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Create Financial and Budget Reports in Excel

$120
Quantity
1
Delivery in
3 days
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What you get with this Offer

I will create a clean and professional Excel financial report to help you understand performance against budget.
This Offer is ideal for businesses that need monthly financial reporting in a format that is easy to review and present. I can prepare management-style reports with actuals, budget comparisons, variances, and YTD summaries.

What is included in this Offer:

Excel financial report
Monthly actual vs budget view
Variance analysis
YTD figures
Clear formatting for review
Charts if relevant
2 round of revisions

Examples of reports I can create:

Income statement vs budget
Sales analysis report
Departmental spend report
KPI summary
Monthly finance pack summary

Not included in this base Offer:

full 3-statement financial models
Bookkeeping
Tax returns
Audit work
Large multi-tab reporting packs

Get more with Offer Add-ons

  • I can add charts and visual summary page

    Additional 1 working day

    +$27
  • I can add cash flow statement

    Additional 1 working day

    +$41
  • I can add one extra reporting tab

    Additional 1 working day

    +$20

What the Freelancer needs to start the work

To get started, please send:

Trial balance, P&L, or raw finance data in Excel
Budget file, if available
Reporting month and YTD period required
Report format you want, if you have one
Preferred currency
Any chart or presentation preferences

If you already have an old report that you want improved, please attach that too.