entrepreneur, small business owner or established company, I can transform your financial data into structured reports and practical insights.
My services include:
- Financial statement analysis
- Financial modeling and projections
- Cash flow analysis and forecasting
- Profit and loss (P&L) statements
- Budget preparation and variance analysis
- Revenue and expense forecasting
- Business performance analysis
- Scenario and sensitivity analysis
- Financial dashboards and KPI reporting
- Excel and Google Sheets financial models
What you can expect:
- Well-structured and accurate spreadsheets
- Clear financial summaries and visual reports
- Organized calculations and formulas
- Confidential handling of your business information
- Professional communication and timely delivery
I work with Microsoft Excel and Google Sheets to create customized financial tools based on your business goals.
FAQ
Can you create a financial model for my startup?
Yes. I can develop customized financial models for startups, including revenue projections, operating expenses, cash flow forecasts and financial statements.
What types of financial analysis do you provide?
I provide profitability analysis, revenue and expense analysis, cash flow analysis, financial statement analysis, budgeting and business performance evaluation.
What software do you use for financial modeling?
I primarily work with Microsoft Excel and Google Sheets to create organized financial models, forecasts, reports and dashboards.
Can you prepare a 3-year or 5-year financial forecast?
Yes. I can prepare long-term financial projections based on your historical data, assumptions, business model and growth expectations.
Can you work with an existing financial spreadsheet?
Absolutely. I can review, organize, update and improve existing spreadsheets, financial calculations and reporting templates.
Do you provide financial reports for investors or business plans?
Yes. I can prepare structured financial projections and reports suitable for business planning, presentations and investor discussions. The work does not constitute an audit or investment advice.
Will my financial information remain confidential?
Yes. Your business information and financial documents will be handled confidentially and used only for the agreed project.
