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I will prepare your monthly management accounts, financial reports
Sri Lanka
UK USA Accounting Specialist, Bookkeeping, Reconciliation, Payroll
About this Gig
I assist in preparing management accounts and financial statements as part of my current role at a UK accounting firm. I'll turn your bookkeeping data into a clear P&L, balance sheet, and (on higher tiers) a presentation-ready Excel dashboard with pivot tables and key metrics.
Reporting frequency:
Monthly
•
Quarterly
•
Annually
•
Ad-hoc
Target country:
United Kingdom
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.
FAQ
Do I need to give you full software access?
No, an exported trial balance or general ledger (PDF/Excel) is enough. Software access only helps if you'd like me to pull the data myself.
My bookkeeping isn't up to date, can you start from scratch?
Not within this gig, please use my Bookkeeping & Bank Reconciliation gig first to get your records current, then come back for monthly reporting.
What format will I receive?
PDF and Excel on every tier, plus an interactive Excel dashboard with charts on Premium.
Will you explain what the numbers mean, not just hand over a spreadsheet?
Yes, Standard and Premium include a short written commentary highlighting key changes and trends versus the prior period.
Can you sign these off as statutory accounts?
No, I prepare management accounts as an accounting assistant for internal/decision-making use. Statutory, signed-off year-end accounts still need a qualified accountant or auditor.

