I will create a custom excel workbook for your small business

United States

I speak English

Writer, Business Operations Specialist, Helping You Bring Order to the Details

I'm a writer, published author, and business operations professional with over 15 years of experience helping people communicate clearly and organize information. Whether I'm proofreading a manuscrip...
About this Gig

Tired of messy spreadsheets or expensive software for simple bookkeeping? I create clean, custom Excel bookkeeping systems tailored to your business so you can track income, expenses, and profits accurately without the hassle.


What I offer / What's included

  • Custom income & expense trackers
  • Automated Profit & Loss (P&L) statements
  • Cash flow tracking
  • Optional Balance Sheet / Trial Balance
  • Dashboards with charts and KPIs
  • Dropdowns, data validation, and error-proof formulas
  • Clean, professional, easy-to-use layout
  • Fully unlocked Excel file (no macros required unless requested)
  • Simple user guide or short video walkthrough (optional)


Who this is for


Small businesses, freelancers, e-commerce sellers, consultants, side hustles, and anyone who wants professional bookkeeping without QuickBooks complexity.


Process

  1. You tell me your needs (business type, categories, reports wanted).
  2. I design and build the custom spreadsheet.
  3. You review and request revisions.
  4. Final polished file delivered.


Why choose me


Work with a detail-oriented, data-focused Operations Staff Analyst from a Fortune 500 company!


Message me before ordering so I can confirm the exact scope and give you an accurate

Service type:

Clean up

Financial software:

Oracle NetSuite

Industry:

Art & design

Business services & consulting

Target country:

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.