I will prepare financial statements and financial analysis
Director Financial Applications
About this Gig
Clear, executive-grade financial reporting and statement preparation.
Clean bookkeeping is only half the battle; understanding your financial position is where real business value lies. Drawing on years of teaching corporate finance and accounting, I transform your raw transaction data or accounting software outputs into structured, investor- and bank-ready financial statements.
Deliverables Offered:
- Profit & Loss Statement (Income Statement): Revenue breakdown, COGS, gross margins, and operational expense tracking.
- Balance Sheet: Accurate valuation of assets, liabilities, and shareholder equity.
- Statement of Cash Flows: Operating, investing, and financing cash flows.
- Financial Ratio & Variance Analysis (Premium): Profitability, working capital health, burn rate, and year-over-year/month-over-month trends.
Ideal For:
- Small business owners needing clean reporting for bank loan applications
- Startups pitching to investors or grant programs
- Business owners wanting deeper insights into where their cash is actually going
All deliverables are provided in structured, editable Excel formats as well as polished, presentation-ready PDFs.
Order Requirements for Buyer:
- Access to source data
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
Can you work directly from raw Excel or bank CSV files if I don't use QuickBooks?
es. If you don't use dedicated software, I can compile your transactions into standard financial statements directly inside Excel. (with some additional cost)
