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Fiverr Pro
English
$
USD
I will prepare your monthly management accounts with commentary and analysis
Financial models, forecasts and management accounts, 30 years
I build investor-ready financial models, forecasts and management accounts in clean, editable Excel - with logic you can follow line by line.
30 years in finance: five-year, ten-scenario models for a...
About this Gig
Getting your books done but still not sure what the numbers are telling you? I turn your accounting data into clear monthly management accounts - and, more importantly, I tell you what changed, why, and what to watch.
You get a clean P&L, balance sheet and cash flow, the KPIs that matter for your business, and a plain-language commentary - not a stack of reports you have to decode. I've run full finance functions for 30 years, including my own business, and reported to boards and lenders, so I know what a decision-maker actually needs to see.
Works from Xero, Sage, QuickBooks or even clean spreadsheet exports. Tell me your software and what decisions you're trying to make, and I'll recommend the right package.
Visualization tools:
Microsoft Excel
Service type:
Budget Vs. actual analysis
Target country:
Worldwide
My Portfolio
Other Financial Planning & Analysis Services I Offer
FAQ
What exactly do I get?
Clean management accounts (P&L, balance sheet, cash flow) plus a plain-language note on what changed, why, and what to watch — never just raw reports.
Which software do you work from?
Xero, Sage, QuickBooks, Pastel, or clean Excel/CSV exports. Tell me yours and I'll fit in.
My books are a bit messy — is that a problem?
Usually not. I've cleaned up plenty over 30 years. Send what you have; if anything's missing I'll tell you exactly what I need before I start.
Can you do this every month?
Yes. Order monthly and I keep the format identical, so you can track the trend month to month.
Is my financial information kept confidential?
Completely. Your data stays between us and is used only to prepare your accounts. I'm happy to work under any NDA you use.
Do you also do the bookkeeping?
This gig turns your existing books into management accounts with commentary. If your data isn't captured yet, message me first and we'll agree the right scope.
I'm a small owner-run business, not in the US — can you still help?
Yes. I work with small businesses worldwide, in any currency. The principles are the same.
