I will do excel bookkeeping and prepare profit and loss reports
Excel Bookkeeping, Inventory and Data Reporting
About this Gig
Need reliable Excel bookkeeping for your small business? I organize transaction records, track income and expenses, and prepare clear financial summaries to support informed business decisions.
Services Offered:
- Transaction categorization and ledger preparation
- Income and expense tracking
- Structured Excel bookkeeping records
- Income and expense summaries
- Basic Profit & Loss (P&L) reporting
Packages:
- Basic: Up to 30 transactions, 1 account
- Standard: Up to 50 transactions, 2 accounts, income/expense summary
- Premium: Up to 100 transactions, 3 accounts, basic P&L report
As an ICAP CA student with Microsoft Office training, I apply accounting knowledge and attention to detail to deliver organized, professionally formatted Excel workbooks.
To get started, provide your transaction file or readable bank statement, accounting period, currency, and preferred categories. Unclear transactions will be flagged for clarification.
This Gig covers Excel-based bookkeeping and basic reporting only. Tax filing, audit assurance, and statutory financial statement preparation are excluded. Please contact me for customized requirements.
Financial software:
Other
Industry:
Financial services
Target country:
Australia
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Pakistan
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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.
My Portfolio
FAQ
What do you need to start my bookkeeping project?
Please provide your Excel or CSV transaction data, or readable bank statements, along with the accounting period, currency, and preferred expense categories.
Do you provide tax return filing services?
This Gig covers Excel-based bookkeeping only. Tax return preparation and filing are not included.
Can you prepare a Profit and Loss report?
Yes, a basic Profit and Loss summary is available in the relevant package, provided the necessary financial records are supplied.
Do you work with QuickBooks or Xero?
This Gig is specifically for Microsoft Excel. Please contact me before ordering if your project requires other accounting software.

