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I will build a quickbooks profit and loss by class dashboard
Fractional CFO, Financial Modeling and Cash Flow
Licensed accountant (SMMM, Türkiye) and co-founder of Prime Numeris, with 10+ years in independent audit, financial control and IFRS reporting. I provide fractional CFO and FP&A support to startups an...
About this Gig
Struggling to understand which locations, departments, or business units are actually profitable?
QuickBooks Online may show your numbers, but turning them into clear management insights can be challenging.
I will transform your QuickBooks Profit and Loss by Class exports into a professional, automated Excel dashboard that helps you identify profitable operations, control costs, and make better financial decisions.
WHAT YOU WILL GET:
- Profit and loss analysis by class
- Revenue, expense, and margin comparisons
- Interactive Excel KPI dashboard
- Monthly financial performance trends
- Budget vs actual analysis (Premium)
- Clear, actionable management insights
WHY CHOOSE ME?
I am a qualified accounting professional (SMMM, Türkiye) with 10+ years of experience in financial controlling, IFRS reporting, and financial analysis.
I combine CFO-level financial expertise with advanced Excel and automation skills to deliver practical, decision-ready reports.
No QuickBooks login required. I work with your exported Excel or CSV files.
Message me before ordering to discuss your reporting needs.
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
Do you need access to my QuickBooks account?
No. I work with Excel or CSV exports from QuickBooks Online. You do not need to share your login credentials.
Can you analyze multiple locations or departments?
Yes. I can analyze multiple business units using QuickBooks classes. The number of classes and reporting periods depends on your selected package.
Will I receive an editable Excel dashboard?
Yes. You will receive an editable Excel workbook with formulas, KPI summaries, and financial reporting tables.
Can you compare actual results with my budget?
Yes. Budget versus actual analysis is included in the Premium package when you provide budget data.
Do you provide bookkeeping or QuickBooks integration?
No. This Gig focuses on financial analysis and management reporting using exported QuickBooks data. Bookkeeping and direct API integration are not included.
