I will organize your excel data using formulas and pivot tables

Need a clear view of your sales and expenses?

I will turn your organised Excel or CSV data into an easy-to-read Excel report. With a background in accounting and wholesale business operations, I understand the importance of accurate figures and practical summaries.

Depending on your package, you will receive:

• Sales and expense summaries by month, product or category
• PivotTables and formulas tailored to the agreed report
• Clear formatting and an editable Excel workbook
• Key findings and update instructions with Standard and Premium
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Packages cover up to 300, 1,000 or 2,000 total input rows across 1, 2 or 3 worksheets respectively. Each order covers one business and one reporting currency.

Please provide organised data, clear column headings and your reporting requirements.

Extensive data cleaning, PDF extraction, bookkeeping corrections, tax filing, forecasting, VBA/macros, Power BI and external data connections are not included.

Revisions cover the agreed report using the original dataset. New data or additional requirements require a separate quote.

Please message me on Fiverr before ordering so we can confirm the scope and suitable package.