I will clean, automate, and report your financial data

Most small finance teams export data from QuickBooks or Xero and then spend hours reformatting it in Excel manually building reports that should build themselves.

I fix that.

Whether you're exporting from QuickBooks, Xero, SAP, or just working from CSV files I'll take your raw financial data and turn it into clean, automated reports your team can actually use.

What I can build for you:

Automated P&L, cash flow, or balance sheet reports from your accounting software exports Month-end reporting packs that update with one click Budget vs actual trackers with variance analysis Expense reports and GL summaries cleaned and structured for review Custom Excel templates that replace your manual copy-paste routine

Who this is for:

• Small business owners whose bookkeeper sends raw exports they can't make sense of
• Finance managers spending weekends formatting the same reports every month
• Startups that outgrew their basic reporting but aren't ready for a BI tool yet

Why work with me:

I work in finance operations full-time and have built automated reporting tools used across multi-currency, multi-entity environments. I understand what a CFO or business owner actually needs.