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Fiverr Pro
English
$
USD
I will create financial reports, forecasts, and variance analysis
How can I serve your church or business?
Hi! I'm Kat. I'm a branding and Excel guru with a talent for written communication and visual art. I've always been artistic and tech-savvy, but my background in corporate America and my experience as...
Level 1
Has met certain performance criteria and shows strong potential in the marketplace.
About this Gig
Package Descriptions
Financial Snapshot
I will review one financial statement or accounting dataset and provide an organized Excel analysis highlighting key trends, variances, and areas requiring attention.
Management Reporting
I will review up to three financial statements and prepare a management-friendly report with trends, variances, KPIs, observations, and an executive summary.
Financial Snapshot & Forecast Package
I will provide the Financial Snapshot of one financial statement plus a customized 12-month forecast based on your historical data, assumptions, and business goals.
Please note: I am not a CPA and do not provide legal, tax, audit, or attestation services. I bring 14 years of professional accounting experience, including ownership of financial reporting, budgeting and forecasting, multi-division financial analysis, and direct collaboration with CFOs, CEOs, and divisional leadership.
Accounting standards:
US GAAP
Service type:
Financial statements preparation
•
Special report
Reporting frequency:
Monthly
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.
Clients I’ve worked with
NEATS USA
Created the company's capability statement that helped them secure a large contract.
May 2019-May 2019
My Portfolio
FAQ
What information will you need?
I typically need your financial statements, general ledger export, budget, or relevant accounting data in Excel, CSV, or Google Sheets format. I will confirm the exact documents after reviewing your project.
Can you work with reports exported from NetSuite?
Yes. I have hands-on experience working with NetSuite reports and Excel-based uploads, reconciliations, analysis, and financial reporting.
Will you explain the results?
Yes. My goal is not simply to return a spreadsheet. I will clearly explain notable trends, variances, risks, and areas that may require further review.
Can you create a customized management report?
Yes. Reports can be customized around your company’s divisions, departments, locations, revenue streams, expenses, or key performance indicators.
Do you provide ongoing monthly support?
Yes. After the initial project, I can prepare a custom offer for recurring monthly reporting, reconciliations, budgeting, forecasting, or financial analysis.
Do you provide tax preparation or CPA services?
No. This Gig covers accounting support, financial reporting, budgeting, forecasting, and management analysis. It does not include tax filings, audits, attest services, or legal advice.
Can you clean up inaccurate financial statements?
I can investigate discrepancies, reconcile specified accounts, and organize financial data. Because cleanup projects vary considerably, please contact me for a custom quote before ordering.
