I will create a monthly excel mis pack for your sme
Analytics wizard
About this Gig
I build a clear monthly MIS in Excel from your existing Tally, Zoho Books, or Google Sheets exports - for owners who need decisions, not just GST compliance.
Every pack includes:
- 1-page executive summary with red flags
- P&L snapshot vs last month
- Cash position
- Receivables ageing (who owes you)
- 6-8 KPIs for your business
- Month-on-month variance
- Short review call
I do NOT do bookkeeping, GST filing, or tax advice. Your CA stays; I turn the numbers into a management view you can read in 5 minutes.
Why me: 3+ years as a Data & Business Strategy Analyst (SQL, Python, Power BI, Excel). At Simpolo Tiles I drove 24% YoY revenue growth, 3% margin expansion, and cut manual reporting ~80% with BI automation.
Packages:
- Basic: one month MIS
- Standard: 60-Day Launch Pack (design + 2 months + 2 calls) - most popular
- Premium: Launch + Power BI + 3rd month
Business type:
Startups
•
SMBs
Service type:
Data automation
•
Dashboard building
FAQ
What data do I need to send?
Standard Tally/Zoho/Sheets exports for P&L, trial balance, AR, bank. I'll send a checklist after order.
Do you replace my accountant?
No. Compliance stays with your CA. I build the management MIS.
How fast is the first report?
After you send complete data, first pack within the package delivery days.
Can you work with messy Excel only?
Yes, if columns are consistent month to month.
Refunds?
Before design call full; after work starts per Fiverr policy / scope agreed.

