I will prepare financial statements and financial analysis reports
Healthcare Finance Expert AR Aging Excel Automation 25 Years
About this Gig
Struggling to turn messy books into clear, decision-ready financial statements?
With 25+ years in corporate finance from Accountant to Financial Controller I build accurate, GAAP-structured financial statements that stand up to auditor and investor scrutiny.
What I deliver:
Balance Sheet, Income Statement & Cash Flow Statement
Financial ratio analysis (liquidity, profitability, efficiency)
Variance analysis vs. prior period or budget
Clean, presentation-ready Excel format
Clear commentary explaining what the numbers mean for your business
Every engagement is built from your actual data no templates, no guesswork. Whether you're a startup preparing for investors, a small business needing monthly close, or a company cleaning up historical books, I tailor the analysis to what decision you're trying to make.
Message me before ordering if your data needs special handling (multi-currency, multiple entities, or incomplete records) happy to scope it properly first.
My Portfolio
Other Financial Planning & Analysis Services I Offer
FAQ
What information do you need from me to get started?
Just your raw financial data — bank statements, invoices, or an existing trial balance/spreadsheet. I'll organize it into clean, accurate statements.
Do you work with QuickBooks or Xero data?
Yes, I can work from exports out of QuickBooks, Xero, Excel, or raw bank statements — whatever format you have.
Is my data kept confidential?
Absolutely. All financial data is handled with strict confidentiality and used only for this engagement.
What if I need revisions?
I include revisions to make sure the final statements match your expectations — just message me with feedback.

