I will create a financial reporting deck with kpis


About this gig
Your board doesn't want a trial balance. They want to know what happened, why, and what's next.
I'm a CPA with 12 years of experience preparing monthly reporting for a mid-market manufacturer. I turn your financials into a clean, consistent deck your leadership can read in ten minutes.
What you get:
- Executive summary written in plain English
- P&L, balance sheet, and cash highlights
- Budget vs. actual with variance explanations
- KPI scorecard and clear charts
- Inventory reporting: turns, aging, and slow-moving stock
Ideal for:
- Small and mid-size companies with a board or owners to report to
- Manufacturers, distributors, and e-commerce brands with inventory
- Finance teams that want a repeatable monthly package
Delivered in PowerPoint or Google Slides, fully editable.
Message me before ordering so I can confirm scope.
Get to know Ryan L
Assistant Controller
- FromUnited States
- Member sinceMar 2022
Languages
English
FAQ
What do I need to send?
Your monthly P&L and balance sheet, your budget if you have one, and an inventory listing or aging report for inventory slides.
Can you match our branding?
Yes. Send your logo and colors, or an existing deck to follow.
Can you update it every month?
Yes. Ask about the monthly update extra.
Is this financial advice?
No. I prepare reporting from your data. Decisions stay with you and your advisors.

