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Fiverr Pro
English
$
USD
I will build a three statement financial model and cash flow forecast
About this Gig
Financial models built by a CPA, not a template.
I'm a licensed CPA with 12 years of experience, currently an Assistant Controller at a $500M manufacturer. I build models the way lenders, investors, and auditors expect: clean, fully linked, and easy to update.
What you get:
- Linked P&L, balance sheet, and cash flow statement
- A clear assumptions tab, with no hardcoded numbers buried in formulas
- Monthly and annual views with scenario toggles
- Dashboards and charts (Standard & Premium)
- Investor deck and written analysis (Premium)
Ideal for:
- E-commerce brands planning inventory and cash
- Startups preparing for a raise or bank loan
- Small businesses building their first real budget
Why work with me:
- Every model is checked for balance and formula integrity
- Delivered in Excel, yours to keep and edit
- Plain-English explanations
To get started, send your historical financials (Excel/CSV), forecast start date, and key goals. Not sure which package fits? Message me before ordering.
Visualization Tools:
Microsoft Excel
•
Power BI
Type of model:
3 Statement Model
Industry:
E-Commerce
•
Manufacturing & storage
•
Retail & wholesale
Target country:
Canada
•
United Kingdom
•
United States
Other Financial Planning & Analysis Services I Offer
FAQ
What's the difference between the packages?
Basic is a 12-month P&L and cash flow forecast. Standard adds a full linked balance sheet, 3 years of projections, a dashboard, and a call. Premium adds 5 years, unit economics, scenarios, an investor deck, and a written analysis.
What do I need to provide?
Historical financials (ideally 1–2 years) in Excel or CSV, your forecast start date, and key assumptions like growth targets, planned hires, or funding. If you're pre-revenue, I'll work from your business plan and assumptions.
What counts as an "account"?
Each line item on your P&L or balance sheet, such as revenue, COGS, rent, or payroll. If you're unsure where you fall, send me your chart of accounts or trial balance and I'll recommend a package.
Can I update the model myself later?
Yes. Every model has a separate assumptions tab, so you change the inputs and everything else recalculates. There are no locked cells or hidden formulas.
How many revisions are included?
Revisions cover changes to the delivered model. New assumptions, extra years, or added scope can be handled through a gig extra or a custom offer.
Is this tax, audit, or investment advice?
No. Models are for planning and decision support, not tax filings, audited statements, or investment advice.
