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$
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I will prepare financial statements and reports in quickbooks, xero
Certified Management Accountant, QuickBooks and Xero Expert
CMA-qualified accountant with 10+ years in bookkeeping and financial reporting. QuickBooks Online and Xero certified. I help small businesses, ecommerce brands, and subscription companies get their bo...
About this Gig
Need accurate financial statements for investors, lenders, tax filing, or business decisions? I will prepare professional reports from your QuickBooks or Xero data.
CMA qualified accountant with 10+ years experience. Certified in QBO and Xero. Top Rated on Upwork.
What You Get:
- Profit and Loss statement (monthly, quarterly, or annual)
- Balance Sheet
- Cash Flow statement
- Variance analysis and notes (Standard and Premium)
- KPI summary and consultation call (Premium)
Reports are delivered in PDF and Excel format, ready to share with investors, lenders, or your tax preparer.
Software: QuickBooks Online, Xero, Wave
Industries: Ecommerce, SaaS, retail, service businesses, freelancers
Requirements: Your books should be reasonably up to date. If cleanup is needed first, check my bookkeeping cleanup gig.
Message me before ordering to confirm scope.
Gigs are not screened
Please note that there is no screening process for this service. We recommend that you message the freelancer and check all necessary details before placing your order. Read more about Financial services at Fiverr.
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FAQ
What if my books are not up to date?
I offer a separate bookkeeping cleanup gig. Once books are clean I can prepare accurate financial statements.
What format will I receive the reports in?
PDF and Excel. Ready to share with investors, lenders, or your accountant.
Can you prepare reports for multiple months or quarters?
Yes. Message me with the periods you need and I will give you a custom quote.
