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Fiverr Pro
English
$
USD
I will analyze your financial statements and create expense reports for you
Chartered Management Accountant, Wealth Manager, Financial Consultant
We are a team of Chartered Management Accountants and Professional Project Managers.
With decades of combined experience in Financial Controlling, Analytics, Pricing
& Costing. We have helped numer...
Level 1
Has met certain performance criteria and shows strong potential in the marketplace.
About this Gig
- Struggling to track where your money goes?
- Overspending without realizing it?
I will analyze your bank statements, categorize every expense, and deliver a clear, actionable Expense Report to help you save money and improve your finances.
As a Chartered Management Accountant with 7+ years of experience in financial analysis, management accounting, and personal finance consultancy, I specialize in turning messy transactions into powerful insights. I've helped numerous clients identify spending leaks, reduce costs, and build better financial habits.
What You'll Get:
- Accurate categorization of all transactions (with custom categories if needed)
- Professional Expense Report with summaries, pie charts, trend graphs, and monthly breakdowns
- Clear identification of overspending areas and wasteful habits
- Personalized recommendations on where and how you can save money
- Practical budgeting tips and financial insights for long-term improvement
Share your bank/credit card statements (PDF, CSV, Excel, or screenshots) securely, and I'll deliver a detailed, easy-to-understand report that empowers smarter spending.
Message me before ordering to discuss your specific needs.
