I will organize your business data into clean excel reports and forecasts
About this Gig
I'm an accounting and finance professional with 25 years of experience across healthcare, telecom, professional services, and startups. I build Excel tools that turn messy data into clear answers about where a business has been, where it stands, and where it's headed.
I work best with small businesses that are ready to get organized, understand their numbers, and get ready to scale. If your spreadsheets can't keep up with your growth, I can get you there.
I also work with international companies that need their financials standardized to US accounting practices, so they're investor-ready and lender-ready for US funding.
What I build:
- Budget and forecast models
- Payroll and labor cost tracking
- COGS and headcount analysis
- Dashboards and visual reports
- Macros and pivot table automation
- Financial reporting for month-end close
- US GAAP-standardized financials for international clients
Platforms I work in:
- Excel (advanced formulas, VBA, macros)
- QuickBooks, Sage, SAP, PeopleSoft, ADP, Great Plains, MS365
I speak English and Spanish, and I work with US-based clients remotely.
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.
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FAQ
What if my project needs more than what's listed?
I'll quote any extra work before starting, so there are no surprises.
How many revisions are included?
2 revisions on Basic and Standard, 3 on Premium. This covers refinements to the work delivered, not new scope.
When does delivery time start?
Once I receive all the data, files, and access I need from you. If that's delayed, delivery shifts accordingly.
What do you need from me to get started?
Your raw data (bank statements, payroll reports, existing spreadsheets, etc.) in whatever format you have it, and a quick note on what you're trying to see or solve.
Can you work with international companies?
es. I help international companies standardize their financials to US accounting practices for investor or lender purposes.

