Phoenix - Your AI AssistantPrepare a business performance report for SMEs
Delivery in
4 days
- Views 27
Amount of days required to complete work for this Offer as set by the freelancer.
Rating of the Offer as calculated from other buyers' reviews.
Average time for the freelancer to first reply on the workstream after purchase or contact on this Offer.
What you get with this Offer
I will review your monthly financial and operational data and prepare a practical business performance report that helps you understand what is happening in your business, where the pressure points are, and what actions may improve performance.
This offer is ideal for trading, distribution, manufacturing, FMCG, retail, wholesale, and product-based SMEs that want clearer insight into their numbers beyond basic accounting records.
I can review your available data and highlight:
Sales and revenue trends
Gross margin movement
Cost and expense pressure points
Cashflow and working capital observations
Debtor or invoice collection issues
Stock, order, or production-related concerns where data is available
Key risks affecting performance
Business levers that can improve results
Practical opportunity areas
Suggested next actions for management
You will receive a clear 3–5 page business performance review report written in simple, practical language. The goal is to help you see what the numbers are saying and identify actions you can take to improve visibility, cashflow, profitability, and operational control.
This is a management insight and business performance review service. It is not an audit, tax filing, statutory accounting service, or regulated financial advice.
This offer is ideal for trading, distribution, manufacturing, FMCG, retail, wholesale, and product-based SMEs that want clearer insight into their numbers beyond basic accounting records.
I can review your available data and highlight:
Sales and revenue trends
Gross margin movement
Cost and expense pressure points
Cashflow and working capital observations
Debtor or invoice collection issues
Stock, order, or production-related concerns where data is available
Key risks affecting performance
Business levers that can improve results
Practical opportunity areas
Suggested next actions for management
You will receive a clear 3–5 page business performance review report written in simple, practical language. The goal is to help you see what the numbers are saying and identify actions you can take to improve visibility, cashflow, profitability, and operational control.
This is a management insight and business performance review service. It is not an audit, tax filing, statutory accounting service, or regulated financial advice.
What the Freelancer needs to start the work
To get started, I will need:
A brief description of your business and what you sell
The period you want reviewed, for example 3, 6, or 12 months
Monthly sales or revenue data
Cost of goods, purchase, or expense data
Gross margin or profit information, if available
Debtor, invoice, or cashflow information, if available
Stock, order, production, or operational data, if available
Any existing Excel file, report, accounting export, or management summary
The main business questions or concerns you want the review to focus on
Please provide the data in Excel, CSV, PDF, Google Sheets, or another clear format.
The data does not need to be perfect. I can work with what you have and highlight any gaps or limitations in the report.